The head of the Volkswagen Group suddenly came out!Porsche CEO will take over ... There are long signs under the pressure of transformation?

Picture source: screenshot of Volkswagen Group China official website

"Our state is very good in the second half!" After the CEO of Volkswagen Group CEO Herbert Dis released a summary of the first half of the year, Volkswagen Group (hereinafter referred to as "Volkswagen Group") suddenly announced that Di was announced on July 23. Sri Lanka will step down as CEO, and Porsche CEO Obo will succeed. There was no Dis in the second half.

Dis was "long vacation", but it has long been signs.

Distellash curtain, Porsche CEO took over

Deis, who was determined to continue to stay as the CEO of Volkswagen last year, was suddenly announced to leave, and then rushed to the hot search.

Data show that before joining the Volkswagen Group, Dis's main professional experience was concentrated in Bosch Group and BMW Motor. In 2015, Dis joined the Volkswagen Group as the CEO of Volkswagen. Subsequently, Dis's series of cost control measures allowed the Volkswagen Group to be trapped in the "diesel gate" to "return blood". In 2018, it was promoted to the CEO of Volkswagen Group, and at the same time, he still served as the CEO of Volkswagen.

After the Volkswagen Group, Dis strongly promoted the transformation of Volkswagen Group into a leading electric vehicle manufacturer. In May this year, Dis said: "By 2025, Volkswagen Group will surpass Tesla to become the world's largest electric vehicle company." According to the plan, Volkswagen Group will invest 60 billion euros in five years since 2020 and is committed to electrification and digitalization. Essence

In terms of models, according to the Popular Group plan, up to 75 electric models and 60 hybrid vehicles will be launched by the end of 2029; in 2024, it will invest in the field of electric vehicle manufacturing more than 33 billion euros, of which investment in China will be as high as 15 billion EUR.

Picture source: screenshot of Volkswagen Group China official website

At present, Volkswagen Group has joined hands with the "North and South" Volkswagen in the Chinese market to introduce many models including ID.3, ID.4, ID.6. In July last year, Volkswagen Group mentioned in the "New Auto" released by Volkswagen that by 2030, the proportion of new energy vehicles in various brands of Volkswagen Group (China) is expected to exceed 40%. Yan Jinghui, a member of the Expert Committee of the China Automobile Circulation Association, said: "At present, the demand for new energy vehicles in China has continued to improve and infrastructure is increasingly improved. Many car companies have regarded the Chinese market as the key to transformation."

It is worth noting that the current Porsche CEO Obul, who replaced Dis. Relevant sources of Volkswagen Group said: "Obomu will take over Dis as the group CEO from September 1, which will continue to serve as chairman of the Porsche Management Board, and continue to hold this position after Porsche completed the IPO in the future."

It is understood that in 1994, Obuli joined the Audi brand of Volkswagen Group, and since then he has held duties in Seat, Volkswagen and Porsche. Since 2015, Oboumu has served as chairman of the Porsche Executive Committee and has been a member of the Management Committee of the Volkswagen Group since 2018. Industry insiders believe that the current Porsche brand IPO is one of the key promotion projects of Volkswagen Group, so that Oburu will take over Dis to further promote the IPO process, and one of the core goals of the Porsche brand IPO is to raise funds for electricization.

Carrying the pressure of transformation, layoffs cause dissatisfaction

Although the Volkswagen Group did not explain the cause of the departure of Dis, the industry insiders said: "Dis's departure is not surprising, and his term is full of controversy."

In fact, Dis's achievements in promoting Volkswagen's electrification transformation are not ideal. In the past two years, the Volkswagen Group has launched a variety of electrified models under the transformation of electrification. In the 2021 FY2021 Volkswagen Group's global pure electric vehicle delivery volume was 452,900, which was almost doubled year -on -year, but internal targets were not completed. In March last year, Volkswagen announced that it would launch a number of pure electric vehicles in 2021 to achieve the annual sales target of pure electric vehicles of 1 million vehicles, but the completion rate of the target was less than 50%.

Not only did the global sales fail to meet the standards, but the sales volume in the Chinese market ID. series of models did not meet the expectations of Volkswagen Group. Last year, the Volkswagen Group set the annual sales target of 80,000 to 100,000 units in the Chinese market, but the final sales were only 77,000, and the same year, its competitors Tesla sold more than 400,000 vehicles in China.

Picture source: screenshot of Volkswagen Group China official website

It is reported that the R & D cost of the Volkswagen Group's electrification MEB platform is as high as 7 billion euros. In this regard, the Volkswagen Group predicts that after 2029 electric vehicle sales will reach 20 million units, the R & D cost of the MEB platform can be recovered. At the same time, the sales volume of the Volkswagen Group's fuel vehicle sector also entered the downlink range. Last year, Volkswagen Group's global sales fell 4.5%year -on -year, of which the sales volume in China fell 14%.

In addition, Dis's management style has also triggered conflict with union. It is reported that during the time of Dis's CEO of Volkswagen, Volkswagen announced that 30,000 people were layoffs worldwide, which will help Volkswagen to save 3.7 billion euros. However, large -scale layoffs have also caused dissatisfaction among Volkswagen Trade Unions. Some analysts believe that the departure of Dis marks the upgrade of the contradiction between the strong trade union power of the Volkswagen Group and some important shareholders.

It is reported that the labor leaders of the Volkswagen Trade Union controlled 9 of the 19 seats in the 19th Supervisory Board of Volkswagen Group, which led Dis to apply for a renewal of his work contract from the Supervisory Board to 2025. The committee discusses the problem and retention. Although Dis finally kept the position of the CEO of Volkswagen Group, its management power was greatly weakened, and he no longer served as the person in charge of the Volkswagen brand. At the same time, Volkswagen Group's business in China is also responsible for the Volkswagen Passenger Car Brand CEO Lalf Blandstatt. People in the industry believe that with Brandstatt's appointment, Dis, who has personally in charge of the Chinese market, also transferred some of the main controls and retreated to the software business. However, CARIAD, the digitalization sector of the Volkswagen Group, directly managed by Dis, was exposed to the plan to lag behind the plan, which caused models including Porsche Macan EV and Audi Q6 E-TRON from 2023 to 2024. It will also be delayed, and even Bentley's electrification goals in 2030 are also affected. Industry insiders believe that the slow R & D speed of software business may become the last straw that overwhelms Dis.

It is worth mentioning that after the Volkswagen Group announced that Dis left office, netizens have begun planning the future. Some netizens said: "It is a good thing to leave the public to Dis. He has nothing to worry about. Tesla or Weilai will welcome him." At the same time, the netizen also launched a vote of "Where to tell us you?" Including Tesla, Weilai, RIVIAN, and Lucid's four new vehicles.

Reporter 丨 Liu Yang Liu Xiaomeng

Edit 丨 Wang Naixin

Photo 丨 Screenshot of Volkswagen Group's official website, screenshot of Volkswagen Group China official website, screenshot of foreign social platform Twitter, Weibo screenshot

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