Volkswagen Group has announced a revised operational strategy to address declining market share and escalating production costs following the rejection of a more extensive downsizing plan by its supervisory board.

在監事會否決了一項更廣泛的縮減規模計劃後，福斯集團宣布了一套修正後的營運策略，以應對市場佔有率下降與生產成本上升的問題。

The impetus for corporate restructuring stems from a significant erosion of market presence in China, where sales decreased by 36.6% in the second quarter of 2026. This decline is attributed to the ascendancy of domestic Chinese manufacturers, such as BYD, whose technologically advanced and cost-competitive electric vehicles have marginalized Volkswagen's internal combustion and ID-series offerings. These regional losses have not been sufficiently offset by marginal growth in North American and Western European markets. Furthermore, the organization faces systemic pressures from regulatory tariffs and high domestic manufacturing expenditures.

公司重組的動力源於在中國市場的佔有率大幅下降，2026年第二季的銷量下降了36.6%。這種下滑歸因於中國本土製造商（如比亞迪）的崛起，其技術先進且具成本競爭力的電動車使福斯的內燃機車與ID系列產品被邊緣化。北美與西歐市場的微幅增長不足以抵銷這些區域性損失。此外，組織還面臨監管關稅與高昂國內製造支出的系統性壓力。

Initial proposals submitted by CEO Oliver Blume and CFO Arno Antlitz sought a radical contraction of the corporate footprint. This plan envisioned the elimination of approximately 100,000 global positions—roughly 15% of the total workforce—and the phased closure of four German facilities, specifically Zwickau, Emden, Hanover, and Audi's Neckarsulm site, by 2034. The strategy intended to migrate production to lower-cost Eastern European jurisdictions. However, this proposal was defeated in a 12-7 vote by the supervisory board, where the state of Lower Saxony and IG Metall union representatives hold a decisive voting majority.

執行長 Oliver Blume 與財務長 Arno Antlitz 提交的初步方案尋求激進地縮減公司規模。該計劃構想裁減全球約 10 萬個職位（約佔總員工數的 15%），並在 2034 年前分階段關閉四座德國廠區，具體為 Zwickau、Emden、Hanover 以及 Audi 的 Neckarsulm 廠。該策略旨在將生產遷移至成本較低的東歐司法管轄區。然而，由於下薩克森州與 IG Metall 工會代表持有決定性投票多數，該提案在監事會以 12 比 7 的投票結果被否決。

Consequently, the executive board has pivoted to a 'Future Plan' that does not necessitate supervisory approval. This modified approach focuses on the reduction of operational complexity rather than immediate mass layoffs. Key measures include the reduction of global annual production capacity from 10 million to 9 million vehicles and a contraction of the global model portfolio by up to 50%. Additionally, the company will reduce configurable vehicle options by 75% and merge internal technology divisions to eliminate redundancies between Western and Chinese development streams. Despite these adjustments, financial analysts suggest that the failure to address the high cost of underutilized German plants may limit the efficacy of these measures.

因此，執行委員會轉而採取無需監事會批准的「未來計劃」。這種修正方法專注於降低營運複雜度，而非立即進行大規模裁員。關鍵措施包括將全球年產能從 1,000 萬輛減少至 900 萬輛，並將全球車型組合縮減最多 50%。此外，公司將減少 75% 的可配置車輛選項，並合併內部技術部門，以消除西方與中國開發流程之間的冗餘。儘管有這些調整，財務分析師認為，若未能解決利用率不足的德國廠區所帶來的高成本問題，可能會限制這些措施的成效。

Volkswagen is currently executing a scaled-back efficiency plan while facing continued opposition from labor representatives and skepticism from market analysts regarding its long-term viability.

福斯目前正在執行一項縮減版的效率計劃，但同時面臨勞工代表的持續反對，以及市場分析師對其長期可行性的懷疑。