近日，意大利超豪华跑车品牌法拉利宣布，自2025年9月起，杨跃思正式出任法拉利大中华区总裁。 据悉，杨跃思2014年加入法拉利，之后便开始了在全球多个重要市场的履职生涯，先后在欧洲、美洲及 澳大利亚和新西兰地区担任重要管理职务，积累了超过10年的全球管理经验。 《中国经营报》记者注意到，中国是法拉利近年来下滑最为明显的细分市场，2025年上半年销量仅为 356辆，同比下滑20%，同期欧洲和北美市场均实现正向增长。同时，被法拉利认为能够重振中国市场 的首款纯电车型，也确认将推迟至2026年亮相。 法拉利中国方面表示，法拉利近年来持续向中国市场引入多款新产品，包括旗舰V12发动机车型，以满 足高端客户需求。品牌还通过参与GT赛事、举办品牌体验活动以及提供专属客户项目等方式，强化与 消费者的连接。 "法拉利在中国市场的渠道建设也在进行中。"法拉利中国方面进一步表示，公司在以粤港澳大湾区为代 表的重点区域增设展厅和服务中心，以提升客户服务覆盖范围和服务体验。位于上海外高桥保税区的仓 库设施也进行了扩容，旨在优化供应链效率，更好地服务中国市场的客户需求。 值得关注的是，近日，法拉利公布了2025年第二季度财务业绩。财报 ...

Ferrari on Tuesday completed a refresh of its hybrid range with the new 849 Testarossa sportscar, a tribute to the famous original Testarossa model of the 1980s. ...

Stellantis and Ferrari Chairman John Elkann has agreed to do a year of community service and pay a negotiated sum to settle a tax dispute over the inheritance of his grandmother, Italian prosecutors s... ...

Group 1 - BMW Group announced the global debut of its first mass-produced model, the BMW iX3, on September 5, with a China-exclusive version set to be unveiled later this year and production starting in 2026 [1] - The launch of the BMW iX3 highlights the acceleration of BMW's electrification strategy, potentially strengthening its competitive position in the high-end electric vehicle market [1] - The electric vehicle transition in the automotive industry is becoming clearer, which may boost market confidence in advanced manufacturing and technology integration sectors [1] Group 2 - Ferrari appointed Dr. Jan Hendrik Voss as the new president of Greater China, effective September 2025, emphasizing the brand's strategic focus on the Chinese market [2] - Dr. Voss's extensive global management experience is expected to enhance Ferrari's brand operations and market strategy in China, solidifying its position in the ultra-luxury segment [2] - This appointment reflects international companies' long-term optimism about China's consumer potential, potentially boosting market confidence in the consumption upgrade theme [2] Group 3 - Mercedes-Benz announced significant progress in the development of its first model based on the VAN.EA electric architecture, the Mercedes-Benz VLE, set to launch in 2026 [3] - The VLE aims to meet diverse needs from family to business, marking a new era for Mercedes-Benz in the electric MPV market [3] - The advancements in the VLE's development are likely to positively impact the electric vehicle supply chain, particularly for battery systems, lightweight materials, and smart cockpit suppliers [3] Group 4 - Proton Holdings, backed by Geely, has commenced production at Malaysia's first complete electric vehicle factory, with an investment of 82 million ringgit (approximately 139 million yuan) and an initial capacity of 20,000 units per year [4] - This factory represents a significant breakthrough in Geely's electrification strategy in Southeast Asia, enhancing its global footprint [4] - The penetration rate of electric vehicles in Southeast Asia is expected to accelerate, increasing attention on related sectors such as lithium batteries and charging infrastructure [4]

Group 1 - Aon plc has signed a multi-year agreement to become an Official Partner of Scuderia Ferrari HP, marking a strategic collaboration in the realm of sports sponsorship [1][4] - The sponsorship will commence at the Italian Grand Prix in Monza, emphasizing shared values of excellence, speed, innovation, and teamwork [2][3] - Aon aims to leverage Ferrari's global fanbase to enhance brand presence and connect with clients who value precision and performance [4][3] Group 2 - The partnership aligns with Aon's existing sponsorship initiatives, which include prominent events like the Ryder Cup and PGA TOUR, showcasing a commitment to sports and teamwork [3][4] - Aon’s CEO for Italy and Eastern Mediterranean highlighted the evolution of their global sports sponsorship program through this collaboration with Ferrari [4] - The partnership will focus on promoting a culture of excellence and innovation, reflecting Aon's mission to help clients make better decisions [4][5]

back. Ferrari shares have revved up some big gains in the last month, but the chart master sees the stock shifting into reverse. Carter Worth, what are the charts telling you about Ferrari.>> Thanks, Tom. Yes. Well, uh, one would say the chart is stalling or in this case maybe skidding.Uh, let's look at it. So, here is a Ferrari chart. We know from the bare market low essentially moving from 150 to 500.Incredible run and then it gets hit hard in CO. Look at the second chart. There are four charts and they'r ...

