Dear reader, dear reader,
While the election campaign in Germany is going into the hot phase, Donald Trump (78) has already ruled in the USA. Customs duties for the rest of the world, disturbing ideas for the Gaza Strip or takeover fantasies (Greenland, Canada) have not stopped the majority of the US business bosses from falling on their knees in front of Trump. Jim Farley (62) is one of the few exceptions. “So far we see a lot of costs and a lot of chaos,” complains the Ford boss to the new president.
It looks even more difficult than for Ford for Polestar. In the United States, the electric car maker will face a ban on sales from 2027. From the model year 2027, no networked cars may be sold by manufacturers under Chinese control. The majority belongs to Li Shufu (61), the founder of Geely. In China and Europe, too, the Geely subsidiary does not run smoothly. We report on how this should change in the topics of the week:
How Michael Lohscheller wants to save Polestar.
Like Volkswagen’s cheap leasing action for the id.3 song.
How automobile manufacturers could greatly improve their margins using AI.
Topic of the week: How Michael Lohscheller wants to save Polestar
Enlarge picture
More cost discipline instead of art: Michael Lohscheller followed as CEO near Polestar on the designer Thomas Ingenlath
Photo: PR
Thomas Ingenlath (61) wanted to make Polestar an automotive avant -garde: minimalist designed vehicles, exhibited in showrooms that are reminiscent of cool art halls. There was a lot of praise for this – and sobering results. The electrical brand comes in horrendous losses year after year. In autumn 2024, Ingenlath had to go. For him, a man who would go through as his human -made antithesis: Michael Lohscheller (56). At Polestar, renovation is now on the agenda instead of “Swedish Apple”. The Geely subsidiary should still be successful with more industrial formality. My colleague Margret Hucko reports, On which screws Lohscheller turns and how well the chances are
.
Heads: Wayne Griffiths ++ Harrison Ford ++ Guillaume Fairy ++ Jochen Goller
Enlarge picture
“If Cupra is in danger, Seat is in danger”: CEO Wayne Griffiths rebelled
Photo:
David Zorrakino/ Europa Press/ Imago
James Dean once played the “Rebel Without a Cause”, better known in this country under the title “… because you don’t know what you do”. Seat boss Wayne Griffiths (59) would never say that and therefore describes himself as “Rebel with a Cause”. Griffiths ’latest reason for a rebellion are the EU criminal offenses on imported electric cars from China. They also meet the Cupra Tavascan, which is built in Anhui. Griffiths does not want to accept that – and threatens with job cuts.
And another digression into acting: Jeep got support from Harrison Ford (82) for this year’s Superbowl spot. The Hollywood star’s monologue came quite calmly between many shrill clips. “Choose what makes you happy,” Ford pondered, whether burner, hybrid or electric car. The protagonist then had a tip in the floors: “This jeep makes me happy – even if I am called Ford.”
Well played.
Hydrogen played no role in Jeeps Spot. H2 is probably better off elsewhere than in the car. Development is difficult anyway. So difficult that Airbus boss Guillaume Faury (56) Show the construction of a hydrogen aviation.
Shut off speaking; The difficulties that the BMW subsidiary Mini plagues when switching to agency sales are anything but mini- We recently reported about it
. They are even so serious that sales board member Jochen Goller (58) the system change at BMW in Germany actually planned for January 2026 adjourish
. New start date? Uncertain.
Company: Volkswagen ++ Changan ++ Dongfeng ++ Foxconn ++ BYD ++ Porsche
Enlarge picture
Maximum price -sensitive: Volkswagen ID.3
Photo:
Sjoerd van der Wal/ Getty Images
For two weeks, Volkswagen put his ID.3 in Germany in the shop window at particularly cheap leasing conditions. And lo and behold: the price is correct, the demand is also right. So much that VW in between, as our research showed: What ran almost wrong in the background and how many cars VW with the Loswurde campaign
.
