Core Viewpoint - Mercedes-Benz is undergoing significant challenges, including a large-scale layoff plan and declining sales performance, particularly in the Chinese market, which is crucial for its future growth [4][10]. Group 1: Layoff and Cost-Cutting Measures - Mercedes-Benz is implementing its largest layoff plan in history, with approximately 4,000 employees accepting severance packages, including senior management receiving up to €500,000 (approximately 4.12 million RMB) [4]. - The company aims to save about €5 billion annually by 2027 through outsourcing decisions and not filling vacant positions, with a target of reducing production and fixed costs by approximately 10% [7]. - The layoffs are a response to disappointing sales figures, with global sales in Q3 2025 at 525,300 units, down 12% year-on-year, and a total of 1,601,600 units sold in the first three quarters, a 9% decrease [8]. Group 2: Sales Performance - Mercedes-Benz's total revenue for the previous year was €145.59 billion, a 4% decline, with EBIT down 31% to €13.6 billion and net profit down 28.4% to €10.4 billion [8]. - In the first half of the current year, revenue fell to €66.38 billion, an 8.6% decrease, and net profit dropped by 55.8% from €60.87 million to €26.88 million [9]. - The Chinese market has been a significant factor in the decline, with revenue in 2024 at €23.139 billion, down 8.5%, and vehicle sales dropping 7.3% to 683,600 units [10]. Group 3: Challenges in the Chinese Market - Mercedes-Benz faces intense competition in China, with over 100 companies vying for market share, making it critical for the company to maintain its position [18]. - The EQ series electric vehicles have not performed well compared to domestic competitors, with September sales figures for models like EQB and EQE being significantly lower than those of local brands [18]. - The company plans to introduce 36 new models by 2027, including 17 electric vehicles, and aims to reduce local material costs by over 10% by 2027 [20].
连导航都要收钱,百年豪车巨头急了
虎嗅APP·2025-10-23 23:59