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商业 · 德国工厂僵局持续报道 · 第 2 篇，共 2 篇

梅赛德斯暂缓对德投资，敦促员工延长工时

如果40小时工作制提议下周薪不变，小时报酬将减少12.5%。梅赛德斯暂缓对德投资，但尚未说明需要作出哪些让步才能恢复投资。

文字 阅读需 6 分钟 · 45 个来源

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原语言视频

译自英文原文。

自上次报道以来的变化

6 小时后

当时

梅赛德斯冻结德国投资，关闭工厂警告转为具体审查

我们当时说尚无定论的问题

  1. 此前已承诺的支出将如何处理、恢复投资的条件、具体关闭目标，以及可能受影响的岗位数量，仍未有定论。

    尚无定论

    目前已明确，达成削减成本协议是恢复投资的条件，但所需让步以及已承诺支出的处理方式仍未说明。没有任何工厂被确定为关闭目标，也没有量化的岗位影响数据。⁠1⁠36⁠44

  2. 请关注公司或员工代表是否作出说明，将笼统的董事会决定与具体支出、厂址及对员工的影响联系起来。

    尚无定论

    更全面的报道澄清了管理层的要求，以及有关未来车型可能转往海外生产的附条件警告。但报道仍未将董事会决定与已公布的逐个项目支出清单、逐厂结果、员工计划或员工代表达成的新协议联系起来。⁠6⁠36

现在

如果40小时工作制提议下周薪不变，小时报酬将减少12.5%。梅赛德斯暂缓对德投资，但尚未说明需要作出哪些让步才能恢复投资。

**每小时工资减少12.5%。**如果梅赛德斯-奔驰员工的周薪保持不变，那么每周工作时间从35小时增加到40小时就意味着这一点。这并非已达成一致的变更。这是管理层讨论的一项提议背后的算术；与此同时，管理层暂缓对德国工厂的进一步投资，并警告称，如果成本谈判失败，未来车型可能只在海外生产。⁠6

立即暂停支出与附带条件的生产警告是两回事。不过，两者合在一起，赋予管理层的筹码所涉及的远不止今年的支出：下一代汽车的生产分配，以及随之而来的工厂工作。生产负责人迈克尔·席贝表示，这些决定现在就必须作出。⁠1

2026年11月13日，我们报道梅赛德斯董事会已暂停进一步对德投资，并将可能关闭工厂的事项纳入具体审查。新增报道更清楚地说明了谈判条件：在达成削减成本协议前，新的投资将被搁置。报道还详细列出了管理层要求的让步。但这并不能证明已有任何工厂被选定关闭，也不能证明生产已经停止。⁠1⁠6

5小时40小时工作制提议下每周增加的工作时间 6
14.3%如果该提议生效，工作时间将增加 6
−12.5%周薪保持不变时的小时工资变化 6

投资成为谈判筹码

董事会的集体决定于11月12日对外传达。席贝在一次内部采访中表示，要停止在德国厂区的“所有进一步投资”。管理层和员工代表已就节约成本谈判数月，但未能达成协议；席贝称，现有成本结构使德国无法获得投资。本文依据已发表的内部通信内容描述和引述，而非公开发布的完整和解协议或完整内部文件。⁠3⁠6

各媒体对未来车型相关警告的表述存在重要差异。韩联社11月13日报道称，所有未来车型都将在德国境外生产。《今日新闻》11月12日的报道则明确表示，只有在谈判失败的情况下才会出现这一结果；BFM Business于11月12日与法新社合作发布的报道，也将其与未能改变成本挂钩。更详细的报道支持的是一项附条件的警告，而不是已经宣布要把所有未来车型转移到海外的决定。目前尚未明确具体车型、目的地或转移时间表。⁠5⁠6⁠1

因此，达成节约成本协议是恢复投资的既定途径，但目前还不是一份可执行的重启计划。尚无已公布的节约成本门槛、双方同意的让步方案或重启日期。相关措辞也没有说明此前已签约的支出、已开工的建设或此前已获批准的项目是否会继续。这是德国投资决定，并不代表全球范围内冻结支出。⁠1⁠36

人力资源主管兼劳动事务负责人布丽塔·塞格表示，梅赛德斯必须具体、详细地审查德国哪些厂区仍负担得起。她说应“竭尽全力”避免关闭工厂，同时也表示现在必须更具体地推进这一选项。倾向于避免关闭，并不等于承诺保留每一家工厂。同样，审查也不等于下达关闭命令。⁠6

关于两家厂区的警告早于投资暂停。9月，管理层提出，如果成本削减谈判失败，可能关闭一家德国汽车组装厂和一家生产汽车零部件的动力总成厂。重提这一警告并不意味着现在已经选定了两个厂址。⁠5⁠11

