降本计划

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奔驰计划抛售约25亿元日产股份,致后者股价滑落6%
Guan Cha Zhe Wang· 2025-08-26 08:04
(文/观察者网 张家栋 编辑/高莘) 据路透社8月26日报道,梅赛德斯-奔驰将出售其持有的约3.46亿美元(约24.7亿元人民币)日产股份, 作为日产汽车在雷诺外的第二大股东,奔驰的这一计划导致日产当日股价一度下跌约6%,创下7月初以 来最大跌幅。 外媒表示,股价下跌凸显了投资者对日产扭亏为盈前景的怀疑,因为日产正面临关税压力及其主要市场 的销量下滑。其2025财年第一季度财报显示,今年4—6月,日产亏损791亿日元(约38.3亿元人民 币),连续第四个季度处于亏损状态。 根据该计划,日产将通过大幅削减成本、重新定义其产品和市场策略、加强合作伙伴关系三项关键举 措,到2026财年使汽车业务恢复盈利能力并实现正的自由现金流。 从业绩来看,日产在其第一财季实现全球销量70.7万辆,合并净收入2.7万亿日元(约1307.1亿元人民 币)。得益于产品组合优化与固定成本削减,营业亏损也远低于此前预测的2000亿日元(约96.8亿元人 民币)。 日产汽车表示,重振举措在固定成本和可变成本削减方面已经取得了进展:在可变成本方面,总交付成 本(TdC)转型团队已经产生了大约4000个节省成本的想法,其中约1600个已准备好实 ...
为降本开路,戴姆勒卡车预计将在德国裁员5000人
Sou Hu Cai Jing· 2025-07-09 13:32
Core Viewpoint - Daimler Trucks plans to cut approximately 5,000 jobs in Germany over the next five years as part of a strategy to relocate truck production to more cost-effective countries [1][3] Group 1: Job Cuts and Restructuring - The job cuts will reduce the workforce at the German headquarters and administrative departments by 20% and sales personnel by 15% [3] - The layoffs will be achieved through natural attrition, expanded early retirement options, and targeted severance packages [3] - The company aims to improve efficiency, reduce complexity, and balance investments in diesel and zero-emission technologies to achieve higher profitability targets [3] Group 2: Financial Goals and Performance - Daimler's goal is to achieve an adjusted sales return of over 12% for its industrial business by 2030, up from 8.9% last year [3] - The company targets an annual revenue growth rate of 3%-5% by 2030, driven by defense business, increased sales of zero-emission vehicles in Europe, growth in the Indian market, and high-margin service business [3] - Daimler plans to raise its profit margin expectations for North American trucks from 9%-12% to 10%-14% by 2030 [3] Group 3: Market Challenges - The European truck manufacturing sector is facing collective challenges, with Daimler being the best-performing among the three major European truck manufacturers [4] - In Q1, Daimler's revenue was €13.3 billion (approximately ¥111.86 billion), remaining stable compared to the previous year, while its adjusted EBIT increased by 4% [5] - The European commercial vehicle market is experiencing a decline, with registrations of heavy commercial vehicles dropping by 16% year-on-year in Q1 2025 [5][6] Group 4: External Factors - Stricter emission regulations and environmental requirements are leading to a decline in demand for traditional fuel trucks [6] - The implementation of U.S. steel tariffs has increased cost pressures on global automakers, with Volvo reporting significant cost increases due to punitive tariffs [6] - The combination of declining domestic market demand, rising costs from tariffs, and geopolitical instability presents significant challenges for European truck manufacturers [6]