2月11日，通用汽车发布声明表示，公司在全球采购中始终坚持公平、无歧视原则，不会因供应商 国别将其排除在外。 通用汽车强调，在供应商选择上，以综合成本、服务与技术能力、供货稳定性、产品质量及合规性 等核心商业因素为主要评判标准。 中国作为通用汽车全球战略的重要组成部分，公司将持续深化在华业务布局。通过与本土供应商长 期稳定合作，目前通用汽车在华供应链本土化率已超过 95%。 ...

格隆汇2月14日｜随着美国电动汽车热度消退，美国车企正面临巨额亏损。底特律三大车企——通用、 福特和斯特兰蒂斯——在第四季度销量下滑30%后，宣布了超过500亿美元的电动汽车相关资产减记。 销量下滑的原因是7500美元联邦税收抵免政策到期。 通用汽车持续缩减电动汽车产量，而福特则转向 在2027年前推出一款低成本电动皮卡。 斯特兰蒂斯出售了其电池业务股份，理由是对能源转型的节奏 判断失误。 美国联邦税收抵免削减、能效要求放宽，再加上需求疲软，迫使车企取消项目、裁员，并 重新转向燃油车。 ...

Valued at a market cap of $73 billion, General Motors is among the largest automobile companies in the world. The Detroit automaker recently announced a 20% dividend bump alongside a fresh $6 billion buyback program after beating Wall Street's fourth-quarter earnings forecasts. GM stock surged on the news and is now up close to 70% over the past 12 months. The iconic car maker has rewarded investors who stuck with the company through a year of aggressive restructuring and billion-dollar write-downs. It ...

Core Insights - The global automotive sales rankings for 2025 have been released, showing significant changes in positions among the top manufacturers, although no new entrants have appeared in the top 10 [1][2][3] Group 1: Toyota Motor Corporation - Toyota has retained its position as the global sales champion for the sixth consecutive year, achieving a 4.6% year-on-year growth in group sales [4] - In 2025, Toyota's global sales reached approximately 10.54 million vehicles, with North America contributing about 2.93 million vehicles (up 7.3% year-on-year) and China contributing around 1.78 million vehicles (up 0.2%) [6][7] - Despite challenges from U.S. tariffs and the rise of new energy vehicles in China, Toyota has shown resilience, although its electric vehicle sales remain low at only 1.9% of total sales [8][11] Group 2: Volkswagen Group - Volkswagen remains the second-largest automaker globally, with a slight decline of 0.5% in total sales to 8.98 million vehicles in 2025 [12][13] - The European market saw a 4.5% increase in sales, while the Chinese market experienced an 8% decline [13] - Volkswagen's electric vehicle sales grew significantly, with 983,100 units sold (up 32% year-on-year), increasing its share to 10.9% of total sales [15][16] Group 3: Hyundai Motor Group - Hyundai maintained its third position globally with a slight increase of 0.6% in sales, totaling 7.27 million vehicles [23] - The U.S. market is crucial for Hyundai, contributing 40% of its revenue, and the company plans to expand its production of hybrid models in the U.S. [27][29] - Hyundai aims for a sales target of 7.51 million vehicles in 2026, with more electric models planned [30] Group 4: Stellantis - Stellantis ranked fourth with stable sales of 5.42 million vehicles, but faced significant financial losses due to its electric vehicle transition [31][33] - The company is attempting to adjust its strategy, including partnerships with other manufacturers [35] Group 5: BYD - BYD's sales increased to 4.6 million vehicles in 2025, with overseas sales surpassing 1 million units (up 145% year-on-year) [37][38] - The company is seen as a strong contender in the global market, although it still has a long way to go to catch up with established giants like Toyota and Volkswagen [42][43] Group 6: General Motors - General Motors sold 4.51 million vehicles in 2025, with North America being its largest market, contributing 2.85 million vehicles [46][49] - The company is under pressure from its electric vehicle transition and reported significant financial losses [49][50] Group 7: Ford - Ford's sales reached 4.4 million vehicles, with strong performance in the U.S. market, where it sold over 2.2 million vehicles [51][54] - The company plans to launch multiple electric models to enhance its competitive edge [56] Group 8: Geely Holding Group - Geely moved up to the eighth position globally with a sales increase of 26% to over 4 million vehicles [58][60] - The group includes various brands and has a significant share of electric vehicle sales, indicating strong growth potential [66][67] Group 9: Honda - Honda's sales declined to 3.52 million vehicles, continuing a downward trend from the previous year [68][70] - The company faces challenges in the Chinese market, which has significantly impacted its overall performance [71][72] Group 10: Nissan - Nissan's sales fell to 3.1 million vehicles, with a notable decline in the Chinese market [73][75] - The company is focusing on the Americas for growth, as it navigates the challenges of the electric vehicle transition [75] Conclusion - The gap between the top four automakers and the rest is widening, indicating stronger competitive advantages for leading companies [76] - The automotive landscape is evolving, with potential shifts in rankings as newer players like BYD and Geely continue to grow [78][80]