员工被要求作出什么让步

工作时间提议让这场争端具体化。每周工作40小时而非35小时，且工资不作补偿，相当于增加5小时——工作时间增加14.3%。如果周薪固定，每小时收入就会减少12.5%。这两种计算都不能衡量生产率、产出或雇主总成本。但它们揭示了将延长工时说成不会影响员工薪酬的局限：周薪金额可能不变，但员工时间所获得的报酬会减少。⁠6

9月的报道也提到每周工作38小时的选项。梅赛德斯确认，双方曾讨论无额外报酬地延长工时，但没有确认这一具体工时安排。现有证据无法确定38小时和40小时是备选方案，还是先后提出的方案。可以确定的是，两者都尚未达成协议，员工代表则认为维持每周35小时工作制是不可逾越的红线，也是集体谈判取得的核心成果。⁠40⁠6

管理层还希望调整特别支付和自愿福利，包括利润分享，以及集体协议规定的假日和圣诞节津贴。目前没有证据表明任何削减已获同意。这些要求涉及员工的工作时间和薪酬，并非笼统地要求提高效率。⁠6⁠7

员工的反对确有其事，但发生时间很重要。IG Metall的一则抗议活动记录称，5000名梅赛德斯员工在不来梅、300名员工在汉堡抗议拟议中的变更，这些变更涉及工时、福利和工作岗位。但该记录并不能证明员工在11月12日投资冻结宣布后作出了新的回应。现有报道仍未提供直接点名的工厂委员会或工会针对这一决定作出的回应。⁠41⁠6⁠36

除梅赛德斯的专项谈判外，IG Metall还要求金属和电气行业的全行业薪资谈判加薪5%。塞格称这一要求过高，并认为这会推高她已认定在国际上缺乏竞争力的德国劳动力成本。她还表示，董事会成员也会作出财务牺牲，管理人员在两轮薪酬调整中放弃了加薪。她没有提供董事会将承担的金额。这是相互交叠的谈判，并非同一场争端。⁠1⁠6

成本说法需要明确比较基准

席贝最有力的数字论据是，在某些情况下，德国的每小时生产劳动成本最高可达东欧厂区的5倍。更完整的说法消除了我们先前报道中的一处不确定性：这是对每小时生产劳动力成本的比较，并不能证明每辆完工汽车的成本相差5倍。⁠6

这项比较仍未列明具体国家或工厂、衡量时段、成本构成，也没有根据生产率作出调整。缺少这些信息，就无法看出员工让步能解决梅赛德斯多少投资问题。管理层关于行政成本差距的类似笼统说法，也没有明确比较基准。⁠6⁠22

韩联社报道称，梅赛德斯的目标是到2027年节省50亿欧元，但现有材料没有说明这一目标的基准，也未说明指的是累计节省额还是年度节省率。管理层所述商业压力确实存在，包括关税、价格竞争、需求疲软以及来自中国的激烈竞争，但这些情况并不能指出哪家德国工厂无力承担成本。⁠5⁠6

描述工厂网络时也需要谨慎。《今日新闻》报道称，德国有12个生产基地；韩联社统计则称有3家组装厂和7家零部件厂。这些分类尚未完全厘清。无论采用哪种统计，都没有给出岗位流失估算；辛德芬根、拉施塔特和不来梅等现有组装厂也不能被列为已选定的关闭目标。地区报道同样提到路德维希斯费尔德和柏林-马林费尔德可能受到影响，但并未证实已有关闭决定。⁠6⁠5⁠44

这正是谈判核心的不平衡之处。员工可以算出拟议方案下增加的工时和降低的小时报酬，但他们还无法算出能换来什么保障。梅赛德斯已将达成节约成本协议作为恢复投资的途径，却尚未公布哪些让步能够释放资金、资金何时会恢复投入，或有量化数据支持的岗位保障承诺。⁠1⁠6⁠36

时间线

第 4 天 · 2 篇报道

事件时间线

  1. 最先报道

  2. 3天后

  3. 我们的播报 · 第 1 次更新

    梅赛德斯冻结德国投资，关闭工厂警告转为具体审查

  4. 我们的播报 · 第 2 次更新当前位置

    梅赛德斯暂缓对德投资，敦促员工延长工时

来源33

在此处引用的来源中，ad-hoc-news.de最先发布，比本报道播出早4天。 随后还有25家媒体发布。
  1. ad-hoc-news.de
  2. Personalblatt
  3. Automotive World
  4. autohaus.de
  5. Google News Kenya (KE:en)
  6. manager-magazin.de
  7. Deutsche Welle
  8. upday
  9. 另有+18家媒体
  10. HeyDay News

