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德国车企比惨,巨头加速关厂、裁员
21世纪经济报道· 2025-08-13 14:16
Core Viewpoint - The German automotive industry, represented by the "Big Three" (Mercedes-Benz, Volkswagen, and BMW), is facing significant challenges due to a sharp decline in profits and ongoing tariff issues with the U.S. market, which could lead to long-term structural changes in production and employment [1][3]. Group 1: Financial Performance - Mercedes-Benz reported a net profit drop of over 50% year-on-year for the first half of the year, with the CEO stating that the current situation is more challenging than ever [1]. - Volkswagen's after-tax profit decreased by 38.3% year-on-year, and the company has revised its full-year performance expectations downward three times within six months [1]. - BMW experienced a 29% year-on-year decline in after-tax net profit, indicating that while it is less affected than its peers, it still faces significant pressure [1]. Group 2: Tariff Impact - The German automotive sector is projected to see a combined cash flow reduction of approximately €10 billion due to U.S. tariff policies [1]. - Despite a recent trade agreement reducing the tariff on EU car exports to the U.S. from 27.5% to 15%, the current tariff level remains significantly higher than the pre-Trump administration rate of 2.5% [3]. - The direct impact of tariffs is evident in sales and revenue, but the long-term implications include potential supply chain restructuring and job losses in Germany if production shifts to the U.S. [1]. Group 3: Market Dynamics - In 2022, Germany exported approximately 447,000 cars to the U.S., which accounted for less than 6% of total U.S. car imports, but the value of these exports was significant, reaching $24.8 billion [4]. - The luxury segment dominates German car exports to the U.S., which helps mitigate the impact of the 15% tariff due to higher profit margins [4][5]. - Companies like Audi and Porsche, which lack U.S. manufacturing facilities, are more vulnerable to tariff impacts, with Audi recently lowering its revenue expectations and profit margins [5][6]. Group 4: Strategic Responses - In response to tariffs, German automakers are planning to increase investments in U.S. manufacturing, with companies like BMW and Volkswagen already having established production bases in the U.S. [8]. - However, the shift to U.S. production comes with challenges, including increased costs from tariffs on imported components, which could raise overall manufacturing expenses by $107.7 billion for U.S. automakers [9]. - The pressure to invest in the U.S. may lead to reduced production capacity in Europe, with significant job cuts announced by major companies, including Audi and Volkswagen, which could affect up to 70,000 jobs in Germany [9][10]. Group 5: Electric Vehicle Transition - The push for electric vehicle development may be hindered by the current tariff environment, as German automakers may focus more on traditional fuel vehicles to maintain competitiveness in the U.S. market [10]. - The U.S. government's emphasis on traditional energy vehicles and the reduction of electric vehicle subsidies complicate the transition for German manufacturers, potentially delaying their shift towards electric mobility [10].
奔驰二季度销量下滑9%,中国市场暴跌19%
Xi Niu Cai Jing· 2025-07-11 03:33
Core Insights - Mercedes-Benz's global automotive and van sales declined by 9% year-on-year, totaling 547,100 units in Q2 2025, with a significant drop in battery electric vehicle (BEV) sales by 18% to 41,900 units [1][3] - The North American market saw a 14% decrease in sales, while the Chinese market experienced a severe decline of 19%, contributing significantly to the overall performance downturn [1][3] Sales Performance - Total sales for Mercedes-Benz Group in Q2 2025 were 547,100 units, reflecting a 3% increase from Q1 2025 but a 9% decrease compared to Q2 2024 [3] - BEV sales specifically dropped by 8% from Q1 2025 and 18% from Q2 2024, totaling 41,900 units [3] - Sales by segments showed a mixed performance, with the Top-End segment remaining flat at 64,800 units, while the Core segment increased by 4% to 273,800 units [3] Regional Sales Breakdown - In Europe, sales increased by 7% to 159,700 units, with Germany showing a notable 16% rise [3] - Asia's sales decreased by 5% to 189,200 units, with China experiencing a significant 19% drop to 140,400 units [3] - North America saw a 5% increase in sales to 80,600 units, with the U.S. market up by 11% [3] Quality and Trust Issues - Mercedes-Benz faced quality and trust crises, including recalls affecting 16,100 vehicles due to safety hazards related to the fuse box and battery management system [3][4] - The company also dealt with widespread issues in its vehicle navigation systems, impacting several popular models [4] Strategic Adjustments - To address market changes, Mercedes-Benz plans to reduce production costs by 10% by 2027 and is focusing on enhancing its electric vehicle lineup [5] - The company aims to launch new models, including pure electric and plug-in hybrid vehicles, starting in 2025, and plans to introduce several models tailored for the Chinese market [5] - Despite challenges, Mercedes-Benz remains committed to the Chinese market, with plans for additional investments exceeding 14 billion RMB to enhance local product offerings [5]
高额关税壁垒下,奥迪拟调整战略
第一财经· 2025-06-25 05:01
本文字数:1465,阅读时长大约2分钟 2025.06. 25 高额关税推高汽车产品价格,并对车企利润造成较大影响。通用汽车公司于5月1日下调了2025年盈 利预期,表示美国政府加征的汽车关税可能导致该公司利润减少40亿至50亿美元。此外,值得注意 的是,通用汽车近期宣布,计划在未来两年内向位于密歇根州、堪萨斯州和田纳西州的3家美国工厂 投资约40亿美元,以扩大旗下畅销车型在本土市场的生产规模,并将部分SUV生产从墨西哥转移至 美国。 美国汽车研究中心数据显示,目前全美在售车辆中,进口车占比达48%,且本土生产的汽车平均含 有30%的进口零部件,这使得美国对汽车产业加征关税的实际影响远超预期。具体到美国车企来 看,福特依赖墨西哥工厂供应全美约60%的车辆,通用汽车2024年在墨西哥生产了近90万辆汽车, 其中多数运往美国。 "许多位于加拿大和墨西哥的零部件生产商,会直接向美国市场供应零部件,零部件厂商在政策非常 确定的条件下才会考虑要不要在美国当地投资,但美国目前关税政策很难判断,即便要进行新的投 资,也不可能立竿见影。美国市场对欧洲来说是一个非常重要的市场,我们仍然希望跟他们之间保持 很积极的贸易关系。"德 ...
梅赛德斯-奔驰将把GLC SUV生产转移到阿拉巴马州。
news flash· 2025-05-12 17:54
Core Viewpoint - Mercedes-Benz will relocate the production of its GLC SUV to Alabama, indicating a strategic shift in manufacturing operations [1] Group 1 - The decision to move GLC SUV production to Alabama reflects the company's ongoing efforts to optimize its manufacturing footprint in North America [1] - This relocation is expected to enhance operational efficiency and align production capabilities with market demand [1] - The move may also signify a response to changing economic conditions and supply chain dynamics in the automotive industry [1]
奔驰确认,该公司将调把GLC SUV生产线迁移至美国阿拉巴马州。
news flash· 2025-05-12 17:41
Core Viewpoint - The company confirms the relocation of the GLC SUV production line to Alabama, USA [1] Group 1 - The decision to move the production line is part of the company's strategy to enhance manufacturing capabilities in North America [1] - This relocation is expected to create new job opportunities in the Alabama region [1] - The shift aligns with the company's broader goals of increasing local production and reducing supply chain risks [1]