越南汽车制造商VinFast：目标在2025年将全球交付车辆数量至少翻一番。 ...

| (BYD) | 比亚迪 | 1550.16 | + -5.44 | 50.02 | | --- | --- | --- | --- | --- | | P | 法拉利 | 856.02 | + -1.03 | 480.36 | | | (人) 梅赛德斯奔驰 | 564.82 | 1 +0.23 | 58.66 | | 8 | 宝马汽车 | 541.99 | + -1.85 | 87.58 | | 入）大众汽车 | 538.62 | + -0.92 | 106.08 | | --- | --- | --- | --- | | 通用汽车 | 458.32 | + -4.07 | 47.25 | | >6 玛鲁蒂铃木 | 446.42 | + -1.34 | 141.56 | | 保时捷 | 430.84 | + -0.22 | 47.63 | | 马恒达汽车 | 427.61 | + -1.67 | 35.51 | | ( 本田汽车 | 410.2 | + -7.82 | 28.8 | | 福特汽车 | 407.2 | + -5.66 | 10.1 | | 19 现代汽车 | 335.87 | + -0.94 ...

@ JIN10.COM 金十数据 | 一个交易工具 JIN10.COM t . 金十图示：2025年06月04日（周三）全球汽车制造商市值变化 | (BHD) | 比亚迪 | 1547.15 | 1 +21.36 | 50.23 | | --- | --- | --- | --- | --- | | 法拉利 | | 847.78 | + -7.7 | 475.74 | | (人) 梅赛德斯奔驰 | | 567.34 | 1 +6.67 | 58.92 | | (15) | 宝马汽车 | 546.41 | ↑ +9.98 | 88.3 | | 入） 大众汽车 | 540.54 | 1 +3.44 | 107.05 | | --- | --- | --- | --- | | 通用汽车 | 471.68 | + +13.16 | 49.06 | | >6 玛鲁蒂铃木 | 451.08 | + -6.03 | 141.58 | | 保时捷 | 431.04 | + +1.55 | 47.32 | | 马恒达汽车 | 426.65 | 1 +2.88 | 35.56 | | C 本田汽车 | 423.87 | 1 +0 ...

在越企业迎来春天？ 越南在巨大的内外压力下启动了变革。 4月2日，越南也一起挨了关税大棒，特朗普宣布对越南加征关税至46%。4月4日，越南当即表示愿意对 美"0关税"进行谈判。 越南经济增长高度依赖出口和外资，出口占GDP的85%以上——去年，越南对美国贸易顺差超1230亿美 元。而每年引进的外资也是制造业产能扩张的最大动力。尽管快速与美国协商，但关税与贸易波动已经 对越南制造业乃至整体经济产生了明显的负面影响。 越南跨境的至暗时刻 在关税阴影下，越南制造业4月份的产出、订单、就业和采购已经出现大幅下降，越南制造业采购经理 人指数 (PMI）从50.5大幅下滑至45.6，制造业健康度明显下滑，而由于担心关税对未来产出的进一步影 响，企业信心跌至44个月来的最低点。而且下降速度近两年来最快。商业信心也跌至2021年8月以来的 最低水平。 而越南刚刚在今年2月份制定了8%的GDP增长目标，但在关税影响下，越南第一季度的经济增速已从去 年第四季度的7.55%放缓至6.93%。不过，越南政府重申，尽管面临诸多挑战，但今年的经济增长目标 保持不变。 除了关税压力，越南经济本身也存在问题。 越南目前的经济规模与体量不足， ...

