新浪TECH报道称，全球最大汽车零部件供应商博世（BOS.GY），正在中国市场遭遇一场前所未有的 转型阵痛。日前，有博世中国内部员工爆料称，公司已开启裁员行动，涉及人数近200人，其中无锡基 地的燃油汽车项目与氢燃料电池项目成为裁员"重灾区"。 随后，博世官方否认"裁员"，称其为"正常经营优化"。 但消息并非空穴来风。此前，博世宣布在全球将有2.2万人的裁员计划，中国区的人员调整也早有端 倪，并非孤立事件。其背后是博世全球盈利下滑、中国市场竞争失利与转型滞后的多重困境。 无锡重灾区 据博世中国内部员工透露，此次裁员为经济性裁员，补偿方案较为优厚，均按照N+4标准执行。更有员 工表示，6月份，博世中国还将开启一轮规模更大的裁员，涉及员工数量将远超当前。 公开信息显示，2024年博世宣布在德国裁员9000人，2025年又追加裁员1.3万人，预计到2030年底，全 球裁员总数将达到2.2万人。 数据显示，博世中国2023年底员工数量约为5.8万人，到2024年底已降至5.6万人，一年间减少2000人， 人员规模呈现稳步下滑趋势。 此次无锡基地的裁员传闻，被业内视为博世中国收缩传统燃油车业务、优化业务结构的动作。 随 ...

近日，《次世代车研所》从博世中国内部员工处获悉，目前公司已开启裁员，人数近200人，"重灾 区"为博世在无锡的燃油汽车项目和氢燃料电池项目。 另有员工证实裁员的真实性，但直言公司的补偿方案相对优厚，"目前这几波都是经济性裁员，全部补 偿了N+4。今年6月份，还将在国内开启一轮裁员，涉及员工会更多"。 博世中国官方向《次世代车研所》否认了裁员一说，称此举是企业的正常经营管理深化行为。 作为全球最大汽车零部件供应商，博世的裁员行动早已不是秘密——2024年曾宣布在德国裁员9000人， 2025年又追加裁员1.3万人，预计到2030年底将裁员2.2万人。而在中国区，博世的员工数量呈现些许下 降趋势，根据披露，其在2023年底有约5.8万名员工，一年后该数据降至5.6万。 博世中国总裁徐大全曾坦言："在电机、电桥、电控和辅助驾驶等新兴领域，博世的盈利状况都不乐 观"。目前纵观行业，华为、比亚迪等多家中国企业崛起，抢占了市场份额，博世在竞争中逐渐"失 宠"。 销售额下滑，中国总裁坦言"辅助驾驶从领先到追赶" 关于此次博世中国区裁员，内部人士嘉华（化名）向《次世代车研所》透露，此次裁员是受到传统燃油 汽车业务不振的影响。 ...

Core Insights - Bosch anticipates no significant turnaround in overall conditions for the year, but aims to rank among the top three suppliers in key markets within the next five years as part of its 2030 strategy [1] - For fiscal year 2024, Bosch projects sales of €90.3 billion, a decline of 1.4% year-over-year, with an adjusted decline of 0.5% after currency effects [1] - The company aims for an average annual sales growth of at least 6% and a profit margin of at least 7% by 2030 [1] Financial Performance - Bosch's EBIT for 2024 is projected at €3.1 billion, down from €4.8 billion in 2023, resulting in an EBIT margin of 3.5% [1] - Free cash flow is expected to be positive at €900 million, with working capital increasing to €8.2 billion from €7.4 billion in 2023 [1] - Sales by region for 2024 include €44.5 billion in Europe (down 5%), €16 billion in North America (up 5%), €1.8 billion in South America (up 6%), and €28.1 billion in Asia-Pacific (up 1%) [2] Market Challenges and Strategies - The automotive market is projected to decline, with global production expected to drop from 94 million units in 2023 to 93 million in 2024 [1] - Bosch plans to optimize costs and adjust its structure to maintain competitiveness in a rapidly changing market, particularly in China [1][3] - The company is focusing on localization strategies in key markets to enhance supply chain resilience and better serve local customers [3] Business Segments - The smart mobility segment is a significant part of Bosch's business, with projected sales of €55.8 billion for fiscal year 2024 [4] - Other segments include consumer goods with sales growth of 1.6% to €20.3 billion, industrial technology with a decline of 13% to €6.4 billion, and energy and building technology with a decline of 2.7% to €7.5 billion [4] Future Projects and Innovations - Bosch plans to launch 50 electric mobility projects this year, primarily in Europe and China [7] - The company is developing advanced driver assistance systems and AI-powered cockpit platforms, with significant contributions from its Chinese operations [7] - Bosch acknowledges the challenges of achieving profitability in new business areas, emphasizing the need for strong product development during transitional periods [7]