| (BYD) | 比亚迪 | 1550.16 | + -5.44 | 50.02 | | --- | --- | --- | --- | --- | | P | 法拉利 | 856.02 | + -1.03 | 480.36 | | | (人) 梅赛德斯奔驰 | 564.82 | 1 +0.23 | 58.66 | | 8 | 宝马汽车 | 541.99 | + -1.85 | 87.58 | | 入）大众汽车 | 538.62 | + -0.92 | 106.08 | | --- | --- | --- | --- | | 通用汽车 | 458.32 | + -4.07 | 47.25 | | >6 玛鲁蒂铃木 | 446.42 | + -1.34 | 141.56 | | 保时捷 | 430.84 | + -0.22 | 47.63 | | 马恒达汽车 | 427.61 | + -1.67 | 35.51 | | ( 本田汽车 | 410.2 | + -7.82 | 28.8 | | 福特汽车 | 407.2 | + -5.66 | 10.1 | | 19 现代汽车 | 335.87 | + -0.94 ...

| 特斯拉 | 10695.2 | + -393.65 | 332.05 | | --- | --- | --- | --- | | (9) 丰田汽车 | 2449.63 | + -44.9 | 187.96 | | והו 小米汽车 | 1765.65 | + +3.52 | 6.86 | | 比亚迪 | 1543.04 | + -2.94 | 50.07 | | ANI 法拉利 | 857.09 | 1 +9.33 | 480.96 | | 梅赛德斯奔驰 | 564.6 | + -2.72 | 58.63 | | 宝马汽车 | 543.69 | -2.68 | 87.87 | 金十图示：2025年06月05日（周四）全球汽车制造商市值变化 2 @ JIN10.COM 金十数据 | 一个交易工具 JIN10.COM t 2016 - 11:50 - 11 - 11 - 11 - 11 - | 入》 大众汽车 | 534.66 | + -3.99 | 106.26 | | --- | --- | --- | --- | | 通用汽车 | 458.32 | + -13.35 | 47.67 | | >6 玛鲁蒂 ...

若厂商无法吸收成本，势必会转嫁到自家产品价格上。瑞典钢铁巨头SSAB的美国法人的高级副总裁6月 2日警告："关税对美国国内供应链是积极的，但依赖全球供应链的企业将面临更大负担"。 美国总统特朗普5月30日主张"巩固美国的钢铁产业"，呼吁保护国内产业。美国钢铁协会主席Lourenco Goncalves在6月3日表示："关税措施将纠正贸易不平衡，吸引大量投资回流美国"，对提高关税表示欢 迎。 但钢铁行业的设备投资需要数年时间，新建钢铁厂的费用高达数万亿日元。美国是全球最大的钢材进口 国。在2023年的钢材消费中，进口产品占到3成。在设备投资取得进展之前，美国仍需依赖进口，短期 内成本将持续上升。 美国的钢材价格已达到全球平均的2倍。根据钢铁基准（SteelBenchmarker）的数据，截至5月26日，美 国的钢材平均价格为每吨901美元。由于进口钢材占比较高，提高关税可能会进一步推高美国的钢材价 格。 在汽车、建筑等行业，对成本上升的警惕加剧。 美国福特汽车预计，因进口关税造成的成本增加将导致15亿美元的利润减少。零部件中使用的钢铁和铝 受到关税的影响，导致成本上升。福特汽车的首席财务官谢丽·豪斯5月表示，" ...

