
奥迪在第三季度中国市场跌势加剧、欧洲竞争加剧的背景下,下调了全年盈利预期,并推动更深层次的成本削减。
Audi cut its full-year earnings outlook after the slump in China worsened during the third quarter and competition in Europe intensified, prompting deeper cost cuts.
这家大众汽车集团子公司周五表示,今年营业利润率预计不超过3%,低于此前至少5%的预期。此次下调是在前九个月利润暴跌之后作出的,原因是中国市场特别耗油车型销量下滑,欧洲买家转向电动汽车。
The Volkswagen AG unit now sees an operating margin of no more than 3% this year, down from at least 5%, it said Friday. The downgrade follows a profit slump during the first nine months of the year after sales of particularly fuel-burning cars in China declined and European buyers swung to EVs.
奥迪表示,截至9月的营业利润下降26%至11.5亿欧元。该车企还计划与劳方代表合作,采取进一步措施提升德国工厂的竞争力。
Operating profit through September fell 26% to €1.15 billion, Audi said. The carmaker also plans to work with labor representatives on further measures to improve competitiveness at its German plants.
奥迪的预警呼应了梅赛德斯-奔驰集团和宝马集团遭遇的类似挫折,凸显了中国放缓如何正在侵蚀德国汽车业至关重要的利润基础。奥迪集团——旗下还包括宾利、兰博基尼和杜卡迪——长期以来一直是大众最可靠的利润支柱之一,帮助抵消其大众品牌较疲软的回报。就在大众需要资金用于软件、电动汽车和全面重组之际,这一缓冲垫正在消失。
Audi’s warning echoes similar setbacks at Mercedes-Benz Group AG and BMW AG, underscoring how China’s slowdown is eroding a crucial earnings base for Germany’s auto industry. The Audi group — which also includes Bentley, Lamborghini and Ducati — was long one of Volkswagen’s most dependable profit pillars, helping offset weaker returns from its mass-market brands. That cushion is disappearing just as VW needs cash for software, EVs and a sweeping restructuring.
首席财务官于尔根·里特斯贝格尔表示:“数据清楚地表明,奥迪采取行动的必要性很高,不能推迟。我们的措施正在奏效,但考虑到巨大的竞争压力,我们需要加强这些措施。”除了削减成本,奥迪表示将把投资集中在新车型和新技术上,包括软件、人工智能和驾驶辅助系统。
“The figures show clearly that the need for action at Audi is high and cannot be postponed,” Chief Financial Officer Jürgen Rittersberger said. “Our measures are working, but given the enormous competitive pressure, we need to intensify them.”Aside from cost cuts, Audi said it will concentrate investment on new models and technologies including software, artificial intelligence and driver-assistance systems.
这一推进增加了大众更广泛的重组力度,后者已让多家高成本德国工厂承压。奥迪拥有1.5万名工人的内卡苏尔姆工厂——生产A5、A6、A8和e-tron GT——必须在2027年年中前制定计划,以确保在需求转向大型SUV的背景下,生产能延续至2034年之后。
The push adds to Volkswagen’s broader restructuring, which has put several high-cost German factories under pressure. Audi’s 15,000-worker Neckarsulm plant, which builds the A5, A6, A8 and e-tron GT, must produce a plan by mid-2027 to secure production beyond 2034 as demand shifts toward larger SUVs.
奥迪也在为一项代价高昂的美国扩张计划做准备,此前关税和疲软的销量损害了该品牌在美国的表现。公司计划在佐治亚州投资约40亿美元建设其首家美国工厂,年产能最高可达20万辆,包括Q9和Q5车型,以减少对进口车的依赖。
Audi is also preparing a costly US expansion after tariffs and weak sales hurt the brand there. The company plans to invest about $4 billion in its first American factory in Georgia, with capacity for up to 200,000 vehicles a year, including the Q9 and Q5, reducing its reliance on imports.
奥迪旗下其他品牌的表现好坏参半。兰博基尼得益于使用集团内部开发的零部件,依然是利润最高的品牌,前九个月营业利润率达到22%,尽管盈利有所下滑。宾利的利润减半多,降至4900万欧元。
Performance across Audi’s other brands was mixed. Lamborghini, which benefits from using components developed across the group, remained by far the most profitable, posting an operating margin of 22% in the first nine months even as earnings slipped. Bentley’s profit more than halved to €49 million.
摩托车制造商杜卡迪的利润从4400万欧元降至2900万欧元。
Profit at motorcycle maker Ducati dropped to €29 million from €44 million.
奥迪正在审视这家意大利品牌在集团中的定位,因为大众汽车寻求出售股份和业务。杜卡迪是接受审查的约600家企业之一,不过首席执行官格诺特·德尔纳表示,尚未就是否出售做出决定。
Audi is reviewing the Italian brand’s place in the group VW seeks to offload stakes and businesses. Ducati is among roughly 600 businesses under examination, though Chief Executive Officer Gernot Döllner has said no decision has been taken on a sale.