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending:More data: Markets will get a fresh, though slightly delayed, view of inflation for the first month of 2026 wit ...

In one of the single largest deregulatory actions in U.S. history, the Donald Trump administration officially terminated the 2009 “endangerment finding” on Thursday, effectively dismantling the legal foundation for federal climate regulations.The move immediately eliminates greenhouse gas (GHG) emission standards for cars and trucks, signaling a decisive end to the government-led push for a mandatory transition to electric vehicles (EVs).Blow To The ‘EV Mandate’The repeal of the landmark scientific finding— ...

It's time for the big three. We've got three stocks, three charts, three trades. Rick Dat will take us through the charts. Here to take us through the trades, Jason Brown, stock market expert at the brownreport.com and author of 5-year millionaire. Great to have you both with us. Jason would love your thoughts on this down day that we're starting with today and the action we've seen so far this week.>> Marley, I think the last few times I've been on, I said the S&P is due for a pullback. Um, we got a small ...

For quite a long time, General Motors Company ( GM ) has been dismissed as a Legacy business. Well, not anymore. At least, it's not the company that many of us knew of before. It has changed drastically. AndMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is center ...

要闻提示 NEWS REMIND 1.车圈鄙视链？ 小米车主遭特斯拉车主恶意别车、持续辱骂，「母亲吓得脸色发白」，小米发声 2.瞒不住了！曝字节拟年产10万颗自研 AI 芯片，与三星洽谈代工合作 3.或体面离场？曝魅族手机业务即将解散，前员工：不想捅破窗户纸 4.阿里将继续大投入淘宝闪购，三年内"不担心亏损" 5.1年净赚3782亿元！台积电发钱了：8万员工人均58万、449亿美元扩产 6.国产AI大模型杀疯了：不止DeepSeek，智谱GLM-5、Minimax 2.5双双发布 7.马斯克的xAI人事震荡：48小时内两位联合创始人相继离职 8.燧原科技科创板IPO已问询，拟募资60亿元 今日头条 HEADLINE NEWS 车圈鄙视链？ 小米车主遭特斯拉车主恶意别车、持续辱骂，「母亲吓得脸色发白」，小米发 声 2月11日，小米法务部转载车主维权博文表态支持维权，曝光了一起春节前的路怒事件：浙江宁波一位小 米车主送母亲前往奉化探亲时，在高架上因正常变道，遭到一辆黑色特斯拉司机恶意别车、持续辱骂，车 主冷静取证报警后，对方被依法处罚，还需补缴欠缴停车费并公开道歉。小米法务部提醒，无论在网络上 还是用车过程中，遇 ...

General Motors (GM) stock gained over 50% last year, outperforming the market by a wide margin. The stock has doubled over the last two years, which is well ahead of legacy automakers, including Detroit rivals Stellantis (STLA) and Ford (F). GM’s outperformance becomes all the more noteworthy as it comes amid all the noise over the slowdown in vehicle sales, tariff costs, electric vehicle (EV) losses, and struggles in China, which was once the company's largest market. www.barchart.com GM’s 2025 financia ...