Core Viewpoint - The automotive industry is experiencing significant layoffs as companies face mounting cost pressures and poor financial performance, with over 15,550 employees affected in recent weeks [3][4][11]. Group 1: Layoff Details - Six automotive companies have been reported to conduct layoffs, including FAW, Porsche, Nissan, General Motors, Ford, and VinFast, with a total of over 15,550 employees impacted [3][4]. - FAW's subsidiary, FAW Nanjing, announced a complete shutdown affecting over 100 employees, offering a compensation package of N+4 [5]. - General Motors' luxury import platform, Daolang, is closing three stores in China and laying off approximately 200 employees, with a compensation plan of N+3 [6][7]. - Nissan plans to cut 11,000 jobs globally as part of a strategy to reduce production facilities from 17 to 10 by the 2027 fiscal year [8]. - Ford is laying off about 350 employees in the U.S. and Canada, representing approximately 5% of its connected vehicle software team [8]. Group 2: Financial Performance - Nissan reported a net loss of 670.9 billion yen (approximately 33.6 billion RMB) for the 2024 fiscal year, with global sales down nearly 3% [12][13]. - Porsche's global deliveries fell by 8% in Q1 2025, with a significant drop of 42% in the Chinese market, marking its worst performance in nearly a decade [13]. - Daolang, since its entry into the Chinese market in 2022, has sold only 97 vehicles across 17 stores, averaging 1.8 vehicles per store annually, leading to ongoing financial losses [14]. Group 3: Industry Trends - The ongoing layoffs reflect a broader trend of cost-cutting measures within the automotive industry, driven by economic pressures and declining sales [9][11]. - The automotive sector is undergoing significant transformation, with many companies resorting to layoffs as a strategy to improve financial health [16]. - The trend of layoffs is expected to continue, with the movement of talent within the industry likely to persist as companies seek to enhance competitiveness [17].

金十图示：2025年05月21日（周三）全球汽车制造商市值变化 | √ 小鹏汽车 | 188.5 | -2.77 | 19.69 | | --- | --- | --- | --- | | 雷诺 | 161.07 | 1 +1.77 | 55.76 | | 长安汽车 | 151.98 | + -0.49 | 1.74 | | 斯巴鲁 | 135.91 | 1 +1.45 | 18.59 | | 和泰汽车 | 116.67 | 1 +3.52 | 20.94 | | JAC 江淮汽车 | 115.39 | + +4.97 | 5.28 | | > 广汽集团 | 113.69 | + +0.42 | 1.11 | | ISUZU 五十铃 | 95.92 | 1 +1.6 | 13.47 | | UP Leapmotor | 95.66 | + +2.91 | 8.19 | | 路西德汽车 | 90.29 | +8.54 | 2.96 | | 日产 | 88.54 | + +1.45 | 2.54 | | 蔚来汽车 | 87.72 | + -1.77 | 3.96 | | FC) 福特奥托生 | 87.51 | + ...

| 宝马汽车 | 540.22 | 1 +4.45 | 87.21 | | --- | --- | --- | --- | | 通用汽车 | 481.01 | + -3.29 | 50.03 | | > 玛鲁蒂铃木 | 478.23 | + -0.24 | 152.11 | | 保时捷 | 467.84 | + -5.73 | 51.35 | | 马恒达汽车 | 439.44 | + -1.06 | 36.63 | | 福特汽车 | 427.48 | + -1.98 | 10.75 | | 本田汽车 1-0 | 412.46 | 1 +1.27 | 29.27 | | 1 现代汽车 | 337.27 | -0.64 | 52 | | 塔塔汽车 D | 314.49 | + -0.5 | 8.54 | | 斯特兰蒂斯 | 307.35 | + -2.29 | 10.67 | | 赛力斯 | 293.72 | ↑ +1.05 | 17.98 | | 理想汽车 | 289.01 | + -4.91 | 28.34 | | SAI 上汽集团 | 267.84 | 1 +0.48 | 2.31 | | KM 起亚汽车 ...