这是合资车企如今在中国市场承压的又一具象体现。"我们不能骗自己相信一切还是原来的样 子。"奥迪母公司大众集团的CEO奥博穆在同一个月说。2023年，吉姆·法利在疫情后首次到访中 国，这位曾经推动林肯品牌入华的福特汽车现任CEO感到震惊，他把小米、理想等品牌的一些车型 运到美国，让公司管理层试驾，并称这些品牌是"最大的威胁"。 以下文章来源于第一财经YiMagazine ，作者江睿杰 第一财经YiMagazine . 这里是《第一财经》杂志（前身《第一财经周刊》）读者俱乐部，我们为你发掘精彩的商业价值，也邀 请你一起探寻明亮的商业世界。 2025.06. 05 本文字数：6628，阅读时长大约11分钟 作者 | 第一财经YiMagazine 江睿杰 华阳奥通是北京最出名的汽车经销商之一。它在朝阳区拥有北京最大的奥迪品牌4S店——更准确地 说，那是一个园区，里面甚至有一个奥迪的培训中心。截至2022年，成立12年的华阳奥通已经累计 卖出了2万辆奥迪品牌的汽 车。 2024年的最后一个月，华阳奥通撤下挂了12年的四环标志，换上了AITO问界和理想汽车的标志， 这两个本土汽车品牌的成立时间加起来不过15年。 这些跨国 ...

华阳奥通是北京最出名的汽车经销商之一。它在朝阳区拥有北京最大的奥迪品牌4S店——更准确地说，那是一个园区，里面甚至有一个奥迪的培训中 心。截至2022年，成立12年的华阳奥通已经累计卖出了2万辆奥迪品牌的汽车。 2024年的最后一个月，华阳奥通撤下挂了12年的四环标志，换上了AITO问界和理想汽车的标志，这两个本土汽车品牌的成立时间加起来不过15年。 这是合资车企如今在中国市场承压的又一具象体现。"我们不能骗自己相信一切还是原来的样子。"奥迪母公司大众集团的CEO奥博穆在同一个月说。2023 年，吉姆·法利在疫情后首次到访中国，这位曾经推动林肯品牌入华的福特汽车现任CEO感到震惊，他把小米、理想等品牌的一些车型运到美国，让公司 管理层试驾，并称这些品牌是"最大的威胁"。 这些跨国汽车巨头在中国最主要的存在形式，是它们与国有汽车公司成立的合资车企。合资车企的高管承担着具体的销售任务，他们的表态也更直接，比 如上汽大众总经理陶海龙说"活得好"是以后的事，当务之急是"活下来"。 当充满危机感的话语从一家汽车公司的最高层口中说出，往往意味着危机早已产生。2020年，合资车企在中国市场的份额还有60%以上，但此后便一路 ...

Company Overview - Ford Motor Company shares have decreased by approximately 2.4% over the past month, underperforming the S&P 500 index [1] - The most recent earnings report is crucial for understanding the potential catalysts affecting the stock [1] Earnings Estimates - Estimates for Ford Motor have trended upward in the past month, with a consensus estimate shift of 7.73% [2] VGM Scores - Ford Motor has a subpar Growth Score of D and a Momentum Score of F, but it received an A grade for Value, placing it in the top quintile for this investment strategy [3] - The aggregate VGM Score for Ford Motor is B, which is relevant for investors not focused on a single strategy [3] Outlook - The upward trend in estimates and the magnitude of revisions appear promising for Ford Motor [4] - The company holds a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [4] Industry Performance - Ford Motor is part of the Zacks Automotive - Domestic industry, where Paccar (PCAR) has seen a 5.2% increase in the past month [5] - Paccar reported revenues of $6.91 billion for the last quarter, reflecting a year-over-year decline of 16% [5] - Paccar's earnings per share (EPS) for the same period was $1.46, down from $2.27 a year ago [5] Paccar's Outlook - Paccar is expected to report an EPS of $1.29 for the current quarter, indicating a year-over-year decline of 39.4% [6] - The Zacks Consensus Estimate for Paccar has decreased by 6.9% over the last 30 days, resulting in a Zacks Rank of 5 (Strong Sell) [6] - Paccar has a VGM Score of A, indicating strong value characteristics despite the negative earnings outlook [6]

