Bert Rürup: Die Zukunft der Autoindustrie wird zum Stresstest für den Industriestandort Deutschland
Fairer Wettbewerb beflügelt Innovationen und Wirtschaftswachstum, unfairer Wettbewerb kann Wohlstand vernichten. Die Politik muss den Angriff auf Deutschlands Autoindustrie parieren.
Düsseldorf - The automobile industry, once the shining example of Germany's industrial prowess, now faces a stress test for the country's industrial location. Historically, the sector provided export success, technological advancements, and secure industrial jobs. No other industry shaped post-war Germany's economic rise to such an extent.
However, today, a profit warning echoes across the industry, with the automotive DAX - representing manufacturers and suppliers - trading at around 30 percent below its peak levels. Among the 40 DAX companies, only the real estate group Vonovia is similarly undervalued, alongside Volkswagen, Mercedes, and BMW. Investors are expressing doubts about whether German car manufacturers can successfully transform, as they must shift their offerings to affordable electric drives to compete with Chinese manufacturers in a tumultuous market, manage geopolitical tensions, and cope with rising domestic energy and labor costs. The pressure to adapt has never been greater.
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