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一 |     德国百年车企奔驰,最近的日子不好过。                   据媒体日前报道,梅赛德斯-奔驰(下称“奔驰”)近日正在实施其有史以来最大规模的裁员计划。

二 |     Colombo, Oct 20 (UNI) Amid growing criticism, Sri Lankan President Ranil Wickremesinghe has justified a hike in income tax for both corporates and individuals, saying it was for the greater good of the country and critical to garner much needed financial support from the international community.
In an address to the nation, the President said the International Monetary Fund (IMF) with which the government has signed a Staff Level Agreement for a $2.9 billion four-year financial support, advised the need for a surplus in Sri Lanka’s primary budget, the Daily FT reported on Thursday.
“It was agreed to since the country needs the support of the IMF,” he was quoted him as saying.
“It was also decided to increase the country’s income from 8.5 per cent to 14.5 per cent of the GDP. However, it is a difficult task to accomplish immediately, it is envisaged to achieve this by 2026.
"Initially, a decision had to be taken on the manner in which the income is to be increased. Money was printed due to the decrease in income. During the past two years, Rs. 2,300 billion has been printed, resulting in inflation rising to 70-75 per cent and even more in respect of food inflation," he said.
Wickremesinghe said these increases need to be controlled, while securing income. Therefore, during the discussions with the IMF a new tax system was proposed. The IMF informed that even the export industries would be required to pay taxes.
The IMF pointed out that in countries with an export economy, the related industries were liable for tax. The IMF also upheld that Sri Lanka’s primary export economy is based on the plantation industry.
During British rule, taxes were charged from every plantation sector, including tea, coconut and rubber. Therefore, if the country has to move towards that goal, taxes will have to be paid. The export sector has now questioned this aspect and the related concerns are to be submitted to the IMF.
Referring to the issue of higher personal income taxation, the President said the majority of tax revenue was through indirect taxation. The majority of the country’s citizens, even those below the poverty line, had no choice but to pay indirect taxes, the President said.
The direct tax revenue was 20 per cent and 80 per cent has been derived from indirect taxes.
The IMF had reservations in this regard and said the amount of tax obtained through direct taxes should exceed 20 per cent. The IMF noted that otherwise this would not be successful and ordinary citizens would need to pay taxes, the President said.
Therefore, the Treasury and the IMF discussed the possibility of limiting the taxation from those who have an income of Rs. 200,000, which did not materialise. Eventually, this resulted in the decision to levy income tax on people earning over 100,000. This has become a vital concern amongst citizens.
But without this tax system, the desired goal will not be achieved. The agreed goal is to achieve 14.5-15 per cent of Gross Domestic Product (GDP) revenue by 2026, Wickremesinghe said.
If Sri Lanka withdraws from this programme, IMF assistance will not be received. Without IMF certification, the support of institutions such as the World Bank, Asian Development Bank, and the countries that have supported financially will not be forthcoming. Then, Sri Lanka will be back to the era of queues, he warned.
In his address, Wickremesinghe also said the Government was ready to implement prudent economic management after successful debt restructuring.
He noted that it was not possible to strengthen the economy without increasing the revenue of the country, which will compel him to reluctantly make tough decisions in order to rebuild the nation.
The President pointed out how in November 2019, the country’s taxes were drastically reduced, reducing the government revenue to 8.5 per cent. This was when the IMF set aside the agreements with Colombo and declared that it was unable to provide the agreed assistance.
"That year the government lost approximately Rs. 600-700 billion as revenue. Simultaneously, the country had to face the Covid-19 pandemic. These issues are the main factors that led to the collapse of Sri Lanka’s economy.
"The country at this juncture is facing a difficult period. Expectedly tough decisions have to be taken during these difficult times. I undertook this challenge when no one else was willing to come forward."
UNI MR。截至目前,已有约4000名员工接受遣散方案离职,其中资深管理人员最高可获得50万欧元(约合人民币412万元)的补偿金。

三 |                    消息还称,补偿金额度采用梯度设计,与职级、工龄直接挂钩。奔驰还特别设置了“加速奖金”激励员工尽早决策。裁员是基于双方自愿原则,进入10月份已有员工拿“大礼包”后主动离职。

四 |                    奔驰方面向凤凰网财经《公司研究院》回应称,上述消息中提及的4000名员工接受方案离职和赔偿金相关信息不涉及中国市场,裁员3万人的数据也不准确。                   虽然大裁员传言真实性有待考量,但百年车企奔驰,近年来在全球陷入转型失利、业绩低迷等困境,已成事实。                    一、销量业绩双受挫                    早在今年3月份,德国《Handelsblatt》就报道称,奔驰管理层将在4月给所有员工发信,并为离职员工提供丰厚的遣散费。还有消息指出,遣散费方案主要针对工程师、行政、IT领域的员工。上述遣散费方案已在4月启动,相关员工可以在2026年3月之前申请。                   彼时就有消息显示,奔驰首席执行官康林松(Ola Källenius)希望离职补偿能够鼓励约3万名员工自愿离职。

五 | 官方的目标是,到2027年通过外包决策、不填补空缺职位等方式,每年节省大约50亿欧元。                   上半年,奔驰还宣布大规模裁员和成本削减计划。

