Group 1 - The trade agreement between the US and Japan aims to reduce the automobile tariff from 25% to 15%, with Japan committing to invest $550 billion in the US [1][3] - Japan's exports to the US in 2024 are projected to total 21 trillion yen, with automobiles and parts contributing over 7.2 trillion yen, accounting for one-third of the total [3] - The agreement has raised concerns in Japan regarding the lack of a written document, as it may complicate the implementation of the agreed terms [3] Group 2 - Goldman Sachs analysts predict that the overall negative impact on Japan's seven major automakers will decrease from a loss of 3.47 trillion yen to 1.89 trillion yen under the new 15% tariff [4] - Specific impacts on major automakers include Toyota's tariff-related costs dropping from 1.6 trillion yen to 872 billion yen, Honda's from 560 billion yen to 305 billion yen, and Nissan's from 470 billion yen to 256 billion yen [5] - Japanese automakers have reduced export prices to the US by 19% in June, the largest drop since 2016, to maintain competitiveness in the North American market [5] Group 3 - The US automotive industry has expressed dissatisfaction with the trade agreement, arguing that it favors Japanese automakers and does not significantly improve US car exports to Japan [6] - The American Automotive Policy Council has raised concerns that many Japanese cars use minimal US parts and are assembled in Canada and Mexico, potentially harming US industry and workers [6] - The United Auto Workers union criticized the agreement, claiming it neglects the interests of American workers and does not address the long-standing advantages enjoyed by Japanese manufacturers in the US market [6]

基廷的测算显示，到今年年底，美国的新车平均价格将上涨约4%至8%，预计9月份汽车制造商推出新 车型时，价格将有所上涨。 "负债20亿美元却最具美国特色的公司" 今年4月，美国总统特朗普宣布对所有进口外国汽车征收25%的关税，并承诺美国将迎来"黄金时代"。 特朗普彼时面对聚集在白宫聆听他讲话的汽车工人表示，"就业和工厂将强势回归我国。" 然而，随着美国车企财报纷纷出炉，数据给出了不同的答案：关税砸中了"自家人"。 多位接受第一财经采访的专家表示，特朗普政府出台关税政策的目的是重振美国制造业和增加财政收 入，至于能不能达成这一个目标，那就是另外一个议题了。 近期，福特、通用和斯特兰蒂斯"底特律三巨头"预测，到2025年，关税将给美国汽车业造成总计70亿美 元的利润损失，预计斯特兰蒂斯公司损失15亿美元，福特公司损失20亿美元，通用汽车公司损失35亿美 元。其原因在于，汽车行业的供应链既复杂又全球化。正如福特首席执行官（CEO）法利所说，即使 80%的车都在美国本土生产，可零部件来自全世界，但进口零部件也面临25%关税。 不仅如此，目前美国汽车工业所使用的钢铝、和铜等基础材料的关税已经达到50%，这导致美国车企所 ...

Summary of Key Points Core Viewpoint - The automotive industry is experiencing significant fluctuations in sales and performance metrics across various companies, with some brands showing substantial declines while others maintain or grow their market presence. Group 1: Company Performance - Xiaomi Automotive reported a revenue of 1751.58 million, with a decrease of 10.4% [2] - BYD's revenue stood at 1334.41 million, reflecting a decline of 11.98% [2] - Ferrari's revenue was 777.46 million, down by 12.72% [2] - BMW Automotive generated 579.45 million, with a decrease of 12.55% [2] - Mercedes-Benz reported 547.21 million, down by 11.17% [2] Group 2: Additional Company Metrics - Volkswagen's revenue was 524.62 million, showing a significant drop of 17.4% [3] - General Motors reported 500.13 million, with a decrease of 7.72% [3] - Porsche's revenue was 448.22 million, down by 22.45% [3] - Mahindra Automotive generated 435.27 million, reflecting a decline of 5.24% [3] - Ford Automotive reported 430.62 million, down by 9.96% [3] Group 3: Emerging Players - NIO's revenue was 108.15 million, with an increase of 3.02% [4] - Rivian reported 148.3 million, reflecting a decrease of 5.87% [4] - VinFast Auto generated 79.29 million, down by 0.7% [4] - Leapmotor's revenue was 90.42 million, showing an increase of 3.57% [4] - Xpeng Automotive reported 172.95 million, down by 1.54% [4]

