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史上最大规模重组开启！大众CEO内部警告：当前形势比严峻更严峻_我的网站

一 |     8月24日消息，据报道，大众汽车CEO奥博穆在面向员工的内部备忘录中警告称，汽车行业的困境未来几年还会进一步加剧，当前形势“比严峻更严峻”。

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    A resident wades through floodwaters in a residential compound in Changning district after heavy rain from Typhoon Dolphin drenched Shanghai on August 9, 2026. Photo: IC
As Typhoon Dolphin continues to batter eastern China from Sunday afternoon after making landfall, a new typhoon system, Peilou, the 16th typhoon of the year, formed in the western North Pacific on, creating a rare situation with three typhoons Dolphin, Chan-hom and Peilou active simultaneously. 
The National Meteorological Center (NMC) issued its second typhoon red alert of the year on Sunday morning, weather.com.cn reported. 
Under the influence of Typhoon Dolphin, Shanghai experienced significant winds and rainfall. As of 5 pm on Sunday, a total of 215,600 people had been relocated from high-risk areas across Shanghai, China Radio International (CRI) reported on Monday. 
Shanghai put in place preparatory measures in response to strong winds and heavy rainfall created by Typhoon Dolphin. As of 5 pm on Sunday, waterlogging had been cleared at 155 of the city’s 181 reported waterlogged sites, with response teams from different departments working to address the remaining 26, according to CRI. 
Meanwhile, air traffic across East China was seriously influenced by the weather system, with widespread flight cancellations at multiple airports.
More than 80 percent of flights at Shanghai’s Pudong and Hongqiao airports were canceled as of 6 pm on Sunday. Of Shanghai Pudong International Airport’s 889 scheduled arrivals, 760 were canceled, while 729 of 897 departures were grounded. At Shanghai’s Hongqiao International Airport, almost all 431 scheduled arrivals were canceled, while 342 of 431 departing flights were unable to depart. 
Typhoon-related flight restrictions also impacted Southwest China’s Sichuan and Chongqing, prompting widespread cancellations of flights to and from the Yangtze River Delta.
A typhoon track and airport impact forecast map from aviation information platform Variflight.com revealed that as many as 44 airports were likley to be affected by Typhoon Dolphin between August 9 to 12. 
According to China Meteorological Administration, Typhoon Dolphin has three notable characteristics. 
First, it traveled a long distance across the open ocean, showing an unusually long lifespan. The typhoon formed near the International Date Line, and its track length before landfall exceeds 6,000 kilometers. Its period of activity is expected to exceed 15 days – three times that of a typical typhoon. It become the first typhoon on record to form near the International Date Line and made landfall in China with at least tropical-storm strength, Beijing News reported on Sunday.
Second, it underwent explosive intensification and remained at high intensity for an extended period. Within 48 hours of its formation, the typhoon rapidly strengthened into a super typhoon, reaching a peak intensity of 65 meters per second, making it the second-strongest typhoon of the year so far. It maintained super typhoon strength for as long as 5.5 days and has remained at typhoon strength or above for nine days, according to weather.com.cn.
Third, Typhoon Dolphin has an exceptionally large circulation, with a 7-level wind radius of 420 to 450 kilometers and a circulation diameter of about 1,300 kilometers. It is expected to bring more than three days of strong winds to the East China Sea and torrential rain across much of East China, with local rainfall exceeding 600 millimeters at some places. Authorities urge the public to guard against flash floods and geological hazards and avoid coastal, mountainous and river-valley areas, weather.com.cn.
Typhoon Peilou formed at a tropical storm level. At 2 pm, the typhoon’s center was located over the western North Pacific, about 740 kilometers north-northwest of Saipan, Guam, packing winds of up to 65 kilometers per hour near its center, China Central Television (CCTV) reported on Sunday.
The name “Peilou” comes from China’s Macao, referencing a common migratory bird found in the region.
Typhoon Peilou is forecast to move rapidly eastward at a speed of 25 to 30 kilometers per hour, with its intensity gradually strengthening. It is expected to have no impact on China in the coming days, CCTV reported.
According to Zhou Guanbo, the chief weather forecaster at the National Meteorological Center (NMC), July to September is the peak season for typhoon formation, with August seeing the most storms form and make landfall in China. 
Zhou said that typhoon activity reaches its peak in August, when the number of storms forming and making landfall in China is the highest of the year. Therefore, having three typhoons or two typhoons active at the same time is not unusual, Beijing News reported on Sunday. 
According to Zhou, the Pacific entered an El Nino state in May 2026, with sea surface temperatures in the central and eastern equatorial Pacific continuing to rise. Compared with last year’s La Nina year, typhoons this year are expected to form farther east, allowing them to gain more energy and moisture over the open ocean. 
This year, the number of typhoons that have formed and made landfall in July was higher than usual. Five typhoons formed over the western North Pacific and the South China Sea in July, three of which made landfall in China, Beijing News reported, citing the China Meteorological Administration.
In August, six to seven storms are forecast to form – above the long-term average of 5.6 – with two to three expected to make landfall in or significantly affect China, near the average of 2.3. 
In August, one to two strong typhoons are expected to move northward into northern and northeastern China. Experts noted that even as the main body of these northward-moving typhoons weaken, their outer circulation and interaction with cold and warm air could trigger widespread extreme rainfall, which need heightened precautions, according to Beijing News. 
Global Times
。     大众汽车即将围绕新一轮重组展开数周密集磋商。奥博穆认为，公司必须大幅削减成本，才能维持自身作为欧洲最大车企的竞争力和财务稳定性。目前大众正推进公司史上规模最大的重组，潜在措施包括再削减5万个岗位以及拆分部分业务部门。     奥博穆在备忘录中强调：“目前不足4%的利润率在现有环境下尚算稳健，但长期来看，远不足以为新技术、新产品以及生产基地投入提供充足资金。”     大众汽车正同时承受多重压力。中国市场方面，大众在华销量较2019年下降约三分之一，今年第二季度中国市场销量下滑近三成，利润持续走低。

三 |     中国车企加快进军欧洲市场，进一步挤压大众本土份额。美国进口关税不断增加成本，欧洲地区长期存在的高成本产能过剩问题进一步加重经营压力。    财报数据显示，大众汽车集团2026年上半年全球销量399.7万辆，同比下降8.4%；营业利润59亿欧元，同比下降11.6%；税后利润31亿欧元，同比下降30.7%；利润率由4.2%降至3.8%。    其中大众乘用车品牌利润率仅约2.4%，斯柯达达到8.5%，中国市场成为主要拖累项。

四 |     据知情人士透露，大众汽车监事会将于9月4日再次开会，继续讨论重整方案。     大众汽车集团尚未正式确定新增裁员规模。今年3月，大众已宣布计划到2030年在德国削减约5万个岗位，其中约3.5万个涉及乘用车品牌。    6月有消息称大众正考虑将裁员规模扩大至10万人，并关闭4家德国工厂。    关于裁员规模，奥博穆解释称：“外界经常提到的全球约5万个岗位，并不是一个固定目标。这一数字是按照大众汽车与竞争对手相比需要达到的成本目标推算出来的，主要用于说明需要采取多大规模的行动。”     

              

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Published on:02:15:17