"从南卡罗来纳州到华盛顿州，不少公司正在放慢建设速度，或是重新考虑是否要大举投资兴建生 产可充电电池及其所需原料的工厂。" 文章认为，这种与中国有关的限制令许多美国公司难以运营，因为中国是世界上最大的电池制造 国，也生产几乎所有的相关特定组件。 文章称，美国的有关政策凸显了这样一个两难局面：美国希望培育本土电池产业，并大幅降低对中 国的依赖，但中国在这一产业上拥有巨大优势，以至于如果不与中国公司合作，美国很难成为一个重要 的参与者。专家认为，要想培育国内电池产业，美国在建立自己的供应链体系和专业性方面是需要依靠 外国生产的组件以及相关专业知识的，就像当年中国建设自己的汽车产业时所做的那样。 还有专家认为，美国应该欢迎外国投资，包括来自中国的投资，并向中国学习。文章援引经济学 家、加州大学伯克利分校商学院前院长安·哈里森的话说，中国已经在电池制造领域"大幅领先"，在这 种情况下美国若不减少相关限制，就"无法实现飞跃"。 《纽约时报》网站近期发表的一篇文章注意到，随着美国政府试图限制中国产品进入美国市场，近 年来发展势头良好的美国电池制造业似乎正陷入停滞。文章称，在对华关税等因素影响下，美国的电池 公司放慢了工厂 ...

Group 1 - The automotive industry is experiencing varied performance among major players, with Volkswagen leading at 514.82 billion, followed by General Motors at 473.7 billion and Maruti Suzuki at 458.96 billion [2] - Several companies are showing declines in their financial performance, such as Ford with a decrease of 8.09 billion and Mahindra & Mahindra with a drop of 2.28 billion [2] - Emerging companies like Li Auto and Xpeng are also facing challenges, with Li Auto reporting a decline of 13.43 billion and Xpeng down by 0.77 billion [2] Group 2 - The data indicates that traditional automakers are struggling, while some newer entrants are still trying to establish their market presence, as seen with NIO at 78.53 billion and VinFast Auto at 85.83 billion [3] - Companies like Subaru and JAC are showing slight growth, with Subaru increasing by 3.05 billion and JAC by 1.13 billion, indicating some resilience in specific segments [3] - The overall market dynamics suggest a competitive landscape where established brands are pressured by both economic factors and the rise of new players [2][3]

Investment Rating - The report maintains a recommendation for the domestic automotive industry, indicating an improvement in profitability and a pursuit to catch up with overseas automakers [2]. Core Insights - Overseas automakers have a higher average adjusted net profit margin than domestic independent brands by approximately 5 percentage points (PP) in 2024. The trend shows that while overseas automakers experienced a decline in 2023, domestic automakers improved, reflecting similar trends in gross margins [3][21]. - The report highlights that overseas automakers have higher gross margins than domestic independent brands by about 7PP in 2024, with the gap narrowing over recent years [19][21]. - The analysis indicates that domestic automakers are benefiting from the scale-up of new energy vehicle sales, leading to improvements in both gross and net profit margins [10][21]. Summary by Sections 1) Profitability - In 2024, overseas ordinary vehicles are projected to sell 4.79 million units, domestic independent brands 1.7 million units, and overseas luxury vehicles 1.42 million units, showcasing the larger sales volume of overseas automakers [18]. - The report notes that the average adjusted gross margin for overseas luxury vehicles is 21%, overseas ordinary vehicles 20%, and domestic independent brands 13%, with overseas automakers maintaining a significant margin advantage [21][26]. 2) Cost Structure: Input Perspective - The total cost structure for automakers is approximately 100% = COGS 86% + sales expenses 6% + management expenses 3% + R&D expenses 5% + financial expenses 0% [12]. - The report indicates that overseas automakers have higher management and sales expense ratios, primarily due to significantly higher labor costs [4][12]. 3) Cost Structure: Transformation Perspective - The report emphasizes that domestic automakers have increased their investment in sales and R&D, while overseas automakers have seen a decrease in these ratios due to rising material costs [12][22]. - The analysis suggests that despite the current profitability and product structure advantages of overseas automakers, domestic brands are enhancing their competitiveness through electric and intelligent transformations [11][12]. 4) Summary and Investment Recommendations - The report concludes that domestic automakers have substantial growth potential in terms of sales, market share, average selling price (ASP), and profitability, driven by advancements in electric and intelligent vehicle technologies [10][11]. - Recommended stocks include BYD, Geely, Li Auto, and JAC Motors, with a focus on structural opportunities in the short term [10].

DALLAS, June 16, 2025 (GLOBE NEWSWIRE) -- Highway announced today that Mark Ford will join the company as Chief Capacity Officer, a strategic addition to the executive team as the company accelerates growth and advances its long-term vision to redefine trust and identity in freight. Ford brings more than 30 years of experience leading carrier strategy, operations, and network development at some of the industry’s most recognized third-party logistics providers. Most recently, he served as Chief Capacity Off ...