In China there are about as many automobile manufacturers as equipment variants at local vehicle farmers. Both are likely to be less. In the Middle Kingdom, you are already preparing to forge a new car. The two state companies Changan and Dongfeng are facing a merger. Changan recently sold 2.7 million cars a year, Dongfeng 2.5 million. Together they would be the fifth largest car manufacturer in the world.
In Japan, a combination of similar collar width has just burst: Nissan and Honda do not find each other. Users could become Foxconn. The Taiwanian contractor strives for a partnership with Nissan. A takeover is not an option.
It sparks better between Changan and Dongfeng than between Nissan and Honda, the Duo BYD is likely to suppress the largest Chinese carmaker. Before this blasphemy occurs, BYD himself prefers to whirl up the stock exchange with “God’s Eye” (“God’s eye”). This is how the Group calls Chinese-Tales its system for intelligent driving functions. In future, BYD will also offer this in cheap models as standard in the future. Technology “democratize” – otherwise you know the claim from Volkswagen.
In closer to the people, if you like it that way, Porsche now wants to act again. The juice was increasingly running out of their own electroplänen. Now Porsche is planning to build more burners again.
More mobility: car, rail and air billions
Enlarge picture
Can go shopping cars: Finn-Coo Nikolai Schröder
Photo: Finn
Finn finalizes financial fresh cell cure; The news behind the tongue breaker: The Munich Autoabo start-up Finn gets loans from donors such as Citi, Jefferies and Avellinia with a volume of up to One billion euros to expand his fleet.
Billions should also flow into the rail network in Germany. Deutsche Bahn wants With 6.3 billion euros Dilapidated signals, soft and signal boxes bring back on the right track.
Lufthansa wants to create completely new possibilities with “Eurowings Holidays”. The company’s own tour operator Should initially make Eurowings customers with package tours tasty. This is known, for example, from the competitor Easyjet. “Make it easy” becomes “Make it as Easyjet” at Lufthansa.
If you have any questions or suggestions about this newsletter, please write to us manage.mobility@manager-magazin.de
. Likewise, of course, if you have information or suggestions for research. We look forward to your message.
DeepDrive: Renditeturbo Ki
Enlarge picture
Photo: Manager Magazin
Everyone is talking about artificial intelligence, and the auto industry is also experimenting with. That should too, warns Jonas Seyfferth from the Advice Strategy &. According to Seyfferth, the first manufacturers already stop their AI investments in the many everyday slod-job cuts, factory closures and Co.. This is understandable, strategically but risky: In the interview, Jonas Seyfferth explains how AI could help the auto industry, to increase their margins by 40 to 60 percent
.
Number of week: 5
190 billion euros in the stock market value, 50 percent market share in China: Catl is the crisis of the battery manufacturer for electric cars. Now the company is aiming for a second IPO. In the future, Catl no longer wants to be listed in Shenzhen, but also in Hong Kong. The move is said to rinse at least 5 billion euros in liquidity in the health insurers. However, he could also serve Catl as a protective shield if the trade conflict between the USA and China continues to escalate.
Ghost driver of the week
Enlarge picture
Today, like this, like this: Brose owner Michael Stoschek
Photo: Brose
The patriarch has struck again. Michael Stoschek (77), head of the owner family of the car supplier Brose, fights for the future of the company. Its type of communication is increasingly agile. Sometimes 10 percent of the jobs are to be broken down, then there are 950 in the meantime, a little later 20 percent in the indirect area, Now Stoschek puts the work in Würzburg for disposition. Almost 1400 people work there. “The uncertainty is poison for the motivation and cohesion of the workforce,” warned the Würzburg Brose works council chief Yves Weinberger.
Come through the week well.
Your Christoph Seyerlein
Do you have any wishes, suggestions, information that we should take care of journalistically? You can reach my colleagues in the Mobility and me team at manage.mobility@manager-magazin.de
.
You can also find our newsletter “Manage: Mobility” Here on our website.