Core Viewpoint - Stellantis is temporarily pausing production in Mexico and Canada and laying off hundreds of workers in the U.S. due to the impact of President Trump's new auto tariffs [1][2]. Group 1: Production Changes - The company will pause production at the Toluca Assembly Plant in Mexico starting April 7 and at the Windsor Assembly Plant in Canada for two weeks, with operations expected to resume the week of April 21 [3]. - The production pause will affect some employees at various U.S. powertrain and stamping facilities that support the paused operations [3]. Group 2: Layoffs - Approximately 900 temporary layoffs will occur at the Warren Stamping and Sterling Stamping plants in Michigan, as well as at the Indiana Transmission Plant and Kokomo Transmission and Kokomo Casting plants in Indiana [4].

Core Points - Stellantis is pausing production at two assembly plants in Canada and Mexico due to new 25% automotive tariffs imposed by President Donald Trump [1][2] - The downtime will last for two weeks at the Windsor Assembly Plant in Ontario, Canada, and for the entire month of April at the Toluca Assembly Plant in Mexico [1] - Approximately 900 U.S. represented employees will face temporary layoffs, in addition to thousands of other employees at the affected assembly plants [2] - The company is assessing the medium- and long-term effects of the tariffs on its operations and has decided to take immediate actions [3] - The Windsor plant produces the Chrysler Pacifica minivan and the Dodge Charger Daytona EV, while the Toluca plant produces the Jeep Compass SUV and Jeep Wagoneer S EV [3]

微信搜一搜也推出 "附近的工作" 专区，用户在微信搜索 "附近的工作""兼职""日结""零工" 等关键 词，即可看到零工岗位的合集。这些信息由腾讯对本地招聘中介机构发布的零工招聘信息智能梳理 而来。目前该项服务已覆盖全国超 200 个地市。 去年 10 月，微信即针对零工市场推出找工作服务，上线初期仅覆盖广东江门。定位江门的用户， 可在微信进入 "零工市场"。"零工市场" 接入微信支付的 "微工卡" 数字化解决方案，提供微信零钱 及银行卡结算方式，并联合腾讯电子签、腾讯微保等业务，提供合同签约、实时定位打卡、日结保 险等服务。 蜜雪冰城利润增加、利润率提高。 微信要帮灵活就业者找工作。 微信上线 "附近的工作" 小程序，用户可在小程序内，看到附近的零工工作岗位及薪酬。目前该服 务已覆盖广东江门、河北唐山、江西九江、广东深圳、北京朝阳等地。腾讯称已提供超过 2 万个岗 位，所有岗位信息均由政府人社部门审核发布。 3 月 26 日，蜜雪冰城发布上市后首份财报。集团去年营业收入 248.3 亿元，同比增长 22.3%，净利 润 44.5 亿元，同比增长 39.8%。全球门店总数截至去年底 46479 家。上市 20 ...

编 译 / 周 洲 设 计 / 张 萌 来 源 / 金 融时报 ， M S N ， 信 德 海 事 等 汽车制造商争相在 4月的新一轮关税到来之前，将车辆和核心零部件运往美国 ，以赶在下一轮 特朗普总统的关税生效之前，保证有足够的库存。 特朗普表示，对美国贸易伙伴征收的"互惠"关税将于 4 月 2 日生效——当天，特朗普承诺对墨西哥 和加拿大进口产品征收25%关税的30天缓期将结束。 这种随意设置又变化多端的关税，可能会对汽车供应链造成严重破坏。车企们对此作出不同的处理 方式。 扎堆往美 国囤货 据当地汽车行业的官员称，为了响应汽车制造商的要求，汽车运输船已被派往亚洲和欧洲，计划向 美国运送比平时多出"数千辆"的汽车。 业内领先的汽车运输公司 Wallenius Wilhelmsen 的首席执行官拉塞·克里斯托弗森（ Lasse Kristoffersen ）告诉《金融时报》，"亚洲客户要求的运输量超过了我们的运力"。 他说，公司已经增加了运力来满足需求，并补充说，如果不是因为航运行业缺乏汽车运输船，增幅 会更大。 另一位航运高管称，韩国的现代和起亚等汽车品牌正试图在新的关税期限生效前向美国运送更多汽 车。现 ...

Core Insights - Dodge is returning to the Spring Fest event in Southern California to showcase customizations for the all-new Dodge Charger Daytona, appealing to muscle car enthusiasts [1][3][9] Company Overview - Dodge has a rich history of 110 years, continuing the legacy of its founders, John and Horace Dodge, and is recognized as America's performance brand [7] - The company is part of Stellantis, a leading global automaker and mobility provider [10] Event Details - Spring Fest, which started in 2004, has evolved into a major gathering for fans of Dodge vehicles, particularly the Charger, Challenger, Magnum, and Chrysler 300 [2] - The event is set to take place on March 21-22, 2025, after a five-year hiatus [3] Product Highlights - The next-generation Dodge Charger features a design inspired by the 1968 model, with a widebody frame, patent-pending R-Wing, and vibrant exterior colors [3][8] - The all-new Dodge Charger Daytona is touted as the world's quickest and most powerful muscle car, with options including a 550-horsepower variant powered by a 3.0L Twin Turbo Hurricane High Output engine [8] Market Insights - California is a key market for Dodge, being the largest EV market in the U.S. with over 376,000 EV registrations last year, which is three times that of the next closest state [4] - The Spring Fest event provides an opportunity for Dodge to engage with customers, gather feedback, and showcase new products and customization options [4][9] Customization Options - Dodge is introducing Fratzog dual stripes as a popular customization option for the Charger, featuring a unique design that includes red trim accents [5][6] - Attendees at Spring Fest will have the chance to vote on potential future exterior colors for the next-gen Charger [4][9]

