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Volkswagen's Q2 Operating Profit Falls 10% to €3.5B as U.S. Tariffs, Chinese EV Rivals Squeeze Margins大众Q2营业利润下滑10%至35亿欧元，美国关税与中国电动车竞争双重夹击
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- Volkswagen's Q2 operating profit fell 10% year-on-year to €3.5 billion, and the company cut its 2026 revenue forecast by up to 3% amid slowing demand and structural change across the auto industry.
- Volkswagen estimates U.S. tariffs could cost it up to €5 billion annually, adding further pressure to margins already squeezed by the high costs of the EV transition and new-technology investment.
- Volkswagen is caught between two fronts: U.S. trade barriers that penalize exports and raise costs, and an offensive from Chinese EV manufacturers with more competitive cost structures.
- 大众第二季度营业利润同比下降10%至35亿欧元,并将2026年营收预测下调至多3%,原因是需求放缓及汽车行业结构性转型。
- 大众估计美国关税每年可能造成最多50亿欧元的冲击,进一步加剧了电动车转型高成本和新技术投资已带来的利润率压力。
- 大众正陷入两面夹击:一方面是惩罚出口、推高成本的美国贸易壁垒,另一方面是成本结构更具竞争力的中国电动车厂商发起的攻势。