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Can Ford's US Muscle Shield It From the Tariff Crossfire?
ZACKS· 2025-06-20 15:16
Key Takeaways Ford forecasts a $1.5B adjusted EBIT hit in 2025 due to shifting tariff dynamics and suspends guidance. F logged $1B adjusted EBIT in Q1 and suspended guidance amid uncertainties in the industry. Ford gains edge with high U.S. output, 80% USMCA-compliant parts and tariff-avoidance shipping tactics.Ford Motor Company (F) is anticipating pressure built from tariffs in the upcoming periods. The industry-wide supply chain is yet to wholly grasp the impact of tariffs on production, changes in the ...
中国车企冲击叠加美关税预期 Stellantis(STLA.US)拟剥离玛莎拉蒂
智通财经网· 2025-06-20 13:24
智通财经APP获悉,据知情人士透露,全球第四大汽车制造商Stellantis(STLA.US)正评估剥离旗下意大 利超豪华品牌玛莎拉蒂的可能性。这一战略考量正值全球汽车产业面临多重挑战:美国拟上调进口关税 的政策预期,以及中国本土新能源汽车品牌在全球豪华车市场展开的激烈攻势,都为这家跨国车企带来 显著压力。 在集团董事长约翰·埃尔坎亲自掌舵的过渡期,Stellantis管理层已委托麦肯锡咨询公司为旗下两大豪华品 牌,阿尔法·罗密欧和玛莎拉蒂制定新的战略规划。 针对市场传言,Stellantis官方发言人明确否认了正在推进玛莎拉蒂出售计划。但截至发稿时,该集团尚 未就提出的战略评估细节作出进一步回应。 业内分析认为,在电动化转型加速、地缘政治风险加剧的行业背景下,如何优化品牌组合、提升运营效 率,将成为考验这家由菲亚特克莱斯勒与标致雪铁龙合并而成的汽车巨头的重要课题。玛莎拉蒂的未来 走向,或将为观察跨国车企应对全球产业变局提供新的研究样本。 值得关注的是,玛莎拉蒂品牌正面临严峻的市场考验:根据最新披露的2024年财报数据,该品牌全球交 付量仅为14,725辆,较2023年26,689辆的销量近乎腰斩。销量断崖式 ...
6月20日电,Stellantis据悉正在考虑出售玛莎拉蒂。
news flash· 2025-06-20 10:22
智通财经6月20日电,Stellantis据悉正在考虑出售玛莎拉蒂。 ...
金十图示:2025年06月20日(周五)全球汽车制造商市值变化
news flash· 2025-06-20 03:08
Core Insights - The article presents the market capitalization changes of global automotive manufacturers as of June 20, 2025, highlighting significant fluctuations in their valuations [1]. Group 1: Market Capitalization Changes - Volkswagen's market capitalization decreased by 6.77 billion, bringing its total to 506.07 billion [3]. - Maruti Suzuki saw an increase of 2.09 billion, resulting in a market cap of 466.65 billion [3]. - General Motors experienced a slight decline of 1.81 billion, with a total market cap of 462.35 billion [3]. - Mahindra & Mahindra's market cap rose by 7.48 billion, reaching 430.3 billion [3]. - Porsche's valuation decreased by 2.41 billion, totaling 427.11 billion [3]. - Ford's market cap increased by 0.41 billion, amounting to 414.75 billion [3]. - Honda's market cap rose by 4.05 billion, totaling 413.31 billion [3]. - Hyundai's market cap increased significantly by 13.92 billion, reaching 383.19 billion [3]. - SAIC Motor's market cap rose by 0.65 billion, totaling 251.78 billion [3]. - Geely's market cap increased by 3.34 billion, reaching 206.83 billion [4]. Group 2: Notable Performers - Ideal Automotive's market cap decreased by 5.29 billion, totaling 268.75 billion [3]. - Xpeng Motors saw a slight increase of 0.39 billion, bringing its market cap to 178.86 billion [4]. - NIO's market cap decreased by 0.45 billion, totaling 76.68 billion [4]. - VinFast Auto's market cap decreased by 0.23 billion, reaching 80.46 billion [4]. - Leapmotor's market cap decreased by 1.34 billion, totaling 78.52 billion [4].
Stellantis在荷兰召回33,260辆雪铁龙汽车,称存在安全气囊问题。(荷兰新闻通讯社)
news flash· 2025-06-19 13:22
Stellantis在荷兰召回33,260辆雪铁龙汽车,称存在安全气囊问题。(荷兰新闻通讯社) ...