Core Viewpoint - Piper Sandler analyst Alexander Potter downgraded Stellantis NV from Overweight to Neutral and reduced the price forecast from $23 to $13 due to ongoing challenges facing the company [1][2]. Group 1: Financial Performance - Stellantis is expected to face lower-than-expected margins, with a predicted adjusted operating margin of 5% in 2025 [2]. - The new price forecast of $13 is based on a multiple of 4.5x the estimated EPS of €2.75 for 2026, with an exchange rate of USD/EUR at 1.088 [4]. Group 2: Leadership and Strategy - The company is experiencing a leadership vacuum without a CEO, which raises concerns about its strategic direction [3]. - Ongoing tariff risks and pressures from its electric vehicle strategy are additional challenges that could impact performance [3]. Group 3: Market Position and Product Offerings - While product launches may help mitigate market share declines in 2025, Stellantis' electric vehicle offerings are viewed as too expensive, particularly in the U.S. and Europe, potentially hurting margins [3]. - A favorable resolution of trade issues could provide Stellantis with a competitive advantage over other automakers [4]. Group 4: Risks and Market Reaction - The analyst highlighted risks such as volatile material prices, supply chain disruptions, and labor conflicts that could affect future performance [5]. - Following the downgrade, Stellantis shares traded lower by 3.47% at $12.23 [5].

Core Insights - Dodge has launched the new Dodge Charger Virtual Experience, allowing enthusiasts to customize their dream vehicle through a mobile platform accessible via QR code [1][5][7] - The Virtual Experience is hosted by automotive enthusiast Garrett Reed and provides a 360-degree interactive showcase of the new Dodge Charger, highlighting its tech and performance features [3][4] - The new Charger Daytona models are being introduced with a striking new exterior color called Bludicrous, available at a starting MSRP of $795 [6][7] Group 1: Virtual Experience - The Dodge Charger Virtual Experience enables customers to explore and customize their vehicle preferences directly on their mobile devices [1][4] - Users can choose from various options including exterior colors, interior materials, and tech features, enhancing the customization process [4][8] - The platform provides detailed information on the Charger’s performance, technology, and design, allowing for an in-depth understanding of the vehicle [8] Group 2: New Model Features - The 2025 Dodge Charger Daytona models are now arriving at dealerships, featuring the new Bludicrous color among eight available exterior options [6][7] - The Charger Daytona models will also include gas-powered variants like the Dodge Charger SIXPACK, which will start production in the second half of 2025 [9][11] - The all-new Dodge Charger is positioned as the world's quickest and most powerful muscle car, with options for multi-energy powertrains [11][12] Group 3: Brand Legacy and Future - Dodge has a 110-year legacy in the automotive industry, continuing to focus on performance while moving towards electrification with the next-generation Charger [10][12] - The brand emphasizes its commitment to high-performance vehicles, including the 710-horsepower Dodge Durango SRT Hellcat and the Dodge Hornet [12]

Group 1 - The core viewpoint of the article is that Trump views tariffs not merely as negotiation tools but as a fundamental solution to America's economic issues, which raises concerns about his governance style and future economic direction [1][2][3] - Trump's communication with major U.S. automakers indicates that tariffs are a definitive goal rather than a bargaining chip, surprising many in the business community who expected a more traditional approach to trade negotiations [2][3] - The article highlights a significant shift in the business environment, as executives are now reassessing their optimistic assumptions about "Trump 2.0" and adapting to a new trade policy landscape [3] Group 2 - The stock market, previously seen as a barometer for Trump's policies, has shown a decline since the introduction of new tariff measures, indicating that market performance may no longer influence his stance [4][6] - Since the start of Trump's new administration, over $1 trillion worth of goods have been subjected to tariff measures, contrasting with the $300 billion in tariffs during his first term [7] - Trump's current administration is characterized by a more unified team that shares his economic views, leading to a more consistent execution of policies compared to his first term [8][10]

Group 1 - Stellantis North America is hosting the 13th annual Drive for Design contest for U.S. high school students to create their dream Chrysler brand vehicle [2][6] - The grand-prize winner will receive a summer internship in the Ram Truck design studio and an invitation to serve as a student judge at the EyesOn Design car show [1][5] - The contest aims to inspire young talent and educate them about automotive design career opportunities [4][5] Group 2 - The contest entries must be submitted by midnight EDT on April 25, 2025, with one grand-prize winner and two finalists to be selected [6] - Notable prizes for participants include Apple iPad Pro, Apple Pencil, and a scholarship to the College for Creative Studies [7] - Stellantis is committed to becoming a carbon net zero mobility tech company by 2038 as part of its Dare Forward 2030 strategic plan [9]

In my last piece about Stellantis N.V. (NYSE: STLA ), I downgraded the company from “BUY” to “HOLD”. My decision followed repeated commercial missteps in the critical US market and the resignation of its former CEO, Carlos Tavares.Investor based in Geneva, Switzerland. Follow me on Twitter @GenevaInvestor for daily macro & investing nuggets. I write about macroeconomics, global trends, and what I believe are asymmetric investment opportunities in the market. I have a Master's degree in Business Management. ...