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全球最大汽配商博世告急:或需继续裁员以降本,7%利润率目标被迫延至2027年
智通财经网· 2026-01-30 11:33
Group 1 - Bosch anticipates significant market improvement will not occur until next year, exacerbating cost pressures and leading to layoffs [1] - The company has postponed its profit margin target of 7% until at least 2027 due to weak demand and high costs, with a current EBIT margin dropping from 3.5% in 2024 to approximately 2% [2] - Bosch plans to cut a total of 18,500 jobs, including 13,000 from its mobility solutions division, while ensuring no operational layoffs at German plants until the end of 2027 [2] Group 2 - The automotive industry is facing increased competition from Chinese rivals and software companies, which is squeezing the survival space of traditional suppliers [1] - Bosch's revenue grew slightly by 0.8% to €91 billion (approximately $109 billion), primarily impacted by a decline in its largest market, Europe [2] - The company is negotiating with labor representatives regarding social responsibility measures amid the ongoing restructuring [2]
博世预警2026年成本压力攀升,推迟利润率目标达成时间
Xin Lang Cai Jing· 2026-01-30 10:18
全球最大汽车零部件供应商博世于周五发布预警,称 2026 年公司仍将面临艰难发展局面,并宣布推迟 7% 利润率目标的达成时间。受全球范围内关税政策影响,汽车行业成本压力与竞争压力持续高企,博 世预计这一状况在 2026 年不会缓解。 全球最大汽车零部件供应商博世于周五发布预警,称 2026 年公司仍将面临艰难发展局面,并宣布推迟 7% 利润率目标的达成时间。受全球范围内关税政策影响,汽车行业成本压力与竞争压力持续高企,博 世预计这一状况在 2026 年不会缓解。 2025 年,博世已宣布进一步裁员 1.3 万人,约占公司员工总数的 3%。此举旨在应对进口关税和产品价 格下跌对业务造成的冲击,保障公司利润率并维持市场竞争力。 博世首席执行官斯特凡・哈通去年曾向路透社表示,2026 年行业形势将依旧严峻,并警示称,汽车行 业 "仍将是竞争白热化的领域,企业会为每一分利润展开激烈争夺"。 受多重不利因素影响,博世宣布将 7% 的利润率目标达成时间推迟至最早 2027 年,而公司此前的预期 为 2026 年实现该目标。 2025 年,博世已宣布进一步裁员 1.3 万人,约占公司员工总数的 3%。此举旨在应对进口关税和 ...