Group 1 - The article discusses the previous coverage of Ford Motor Company, indicating a downgrade in stock rating to Hold due to comparisons with BYD [1] - The investment style emphasized in the article focuses on providing actionable and clear ideas based on independent research [1] Group 2 - The service mentioned claims to help members outperform the S&P 500 and avoid significant losses during market volatility [2] - A trial membership is offered to assess the effectiveness of the investment method [2]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive focuses on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

近期，美国联邦巡回上诉法院批准恢复执行特朗普的关税政策，这一消息瞬间吸引全球目光，再次将特朗普 的关税政策推至风口浪尖。 回溯特朗普的关税政策，其范围之广、力度之大令人咋舌。当地时间2月1日，特朗普签署行政令，宣布对来 自加拿大和墨西哥的进口商品征收25%的关税，对进口自中国的商品加征10%的关税；10日，又宣布对所有进 口至美国的钢铁和铝征收25%关税，后续还考虑对汽车、芯片和药品征收关税。这些举措涉及商品价值高达2 万多亿美元，远超2018年中美贸易摩擦期间。其所谓"对等关税"政策，更是企图以匹配美国和贸易伙伴进口 商品税率为借口，颠覆全球贸易现状。 特朗普（资料图） 特朗普的关税大棒挥舞之下，全球企业苦不堪言。美国本土的福特等汽车制造商，因关键汽车零部件加征 25%关税，面临额外成本和市场不稳定问题。GlobalData数据显示，汽车制造大国日本在2023年向美国出口了 148万辆汽车，汽车行业占其对美国出口总额近30%，美国此举令日本汽车行业遭受重创。不仅如此， AlixPartners预测，特朗普关税施行后，美国市场每年销售的1600万辆汽车中，近1/4将受到直接冲击，零部件 供应链也难以幸免，额外 ...

Core Insights - Ford Motor reported a 16.3% year-over-year increase in U.S. sales for May 2025, driven by an employee pricing program amidst rising tariff costs and vehicle price increases [1][2] Sales Performance - Sales of vehicles with traditional internal combustion engines increased by 17.2%, while hybrid models saw a roughly 29% jump [2] - There was a 25% decline in sales of all-electric vehicles, particularly the electric F-150, compared to May 2024 [2] - May marked the third consecutive year of double-digit sales increases for Ford, supported by the employee pricing program continuing through the Fourth of July weekend [2] Pricing Strategy - The pricing promotion was initiated as President Trump's 25% auto tariffs on imported vehicles took effect in early April [3] - Ford announced price increases on certain vehicles imported from Mexico, effective for those built after May 2, attributed to seasonal adjustments and tariff impacts [3]

Core Viewpoint - Flex has been recognized as the 2025 Sustainability Supplier of the Year by Ford Motor Company for its excellence in sustainable manufacturing and leadership in emissions transparency solutions [1][2]. Group 1: Recognition and Awards - Flex was awarded the title of 2025 Sustainability Supplier of the Year at Ford's annual Supplier Awards ceremony, highlighting its commitment to sustainability [2][6]. - The award reflects the successful collaboration between Flex and Ford in advancing sustainability within the automotive value chain [3]. Group 2: Sustainability Initiatives - Flex's notable contribution includes the development of the automotive industry's first product carbon footprint tracking pilot, which aims to address emissions tracking challenges across the value chain [3]. - The pilot is built on Catena-X standards and establishes a scalable framework for emissions traceability [3]. Group 3: Corporate Sustainability Strategy - Flex's sustainability strategy focuses on science-based environmental actions, ethical business practices, and community investment, aiming to create a cleaner and healthier world [4]. - The company emphasizes the importance of collaborative partnerships to enhance its sustainable value chain while delivering value to customers and stakeholders [4]. Group 4: Company Overview - Flex operates as a manufacturing partner across 30 countries, providing technology innovation and supply chain solutions to various industries [5].

金十图示：2025年06月03日（周二）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 will and and and and the comments of | 宝马汽车 | 538.63 | V -13.41 | 87.08 | | --- | --- | --- | --- | | 通用汽车 | 458.51 | + -18.46 | 47.69 | | > 玛鲁蒂铃木 | 452.53 | + -1.09 | 143.94 | | 保时捷 | 440.65 | + -10.84 | 47.35 | | 马恒达汽车 | 425.13 | 1 +6.9 | 35.44 | | ( 本田汽车 | 423.73 | + -6.32 | 30.07 | | 福特汽车 | 396.86 | + -15.89 | 9.98 | | 7 现代汽车 | 330.29 | + -1.73 | 51.38 | | 塔塔汽车 OD | 310.22 | + -3.45 | 8.33 | | 赛力斯 | 307.41 | + -1.17 | 18.82 | | 斯特兰蒂 ...

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 42305.48 | 35.41 | 0.08% | | | 纳斯达克 | 19242.61 | 128.84 | 0.67% | | | 标普500 | 5935.94 | 24.25 | 0.41% | | | 欧洲斯托克50 | 5355.56 | -11.03 | -0.21% | | | 英国富时100 | 8774.26 | 1.88 | 0.02% | | | HECAC40 | 7737.20 | -14.69 | -0.19% | | | 德国DAX30 | 23930.67 | -66.81 | -0.28% | | | 俄罗斯RTS | 1126.53 | -6.99 | -0.62% | | | 上证指数 | | - | . | | | 深证成指 | | 2011 | - | | | 创业板指 | | www.gogudata.com | = | | | 恒生指数 | 23157.97 | -131.80 | -0.57% | | | ...

Core Insights - Global auto executives are warning of an imminent shortage of rare-earth magnets from China, which are essential for various automotive systems, potentially leading to U.S. car plant shutdowns within weeks [1] Group 1: Supply Chain Disruptions - The head of the Alliance for Automotive Innovation raised concerns in a letter to the Trump administration about the shortage of rare-earth magnets from China, which could disrupt U.S. vehicle production [2][3] - China controls over 90% of global processing for rare-earth magnets and introduced new export rules in April, causing a 50% drop in exports due to complicated permit application processes [5] - U.S. automakers are at risk of production halts due to the shortage, with some Indian car manufacturers potentially facing shutdowns as early as June [8] Group 2: Economic Impact - The rare-earth shortage poses a serious threat to automakers, particularly those relying on just-in-time inventory systems, which could disrupt production schedules and delay vehicle rollouts [9] - The tariff impacts are expected to reduce U.S. auto sales by approximately 500,000 vehicles, negatively affecting automakers' sales and earnings [12] - General Motors has cut its 2025 guidance due to macroeconomic uncertainty, while Ford has suspended its full-year 2025 guidance, warning of potential costs up to $2.5 billion from tariffs [12] Group 3: Strategic Responses - To mitigate risks, automakers are diversifying and localizing supply chains, with General Motors investing in a magnet production facility in Texas and Volkswagen securing magnet supplier licenses in Europe [10]

美股汽车制造商股下跌，福特汽车下跌2.8%，通用汽车下跌2.5%。 ...

美股汽车制造商股票下跌，福特汽车(F.N)下跌2.8%，通用汽车(GM.N)下跌2.5%。 ...