南非4月新车销量同比增长11.9% 中新社约翰内斯堡5月2日电 (记者 孙翔)南非全国汽车制造商协会(Naamsa)2日发布数据显示，南非4月 新车总销量达42401辆，同比增长11.9%，显示出市场需求回暖。 其中，乘用车销量为30101辆，同比增长16.9%；轻型商用车、皮卡和小型客车销量为9961辆，同比上 升3.2%，为数月来首次实现同比增长。中型商用车销量达629辆，同比增长10.2%；但重型卡车与客车 销量为1710辆，同比下降11.1%。 出口方面，南非4月汽车出口总量为31822辆，同比下降6.6%。 数据显示，2024年南非对美整车和零部件出口总额达183亿兰特(约合15.4亿美元)，为美国主要汽车供应 国之一。(完) 来源：中国新闻网 编辑：付健青 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 南非全国汽车制造商协会首席执行官米克尔·马巴萨表示，全球贸易政策变动或将对南非汽车出口构成 挑战。随着美国对 ...

Financial Data and Key Metrics Changes - The company reported first quarter adjusted earnings of $0.40 per share, down from the previous year but exceeding management's expectations due to stronger sales volume and Fit to Win benefits [4][14] - Shipments increased by more than 4% compared to last year, reflecting a gradual recovery in market conditions [4][6] - The Fit to Win program generated savings of $61 million in the first quarter, contributing significantly to better-than-expected results [4][10] Business Line Data and Key Metrics Changes - Segment operating profit improved significantly in The Americas, driven by strong demand and strategic initiatives, while results in Europe trended down due to lower net prices and temporary production downtime [4][15] - In The Americas, sales volume grew nearly 4%, with strong performance in beer and spirits, while Europe saw a nearly 4% increase in volume but faced competitive pricing pressures [8][42] Market Data and Key Metrics Changes - Overall shipments were up 4.4% in the first quarter, with growth driven by inventory rebuilding and contract negotiations [6][7] - Volumes increased across nearly all markets, particularly in beer and spirits, with Europe experiencing a rebound in customer inventory rebuilding [8][9] Company Strategy and Development Direction - The company is reaffirming its full-year 2025 guidance, expecting adjusted earnings to improve between 50% and 85% from 2024 [5][17] - The Fit to Win program aims to reduce total enterprise costs and optimize the network to support future profitable growth, with a target of $250 million in savings for 2025 [10][11] - The company is focused on improving its competitive position through strategic initiatives and is well-positioned to capitalize on opportunities arising from changes in global trade policies [21][23] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the operating environment, noting potential headwinds from new tariff policies but maintaining a stable volume outlook for the year [9][18] - The company is addressing excess capacity in Europe through temporary curtailments and is consulting with local works councils regarding long-term restructuring actions [8][9] Other Important Information - The company has made significant progress in reducing inventory, down approximately $225 million from the same time last year, and is on track to meet its year-end target of less than fifty days of inventory [16] - The company is leveraging its extensive glass network in the U.S. to enhance competitiveness, particularly in light of tariff dynamics affecting aluminum and imports from China [21][22] Q&A Session Summary Question: Can you talk about any pre-buy effects and the volume impact? - Management indicated that pre-buying had a limited impact on the stronger volume in the first quarter, with most strength attributed to underlying demand [27][28] Question: Are we looking at negative volumes in April? - Management noted a slight decline in volumes in April, adjusted for Easter, but emphasized that the overall outlook remains stable for the year [29][30] Question: Can you provide insights on volume progress by end market? - Management reported strong volume growth across most categories in The Americas, with beer and spirits performing particularly well, while Europe saw mixed results [42][44] Question: What are the drivers behind the realignment of French operations? - Management explained that the focus is on aligning assets with market opportunities, particularly in the premium segment, while continuing to invest in key markets like France [48][49] Question: Have you seen signs of aluminum tariffs impacting customer conversations? - Management acknowledged that while there is potential for shifts towards glass due to aluminum tariffs, it is still early to see significant impacts [52][53] Question: How do you expect net price headwinds to trend throughout the year? - Management indicated that net price headwinds are expected to be front-end loaded, with a moderation anticipated in the second half of the year [60][61] Question: How are you managing energy costs and raw materials? - Management confirmed favorable long-term energy contracts and emphasized a value chain approach to manage raw material costs effectively [74][78]

泰国央行：全球贸易政策带来的下行风险增加，外国游客数量减少。 ...

Rogers (ROG) Q1 2025 Earnings Call April 29, 2025 05:00 PM ET Company Participants Steve Haymore - Senior Director of Investor Relations & TreasuryColin Gouveia - President and CEOLaura Russell - CFO, Senior VP & TreasurerDaniel Moore - Director of ResearchCraig Ellis - Director of ResearchDavid Silver - Senior MD & Director - Equity Research Operator Good afternoon. My name is Kevin, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Rogers Corporation First Quart ...

Group 1 - The Bank of Canada maintains its key interest rate at 2.75%, focusing on controlling inflation and supporting economic growth amid dramatic shifts in global trade policies [1] - Inflation is projected to approach the 2% target by Q4 2024, but is expected to rise due to escalating trade conflicts and tariffs, with CPI inflation increasing from 1.9% in November 2024 to 2.3% in March 2025 [2] - Economic activity is forecasted to slow, with GDP growth estimated at 2.6% in Q4 2024 and 1.8% in Q1 2025, influenced by reduced domestic demand and trade activities [2][5] Group 2 - The labor market recovery is hindered by trade conflicts, with unemployment rising to 6.7% in March 2025 due to job contractions [2][5] - The U.S. trade policy uncertainty is negatively impacting Canada's economic growth outlook, leading to difficulties in business and household planning [5] - Core inflation remains elevated, with CPI-median and CPI-trim at 2.9% and 2.8% respectively, indicating persistent price pressures despite fluctuations in consumer prices [2][5]