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狂砍5000亿元预算,大众极限瘦身
汽车商业评论· 2026-02-17 23:05
加入轩辕同学 , 成就新汽车人! 设计 | 甄 尤 美 来源 | R e u t e rs, A u t o m o t i v e N e w s, B l o o m b e r g 等 编译 | 郝 雨 涵 编辑 | 黄 大 路 1月中旬的柏林,寒意裹挟着焦虑,渗透进一场不对外公开的大众集团高管闭门会上。 裁员还是关厂,悬而未决的 "重组计划" 如今,在大众集团内部, "重组计划"这一提法迅速流行开来。 五分之一的成本缩减,意味着不仅在研发或采购环节推行降本措施,销售、行政及生产环节同样必须严谨。 鉴于需要达成的降本目标过大,叠加部分产能利用率偏低的现状,内部人士透露,预计将采取比大众品牌近期更为激进的措施。 此前,大众集团 就已对外宣布,计划在 2030年之前,于德国范围内裁减3.5万个职位。 不仅如此,危机已蔓延至管理层。此前,大众集团宣布,计划于今年夏季之前,将大众集团核心品牌集团的董事会成员人数缩减到 19人。据悉, 目前大众集团核心品牌的董事会成员人数为29人,这意味着后续将陆续裁撤三分之一的董事会成员。 《经理杂志》称,在这场会议上,大众汽车集团管理董事会主席、首席执行官奥博穆( Olive ...
今天,大众历史上首次关闭本土工厂
汽车商业评论· 2025-12-15 23:06
Core Viewpoint - The closure of Volkswagen's "Transparent Factory" in Dresden marks a significant shift in the company's strategy, transitioning from automotive production to a focus on technology and innovation, driven by market pressures and the need for efficiency [6][15][36]. Group 1: Factory Closure and Transition - The "Transparent Factory" will officially cease production on December 16, 2025, marking the first closure of a vehicle manufacturing plant in Germany in Volkswagen's 88-year history [6][10]. - Initially, Volkswagen planned to retain only 135 jobs at the factory, but after negotiations, this number was increased to 155 [6][10]. - The factory will be transformed into an innovation center in collaboration with Dresden University of Technology, with a commitment to invest over €50 million (approximately $58.3 million) over the next seven years [7][10]. Group 2: Economic Pressures and Strategic Decisions - Volkswagen's decision to close the factory is influenced by multiple market pressures, including weak demand in China, sluggish consumption in Europe, and high tariffs in the U.S. [16][20]. - The factory's production efficiency has been a concern, with a total output of less than 200,000 vehicles over 22 years, which is significantly lower than the output of Volkswagen's main plant in Wolfsburg [16][18]. - The company is facing a projected cash flow shortfall of €11 billion for its 2026 investment plan, leading to delays in approving strategic projects [23][25]. Group 3: Future Plans and Challenges - The innovation center will focus on high-tech fields such as artificial intelligence, microelectronics, chip design, materials science, robotics, and circular economy technologies [7][10]. - The transition will still allow the facility to function as a new car delivery center and an industrial tourism site, maintaining its "transparent" ethos [12][36]. - However, there are unresolved issues regarding the qualifications of personnel needed for the innovation center and the financing of the transformation [13][12]. Group 4: Financial Implications and Cost Savings - Volkswagen aims to save approximately €1.5 billion annually in labor costs through capacity and personnel reductions, with a total production capacity reduction of 734,000 vehicles in Germany [31][32]. - The company has reduced its five-year investment budget from €180 billion to €160 billion to alleviate financial pressure and focus on core business areas [27][36]. - The restructuring is seen as a necessary step to regain control and shape the company's future in the face of evolving market dynamics [36].