点 击 蓝 字 关 注 我 们 本文全文共 4071 字，阅读全文约需 13 分钟 目录 国内新闻 1.公安部道研中心发普法长文:警惕"高阶智驾"陷阱 2.山东新能源汽车保有量突破270万辆 3.一季度粤港澳大湾区电动汽车出口增长107.8% 4.大众汽车集团宣布上海车展首发自研高级驾驶辅助系统 5.广汽昊铂首家直营交付中心在上海正式开业 6.长城汽车将在泰国扩大产能 持续渗透东盟出口市场 7.智己汽车宣布2025年进军沙特等海湾国家 8.小鹏汽车加速驶向全球化布局 国外新闻 1.韩国3月国内汽车销量同比增长2.4% 2.现代汽车计划再度暂停部分电动车产线 3.售价超400万 法拉利首款电车10月发布 4.起亚将在欧洲推出人工智能语音助手 商用车 1. 一汽解放携签署电动底换电重卡合作协议 2. 东风股份斩获新能源商用车评选大奖 4月15日上午，经济导报记者从山东省政府新闻办举行的发布会上获悉，目前，山东省新能源汽车保有量 已突破270万辆。这背后，"五段式"分时电价政策对山东充电基础设施和新能源汽车产业发展发挥了带动作 用。 对此，山东省能源局党组成员、副局长岳建如介绍，通过进一步完善充电桩分时电价政策，山 ...

Group 1 - Xpeng Motors has completed the construction of its new manufacturing base in Wuhan, which covers over 1 million square meters and is expected to enhance production capacity and supply chain management [1] - The total assessed value of the assets mortgaged for long-term bank loans, including the Guangzhou, Zhaoqing factories, and Wuhan base, amounts to 5.36 billion yuan [1] Group 2 - King Long Automobile's chairman, Xie Siyu, has resigned from his positions due to work changes, but this will not affect the normal operation of the board [2] - The leadership change may prompt market interest in the company's future strategic direction and management stability [2] Group 3 - Mazda will suspend production of the CX-50 model at its Alabama plant for the Canadian market starting May 12, in response to import tariff pressures [3] - This decision may impact Mazda's competitiveness in the North American market and affect dealer inventory and sales [3] Group 4 - Ferrari's CEO, Benedetto Vigna, confirmed the company's commitment to developing gasoline, hybrid, and fully electric vehicles, providing customers with a wide range of options [4] - This strategy is expected to enhance Ferrari's competitiveness in the luxury car segment and solidify its market position [4] Group 5 - Huawei's new brand "Shangjie" was unveiled at the Hongmeng Intelligent Mobility product launch, showcasing the company's investment in the smart automotive sector [5] - The brand aims to implement Huawei's smart travel solutions and adhere to strict quality management standards, with the first product expected to debut in the fall [5]

Maranello (Italy), 16 April 2025 - Ferrari N.V. (“Ferrari” or the “Company”) (NYSE/EXM: RACE) announced today that all resolutions proposed to Shareholders at the Ferrari’s Annual General Meeting of Shareholders (the “AGM”) held today in Amsterdam, the Netherlands, were passed. The Shareholders approved the 2024 Annual Accounts, expressed a positive advice with respect to the Remuneration Report 2024 and approved a dividend in cash1 of Euro 2.986 per outstanding common share, totalling approximately Euro 5 ...

Core Viewpoint - The implementation of a 25% tariff on imported cars and key automotive parts in the U.S. is expected to significantly impact the automotive market, leading to production halts, price increases, and a restructuring of the industry [2][4][10]. Group 1: Tariff Implementation and Immediate Effects - The 25% tariff applies to imported passenger cars, light trucks, and key automotive components, with potential expansion to other parts [3]. - Following the tariff's enactment, international automakers have halted exports, closed factories, and raised prices in response [4][5]. - Audi has stopped deliveries to the U.S. and plans to maintain inventory for two months, while Volkswagen has suspended vehicle transport from Mexico and is holding new cars at ports until a new pricing strategy is established [6][7]. Group 2: Price Adjustments and Manufacturer Responses - Ferrari announced price increases of up to 10% on most models, reflecting the new tariff, with price hikes ranging from $25,000 to $350,000 depending on the model [8]. - Cox Automotive predicts that the tariff will increase the cost of U.S.-made cars by $3,000 and $6,000 for cars made in Canada or Mexico, potentially halting nearly all North American car production by mid-April [9]. Group 3: Long-term Industry Restructuring - Automakers with U.S. production facilities, like Mercedes and BMW, are absorbing some tariff costs and freezing prices for certain models to mitigate impacts [11][12]. - Toyota and Hyundai have also committed to freezing prices for their vehicles in the U.S. amid the tariff changes [12]. - Stellantis announced temporary shutdowns of production facilities in Canada and Mexico, affecting U.S. operations and leading to layoffs [14]. Group 4: Future Market Predictions - The overall expectation is that vehicle prices will rise due to the tariffs, with Cox estimating an increase of $6,000 for imported vehicles and an additional $3,600 for key components [15]. - The automotive industry is entering a long-term adjustment phase, shifting from short-term price competition to long-term capacity restructuring, with consumers likely facing higher prices as a result of these political and economic changes [14][15].

