Germany’s China shock summed up in one graph rhg.com/research/win... - ThreadSky

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noahbarkin.bsky.social • 64 days ago

Germany’s China shock summed up in one graph

https://rhg.com/research/wind-of-change-german-china-policy-after-the-election/

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docmumbles.bsky.social•64 days ago

How do these figures translate to the absolute scale? VW sales seem to have remained relatively stable over time https://www.statista.com/statistics/272049/worldwide-vehicle-sales-of-volkswagen-since-2006/

noahbarkin.bsky.social•64 days ago

Overall deliveries are down quite a bit from 2019. The key question is what profit margin they are making on these declining sales. For the VW brand, margins have shrunk significantly due to weak demand in Europe and intense competition in China

marius1976.bsky.social•63 days ago

Germany is so done. Sadly.

andrewkilleen.bsky.social•63 days ago

It's still the biggest economy in the EU, one of the biggest in the world. People are still risking their lives to get in, not many are leaving. I think it's a bit soon to predict the death of Germany.

andrewkilleen.bsky.social•63 days ago

The US is also in decline. And to be honest I think China peaked a few years back.

marius1976.bsky.social•63 days ago

The trend is obvious. Maybe soon it will change the direction, but ... Germany everyday is more like Deutsche Bahn.

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