
BioNTech因疫苗需求下降,關閉德國伊達爾-奧伯施泰因、馬堡及杜賓根三座工廠,影響全球約1800名員工,佔員工總數四分之一。公司曾與輝瑞合作開發mRNA疫苗,疫情期間賺進數十億歐元,但疫苗熱潮過去後未能找到買家,將資源轉向癌症藥物研發。
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BioNTech在疫情期間與輝瑞合作開發mRNA疫苗,成為全球最早推出疫苗的藥廠之一,疫苗熱賣讓公司賺進數十億歐元。隨疫情趨緩,疫苗需求下降,BioNTech尚未有另一項新產品獲准上市,今年3月宣布重整計畫,將裁減最多1860個職位,並關閉產能過剩的生產據點,把資源轉向癌症藥物研發。
COVID-19疫情期間靠mRNA疫苗賺進數10億歐元的德國生技大廠BioNTech,在疫苗需求退燒後加速重整。公司尋找買家數月未果,今天宣布關閉德國3座工廠,全球1/4、約1800名員工受影響。
商報(Handelsblatt)報導,BioNTech將陸續關閉位於德國西南部伊達爾-奧伯施泰因(Idar-Oberstein)、馬堡(Marburg)及杜賓根(Tübingen)3座工廠。杜賓根預計2027年底關閉,馬堡及伊達爾-奧伯施泰因則將在2028年初和年底結束營運。
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BioNTech表示,公司數月來積極尋找買家,也曾與多家國內外企業及投資人洽談,受到目前市場及投資環境不佳影響,最終未能達成交易。公司已與員工代表協商額外資遣補償,希望降低關廠對員工衝擊。
BioNTech在疫情期間與美國藥廠輝瑞(Pfizer)合作開發mRNA疫苗,成為全球最早推出疫苗的藥廠之一。疫苗熱賣讓這家原本規模不大的德國生技公司迅速崛起,並在疫情期間賺進數10億歐元。
隨疫情趨緩,疫苗需求近年持續下降,BioNTech迄今也尚未有另一項新產品獲准上市。BioNTech今年3月宣布重整計畫,將裁減最多1860個職位,並以產能利用率過低、產能過剩及降低成本等為由,縮減生產據點,把資源轉向癌症藥物研發。
2028年初將關閉的馬堡廠正是BioNTech疫情期間擴張疫苗產能的重要基地。報導指出,BioNTech當年從瑞士藥廠諾華(Novartis)手中收購這座工廠,投入大筆資金改建,生產mRNA疫苗及相關原料,關廠反映疫情結束後疫苗市場快速降溫。
杜賓根工廠則來自BioNTech昔日競爭對手CureVac,2家公司曾在疫情期間競逐mRNA疫苗開發,BioNTech去年才宣布收購CureVac,關廠消息引發CureVac創辦人霍爾(Ingmar Hoerr)不滿。
霍爾告訴商報,收購時原本期待2家公司整合、發揮彼此優勢,未料計畫在收購後馬上被推翻。他認為,當初合約沒有保障CureVac工廠在一定期間內繼續營運,是董監事會與自己身為股東所犯的重大失誤。
BioNTech目前全球約有7200名員工,因疫苗收入下滑,BioNTech正投入大量資金開發癌症治療,包括利用mRNA技術啟動人體免疫系統攻擊癌細胞,以及讓抗癌藥物更精準作用於癌細胞的新療法。
大筆研發支出也帶來財務壓力,據報導,BioNTech今年上半年淨虧損13.5億歐元(約新台幣488億元),高於去年同期約8億歐元的虧損。
AI outlook — possibilities, not facts
BioNTech將在2027年底前完成杜賓根工廠關閉
Very likely · Within months
馬堡及伊達爾-奧伯施泰因工廠將分別在2028年初和年底結束營運
Very likely · Within years

According to the latest release from the real estate information platform of the Ministry of Interior, the average number of new mortgage loans nationwide in the first quarter was 322 (approximately 26.83 years), once again setting a record for the longest period in history. Taipei City, Taoyuan City, Tainan City and Hsinchu City set a new high since statistics were collected in the first quarter of 2008. Among them, the number of phases in Hsinchu County and City reached 341 and 343 respectively, significantly higher than the national average. The increase in the number of mortgage terms is mainly due to the high housing prices, the release of 40-year mortgages in Qing'an 2.0, and the increase in the interest rate on deposits, but the actual repayment time is about ten years on average. Experts point out that although extending the period can reduce the monthly payment burden, the total interest cost will increase significantly after the interest rate rises, and the overall repayment burden of mortgage owners will continue to increase.

The Huangtupo Yunnan Coffee Culture Park project will start on October 1 in Wuhua District, Kunming City, and is expected to open to guests in July next year. The park is positioned as the value depression of Yunnan's coffee industry chain, the cultural highland and the birthplace of Chinese coffee creativity. It will integrate coffee planting, roasting experience, cultural display and industrial heritage display, aiming to promote the transformation of Yunnan's coffee industry from raw material thinking to ecosystem thinking.

The China Federation of Logistics and Purchasing released logistics operation data from January to August this year on the 29th. The total social logistics nationwide reached 243.6 trillion yuan, a year-on-year increase of 4.9%. Industrial product logistics increased by 5.3%, import logistics increased by 0.6%, online consumption was active, logistics capacity in lower-tier markets was expanded, and international logistics channels were expanded and quality improved. There were 24,605 China-Europe freight trains, a year-on-year increase of 9.7%.

China and the United States agreed to reduce tariffs on $60 billion worth of goods, covering fish hooks, medical equipment and other fields. Each announced a $30 billion list of non-sensitive goods, excluding sensitive raw materials such as rare earths, aiming to ease economic tensions and improve bilateral relations.

International oil prices closed slightly higher on Monday, with Brent crude rising 0.9% to $105.28 and WTI rising 0.2% to $92.60. The market is worried about continued supply disruptions, and Qatari mediators have promised to hold talks with the United States and Iran in the hope of reaching a peace agreement to reopen the Strait of Hormuz. Oil prices surged by more than $4 after U.S. President Trump rejected Iran's proposal, but subsequent negotiations are expected to moderate the gains. An official who asked not to be named revealed that Qatari mediators will hold separate talks with Iran's foreign minister in New York on Monday and may hold talks with the United States on Monday or Tuesday to focus on the revised version of Iran's seven-day proposal at the United Nations General Assembly. Saudi Arabia's foreign minister also arrived in Washington on Monday to prepare for talks with the US Secretary of State, as hostilities between Yemen's Houthi armed forces and Saudi Arabia are escalating.

Societe Generale warned that gold plunged nearly $170 to $4,114.88 on Monday. The rebound failed to hold on to the 200-day moving average, and the downward momentum still prevails. If it cannot regain the recent high near $4,315, the decline may further expand. However, the bank maintains its medium- and long-term bullish expectations, predicting that the gold price will rise to $4,750 in the fourth quarter of 2026, and the average price for the whole year of 2027 will reach $5,125.