Core Viewpoint - The recent 25% tariffs imposed by the Trump administration on imported vehicles and automotive parts are expected to significantly impact the automotive industry, but Ferrari appears to be resilient due to its unique market positioning and pricing power [1][2][12]. Industry Impact - The automotive industry is experiencing turmoil due to the new tariffs, leading to a decline in many automotive stocks, with few exceptions like Ferrari [2][3]. - The tariffs are particularly burdensome for luxury vehicle manufacturers, as the 25% tariff on Ferrari's ultra-luxury vehicles represents a substantial cost compared to mainstream vehicles [5]. Company Performance - Ferrari's typical consumer base is less affected by economic downturns, which contributes to the stock's resilience during recessions [5]. - The company maintains strict exclusivity by limiting vehicle production, which helps sustain high demand and strong pricing [6]. - In the fourth quarter, Ferrari's sales volume increased by 2%, while revenue surged by 14%, indicating strong pricing power with an average vehicle price exceeding $500,000 [6][7]. Financial Strength - Ferrari's operating profit rose by 26% year-over-year in the fourth quarter, and earnings per share increased by 32%, showcasing its robust financial performance [7]. - The company has consistently demonstrated revenue growth over the years, even recovering quickly from the pandemic's impact [9]. - Ferrari's stock has appreciated by 627% over the past decade, significantly outperforming the S&P 500's 151% gain [11]. Investment Outlook - The company's ability to pass on tariff costs to its affluent customer base reinforces the argument for Ferrari as a smart investment choice [12]. - A recent $2 billion share-buyback program indicates management's belief in the stock's undervaluation, further enhancing its investment appeal [9].

财料 全球股市惊魂一周，谁的损失最惨重？ | | 市值变化(亿$) | 涨跌幅 | | --- | --- | --- | | 01 英伟达 | -3052 | -11.4% | | 02 台积电 | -1165 | -13.3% | | 03 博通 | -676 | -8.5% | | 04 AMD | -310 | -18.6% | | 05 高通 | -258 | -15.2% | 市值缩水最多的5家电商 联企业:甲骨 贝佐斯-$170亿 生要关联企业:亚马逊 巴菲特 -$130亿 比尔盖茨 -$130z 主要关联企业:伯克希尔哈撒韦 主要关联企业:微软 迈克尔 ·戴尔 ·$113 · 黄仁勋-$1090 主要关联企业:英伟达 主要关联企业:戴尔 市值缩水量多的5家半导体企业 | | 市值变化(亿$) | | 涨跌幅 | | --- | --- | --- | --- | | 01 亚马逊 | | -1792 | -8.8% | | 02 阿里巴巴-W | | -678 | -22.0% | | 03 拼多多 | | -308 | -18.2% | | 04 美团-W | | -184 | -14.9% ...

Group 1: Company Overview - Ferrari shares increased by 3.2% to close at $426.82, with higher trading volume compared to normal sessions, despite a 13.8% loss over the past four weeks [1] - The luxury automaker announced a 10% price increase on select models starting April 1 to address new U.S. auto tariffs, while maintaining its financial targets for the year [2] Group 2: Financial Performance Expectations - Ferrari is expected to report quarterly earnings of $2.29 per share, reflecting an 8% year-over-year increase, with revenues projected at $1.81 billion, a 5.2% increase from the previous year [3] - The consensus EPS estimate for Ferrari has been revised 0.9% lower in the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [4] Group 3: Industry Context - Ferrari is part of the Zacks Automotive - Original Equipment industry, where another company, Adient, saw its stock drop 10.5% to $13.51, with a -10% return over the past month [4] - Adient's consensus EPS estimate has changed by +0.3% to $0.32, representing a significant decline of 40.7% from the previous year [5]

The big trade risk ignites once again in the market, with President Trump announcing 25% tariffs on cars and car parts imported into the U.S. to expand America's auto manufacturing prowess . Reportedly, Trump statedI focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much sa ...

FERRARI: COMMERCIAL POLICY UPDATE Maranello, 27 March 2025 - Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) announces it will update its commercial policy, based on the preliminary information currently available regarding the introduction of import tariffs on EU cars into the USA. While reaffirming its commitment to maximum client attention and protection and with the goal to provide certainty to them: The commercial terms will remain unchanged for orders of all models imported before April 2, ...

Ferrari N.V. (NYSE: RACE ) is far more than an automaker. It has elevated itself to a luxury brand known for scarcity-driven pricing power, cutting-edge innovation, and a loyal ultra-wealthy clientele. Its strategic positioning mirrors that of high-end fashion houses like Hermes ("AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools ...