雷诺在过去几个月发生了不少大事。 6月，功勋CEO卢卡·德·梅奥官宣离职。 7月，为集团工作了23年、管理供应链的高管弗朗索瓦·普罗沃斯特宣布接任CEO。随后集团发布了半年报，净亏损超111亿欧元。 当然实际情况并没有如此恐怖，巨额亏损是由于减持日产股份产生的会计处理变更、以及共同持股子公司的重新估值导致，实际上半年产、销、利润均保 持增长，但净利润大幅收窄，仅为去年同期的约1/3，的确略显隐患。 还是7月，雷诺旗下电动汽车及软件子公司安培（Ampere）与中金私募、杭州资本和杭州高新金投，在杭州签署了新能源汽车产业基金合伙协议。 图片来自官方 本月，法媒报道新任CEO弗朗索瓦·普罗沃斯特正在推动雷诺进行新一轮裁员，这项计划涉及全球范围内营销、财务、人力资源等支持性部门的3000名员 工，可以削减大约15%的薪资成本。 同时，雷诺集团全球活动「科技世界探索（Teck World Tour）」在亚洲的第一站就来到了中国。 「……直观展示雷诺集团在中国的生态合作模式及其对全球市场的战略适用性……全面深化了对中国创新生态的理解，亲身体验了中国团队通过积极链接 中国本土生态系统，持续为雷诺集团加速发展、技术迭代与国际 ...

Core Viewpoint - The automotive industry is facing significant challenges in 2025, with major global brands experiencing substantial declines in net profits and sales, while Renault is showing resilience and growth amidst this downturn [1][2][3]. Group 1: Financial Performance of Major Automakers - In Q1 2025, several leading global automotive brands reported sharp declines in net profits, with Tesla's net profit plummeting by 70% and sales down by 9% [3]. - Volkswagen Group reported revenue of €77.6 billion (approximately $87.3 billion), a year-on-year increase of 2.8%, but net profit fell by 36.9% to €2.9 billion [3]. - BMW Group's revenue decreased by 8.7% to €33.758 billion (approximately $38 billion), with net profit down by 26.4% to €2.173 billion [3]. - Mercedes-Benz Group saw a revenue drop of 7.4% to €33.224 billion (approximately $37.4 billion) and a 42.8% decline in net profit to €1.731 billion [3]. - In contrast, Renault is set to launch seven new models this year and has projected a profit margin of 7%, significantly higher than the industry average [3]. Group 2: Renault's Historical Context and Strategy - Renault's entry into the Chinese market began in 1993 through a partnership with Sanjiang Aerospace Group, with a 30-year cooperation agreement aimed at significant growth [10][11]. - The initial collaboration faced challenges due to high costs and reliance on imported components, leading to poor sales of the Taffic model [20][21]. - After several failed partnerships and market miscalculations, Renault established a joint venture with Dongfeng in 2013, which marked a turning point for the company in China [29][31]. Group 3: Lessons Learned and Future Directions - Renault's experience in China highlights the importance of localizing production and adapting to market conditions, as seen in their struggles with high costs and misjudged market strategies [39][40]. - The company has made strategic moves towards electric vehicle production, including a 50% stake in Jiangling New Energy and the establishment of a joint venture with Geely for powertrain technology [46][64]. - Renault is focusing on leveraging its partnerships to enhance its global supply chain and capitalize on the growing demand for electric vehicles, with plans to expand its R&D capabilities in China [67][71].