Non trouvé

Moritz · 2024-12-11T10:45:03.646514Z

Deutsche Automobilindustrie: Krise oder Einstiegschance? 📉📈 Die deutsche Autobranche steckt in einer tiefen Krise. $VOW kämpft mit Gewinnwarnungen, $BMW und $MBG reduzieren ihre Margenprognosen und $P911 leidet unter einem schwachen China-Geschäft. Hinzu kommen geopolitische Unsicherheiten, wie mögliche Zölle und ein globaler Wandel zur Elektromobilität, der nach wie vor immer mehr Investitionen erfordert. Die Zahlen sprechen also eine deutliche Sprache: Gewinne brechen ein, Absatzzahlen stagnieren, und der Arbeitsmarkt steht vor einem Wandel, der bis 2035 über 140.000 Jobs kosten könnte. Doch wir alle wissen: Krisen können für uns Gelegenheiten sein. Der Sektor ist historisch günstig bewertet: Viele Aktien notieren nahe 25-Jahres-Tiefs. Experten sehen 2025 erste Lichtblicke – dank neuer Modelle, einer möglichen Stabilisierung der Nachfrage und einer langsam verbesserten Innovationskraft, insbesondere im Premiumsegment. Bei welchen Marken sieht es also im Verhältnis zur Bewertung am besten aus und wo gibt es die meisten Probleme? Dazu hier ein neuer Artikel - Spoiler: Es spielt eine maßgebliche Rolle wer Produktionsstandorte in China hat. #porsche #volkswagen #bmw #mercedes #emobilität Dieser Artikel ist Teil einer Werbepartnerschaft mit Société Générale

Moritz

@leveragegrinding

1Mo·

German automotive industry: crisis or entry opportunity? 📉📈

The German automotive industry is in a deep crisis. $VOW (-0,1 %) struggling with profit warnings, $BMW (+0,5 %) and $MBG (-0,07 %) reducing its margin forecasts and $P911 (-2,59 %) is suffering from weak business in China. Added to this are geopolitical uncertainties such as possible tariffs and a global shift towards electromobility, which continues to require more and more investment.

The figures therefore speak for themselves: profits are collapsing, sales figures are stagnating and the labor market is facing a transformation that could cost over 140,000 jobs by 2035.

But we all know that: Crises can be opportunities for us.

The sector is historically cheaply valued: many shares are trading near 25-year lows.

Experten We see the first rays of hope in 2025 - thanks to new models, a possible stabilization of demand and a gradual improvement in innovative strength, particularly in the premium segment.

So which brands look the best in relation to their valuation and where are the biggest problems?

To find out hier a new article - spoiler: It plays a significant role who has production sites in China.

#porsche
#volkswagen
#bmw
#mercedes
#emobilität

This article is part of an advertising partnership with Société Générale

22 Commentaires

Lorena@Lorena

1Mo

Huh, the automotive industry is not my cup of tea. Except for Hyundai, of course 🔥🔥🔥

•

Moritz@leveragegrinding

1Mo

@Lorena Hyundai is also the stock I would most likely buy in the

•

Elon Musk@DEEPfuckingBTC

1Mo

Now show the Ferrari chart 🤣

•

Uwe@Holdmywater

1Mo

I entered Porsche with a small position and a savings plan - let's see how it goes.

•

Moritz@leveragegrinding

1Mo

@Holdmywater I'm also here, but I'm still waiting to buy more. I think the China business is still falling a bit

•

Nobody@Nobody_123

1Mo

I have increased my Benz and BMW position. About 8% of my portfolio is there now... take a look at 🤷‍♂️ I've spent money much more foolishly 😉

•

Moritz@leveragegrinding

1Mo

@Nobody_123 let's see ;)

•

Silas W.@DynasticGrind

1Mo

Pure nostalgia values for me. I don't buy $7974 today because the Gameboy Color was cool 20 years ago.

•

Cornelius@Joker96

1Mo

@DynasticGrind I thought so too, then suddenly the Wii came along, which was mega hype, the price exploded and the bill suddenly cost over 100 euros pre split

•

Kill_Baulitz@Johann_van_der_Smut

2Sem.

@DynasticGrind What a witty comparison...

••

Silas W.@DynasticGrind

2Sem.

@Johann_van_der_Smut That's right. Nintendo is even competitive compared to the companies mentioned here.

••

Kill_Baulitz@Johann_van_der_Smut

2Sem.

@DynasticGrind You seem to be the type of person who bluntly adopts the naysaying about the German automotive industry from the media without having a clue and informing yourself. Tell me where Tesla and the Chinese are so far ahead of ours!

••

Silas W.@DynasticGrind

2Sem.

@Johann_van_der_Smut E-mobility. Sales figures and value for money (unfortunately) speak for themselves. I have neither the time nor the money for "doom and gloom".

••

Kill_Baulitz@Johann_van_der_Smut

2Sem.

@DynasticGrind Hardly anyone in this country or in Europe wants e-mobility except our Greens. You just have to understand that. Likewise, you can't compare the vehicles from BMW, Daimler etc. with every e-can from China (or a Tesla).
And price-performance ratio... it was and is not the claim of premium manufacturers to nail a car to everyone's knee for 20K just because many people don't want to spend more on it. It's always been that way, it will always be that way.
The Chinese government's subsidies to its own manufacturers Let's leave aside the Chinese government's subsidies to its own manufacturers to distort competition and wage a trade war. I think it's all getting too complicated

••

Moritz@leveragegrinding

2Sem.

@Johann_van_der_Smut I have to correct you again, "nobody in this country wants anything but the green ones" is pretty much nonsense, nobody wants to make suitable offers, because the margin is not right. That's why there are no cheap cars -> no mass market yet. It doesn't have much to do with "nobody wants", we are simply ultra-slow with everything new.

••

Kill_Baulitz@Johann_van_der_Smut

2Sem.

@leveragegrinding I didn't say "...nobody wants except...". And no, it's not nonsense. Look at what customers order. It's being manufactured and sold.
BMW sold more BEVs in 2024 than Daimler and Audi combined. I'm not saying that everything has been done right. But this opinion mongering that all German manufacturers have done everything wrong on the subject is nonsense. But it's always claimed. Also that the others are all technically ahead of us Germans. Where, please? Tesla has been promising its FSD for years and what's the result? Nothing! Take a look at what stunts the cars in the USA are doing with this feature. You don't want that here!

••

Moritz@leveragegrinding

2Sem.

@Johann_van_der_Smut we must have been talking past each other😂😂
I fully agree with you, but I didn't question that either. The other thing the others have that we don't is optimism.

Take a look at the interview of the Porsche chief designer with the eauto Youtuber (you should find it on YouTube if you search)
I think it's extremely well summarized.

We just sell premium cars, which the German manufacturers (with the exception of bmw) have not adapted particularly well to the Chinese market. But now VW has a good strategy for a company of its size, and that is to buy it up. That's a good approach and in my view that's the mistake you can blame them for: they should have done it earlier.

Audi will come back in china, even now with the new model. Porsche anyway, Cupra Skoda and VW will consolidate Europe.

Springer Verlag should be sued for defamation of character.

•

Kill_Baulitz@Johann_van_der_Smut

2Sem.

@leveragegrinding I'll take a look, thanks for the tip. The media are terrible, but they do make circulation. Just like war etc.
I'm just annoyed by those who just parrot everything, don't get a picture and then smugly pretend to know what's really going on. But for many people here, the German car industry is the enemy par excellence anyway. Just envy...

•