欧美关税博弈进入关键阶段 欧盟或被迫接受10%基准线但谈判仍存变数
智通财经网· 2025-06-19 12:53
欧盟内部对10%基准线存在分歧。部分成员国官员认为,在主要贸易伙伴同等对待情况下,10%关税不 会显著削弱竞争地位。但法国工业界警告,这将是能源涨价、通胀压力和监管成本之外的额外负担。奥 地利铝业巨头Hammerer Aluminium首席执行官直言,10%关税虽不理想但可控,真正危险的是谈判破裂 导致的市场动荡。 智通财经APP获悉,知情人士透露,欧洲决策层正逐步接受将10%互惠关税作为美欧贸易谈判基准的现 实,这与欧盟此前公开坚持的个位数关税立场形成微妙反差。特朗普政府推动的全球关税政策正重塑跨 大西洋贸易格局,双方围绕关税水平的博弈已进入最后冲刺阶段。 美国商务部长霍华德·卢特尼克明确排除将互惠关税降至10%以下的可能性,该税率覆盖欧盟对美出口 的主要商品类别。尽管欧 盟领导人仍在非公开场合争取更低税率,但谈判代表承认,要改变或废除 10%基准线面临巨大阻力。特别是美国自4月启动大规模关税政策后,关税收入激增使白宫在谈判中掌 握更多筹码——美国4月净关税收入同比暴增超100%,财政预算盈余达到2580亿美元,较上年同期增长 23%。 这场关税博弈的紧迫性在7月9日这个时间节点达到顶峰。届时,若美欧未能达 ...
金十图示:2025年06月19日(周四)全球汽车制造商市值变化
news flash· 2025-06-19 03:12
| | | 156.79 | +4 33 | 13.77 | | --- | --- | --- | --- | --- | | | 长安汽车 | 151.87 | -0.86 | 1.74 | | | 雷诺 | 129.37 | -1.11 | 44.46 | | | 斯巴鲁 | 128.14 | 1 -2.16 | 17.53 | | JAC | 江淮汽车 | 127.99 | + -1.03 | 5.86 | | 合 广汽集团 | | 106.01 | +0.29 | 1.04 | | | 和泰汽车 | 105.86 | 1 -2.64 | 19 | | ISUZU | 五十铃 | 89.79 | 4 -0.69 | 12.61 | | NISSAN | 日产 | 85.41 | -1.3 | 2.45 | | | VinFast Auto | 80.69 | -0.23 | 3.44 | | ID | Leapmotor - 80.61 | | 4 -0.89 | 6.9 | | S | 蔚来汽车 | 78.25 | + -0.46 | 3.42 | | FC | 福特奥托生 | 73.65 | + ...
Stellantis' Ram brand to offer industry-leading pickup truck warranty as part of turnaround plan
CNBC· 2025-06-18 04:01
Core Point - Ram Trucks is set to introduce an industry-leading warranty for its 2026 vehicle lineup as part of an 18-month turnaround plan for the Stellantis-owned brand [1] Warranty Details - The new warranty will cover the engine, transmission, transfer case, driveshafts, differentials, and axles for 10 years or 100,000 miles, whichever comes first, replacing the previous five-year or 60,000-mile warranty [2] - This change comes in response to the rising costs of vehicles, particularly pickup trucks, which often leads to longer financing terms that exceed the duration of existing warranties [3] Financing Trends - A significant 85% of truck buyers are financing their purchases for seven years or more, with many keeping their vehicles for up to 12 years due to increased costs [4] - Data from Edmunds.com indicates that 84-month loans for new-car buyers reached an all-time high of 19.8% in the first quarter, while 67.4% of new-vehicle financing loans were between 60 months and 75 months [4]
金十图示:2025年06月18日(周三)全球汽车制造商市值变化
news flash· 2025-06-18 03:07
| | 157.75 | -4.36 | 13.39 | | --- | --- | --- | --- | | 长安汽车 | 152.72 | -0.61 | 1.75 | | 雷诺 | 144.19 | 4 -1.15 | 44.84 | | 斯巴鲁 | 129.42 | 1 +3.05 | 17.7 | | JAC 江淮汽车 | 127.17 | + -1.13 | 5.82 | | 和泰汽车 | 108.88 | -0.19 | 19.54 | | 「汽集团 | 105.86 | + -1.13 | 1.04 | | 五十铃 ISUZU | 90.62 | 1 +2.01 | 12.73 | | NISSAN 日产 | 85.99 | +0.77 | 2.46 | | VinFast Auto | 85.83 | -5.47 | 3.45 | | Leapmotor 81.72 ID | | ↑ +1.04 | | | ● 蔚来汽车 | 78.53 | + -1.82 | 3.44 | | FC) 福特奥托生 | 74.67 | 1 +0.8 | 2.13 | | Zeekr JIN | 66.47 ...
2025 Jeep® Wagoneer Command Operations Vehicle Offers VIP Protection and Transportation
Prnewswire· 2025-06-17 19:00
AUBURN HILLS, Mich., June 17, 2025 /PRNewswire/ --  2025 Jeep® Wagoneer Command Operations Vehicle (COV) breathes new life into the full-size SUV segment for law enforcement, protection and transportation field Developed at the request of, and in cooperation with, federal, state and local government agencies, the Jeep Wagoneer COV has been met with high interest since arriving in January 2025 The vehicle made an appearance today at an event for more than 200 Stellantis fleet customers at the M1 Concourse in ...