| וש | 小米汽车 | 1675.22 | + -13.17 | 6.4 | | --- | --- | --- | --- | --- | | (BHD) | 比亚迪 | 1648.52 | ↑ +38.17 | 53.59 | | 法拉利 | | 881.73 | + -1.5 | 494.79 | | () 大众汽车 | | 587.63 | 1 +3.68 | 116.34 | | (1) | 梅赛德斯奔驰 | 574.48 | + -4.98 | 59.66 | | 宝马汽车 | 538.43 | V -32.79 | 86.95 | | --- | --- | --- | --- | | 通用汽车 | 483.7 | + -1.85 | 50.12 | | 保时捷 | 481.23 | + -6.24 | 52.82 | | MS 玛鲁蒂铃木 | 476.85 | 1 +10.4 | 151.67 | | 马恒达汽车 | 441.67 | 1 +5.97 | 36.82 | | 福特汽车 | 423.5 | 1 +3.94 | 10.75 | | 本田汽车 I | 409.62 | + -8. ...

金十图示：2025年05月14日（周三）全球汽车制造商市值变化 | 梅풍德斯奔驰 | 0 581.17 | + +11.62 | 60.36 | | --- | --- | --- | --- | | 保时捷 | 485.54 | 1 +5.33 | 54.1 | | 通用汽车 | 485.14 | 1 +8.16 | 50.46 | | MS 玛鲁蒂铃木 | 466.47 | 1 -5 | 146.79 | | 马恒达汽车 | 430.79 | + -7.18 | 35.91 | | 福特汽车 | 421.51 | 1 +1.97 | 10.6 | | 本田汽车 11-0 | 417.53 | + -18.31 | 29.63 | | 19 现代汽车 | 348.75 | 1 +3.35 | 51.9 | | 斯特兰蒂斯 | 315.7 | ↑ +14.11 | 10.96 | | 塔塔汽车 | 306.39 | + -5.68 | 8.32 | | 理想汽车 | 290 | -4.36 | 27.96 | | 赛力斯 | 289.64 | ↑ +1.07 | 17.73 | | (SAIC) 上汽集团 | ...

Group 1 - BYD reported a value of 1583.74 with a decrease of 10.36, indicating a decline in performance [2] - Ferrari's value stands at 867.42, showing a slight decrease of 2.7 [2] - Volkswagen experienced an increase of 7.49, reaching a value of 570.91 [2] - Mercedes-Benz reported a value of 565.48, with a significant increase of 19.12 [2] Group 2 - BMW's value is 560.88, reflecting an increase of 12.66 [3] - Porsche's value is 483.99, with an increase of 7.2 [3] - General Motors reported a value of 476.97, showing a notable increase of 20.28 [3] - Mahindra Automotive's value is 438.87, with an increase of 17.33 [3] - Honda's value stands at 435.85, reflecting an increase of 6.48 [3] - Ford's value is 419.53, with an increase of 10.75 [3] - Hyundai's value is 337.81 [3] - Tata Motors reported a value of 312.69, with an increase of 5.35 [3] - Stellantis' value is 301.59, reflecting an increase of 18.43 [3] - Li Auto's value is 284.75, with an increase of 17.55 [3] - SAIC Motor's value stands at 267.71, reflecting an increase of 2.73 [3] - Kia's value is 263.74, with an increase of 3.1 [3] - Suzuki's value is 245.79, showing an increase of 10.9 [3] - Geely's value is 240.91, reflecting a decrease of 4.67 [3] - Great Wall Motors reported a value of 239.73, with a slight decrease of 0.1 [3] - Xpeng Motors' value is 202.01, reflecting an increase of 14.25 [3] Group 3 - Renault's value is 153.69, with a slight increase of 0.73 [4] - Changan Automobile reported a value of 150.77, reflecting a minor decrease of 0.24 [4] - Subaru's value stands at 140.06, with an increase of 4.92 [4] - GAC Group's value is 115.22, reflecting an increase of 0.99 [4] - NIO's value is 94.59, with an increase of 5.18 [4] - VinFast Auto reported a value of 87.71, reflecting an increase of 0.7 [4] - Nissan's value stands at 84.45, with an increase of 2.62 [4] - Zeekr's value is 73.18, reflecting an increase of 1.78 [4]