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奥博穆：大众正遭遇百年来最严重行业动荡 处境岌岌可危！_我的网站

A |     8月25日消息，近日，大众汽车集团CEO奥博穆在集团内网发布的内部访谈中发出严厉预警，称大众正经历品牌百年发展史上最严重的行业动荡，当前处境岌岌可危，而整个德国汽车工业同样深陷发展寒冬。    他指出，这场危机由多重内外压力叠加形成，外部层面，中国新能源车企强势崛起，不仅持续挤压大众在华市场份额，更快速渗透欧洲本土市场，成为大众最核心的竞争压力。    Fighting was reported in the town of Kanyabusoro in Rutshuru Territory on Thursday between M23 and DR Congo armed forces (FARDC), according to Agence France-Presse. The city that sits on the border with Rwanda and was seized by M23 last week,A day prior, a “ceasefire” had been announced by Angolan President Joao Lourenco after he invited his Congolese and Rwandan counterparts to Luanda for peace talks. The previous six weeks have seen both nations threaten war and accuse each other of sponsoring proxy forces in Congo’s North Kivu Province.,"We are Congolese, not Rwandans. If there is a ceasefire, it can only be between us and the Congolese government," Willy Ngoma, spokesman for the M23, told AFP on Thursday. He denied the M23 was responsible for the firefight, claiming FARDC had fired on them first.,Congolese President Felix Tshisekedi has accused Rwandan President Paul Kagame, a Tutsi, of sponsoring the predominantly Tutsi M23 group - accusations somewhat supported by a United Nations report but which Kagame’s government has long denied.,The Wednesday agreement overseen by Lourenco established a new “roadmap” to stabilizing Congo-Rwanda relations as well as the North Kivu area, including reviving a long-dormant Congo-Rwanda commission in Luanda, which had been created in the early 21st century to end the fighting of the previous war.,According to the text of the roadmap printed by the Rwanda New Times on Thursday, the deal requires the M23 to cease hostilities and withdraw immediately “from occupied positions.” It also requires both governments to “defeat” the Democratic Forces for the Liberation of Rwanda (FDLR) and its many splinter groups “which are at the origin of tensions between Rwanda and DRC and play a major role in the insecurity of the DRC.”,The FDLR militia is a Hutu Power group in North Kivu descended from those responsible for the 1994 genocide of Rwandan Tutsis and Twa, and Kigali has accused Kinshasa of cooperating with it.The Project on Violent Conflict, a US Department of Homeland Security-funded project, has substantiated some of those allegations, writing that “the relationship between the FARDC and the FDLR oscillates between open conflict and covert cooperation.”,"This roadmap does not commit the M23," Ngoma told AFP in Goma, a city on the border with Rwanda. "We are Congolese, we have nothing to do with Rwanda. We are asked to leave here, but to go where? It is impossible.”,The M23 also originated in the Congo Wars, but demobilized in 2013 following a deal with Kinshasa. However, the group once again took up arms late last year, claiming the government had not kept its end of the deal.,Speaking to the state-owned France24 on Monday, two days before the Luanda deal was reached, Ben Shepherd, a leading specialist on DR Congo and the Great Lakes Region from the London-based Chatham House, said it was unlikely the present situation would actually result in open warfare between Kinshasa and Kigali.,“But the stakes are high. Beyond the tragic consequences for the people of eastern DR Congo, which should never be underestimated, there are real possibilities for inadvertent escalation. The last round of violence between the M23 and DR Congo was ended by a SADC [Southern African Development Community]-led intervention; this time round, the EAC [East African Community] is proposing an intervention force, despite Rwanda itself being an EAC member state, and southern Africa’s heavyweights, notably Angola and South Africa, still having significant stakes in the game,” he said.,“It is imperative that DR Congo does not become once again a battleground for competing geo-political aspirations, but this will take careful diplomacy,” he added.。    此外，美国加征汽车关税每年侵蚀大众约50亿欧元营业利润，叠加欧洲日趋严苛的行业监管、能源与供应链成本波动，持续加重企业经营负担。    内部困境同样严峻，大众欧洲区域年产能冗余高达50万辆，传统燃油车产能与当下电动化转型的市场需求严重错配；埃姆登、汉诺威、茨维考以及奥迪内卡苏尔姆四家德国工厂，已被官方预判难以在2030年代维持盈利。    同时集团整体成本较行业平均水平高出20%，当前不足4%的营业利润率，已无法长期支撑电动化研发、产品迭代与产能升级投入。    财报数据显示，2026年上半年大众全球销量同比下滑8.4%，税后利润同比大跌30.7%，经营压力持续加剧。

B |     目前大众已全面启动史上最大规模降本重组，拟通过人员优化、产能调整、盘活闲置资产等举措自救，行业推算全球岗位缩减规模或达5万个。    奥博穆强调，关闭工厂是最后且代价最高的选项，集团优先探索多元化产业转型方案，最大限度盘活存量资产、保障产业稳定。

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