Core Insights - The automotive sector is represented by two contrasting companies: Ferrari, known for high-performance luxury cars, and Stellantis, which focuses on mass-market brands [1][2] Ferrari Overview - Ferrari's financial strength is attributed to its ability to increase profitability per car while maintaining strong demand, with 81% of new cars sold to existing customers in 2024 [3] - The company's pivot to hybrid vehicles has been a key profitability driver, lifting EBITDA margins to 38.3% in Q2 2025, with hybrids making up 58% of shipments [4][9] - Ferrari's brand generates additional revenue streams, with 12% of income coming from sponsorships, licensing, and merchandise, providing stability against market downturns [5] - The Zacks Consensus Estimate projects a 14% year-over-year gain in EPS for Ferrari in 2025, indicating a consistent growth trajectory [14] Stellantis Overview - Stellantis faces significant challenges, particularly in North America and Europe, which account for nearly 70% of total sales, with sales trending lower and margins under pressure [6][8] - The company is revamping its product lineup to improve sales and margins, focusing on models like the Jeep Cherokee and Dodge Charger [7] - Stellantis reported revenues of €74.3 billion in H1 2025, but the adjusted operating income margin fell to 0.7%, down from 10% the previous year, with negative industrial free cash flow of €3 billion [8][9] - Analysts forecast a 54% year-over-year drop in EPS for Stellantis in 2025, with a further 97% decline expected in 2026, highlighting severe operational headwinds [15] Valuation Comparison - Ferrari trades at a premium with a forward P/E ratio of over 41, reflecting its stable, high-margin business model [12] - Stellantis trades at a significant discount with a forward P/E of just 5x, indicating market concerns about its operational challenges [12] Price Performance - Over the past year, Ferrari's stock (RACE) is down 2.6%, demonstrating resilience, while Stellantis (STLA) has seen a significant decline of over 40% [10]

Group 1 - BRP Inc. is currently ranked 16 in the Zacks Sector Rank for the Auto-Tires-Trucks group, which consists of 96 companies [2] - The Zacks Rank for BRP Inc. is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] - Over the past 90 days, the Zacks Consensus Estimate for BRP Inc.'s full-year earnings has increased by 9.8%, reflecting improved analyst sentiment [4] Group 2 - BRP Inc. has achieved a year-to-date return of approximately 13.9%, significantly outperforming the Auto-Tires-Trucks sector average return of -9.4% [4] - In comparison, Ferrari, another stock in the sector, has a year-to-date return of 11% and a Zacks Rank of 1 (Strong Buy) [5] - BRP Inc. is part of the Automotive - Original Equipment industry, which includes 50 companies, and this industry has an average gain of 7.8% this year [6] Group 3 - Investors should continue to monitor BRP Inc. and Ferrari for potential sustained strong performance in the Auto-Tires-Trucks sector [7]

Core Insights - Ferrari N.V.'s Purosangue has established itself as a significant contributor to the company's delivery performance, alongside the 296 GTS and Roma Spider, with total deliveries remaining steady at 3,494 units in Q2 2025 [1][4][11] - The Purosangue is Ferrari's first four-door SUV, launched in September 2022, combining high performance with the practicality of an SUV, and is described as the company's most comfortable and versatile vehicle [2][11] - Ferrari's strategy involves careful management of Purosangue production to maintain exclusivity while enhancing delivery volumes and pricing power, ensuring growth without compromising brand heritage [3][11] Delivery Performance - In Q2 2025, the Purosangue emerged as a key model driving deliveries, reinforcing Ferrari's robust order book and expectations for continued delivery strength in upcoming quarters [4][11] Competitive Landscape - Other luxury automakers, such as Porsche and Aston Martin, are also leveraging SUVs for growth, with Porsche's Cayenne and Macan serving as sales anchors, while Aston Martin's DBX has faced execution challenges despite its potential [5][6]

Core Viewpoint - Ferrari has been upgraded to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3] Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the importance of changing earnings estimates in determining stock price movements, with a strong correlation observed between earnings estimate revisions and near-term stock performance [4][6] - Institutional investors play a role in this relationship, as they adjust their valuations based on earnings estimates, leading to stock price movements [4] Ferrari's Earnings Outlook - The recent upgrade for Ferrari indicates an improvement in the company's underlying business, which is expected to positively influence its stock price [5] - Over the past three months, the Zacks Consensus Estimate for Ferrari has increased by 8.4%, with projected earnings of $10.41 per share for the fiscal year ending December 2025, showing no year-over-year change [8] Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7] - Ferrari's upgrade places it in the top 5% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]