Summary of Ford Motor Company Conference Call Company Overview - **Company**: Ford Motor Company (Ticker: F) - **Date of Conference**: June 04, 2025 Key Points Industry and Market Dynamics - The automotive industry is experiencing volatility, with significant changes in tariffs and supply chain dynamics impacting costs and operations [21][22][29] - Ford's strategy includes a mix of hybrid, electric, and internal combustion engine (ICE) vehicles, providing customer choice and flexibility [5][6] Financial Impact of Tariffs - Ford reported a gross impact of $2.5 billion due to tariffs, with a net impact of $1.5 billion, split between materials (steel and aluminum) and vehicle tariffs [21][24] - The company is studying the effects of recent changes in China policy and steel/aluminum tariffs, with more details expected in Q2 earnings [25][28] Supply Chain Challenges - Rare earth minerals are critical for production, with export controls from China causing delays and potential backlogs [31][32] - Ford is managing supply chain issues by exploring alternative parts and expediting shipments when necessary [33] Sales Performance - Ford experienced a 16% year-over-year sales increase in May, with a year-to-date increase of over 6% [47] - The "From America For America" program has positively impacted dealer and customer engagement [46] Cost Management and Competitive Position - Ford is focused on closing a $7 billion cost gap with competitors, emphasizing warranty and material costs as key areas for improvement [49][52] - The company has seen three consecutive quarters of year-over-year cost improvement due to focused efforts on cost reduction [56] Investment Strategy - Ford is adapting its capital expenditures based on market signals, with a focus on electrification while remaining flexible to consumer demand [60][64] - The company has established an internal capital committee to evaluate investment returns across different segments [65] Future Outlook - Ford anticipates continued growth in hybrid sales, with a 25% year-over-year increase [66] - The company is committed to developing new models and technologies, with significant investments planned for the advanced EV development center starting in 2027 [80][81] Partnerships and Collaborations - Ford is open to partnerships with competitors to enhance efficiency and share resources, particularly in non-core areas [74][75] - The company has existing partnerships with Volkswagen and others, indicating a strategic approach to collaboration in the evolving automotive landscape [75] Regulatory Environment - Ford's diverse powertrain strategy allows for flexibility in response to regulatory changes, potentially providing a competitive advantage [83][84] Additional Insights - The cultural shift within Ford includes bringing in specialists for key roles and fostering cross-functional collaboration to enhance decision-making speed [17][19] - The company is focused on transforming its operational processes to achieve higher efficiency and impact, moving beyond incremental improvements [14][15]

Cooper Standard, headquartered in Northville, Mich., with locations in 20 countries, is a leading global supplier of sealing and fluid handling systems and components. Utilizing our materials science and manufacturing expertise, we create innovative and sustainable engineered solutions for diverse transportation and industrial markets. Cooper Standard's approximately 22,000 team members (including contingent workers) are at the heart of our success, continuously improving our business and surrounding commun ...

Group 1 - Ford Motor Company is recalling a total of 492,145 units of the 2016 to 2017 Explorer vehicles [1]

@ JIN10.COM 金十数据 | 一个交易工具 JIN10.COM t . 金十图示：2025年06月04日（周三）全球汽车制造商市值变化 | (BHD) | 比亚迪 | 1547.15 | 1 +21.36 | 50.23 | | --- | --- | --- | --- | --- | | 法拉利 | | 847.78 | + -7.7 | 475.74 | | (人) 梅赛德斯奔驰 | | 567.34 | 1 +6.67 | 58.92 | | (15) | 宝马汽车 | 546.41 | ↑ +9.98 | 88.3 | | 入） 大众汽车 | 540.54 | 1 +3.44 | 107.05 | | --- | --- | --- | --- | | 通用汽车 | 471.68 | + +13.16 | 49.06 | | >6 玛鲁蒂铃木 | 451.08 | + -6.03 | 141.58 | | 保时捷 | 431.04 | + +1.55 | 47.32 | | 马恒达汽车 | 426.65 | 1 +2.88 | 35.56 | | C 本田汽车 | 423.87 | 1 +0 ...