来源：湖北日报（记者 王馨 张朋）编发：沈祯卓 审核：谢斌 出品：湖北日报融媒体中心 安东尼奥·菲洛萨、杨青感谢湖北省委、省政府对斯泰兰蒂斯集团、东风汽车的大力支持。安东尼奥·菲洛萨表示，斯泰兰蒂斯集团将深化与湖北的合作， 携手东风汽车加快新能源转型，努力在汽车制造领域产出更多优秀产品，实现互利共赢、可持续发展。杨青表示，东风汽车将深入拓展与斯泰兰蒂斯集团 合作，积极抢占新能源和智能网联汽车产业新赛道、培育产业新优势，为湖北高质量发展贡献更大力量。 省领导郭元强、彭勇、程用文，东风汽车副总经理张祖同、尤峥参加会见。 7月31日下午，省委书记、省人大常委会主任王忠林在武汉会见斯泰兰蒂斯集团首席执行官安东尼奥·菲洛萨、东风汽车集团有限公司董事长杨青。 王忠林代表省委、省政府对安东尼奥·菲洛萨一行表示欢迎，对斯泰兰蒂斯集团与东风汽车各自取得的成绩表示祝贺，感谢两家企业长期以来对湖北发展 的支持。他说，斯泰兰蒂斯集团是世界知名的汽车制造商，东风汽车是中国汽车制造领域的龙头企业，两家企业合作基础良好。湖北汽车产业配套能力突 出、产业基础厚实、科教资源富集、区位交通优越、市场优势明显，当前正加快打造以汽车制造与服务为代表 ...

Core Insights - Stellantis appointed Scott Krugger as the head of North America design in July 2025, a newly created role to oversee the creative direction and design strategy for its North American brands, including Chrysler, Dodge, Jeep®, and Ram [2][3][5]. Group 1: Appointment Details - Scott Krugger has been with Stellantis since 2001 and has held various positions, most recently managing exterior design for Dodge and Dodge//SRT vehicles in North America [4]. - Krugger's appointment follows the recent appointment of Gilles Vidal to lead design for Stellantis' European brands, indicating a strategic restructuring in the design organization under Chief Design Officer Ralph Gilles [5][7]. Group 2: Strategic Vision - The new design organization aims to combine global expertise across Stellantis' 14 vehicle brands while maintaining strong regional autonomy to align with local customer needs [6]. - Ralph Gilles will focus on global design strategy and projects, collaborating closely with regional design heads to set the strategic direction for each brand [6][7]. Group 3: Company Overview - Stellantis is a leading global automaker with a diverse portfolio of iconic brands, celebrating 100 years of influence in the automotive industry in the U.S. and Canada in 2025 [8].

Stellantis N.V. (NYSE: STLA ) is one of those stocks that everyone seems to hate right now, and that's exactly why I like it. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our ...

据"湖北发布"公众号消息，斯泰兰蒂斯集团首席执行官安东尼奥·菲洛萨一行日前到访武汉经开区，并 与武汉经开区主要负责人交流。双方表示，将持续深化合作，协同推动武汉经开区汽车产业转型升级， 实现共赢。 （文章来源：第一财经） ...

金十图示：2025年07月31日（周四）全球汽车制造商市值变化 量十数据 | והו | 小米汽车 | 1812.78 | | 6.94 | | --- | --- | --- | --- | --- | | (BHD) | 比亚迪 | 1346.63 | + -41.08 | 14.67 | | ર | 法拉利 | 907.83 | + -12.05 | 498.79 | | (1) | 宝马汽车 | 596.76 | + -11.87 | 96.58 | | | 梅赛德斯奔驰 | 565.72 | + -20.03 | 58.75 | | 人》 大众汽车 | 542.15 | + -11.12 | 107.01 | | --- | --- | --- | --- | | 通用汽车 | 496.13 | | 52.11 | | 保时捷 | 466.73 | 1 +7.76 | 50.34 | | > 玛鲁蒂铃木 | 452.59 | 1 +5.32 | 143.95 | | 马恒达汽车 | 439.19 | 1 +1.31 | 36.61 | | 本田汽车 1-0 | 434.31 | + -12.83 | ...

Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We take no responsibility for your investments but wish you best of luck. Stellantis (NYSE: STLA ) has released its H1 financial results. While we had previously signaled a strategic update following th ...

德意志银行将Stellantis目标价从8欧元下调至7.5欧元。 ...