Volkswagen Group has announced a new operational strategy to deal with falling market share and rising production costs. This follows the rejection of a larger downsizing plan by its supervisory board.

福斯集團宣布了一項新的營運策略，以應對市場佔有率下降和生產成本上升的問題。此前，監事會否決了一項規模較大的縮減計劃。

The need for restructuring was caused by a significant loss of market share in China, where sales dropped by 36.6% in the second quarter of 2026. This decline happened because Chinese manufacturers, such as BYD, offer advanced and cheaper electric vehicles that have outperformed Volkswagen's models. Furthermore, small growth in North America and Western Europe was not enough to offset these losses, while the company also faced pressure from high manufacturing costs and import taxes.

重組的需求源於中國市場佔有率大幅下降，2026 年第二季的銷售額下降了 36.6%。這種下滑是因為比亞迪等中國製造商提供了更先進且更便宜的電動車，表現優於福斯的車款。此外，北美和西歐的微小增長不足以抵消這些損失，同時公司還面臨高製造成本和進口稅的壓力。

Initially, CEO Oliver Blume and CFO Arno Antlitz proposed a radical plan to reduce the company's size. This plan included cutting about 100,000 jobs—roughly 15% of the workforce—and closing four German factories by 2034 to move production to cheaper Eastern European countries. However, the supervisory board, which includes representatives from the state of Lower Saxony and the IG Metall union, rejected this proposal in a 12-7 vote.

最初，執行長 Oliver Blume 和財務長 Arno Antlitz 提出了一項激進的計劃以縮減公司規模。該計劃包括削減約 10 萬個職位（約佔員工總數 15%），並在 2034 年前關閉四座德國工廠，將生產轉移到成本較低的東歐國家。然而，包含下薩克森州代表和 IG Metall 工會在內的監事會，以 12 比 7 的投票結果否決了該提案。

Consequently, the executive board has introduced a 'Future Plan' that does not require board approval. Instead of mass layoffs, this approach focuses on simplifying operations. Key measures include reducing annual production from 10 million to 9 million vehicles and cutting the number of available car models by up to 50%. Additionally, the company will reduce vehicle options by 75% and merge technology departments. Despite these changes, some financial analysts argue that the plan may not be effective because it does not solve the high cost of running underused German plants.

因此，執行委員會推出了一項不需要董事會批准的「未來計劃」。此方法不再採取大規模裁員，而是專注於簡化營運。關鍵措施包括將年產量從 1,000 萬輛減至 900 萬輛，並將可用車款數量最多削減 50%。此外，公司將減少 75% 的車輛選項並合併技術部門。儘管有這些變動，部分金融分析師認為該計劃可能無效，因為它未能解決德國工廠利用率不足而導致的高額運行成本。

Volkswagen is now implementing a smaller efficiency plan, although it still faces opposition from labor unions and doubt from analysts regarding its long-term success.

福斯目前正在執行一項規模較小的效率計劃，儘管仍面臨工會的反對，且分析師對其長期成功表示懷疑。