奔驰突发，净利暴跌69%！股价跳水

Core Viewpoint - Mercedes-Benz reported a significant decline in net profit by 69% in Q2, leading to a drop in stock price and market capitalization below €50 billion [2][4]. Financial Performance - In Q2, Mercedes-Benz's revenue was €33.15 billion, a year-on-year decrease of 9.8% [6]. - The EBIT (Earnings Before Interest and Taxes) fell by 68.56% to €1.27 billion, compared to €4.04 billion in the same period last year [6]. Reasons for Decline - The company attributed the performance decline to tariffs, decreased sales, weak pricing, and reduced contributions from joint ventures [7]. - Mercedes-Benz warned that due to tariffs impacting car and truck sales, the group's annual revenue is expected to be significantly lower than last year [7]. Market Conditions - A recent agreement between the U.S. and EU reduced tariffs on cars exported from Europe to the U.S. from 27.5% to 15%, but this is still higher than the 2.5% tariff during Biden's term [7]. Sales Performance - In Q2, Mercedes-Benz's vehicle sales dropped by 9% to 453,700 units, with a 19% decline in the Chinese market, totaling 140,400 units [10]. - The 2024 financial report indicated that sales in China fell by over 7% to 683,600 units, impacting overall revenue, profit, and sales performance [10]. Strategic Adjustments - Mercedes-Benz is undergoing a "streamlining" process in China, closing multiple dealerships and optimizing its dealer network to improve profitability [8][10]. - Reports suggest that the company plans to reduce over 100 dealerships in China, although this has not been officially confirmed [9].