Automotive and business brief
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Snapshot
- Mercedes threatens German plant closure unless labour cost cuts stick
- Volkswagen Supervisory Board unanimously approves Future Plan 2030
- Jaguar Land Rover opens voluntary redundancy programme; UK minister meets bosses this week
Top Developments
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Mercedes threatens German plant closure unless labour cost cuts stick
Wirtschaftswoche (4 Sep), citing multiple company insiders, reports Mercedes management told works councils that if they do not help cut German labour costs sharply, the board would build a new plant in Eastern Europe and make a German production site redundant. No plant named; no board decision yet. Demands include ~5 extra weekly hours without pay and a review of bonuses (Christmas/vacation).…
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Sources: Wirtschaftswoche (4 Sep 2026) · t-online
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Volkswagen Supervisory Board unanimously approves Future Plan 2030
On 3 September the Supervisory Board approved Future Plan 2030. Targets: ~9m annual sales, 9% operating margin by 2030 (~€31bn operating result), ~€135bn CapEx/R&D 2027–2031, ~50% model-portfolio cut by 2035, ~75% less offering complexity, and ~50,000 further workforce adjustments Group-wide.…
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Sources: Volkswagen Group PR (3 Sep 2026) · Electrek
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Jaguar Land Rover opens voluntary redundancy programme; UK minister meets bosses this week
JLR confirmed to BBC it is opening a voluntary redundancy programme for salaried and management staff to “simplify” and build resilience. Headcount not confirmed by JLR; The Times previously put up to ~4,000 at risk. Context: £1.7bn multi-year cost-out after the 2025 cyber attack (~27% production hit; ~£1.9bn cost estimates in coverage), US tariffs, softer sales.…
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Sources: BBC · The Guardian
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Aptiv unifies interconnect portfolio: Winchester → Aptiv Interconnect; IAS → Aptiv High-Voltage Technologies
Aptiv announced (around 1–3 September) that Winchester Interconnect becomes Aptiv Interconnect and Intercable Automotive Solutions becomes Aptiv High-Voltage Technologies. Aptiv Connection Systems keeps its name. Framing: one customer-facing interconnect + HV distribution story (connectors, harness assemblies, high-speed data, busbars) while products/teams/commitments stay. Builds on Winchester (2018, $650m) and IAS (2022, 85% for €595m); Aptiv completed buyout of remaining 15% IAS stake end-June 2026.
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Sources: Gasgoo (citing Aptiv, 4 Sep) · Aptiv Interconnect Technologies
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BMW Regensburg installs “battery marriage” line for Neue Klasse readiness
During an 8–30 August shutdown, Regensburg installed a new energy-module pre-assembly so the HV battery can be robot-joined to the body at the start of final assembly (“battery marriage”), with sequenced feed from a high-bay warehouse via conveyor bridge. Hundreds of press / body / paint / assembly / logistics changes aim to run ICE, PHEV and BEV on shared lines (~1,400 X1/X2 per day; ~342.5k units in 2024).…
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Sources: electrive (4 Sep 2026) · BMWBlog
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LEONI transforms Kitzingen hub into Innovation Collaboration Center
On 28 August LEONI relaunched its former Innovation Industrialization Center in Kitzingen as the Innovation Collaboration Center (>3,000 m²). Focus: cross-functional product + process development, automation (e.g. Smart Manufacturing Cell for taping/clip assembly approved for serial), flat wiring, flexible lines, and AI/digital manufacturing studies — plus customer/supplier/university collaboration on zonal architectures and next-gen electrical systems.
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Sources: LEONI story (28 Aug 2026) · LEONI ICC page
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TE Connectivity to acquire HENN plastic air/fluid connector unit — close due this month
TE signed (4 Aug) to buy HENN Connector Group’s plastic air/fluid connection systems unit; close expected in TE’s FY Q4 ending September 2026. Portfolio to run as HENN Fluid Line with a Dornbirn, Austria office. Focus: VDA/SAE quick-connects and integrated assemblies combining electrical connectors with water/air/coolant interfaces for EV thermal management and sensor cleaning. Terms undisclosed; HENN keeps premium metal couplings.
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Sources: TE Connectivity PR · ChargedEVs
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BYD scales China wire-harness capacity at Fufeng toward ~10,000 workforce
Local authorities (reported 2 Sep) say Baoji BYD Industry at Fufeng employs ~7,200 and aims to hire ~2,200 more toward ~10,000. Wire-harness lines relocated from Xi’an now total 87 (was >60 in 2025 disclosures); goal is BYD’s largest, most automated China harness plant feeding the Xi’an vehicle base (~100 km). New frame-stamping line started 26 Aug (target 100k vehicle-sets/month).
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Sources: Gasgoo (2 Sep 2026)
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Xiaomi Auto signs eight German dealer groups; Europe sales targeted for 2027
At IFA Berlin (3 September), Xiaomi signed MOUs with eight German dealer groups (Ernst Dello, Autohaus Dinnebier, Emil Frey Germany, Fett & Wirtz, Hahn, LUEG Mobility, Penske-Jacobs Innovation, SPT Avior) for retail and aftersales. Germany first; broader Europe to follow. Company cites Munich R&D and “long-term investment.” Vehicles for 2027 expected as imports under EU China-BEV tariff regimes unless local assembly is announced later. Xiaomi claims >700k China deliveries since Mar 2024.
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Stellantis folds DS leadership under Citroën (from 1 September)
From 1 September Xavier Chardon leads both Citroën and DS; Xavier Peugeot moves to Jeep Europe. Fits FaSTLAne 2030: DS (and Lancia) managed as specialty brands under larger regional houses. DS Europe registrations ~29k in 2025 (−22.5% YoY) vs Citroën ~353k. Same day, Fiat/Abarth/Lancia consolidated under Arnaud Belloni. DS N°7 (STLA Medium EV) due on sale from autumn.
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Sources: AutoNext (1 Sep 2026)
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VW wiring-harness leadership: modular connectors as SDV enabler
In an ADT Media interview around Bordnetzkongress 2026, Melanie Sohnemann (VW Head of Sub-Department Wiring Harness Components and Energy Distribution) argues the decisive architectural choice is the degree of connector/interface standardisation — a modular toolbox for cross-brand reuse and faster ECU integration. Biggest five-year challenge: SDV complexity while cutting cost/weight/time under zonal architectures.…
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Sources: ADT Media / VW interview
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LEONI Romania: Arad / Beiuș reorganization; Marghita closure track
Ongoing through 2026 — peer footprint still moving. LEONI Wiring Systems Arad is reorganizing under volume/cost pressure. Marghita plant closure in H1 2026 (~190 employees). Arad + Beiuș workforce reductions; company stated up to ~700 affected across the Arad perimeter. Other LEONI Romania plants said to continue normally. Pair with Kitzingen ICC investment: high-cost innovation hub + low-cost capacity trim.
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Sources: LEONI Romania notice
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ACEA (Källenius): push for stronger 2030 CO₂ flexibility and Europe re-industrialisation
ACEA President Ola Källenius’ open letter to EU leaders calls for (1) incentive-based re-industrialisation (energy costs, permitting, battery scale-up) plus FTAs (India, Mercosur), (2) stronger 2030 cars/vans CO₂ compliance relief than the Commission’s proposal (extra help for vans; earlier sustainable-fuels compensation), and (3) reversing EU production decline via fleet renewal and regulatory batching. Frames Europe’s industrial electricity as far above US/China levels.
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Sources: ACEA news · ACEA open letter PDF
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Market data: TradingView, Yahoo Finance (delayed). Not investment advice.