被視為「德國之光」的豪華車廠賓士(Mercedes-Benz),正暫停對德國工廠的所有投資,並考慮關閉部分廠區,以因應當地高昂的汽車製造成本。跟據一份員工備忘錄顯示,這項決定是賓士與工作委員會及工會代表在勞動成本削減方案上無法達成共識後所做出。
Mercedes-Benz is stopping all investments in Germany and looking at potential factory closures after negotiations with unions hit an impasse, according to an interview that was posted yesterday on the company's internal communications system. https://t.co/Nc6CJ8KQ6w
— POLITICOEurope (@POLITICOEurope) November 13, 2026
根據路透與《POLITICO》報導,賓士生產負責人希貝(Michael Schiebe)在公司內部網路分享的訪談中表示,管理層「共同決定暫停對我們德國據點的所有進一步投資」。希貝9月曾警告員工,若成本問題沒有進展,德國可能有2座工廠面臨關閉。管理委員會成員席格(Britta Seeger)在備忘錄中指出:「我們都希望不惜一切代價避免關廠。然而,不幸的是,我們現在必須更詳細地探討這個選項」。
這項舉措標誌著德國汽車業危機進一步升級。該產業已引發福斯(Volkswagen)史上最大規模重組,並威脅該國最重要產業的數萬個工作機會。供應鏈危機也迅速蔓延,跨國工業與汽車零配件製造商舍弗勒(Schaeffler)上周宣布將裁減3460個職位,並關閉歐洲5個據點,其中4個位於德國,原因是內燃機汽車需求疲弱。
Mercedes-Benz Halts Investments in Germany and Prepares for Plant Closures: Auto Industry Loses Production and Jobs #Mercedes-Benz has announced a halt to further investments across all German production sites and has begun detailed preparations for potential plant closures. The executive board's decision followed the collapse of negotiations with the works council and the #IG #Metall union regarding cost reductions. The conglomerate's management stated that under current labor costs, manufacturing vehicles in #Germany has become economically unviable, and production of new models could move entirely abroad, #Reuters reports. Production chief Michael #Schiebe reported that the cost of a working hour at German facilities is, in some cases, five times higher than at plants in #Eastern #Europe. A comparable gap is observed in administrative expenses. The company is demanding an increase in the workweek from 35 to 40 hours without a pay raise, along with a revision of bonuses and supplementary payments. IG Metall opposes the worsening of working conditions and is demanding a 5% wage increase. Management board member Britta #Seeger acknowledged that negotiations have reached an impasse and that the group will have to determine which facilities it can still afford to maintain, #Tagesschau reports. At least two facilities are under threat—an assembly plant and a powertrain manufacturing site. Mercedes-Benz's largest assembly sites are located in #Sindelfingen, #Rastatt, and #Bremen; component facilities operate in #Stuttgart, #Berlin, #Hamburg, and other cities. Specific sites for closure have not yet been identified. According to #Handelsblatt, management is also considering a further relocation of production outside Germany. Financial results confirm the pressure on the automaker. According to Mercedes-Benz's third-quarter 2026 financial report, passenger car sales declined by 7.8% to 407,200 units, divisional revenue fell by 5.8%, and adjusted operating profit dropped by 50.8% to €560 million. Return on sales decreased from 4.8% to 2.5%. Over the nine-month period, capital expenditures on fixed assets and research fell by 11%. Starting in December, the company is resuming its voluntary redundancy program in its German administrative divisions. The crisis encompasses the entire German automotive industry. #Volkswagen is undergoing the largest restructuring in its history, while automotive supplier #Schaeffler announced the elimination of 3,460 jobs and the closure of five European sites, four of them in Germany. Consulting firm #Roland #Berger warns of the potential loss of at least 200,000 jobs in Germany's automotive sector by 2030. High production costs, tariffs, weakening demand, and competition from Chinese manufacturers are accelerating the relocation of automotive manufacturing outside the country. Unbelievable, but true… https://t.co/NbYbDvPkMW
— Unbelievable, but true... (@n_no_f_eu) November 13, 2026
汽車產業分析師杜登霍費(Ferdi Dudenhoeffer)表示,在產業面臨有史以來最深危機之際,這項消息並不令人意外,「數個月來,賓士一直強調德國情況有多麼困難」。他補充,除非成本結構能徹底改革,否則產業未來將陷入困境。
賓士與德國最大工會德國金屬工人工會(IG Metall)的談判仍在進行。福斯則將於本月(11月)24日展開與該工會的談判,年底可能爆發罷工,因涉及可能導致10萬個工作機會流失及最多4座德國工廠關閉的計畫。
諮詢公司羅蘭貝格(Roland Berger)警告,到2030年德國汽車業至少可能流失20萬個職位,主因是中國不再是主要獲利來源,激烈競爭使中國對手正搶占歐洲市場份額,促使企業高管呼籲布魯塞爾採取保護主義措施。另一家歐洲車廠斯泰蘭蒂斯(Stellantis)執行長也警告,未來至少一年成本將持續上升。