六 | 具体来看,截至2027年削减生产和固定成本各约10%,德国本土工厂减产10万辆,并且实施间接岗位的裁员方案。

七 |                    奔驰选择裁员的背后,是集团销量表现不振的残酷现实。

八 | 官方数据显示,奔驰集团第三季度全球销量为52.53万辆,同比、环比分别下滑12%、4%;其前三季度累计销量为160.16万辆,同比减少9%。                             销量不尽如人意,奔驰的营收表现也受到严峻挑战。数据显示,去年奔驰的总营收为1455.9亿欧元,同比下滑4%;息税前净利润(EBIT)为136亿欧元,同比下滑31%;净利润为104亿欧元,同比大跌28.4%。                   发布这份糟糕的业绩报告之际,奔驰拟派发每股4.3欧元的股息,上年同期为5.3欧元,还决定在24个月内回购价值不超过50亿欧元的股票,以增强投资者信心。                   但今年上半年,奔驰仍未止跌,营收663.77亿欧元,同比下滑8.6%;净利润由去年同期的60.87亿欧元降至26.88亿欧元,跌幅高达55.8%。其中第二季度净利润9.57亿欧元,同比下滑68.7%。

九 |                    失去中国市场是奔驰去年业绩大幅下滑的重要原因。2024年,奔驰在中国市场的营收为231.39亿欧元,同比下降8.5%。

十 | 2024年在中国市场共销售汽车68.36万辆,同比下降7.3%。中国市场是奔驰全球降幅最大的单一市场。

十一 |                    上半年,奔驰在华也没有迎来好消息。全球汽车销量中,中国市场下滑幅度最大,上半年在华累计销量29.32万辆,同比下滑14%。                    二、解锁导航另掏钱                    除了宏观市场的竞争压力,奔驰自身一些备受争议的运营策略,也在无形中加剧了其在华市场困境。一个典型的例子,就是其推行的一系列付费解锁功能。                   近日,有奔驰车主吐槽表示,手机里免费用的高德导航,在奔驰车端竟然要收费,3年套餐价高达1998元,计算下来年均要付费666元。

十二 |                    不仅软件要收费,已经安装上车的硬件,如果想使用完整功能也要车主另外掏钱。

十三 | 比如当前国内一些造车新势力给20万级轿车标配的后轮转向,目前在奔驰上只免费解锁4.5度转向,如果想解锁10度转向,也需要另外花钱。                   车主晒出的图片显示,解锁后轮主动转向双向各10度转向角的收费标准为,包年价格4998元,三年套餐价格12998元,买断价格超过1.6万元。                   奔驰的更多付费功能也随之曝光,比如需要798元开通远程控制功能,车内声浪则要花198元。

十四 |                    这些收费功能引发大众的激烈吐槽。

十五 | 有些人表达了对这些功能收费的不解。                             还有人认为,这些收费功能的使用体验与国产车相去甚远。                             更有人无奈地犀利吐槽称,“现在买车最庆幸的,是刹车和油门不用额外收费”。                    三、在华乏力寻出路                    奔驰高管曾多次明确表示中国是其最重要的市场。考虑到这里是全球新能源汽车最激烈的战场,奔驰能否在这里守住市场份额,不仅关乎短期营收,更决定着其能否在未来出行的关键战役中继续成功穿越周期。                   管理层也已经充分意识到其在华面临的激烈竞争。在中国,奔驰需要与100多家企业竞争。

十六 | 康林松曾表示,“我们(奔驰)在市场上不能犯任何错误”。                   具体到中国市场,压力来到了负责大中华区业务的佟欧福(Oliver Thöne)的肩上。

十七 | 他于今年2月接棒,据媒体报道,在他带领下,奔驰规划了到2030年的未来车型阵容。                   虽然奔驰在2016年就发布了全新的电动品牌EQ,但其EQ系列车型的销量与国内造车新势力车型的销量相比,逊色不少。                   第三方统计平台数据显示,9月奔驰EQB、EQE SUV、EQA、EQE车型销量分别为370辆、238辆、266辆、103辆,累计不及国产造车新势力小鹏、零跑、蔚来等品牌单月销量的十分之一。                   如今的奔驰正力求在华恢复昔日荣光,并在电车领域迎头赶上。最新计划显示,奔驰将在2027年推出36款新车型,其中17款为电动车型,并宣布将推出7款中国专属车型。                   值得注意的是,佟欧福对奔驰在华规划不仅限于电车。他曾表示奔驰不会放弃对燃油车的打造,“在中国市场,很多人认为智能化是电车的专属,奔驰认为智能化不是电车专属。智能科技也可以应用于燃油车中”。

十八 |                    此外,奔驰还在继续积极推动降本。奔驰计划在2027年使得中国市场本地物料成本相对2024年降低10%以上,使可变的生产成本和固定成本下降20%。

十九 |                    具体计划包括,奔驰打算出台新一代电池,同时要加强标准化减少ECU(电子控制单元)的数量。在所有的车型架构之上,也会减少复杂度。例如,未来入门级的车型,只能选择一款发动机。                   但研发新品、调整车型架构仍需时间,对危机已迫在眉睫的奔驰而言,当前销量下滑背景下,能够快速减少成本的裁员,是奔驰提效最直接的举措之一。

| 然而,规模如此大的裁员,可能在一定程度上导致人才与经验流失、员工的士气与敬业度下降,这剂猛药恐怕难免伤害企业的元气。究竟是不是“饮鸩止渴”,还有待持续观察。

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Published on:04:09:14