3篇早期文章作为背景资料参阅。4家媒体未注明日期：mercedes-benz.comIG Metallwiwo.deDER STANDARD

持续报道 · 第 2 篇，共 2 篇

按媒体查看所有来源

来自 33 家媒体的 45 个来源· 引用最多的优先

播出原貌
  1. Mercedes is withholding German factory investment while demanding longer hours without extra pay.
  2. On November 13, we reported that Mercedes had halted further investment and was reviewing possible factory closures. Management's position is now clearer. It is withholding new investment pending a cost agreement, and threatening to build future models abroad if talks fail.
  3. Decisions about the next generation of vehicles are due now, putting future factory work into these negotiations. What concessions is management demanding, and what would workers get in return?
  4. Mercedes says decisions about its next vehicles can't wait. Production chief Michael Schiebe says today's German cost structure prevents investment. That gives the spending suspension consequences beyond this year's expenditure, because future products bring future work to the factories chosen to build them.
  5. The board communicated its collective decision on November 12. Schiebe described stopping “all further investment” in German sites. Management and employee representatives have spent months negotiating savings without an agreement. The company is using that suspension to press for changes to employees' time and compensation.
  6. Human resources chief Britta Seeger says Mercedes must examine which German sites it can afford. She says closures should be avoided “at all costs,” while also saying management must pursue that option more concretely. Her preference leaves the possibility of closures open.
  7. The warning about two facilities goes back to September. Schiebe said failed cost reductions could mean closing one vehicle assembly plant and one powertrain plant, which makes vehicle components. Mercedes hasn't announced a closure decision or named either location. Repeating that warning doesn't identify two factories now selected to shut.
  8. The disagreement is whether overseas production is already decided or depends on failed negotiations. Schiebe's warning includes that condition. He says new models would be built exclusively abroad if no agreement is reached, making future production another point of pressure in the talks.
  9. Management's demands reach directly into the working week. Employees currently work on a 35-hour basis. A move to 40 hours without a corresponding pay increase has been discussed. Seeger argues longer hours could raise productivity while leaving employees' pay unchanged. The hourly calculation shows what that would mean for workers.
  10. Moving from 35 to 40 hours would add five hours a week, or 14.3 percent more time. With weekly pay unchanged, hourly pay would fall 12.5 percent. Management has discussed this proposal; employees haven't agreed to it.
  11. A 38-hour option also surfaced in September. Mercedes confirmed discussions about longer hours without extra pay, without confirming that precise schedule. Employee representatives regard preserving the 35-hour week as a red line and a central collective-bargaining achievement.
  12. IG Metall says 5,000 Mercedes employees protested in Bremen and 300 in Hamburg against proposed changes affecting working time, benefits and jobs. Those protests concerned the cost-cutting demands. They shouldn't be taken as a newly announced response to the investment freeze.
  13. Subscribe to this channel to follow the cost talks and what they mean for Mercedes workers.
  14. Management also wants changes to profit sharing and other voluntary benefits, along with holiday and Christmas payments covered by collective agreements. The reductions are still being discussed. Alongside these company-specific talks, IG Metall is seeking a five percent raise in bargaining across the metal and electrical industry.
  15. Sindelfingen, Rastatt and Bremen are existing assembly locations. Mercedes hasn't named them as closure targets. Berlin-Marienfelde and Ludwigsfelde have also been raised as potentially exposed locations, but the company hasn't selected either for closure. The industrial footprint alone doesn't identify where cuts would fall.
  16. Seeger called the five percent sector wage demand excessive, saying it would increase German labor costs she already considers too high. She also said the board would make financial sacrifices, and managers had gone without increases in two pay rounds. She gave no amount for the board's contribution.
  17. The German network is described as 12 production sites, while a narrower breakdown lists three assembly plants and seven parts plants. Those categories haven't been fully reconciled. None of these counts tells workers how many jobs might be affected by the review.
  18. Schiebe's strongest numerical argument concerns the cost of an hour of production work. He says German costs are, in some cases, up to five times those at Eastern European sites. That measures hourly production labor costs. It doesn't show how much labor costs for each completed car.
  19. Schiebe hasn't identified the comparison plants or explained how productivity affects his calculation. Management also claims a large administrative-cost gap. Mercedes has a reported five-billion-euro savings target through 2027, but whether that means cumulative savings or an annual savings rate is unclear.
  20. The commercial pressure includes weaker Chinese demand, price competition and tariffs. Mercedes also faces slower-than-expected electric-vehicle demand in Europe and North America. These pressures help explain the push for savings, but they don't identify which German plant management considers unaffordable.
  21. Mercedes' 2025 backdrop included a roughly 19 percent decline in Chinese sales. China historically accounted for about a third of passenger-car sales. The company put the 2025 profit cost of US tariffs at about one billion euros, or 1.1 billion dollars.
  22. Those are dated background figures already reported in the November 13 update. They don't measure the effect of this investment suspension. The immediate bargaining position is that employees are being asked to give more working time and accept lower additional payments while future investment is withheld.
  23. Mercedes has identified a cost-cutting agreement as the route back to investment. It hasn't explained whether already-committed projects will continue. Workers also still lack a plant-by-plant outcome or a quantified job-security guarantee in return for the concessions management is seeking.
  24. The board hasn't published a restart date. Management is withholding further German investment until a cost agreement is reached, but it hasn't said which concessions would be enough to release the money.

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