Aptiv(APTV)

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安波福支持全面芯片国产化
第一财经· 2025-04-23 01:51
上海车展期间,安波福(APTV:NYSE)表示,将支持全面芯片国产化。安波福是一家跨国汽车零部 件供应商,中国及亚太区总裁杨晓明表示:"我们正在全力、全速推进本地化战略2.0,构建起全面、 彻底、完整的中国方案。"汽车电动化和智能化变局中,芯片发挥越来越重要作用。安波福基于国产 SoC芯片开发的ADAS方案已经获得国内头部新势力车企的定点。 ...
安波福支持全面芯片国产化
news flash· 2025-04-23 00:37
上海车展期间,安波福表示,将支持全面芯片国产化。安波福是一家跨国汽车零部件供应商,中国及亚 太区总裁杨晓明表示:"我们正在全力、全速推进本地化战略2.0,构建起全面、彻底、完整的中国方 案。"汽车电动化和智能化变局中,芯片发挥越来越重要作用。安波福基于国产SoC芯片开发的ADAS方 案已经获得国内头部新势力车企的定点。(一财科技) ...
纵深推进本土化 安波福两家在华新工厂今年投产
Bei Jing Ri Bao Ke Hu Duan· 2025-04-22 13:11
Group 1 - The Shanghai Auto Show is set to attract numerous car manufacturers and major industry suppliers, with global technology company Aptiv (安波福) holding a media sharing event on April 22 to unveil several localized innovative solutions tailored for the Chinese market [1] - Aptiv has announced significant investment initiatives, including the establishment of two new factories in China focused on electric vehicles, which are expected to commence production in the second half of this year [2] - The new Aptiv Wuhan connector factory will serve as the largest intelligent production base for high-voltage products in its connector systems, while the Shanghai automation factory will provide localized solutions for high-voltage power distribution [2] Group 2 - At the auto show, Aptiv will debut a series of localized innovative solutions, including the Wind River real-time operating system (RTOS) and virtualization platform Hypervisor, both developed locally in China and free from foreign control components [3] - The company aims to integrate advanced AI technologies into its new generation of smart automotive solutions, which will include end-to-end advanced driver assistance systems and AI-enabled perception systems, all based on a fully domestic supply chain [3] - Aptiv is recognized as a leading global automotive parts supplier, with 140 production bases and 11 technology centers across 49 countries, and its products are featured in 12 of the top 20 best-selling car models in China for 2024 [3] Group 3 - Aptiv's strategy emphasizes a comprehensive localization approach, leveraging Chinese technology, talent, speed, cost, and supply chains to create a complete Chinese solution and foster seamless collaboration with local partners [5]
美股策略周报:振荡阶段存结构性机会-20250421





Eddid Financial· 2025-04-21 11:06
Macro Data - In March, retail sales increased by 1.4% month-on-month, the largest increase in nearly 26 months, attributed to consumers stocking up on goods before price hikes due to tariffs [8][12] - The initial jobless claims for the second week of April were 215,000, better than the expected 225,000, indicating a stable job market [8][12] - New housing starts in March decreased by 11.4% to an annualized rate of 1.324 million units, below the expected 1.42 million units, impacted by rising material prices and high inventory levels [8][12] Market Sentiment - The Economic Policy Uncertainty Index (EPU) has a 7-day moving average of 579 points, slightly down from the previous week's high of 703, indicating high uncertainty regarding tariff policies [13][15] - The AAII survey shows that 56.9% of retail investors are bearish on the stock market, while only 25.4% are bullish, reflecting a continued spread of pessimism [13][16] - The Fear and Greed Index closed at 21 points, remaining in the 'extreme fear' zone for four consecutive weeks [17][18] Global Market Overview - Global equity markets rose by 0.3% last week, with emerging markets outperforming developed markets (2.1% vs. 0.1%) [19][21] - Gold prices continued to rise, increasing by 3.0% last week, while Bitcoin futures rose by 1.6% [21] - The S&P 500 index fell by 1.5%, entering a sideways consolidation phase, while the Hang Seng Index also experienced a decline of 0.5% [21][23] Industry Performance - Among 36 secondary industries in the US stock market, 21 saw gains, with transportation, real estate investment trusts, and oil and petrochemicals performing well [22][23] - The strongest sectors included pharmaceuticals, transportation, and oil and petrochemicals, with pharmaceuticals seeing an estimated daily fund intensity of approximately $20.7 billion [29][30] S&P 500 Valuation - As of last week, the S&P 500's trailing PE ratio was 24.1, slightly below the ten-year average of 24.5, indicating reasonable but not undervalued conditions [32][34] - The forward PE ratio decreased from 20.2 to 20.0, a decline of about 1.0%, while forward EPS slightly fell from $266 to $265, a decrease of about 0.5% [32][36] Earnings Performance - 12% of S&P 500 companies reported Q1 2025 earnings, with 71% exceeding expectations, though this is below the 5-year average of 77% [37][39] - In terms of revenue, 61% of companies reported actual revenues exceeding expectations by 0.5%, lower than the 5-year average of 69% [39][41] Q2 2025 Earnings Expectations - The highest expected year-on-year earnings growth for Q2 2025 is in the communication services sector at 28.8%, followed by information technology at 17.1% [42][43] - The energy sector is expected to see the highest decline in earnings at -18.1% for Q2 2025 [42][43]
Aptiv PLC (APTV) Rises As Market Takes a Dip: Key Facts
ZACKS· 2025-04-15 23:05
In the latest market close, Aptiv PLC (APTV) reached $50.74, with a +1.28% movement compared to the previous day. The stock's change was more than the S&P 500's daily loss of 0.17%. At the same time, the Dow lost 0.39%, and the tech-heavy Nasdaq lost 0.05%.Heading into today, shares of the company had lost 20.03% over the past month, lagging the Auto-Tires-Trucks sector's loss of 4.37% and the S&P 500's loss of 3.94% in that time.The investment community will be paying close attention to the earnings perfor ...
