大众汽车下调2026年营收预期并计划裁员10万人Volkswagen Slashes 2026 Revenue Outlook and Plans 100,000 Job Cuts
德国汽车巨头大众汽车公布的2026年第二季度营业利润同比下降近10%，降至35亿欧元（约合39.8亿美元），未能达到分析师此前预期的43亿欧元。由于第二季度利润表现未达市场预期，大众汽车已经取消了对2026年销售收入增长的预期，目前预计今年的销售收入将出现至多3%的下滑，而该公司此前的预测为增长至多3%。为了应对当前的利润下滑、数十亿欧元的关税成本以及来自中国汽车品牌日益激烈的市场竞争，大众汽车确认目前正在寻求裁减多达10万个工作岗位，这一数字是其此前宣布裁员人数的两倍。此外，首席执行官奥利弗·布鲁姆在给员工的内部备忘录中指出，该集团的运营成本比同类竞争企业高出了20%。布鲁姆还表示，公司目前无法为此前面临关闭威胁的四家德国本土工厂确认替代用途，这些工厂包括大众汽车位于汉诺威、茨维考和埃姆登的生产基地，以及该集团位于内卡苏姆的奥迪工厂。
Volkswagen reported a nearly 10% year-on-year drop in its second-quarter operating profit for 2026 to 3.5 billion euros ($3.98 billion), missing analyst expectations of 4.3 billion euros. Following these weaker-than-expected results, the German automotive group scrapped its previous forecast of up to 3% sales revenue growth for 2026, and now expects sales revenue to decline by up to 3% this year. To address the profit slump, billions of euros in tariff costs, and intensifying competition from Chinese car brands, Volkswagen confirmed it is seeking to cut up to 100,000 jobs, which is double the number of job cuts previously announced. In a memo to staff, CEO Oliver Blume stated that the group's costs are 20% higher than those of its competitors. Blume also reported that the company has been unable to find alternative uses for four German factories currently threatened with closure, which include the plants in Hanover, Zwickau, and Emden, as well as the Audi facility in Neckarsulm.
01第二季度利润未达预期与营收展望下调Q2 Profit Miss and Downgraded Revenue Outlook
在2026年第二季度，大众汽车录得营业利润35亿欧元（约合39.8亿美元），与去年同期相比下降了近10%。这一业绩表现未能达到伦敦证券交易所集团（LSEG）所汇总的分析师共识预期，此前市场普遍预计该集团在今年4月至6月期间的营业利润将达到43亿欧元。利润的大幅下滑反映出这家欧洲最大的汽车制造商正面临着严峻的运营挑战。
During the second quarter of 2026, Volkswagen recorded an operating profit of 3.5 billion euros ($3.98 billion) for the April-to-June period, representing a year-on-year decline of nearly 10%. This financial result fell short of market expectations, missing the consensus estimate of 4.3 billion euros compiled by the London Stock Exchange Group (LSEG). The profit drop highlights the mounting operational difficulties facing Europe's largest carmaker.
鉴于第二季度利润表现疲软，大众汽车正式下调了对2026年全年的业绩展望。该公司已经取消了此前关于今年销售收入将实现增长的预期，并将其调整为预计销售收入将出现至多3%的下滑。而在先前的预测中，大众汽车曾预计今年的销售收入将实现至多3%的增长。这一预测的重大转向，进一步证实了该集团在推进业务彻底重组过程中所面临的收入收缩压力。
In response to the weak second-quarter performance, Volkswagen has officially revised its full-year outlook for 2026. The German automotive giant scrapped its previous forecast, which had anticipated sales revenue growth of up to 3% for the year. Instead, the company now projects that its sales revenue will experience a decline of up to 3% this year, reflecting the severe revenue squeeze as the group prepares for a radical restructuring of its business.
02裁员规模翻倍以应对多重市场挑战Doubling Job Cuts to Counter Market Pressures
为了应对利润的大幅下滑，大众汽车已确认计划裁减多达10万个工作岗位。这一数字是该公司此前宣布的裁员规模的两倍。这家德国汽车巨头正试图通过更大规模的人员精简，来抵消当前面临的严峻财务压力，并为接下来的业务重组奠定基础。
To counter its ongoing profit slump, Volkswagen has confirmed plans to cut up to 100,000 jobs across its operations. This figure represents twice the number of job cuts previously stated by the company, reflecting a significant escalation in its cost-cutting efforts as the German automotive giant prepares for a radical overhaul of its business.
除了内部的利润压力外，大众汽车还面临着外部环境的严峻挑战。该公司目前正承受着高达数十亿欧元的关税成本，同时还要应对来自中国汽车品牌日益激烈的市场竞争。在海外市场尤其是中国市场销售疲软的背景下，这些多重市场压力促使大众汽车管理层不得不采取更为激进的成本削减措施。
The decision to double the scale of layoffs comes as Volkswagen faces severe external pressures, including billions of euros in tariff costs. Additionally, the carmaker is grappling with intensifying competition from Chinese automotive brands and weak sales in China, which have piled pressure on the group's leadership to push through these massive workforce reductions.
03成本高企与德国本土工厂关闭危机High Costs and Threatened German Factory Closures
根据首席执行官奥利弗·布鲁姆在本月早些时候发给员工的一份内部备忘录，大众汽车正面临着严峻的内部成本挑战。布鲁姆在备忘录中明确指出，该集团目前的运营成本比同类竞争企业高出了20%。这一成本差距意味着大众汽车必须在现有基础上进一步加大成本削减的力度，以恢复其在行业中的竞争优势。
According to a widely reported memo sent to staff earlier this month, CEO Oliver Blume highlighted that Volkswagen is facing severe internal cost challenges. Blume stated that the group's operating costs are currently 20% higher than those of comparable businesses. This significant cost gap indicates that the German automotive giant will need to reduce its expenses even further in order to restore its competitiveness in the global market.
由于成本居高不下，大众汽车此前曾对四家德国本土工厂发出关闭威胁。布鲁姆表示，公司目前仍无法为这些面临关闭危机的工厂确认任何替代用途。这些受到波及的生产设施包括大众汽车位于汉诺威、茨维考和埃姆登的工厂，以及该集团旗下位于内卡苏姆的奥迪生产基地。这表明该集团在推进德国本土制造网络重组时正面临着巨大的阻力。
As a result of these high costs, Volkswagen has been unable to confirm alternative uses for four of its German factories that were previously threatened with closure. These facilities include Volkswagen's manufacturing plants in Hanover, Zwickau, and Emden, as well as the group's Audi facility located in Neckarsulm. The failure to find new roles for these sites underscores the deep challenges the company faces in restructuring its domestic production network.
