通用汽车官微2月11日声明称，公司始终秉持公平、无歧视原则，不因供应商的国别而将其排除在考虑 范围之外。通用汽车一直将中国视为全球商业战略的重要组成部分，并拟持续加强在华业务。通过与本 地供应商的长期紧密合作，在中国供应链的本土化率已超过95%。 0:00 ...

Core Insights - The operational core of General Motors is significantly influenced by procurement and supply chain management, which impacts capital deployment, risk management, and vehicle launch timelines [1][2] - In the current automotive industry landscape, characterized by electrification, semiconductor shortages, and geopolitical volatility, operational precision is essential for maintaining a competitive edge [2] Company Operations - Shilpan Amin's diverse career at GM encompasses marketing, engineering, manufacturing, and supply chain, providing a comprehensive understanding of the company's operations [3] - Leadership at GM is not solely focused on achieving quarterly metrics but emphasizes creating an environment where teams understand their contributions to enterprise goals [3][4] Company Culture - A strong organizational culture is deemed more important than merely measuring results, as it fosters an environment where employees can perform at their best, leading to exceeding expectations [4] - Operational culture is reflected in the flow of information across functions and the visibility of progress beyond individual teams, which is crucial for a large organization like GM [4] Communication and Visibility - Early in his career, Amin recognized the importance of making engineering progress visible to the entire organization to avoid creating anxiety among other departments [5] - A lack of clear communication regarding engineering contributions led to friction within the organization, highlighting the need for visibility and alignment across functions [6] - The key takeaway is that strong results in one function are insufficient if they are not connected to shared objectives across the organization [7]

Core Insights - General Motors has appointed Claudia Gast as the new Vice President of Finance, Strategy, Corporate Development, and Technology Partnerships [1] - Gast previously held the position of Senior Vice President of Strategy and Business Development at electric vehicle startup Lucid Motors [1] - The automotive industry is increasingly hiring executives from electric vehicle startups and technology companies to navigate significant technological transformations, including electrification, autonomous driving, and software-centric vehicles [1]

Group 1: Market Trends and Sales Projections - The sales of light commercial vehicles in 2026 are expected to reach approximately 2.911 million units, reflecting a slight increase of 0.3% from 2025's sales of 2.901 million units, which saw a year-on-year growth of 6.5% [1] - Honda's terminal automobile sales in China for January 2026 were reported at 57,489 units, marking a year-on-year decline of 16.55% [7] Group 2: Company Developments and Innovations - NIO plans to establish 1,000 battery swap stations in 2026, expanding its charging network to 100 routes, including new routes along the Silk Road [2] - Xiaomi Auto has received authorization for a new patent related to a "dual-opening door vehicle," which aims to enhance user experience by allowing unordered door openings [3] - Zhiji Auto's executive confirmed that the Zhiji S7 model will undergo a generational update, but it will not occur this year [4] - Chery Automobile has established two new automotive companies, each with a registered capital of 50 million RMB, focusing on vehicle sales and related services [5] - Chery Holding Group's subsidiary, Ruitu Investment Management, has increased its registered capital from approximately 820 million RMB to about 1.62 billion RMB, reflecting an increase of approximately 98% [6] Group 3: Strategic Partnerships and Collaborations - A strategic cooperation agreement has been signed between FAW Jiefang and Cainiao Group, focusing on ESG sustainable development, logistics supply chain, digital technology, and international expansion [8] Group 4: Industry Challenges and Financial Impacts - Stellantis Group announced a restructuring of its electric vehicle business, which is expected to result in a loss of approximately 22 billion euros (around 1,800 billion RMB), leading to a significant drop in stock prices [8] - The U.S. General Motors has filed a Section 337 investigation request against certain automotive parts and vehicles, alleging patent infringement involving 20 companies, including those from the U.S. and China [9] - Tesla plans to begin mass production and operation of its Cybercab autonomous electric vehicle at its Texas Gigafactory [9]

通用汽车(GM.N)：Claudia Gast将于3月1日加入通用汽车，担任副首席财务官兼战略、企业发展与 技术 合作伙伴关系副总裁。 ...

Core Insights - General Motors has appointed an executive from electric-vehicle startup Lucid Motors to lead its corporate strategy, indicating a strategic shift towards enhancing partnerships with technology companies [1] Company Strategy - The new role will focus on scouting for partnerships with technology firms, which suggests a proactive approach to integrating advanced technologies into General Motors' operations [1]

Core Viewpoint - General Motors has appointed Claudia Gast from Lucid Motors to lead corporate strategy, focusing on technology partnerships as the automotive industry undergoes significant technological transformations [1][2][3]. Group 1: Executive Appointment - Claudia Gast will serve as GM's deputy chief financial officer and vice president of strategy, corporate development, and technology partnerships, starting March 1 [2]. - Gast will report directly to GM CEO Mary Barra for strategy and CFO Paul Jacobson for corporate development and technology partnerships [2]. Group 2: Industry Trends - The automotive industry is witnessing a trend where many automakers are hiring executives from electric vehicle startups and technology firms to adapt to changes such as electrification, automated driving, and software-centric vehicles [3]. - Gast's appointment follows the departure of Zach Kirkman, a former Tesla executive, who joined GM in 2023 and is leaving for other opportunities [3]. Group 3: Background of Claudia Gast - Prior to joining GM, Gast was the senior vice president of strategy and business development at Lucid Motors and previously led strategy at defense contractor AM General [4].

General Motors Co. (NYSE: GM) is doubling down on battery technology leadership with a breakthrough chemistry launch planned for 2028, even as the automaker absorbs $7.2 billion in special charges from scaling back EV capacity. ...

Core Insights - The Cadillac Formula 1® Team unveiled its livery during Super Bowl LX, targeting an audience of over 130 million viewers, marking a significant entry into Formula 1® for American motorsport [1] - The team will make its Grand Prix debut in Melbourne, Australia, from March 6-8, 2026, competing in a total of 24 races [4] Team and Operations - The Cadillac Formula 1® Team is a collaboration between TWG Motorsports and General Motors, with operations based in Indianapolis, Charlotte, and Silverstone [5][8] - The team aims to combine engineering excellence with innovation and performance, showcasing American spirit in the global motorsport arena [4][5] Design and Branding - The car features a dual-color design with black and white sides, symbolizing a balance of grit and aspiration, and incorporates the Cadillac chevron as a nod to its heritage [3][4] - The livery reveal was designed to resonate with cultural significance, aiming to connect with fans beyond traditional motorsport audiences [4][5] Driver Lineup - The team will be led by experienced drivers Checo Pérez and Valtteri Bottas, who collectively have 526 starts, 106 podium finishes, and 16 victories [6] - Zhou Guanyu will serve as the Reserve Driver, while Colton Herta will take on the role of Test Driver, balancing his duties with participation in Formula 2 [6] Future Aspirations - The Cadillac Formula 1® Team is positioned to compete at iconic racetracks, including three in the United States: Miami, Austin, and Las Vegas [4] - The team is focused on building a values-driven culture and high-performance race cars, aiming for a strong presence in the Formula 1® landscape [8][9]

While tariff complications and EV profitability will continue to weigh on bottom lines, this automaker is still driving strong results.While the U.S. electric vehicle (EV) industry lost some steam and tariff complications made investors nervous, General Motors (GM +1.17%) managed to drive through the obstacle course of issues last year with ease.The company topped earnings estimates for the fourth quarter, reached its highest U.S. market share since 2015, increased its dividend 20% and authorized a new $6 b ...