After Plunging -19.21% in 4 Weeks, Here's Why the Trend Might Reverse for APTIV HLDS LTD (APTV)
ZACKS· 2025-04-08 14:35
A downtrend has been apparent in Aptiv PLC (APTV) lately with too much selling pressure. The stock has declined 19.2% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Here is How to Spot Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spott ...
After Plunging -20.69% in 4 Weeks, Here's Why the Trend Might Reverse for APTIV HLDS LTD (APTV)
ZACKS· 2025-04-07 14:46
Group 1 - Aptiv PLC (APTV) has experienced significant selling pressure, resulting in a 20.7% decline over the past four weeks, but it is now considered to be in oversold territory with expectations of better earnings ahead [1] - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold stocks, with a reading below 30 typically indicating oversold conditions [2] - APTV's current RSI reading is 25.58, suggesting that the heavy selling may be exhausting itself, indicating a potential price rebound [5] Group 2 - There is a strong consensus among sell-side analysts to raise earnings estimates for APTV, with a 0.3% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [7] - APTV holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8]
European Automotive Aftermarkets Competitive Benchmark Report 2025: Individual Assessment of 108 Companies Including Aas Automotive, S.R.O., Aptiv Technology Services & Solutions S.R.L.
GlobeNewswire News Room· 2025-04-03 13:02
Dublin, April 03, 2025 (GLOBE NEWSWIRE) -- The "European Automotive Aftermarkets - Industry Report" report has been added to ResearchAndMarkets.com's offering.The Automotive Aftermarkets (European) report provides a detailed overview of the market and delivers a comprehensive individual analysis on the top 180 companies, including Aas Automotive, S.R.O., Aptiv Technology Services & Solutions S.R.L. and Borgwarner Limited.The analysis conducted in the Automotive Aftermarkets (European) report is ideal for a ...
Here's Why You Should Add Aptiv Stock to Your Portfolio Right Now
ZACKS· 2025-03-26 18:50
Core Viewpoint - Aptiv PLC (APTV) stock has gained 7% in the past three months and is expected to maintain this momentum, making it a compelling addition to investment portfolios [1] Group 1: Investment Appeal - APTV holds a Zacks Rank 2 (Buy) and a VGM Score of A, indicating strong investment potential [2] - The Zacks Consensus Estimate for APTV's 2025 earnings has increased by 6.1% in the past 60 days, reflecting positive analyst sentiment [3] - APTV has a long-term earnings per share growth rate expectation of 15.2%, with projected year-over-year earnings growth of 16.9% for 2025 and 13.8% for 2026 [3] Group 2: Earnings Performance - APTV has consistently outperformed earnings estimates, achieving an average earnings surprise of 9.9% over the last four quarters [4] Group 3: Growth Drivers - The company is well-positioned in the growing connected cars market, with increasing demand for security technologies and driver-assistance systems [5] - Aptiv's "smart architecture" offers a competitive edge by reducing wiring requirements, enhancing fuel efficiency, and supporting the trend towards electrification and connectivity in vehicles [6] - Recent acquisitions, including Höhle in 2023 and Wind River in 2022, have strengthened Aptiv's capabilities in Signal and Power Solutions and automotive software solutions, respectively [7]
APTIV HLDS LTD (APTV) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2025-03-25 17:46
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Aptiv PLC (APTV) is currently highlighted as a recommended growth stock based on the Zacks Growth Style Score system, which evaluates a company's genuine growth potential beyond traditional metrics [2] - APTIV HLDS LTD has achieved a historical EPS growth rate of 23.9%, with projected EPS growth of 17% for the current year, surpassing the industry average of 14.5% [4] Group 2: Financial Metrics - The company exhibits a year-over-year cash flow growth of 12.5%, significantly higher than the industry average of -4.7%, indicating strong operational efficiency [5] - Over the past 3-5 years, APTIV's annualized cash flow growth rate has been 5.7%, compared to the industry average of 1.4%, showcasing consistent performance [6] Group 3: Earnings Estimates - The current-year earnings estimates for APTIV have been revised upward, with the Zacks Consensus Estimate increasing by 1.7% over the past month, reflecting positive market sentiment [8] - APTIV holds a Growth Score of B and a Zacks Rank of 2, indicating it is a solid choice for growth investors due to favorable earnings estimate revisions [10]