美国是斯巴鲁全球最大的销售市场。数据显示，2024年斯巴鲁在美国的销量为66万辆，占其全球总销量 的7成，其中近一半是从日本进口。目前，这家日本汽车制造商在美国印第安那州的装配工厂是其在亚 洲之外的惟一生产线。斯巴鲁方面近日表示，将投资400亿日元扩大在美国的生产规模。 在斯巴鲁之前，美国汽车制造商福特就宣布，将提高其在墨西哥生产并销往美国的3款车型售价，这3款 车型分别是Maverick皮卡、Bronco Sport SUV以及野马Mach-E电动汽车，其中最高涨幅达2000美元。早 在今年4月，福特就曾发出预警，称如果美国政府继续对进口到美国的汽车及汽车零部件征收关税，该 公司在美国境内销售的汽车的价格可能会在今年夏季开始上调。 美国总统特朗普自2025年4月起对进口汽车、5月起对进口零部件加征25％的关税，覆盖美国年销 800万辆进口车，占美国新车总销量的50％。再加上美国汽车供应链高度依赖全球化，关税导致车企成 本激增。随着美国汽车关税政策持续，很多原本采取观望态度的车企扛不住了，陆续官宣上调部分车型 的售价。 多家车企官宣涨价 近日，斯巴鲁美国公司宣布，为应对"当前的市场环境"，公司计划对几款车型提 ...

Key Takeaways Ford Pro delivered $1.3B EBIT while Model e and Ford Blue underperformed in the latest quarter. The segment boasts a 40% North American share and 675K software subscribers with strong ARPU growth. Ford Pro's capital-efficient, sustainable model sets the benchmark for Ford's other business segments.U.S. auto giant Ford Motor Company (F) runs three business segments — Ford Pro, Model e and Ford Blue. On its latest earnings release, Ford Pro clocked $1.3 billion EBIT. Ford Blue reported $96 mil ...

福特汽车(F.N) CEO：稀土磁铁供应仍然紧张。 ...

福特汽车(F.N) CEO：在美国电动车市场在过去三年中未实现收入增长。 ...

据外媒报道，韩国电池材料制造商EcoPro BM宣布，将于6月初暂停其在加拿大魁北克省贝坎库尔市投资12亿加元（折合人民币约63亿元） 的电池材料工厂建设项目。 EcoPro BM在一项声明中指出：" 电动汽车和电池行业仍面临诸多不确定性，加之美国关税政策带来的挑战，这些因素均严重影响了公司关 键决策进程。 " 点击阅读原文，即可报名参会！ 短时间内的两次停工是一种征兆。同年11月，既是投资方，也是工厂潜在客户的福特撤资了，该工厂的不确定性进一步增加。 事实上，一切早有迹象。在该工厂第一次停工的4月，福特已经将其加拿大奥克维尔（Oakville）装配厂计划推出的电动SUV的投产时间从 2025年推迟到了2027年，理由是市场对电动汽车的需求增长速度低于预期。 7月，福特再度宣布，该公司原本计划用来生产电动汽车的加拿大工厂将转而生产其旗舰车型F系列皮卡的汽油动力版本。 政治经济环境的不断变化，以及大股东的退出，让这个工厂的命运堪忧。然而，EcoPro BM当时仍对该工厂的潜力以及电动汽车行业的未来 充满信心，并承诺继续推进该工厂的建设。 （ 来源：储能前沿） 往 期 回 顾 | 01 | ｜ | 锚定全球能源变 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：科研云平台 据外媒报道， 韩国电池材料制造商EcoPro BM宣布，将于6月初暂停其在加拿大魁北克省贝坎库尔市投资 12亿加元（折合人民币约63亿元）的电池材料工厂建设项目。 EcoPro BM在一项声明中指出："电动汽车和电池行业仍面临诸多不确定性，加之美国关税政策带来的挑 战，这些因素均严重影响了公司关键决策进程。" 资料显示，EcoPro BM是一家专业生产锂电正极材料的公司，成立于2016年5月，是韩国EcoPro的子公 司，其主要产品包括NCA和 NCM等正极材料。 加拿大正极材料工厂为EcoPro BM与SK On、福特三方合资投建。 2023年8月，三家公司宣布将投资12 亿加元，在加拿大魁北克贝坎库尔建设一家电池材料工厂，每年将生产45,000吨镍钴锰电池正极活性材 料，足以为大约22.5万辆福特电动汽车供应产品。 事实上，一切早有迹象。在该工厂第一次停工的4月，福特已经将其加拿大奥克维尔（Oakville）装配厂计 划推出的电动SUV的投产时间从2025年推迟到了2027年，理由是市场对电动 ...