据韩媒报道，现代汽车将于12月1日至12日期间，再次暂时关停位于韩国蔚山第一工厂2号生产线。据悉，此次停产的生产线为电动汽车专属产线，主要承担 现代旗舰电动车型IONIQ 5等产品的生产任务，涉及该生产线全体技术工人（合同工除外）的生产作业，这已是该公司今年以来因电动汽车需求疲软而实施 的第10次临时停产。 现代汽车此次减产，和韩国国内电动汽车补贴政策的变化脱不开关系。根据韩国环境部消息，包括首尔在内的大部分地区，今年的电动汽车购车补贴申请已 全部截止，消费者若想获得购车补贴需等到明年。补贴取消的效应立竿见影，韩国市场分析机构CarIsYou的数据显示，韩国本土电动汽车销量从9月的28528 辆降至10月的28000辆，随着11月补贴取消影响的进一步发酵，预计销量还将持续走低。 与此同时，美国关税政策也对韩国本土电动汽车生产造成了负面影响。美国对韩国汽车征收15%的关税，为应对这一政策，现代汽车扩大了在美国的电动汽 车产能。其在美国佐治亚州的首个电动汽车专用生产基地HMGMA工厂于今年正式全面投产，并持续扩大产能。今年1月至10月，该工厂IONIQ 5和IONIQ 9 两款电动车型产量达53194辆，这一举措 ...

Core Viewpoint - Rivian is laying off approximately 4.5% of its workforce, which equates to over 600 employees, as the company faces a challenging market environment and aims to restructure its marketing, vehicle operations, and sales/delivery teams [1][2] Group 1: Company Actions - The layoffs are part of a restructuring effort to ensure the company can scale efficiently and build a healthy, profitable business [2] - Rivian's total workforce was just under 15,000 employees at the end of last year [1] - The company is preparing to launch a new R2 series model, expected to begin production next year [2] Group 2: Market Environment - Rivian and other electric vehicle manufacturers are facing a tougher market due to the cancellation of the $7,500 federal electric vehicle purchase subsidy [1] - The company is experiencing slower-than-expected demand growth for electric vehicles, a prolonged gap in new product releases until next year, urgent funding needs, and ongoing losses [1] - In Q2, Rivian reported a loss of $1.1 billion [1] Group 3: Financial Performance - In Q3, Rivian's vehicle sales increased by 32% year-over-year to 13,201 units, driven by consumer purchases before the federal subsidy expiration [2] - The company has revised its delivery expectations for 2025 down from a maximum of 46,000 units to a range of 41,500 to 43,500 units [2] - Rivian expects its adjusted core losses for the year to widen to between $2 billion and $2.25 billion, up from a previous estimate of $1.7 billion to $1.9 billion [2] - As of Thursday's close, Rivian's stock price was $13.09, with a daily increase of 1.32% and a year-to-date decline of less than 2% [2]