General Motors (GM) has instructed several thousand of its suppliers to remove Chinese parts and materials from their supply chains, four people familiar with the matter said, Reuters reported. The mo... ...

格隆汇11月12日丨众泰汽车(000980.SZ)在互动平台表示，截至目前，公司与阿尔特没有合作。未 来如有合作，公司会按照相关法律法规要求及时履行信息披露义务。 ...

Core Viewpoint - Currently, Zhongtai Automobile has no collaboration with Toyota Motor [1] Company Summary - Zhongtai Automobile (000980.SZ) confirmed on the interactive platform that there is no partnership with Toyota Motor at this time [1]

'In the January-August period, the share of hatchback in the overall PV industry sales was about 22.4 per cent. In the September-October period, the share of hatchbacks has come down to 20.4 per cent. In just October, their share was just 20 per cent. This is simple wholesale data from industry body SIAM.'Kindly note the image have only been published for representational purposes. Photograph: Amit Sharma/ANI Photo Hyundai Motor India's Chief Operating Officer (COO) Tarun Garg said on Tuesday that GST refor ...

格隆汇11月12日丨众泰汽车(000980.SZ)在互动平台表示，截至目前，公司与阿尔特没有合作。未来如 有合作，公司会按照相关法律法规要求及时履行信息披露义务。 ...

Corporate Earnings - Hon Hai Precision Industry Co. Ltd. (Foxconn) reported Q3 2025 revenue of NT$2.06 trillion, with operating profit at NT$70.54 billion, net income at NT$57.67 billion, and EPS at NT$4.15, all exceeding analyst expectations [2][8] - E.ON SE announced a 9M 2025 adjusted EBIT of €4.75 billion, an 8.7% year-over-year increase, while RWE AG reported a 13% year-over-year decrease in adjusted EBITDA to €3.48 billion [3][8] - ABN AMRO Bank N.V. posted a Q3 2025 profit of €617 million, surpassing estimates, and announced the acquisition of NIBC Bank for approximately €960 million [4][8] Geopolitical and Economic Developments - General Motors (GM) is instructing parts manufacturers to divest supply chains from China, reflecting a trend among U.S. companies to reduce reliance on Chinese manufacturing [5][8] - China and Spain are enhancing economic ties, with plans for increased imports of premium Spanish products and collaboration in sectors like Artificial Intelligence and the Digital Economy [6] Macroeconomic Indicators - Japan's Machine Tool Orders grew 16.8% year-over-year in October, indicating strengthening industrial activity [7] Market Dynamics - The AI market rally appears to be stalling, leading to a $10 billion outflow from Asian markets, suggesting a potential re-evaluation of high-growth tech stocks [10][8] - Weak jobs data in the UK has raised expectations for a Bank of England rate cut, influenced by slowing wage growth and rising unemployment [9]

Core Insights - The reduction of GST on small cars has significantly boosted Maruti Suzuki's small car sales, increasing their share in overall sales from 16.6% to over 25% in FY26 [1][3][10] - The company is considering adjusting its product launch strategy to capitalize on the renewed demand for small cars, which may also influence other automakers to reintroduce hatchbacks [2][4][5] Sales Performance - Maruti Suzuki reported a 7.9% year-on-year increase in consolidated net profit to Rs 3,349 crore in Q2 FY26, primarily driven by export growth [6] - Exports surged by 42.2% year-on-year to 110,487 units, while revenue increased by 13% to approximately Rs 42,100 crore, surpassing estimates due to festival-season purchases [7] Market Dynamics - The small car segment's revival is attributed to improved affordability and a shift in consumer sentiment, countering previous assumptions that demand had shifted to larger vehicles [8][10] - Retail sales during the festival period showed a 20% growth overall, with small cars growing by 30%, while larger cars only saw a 4-5% increase [9] Industry Outlook - The car industry is expected to see a growth of around 6% in the second half of the year, a significant turnaround from the 1.4% decline in domestic passenger vehicle sales in the first half [11][12] - The decline in small car sales in recent years was primarily due to affordability issues rather than a shift in consumer preferences [10]

By Mike Colias DETROIT (Reuters) -General Motors has directed several thousand of its suppliers to scrub their supply chains of parts from China, four people familiar with the matter said, reflecting automakers’ growing frustration over geopolitical disruptions to their operations. GM executives have been telling suppliers they should find alternatives to China for their raw materials and parts, with the goal of eventually moving their ​supply chains out of the country entirely, the people said. The auto ...

Core Viewpoint - General Motors has instructed several thousand suppliers to eliminate parts sourced from China, indicating a rising frustration among automakers regarding supply chain dependencies and geopolitical tensions [1] Group 1: Supply Chain Management - The directive affects a significant number of suppliers, highlighting the scale of the initiative to restructure supply chains [1] - This move reflects broader industry trends as automakers seek to mitigate risks associated with reliance on Chinese manufacturing [1] Group 2: Industry Context - The automotive industry is increasingly focused on diversifying supply chains in response to geopolitical challenges and supply chain disruptions [1] - The action taken by General Motors may set a precedent for other automakers to follow suit in reassessing their supply chain strategies [1]

Core Insights - Tata Motors' commercial vehicle shares were listed on the Indian stock market following a demerger that took effect on October 1, with the new entity named Tata Motors Limited [1] - The Chairperson of Tata Motors, N Chandrasekaran, emphasized the necessity of the demerger to allow both commercial and passenger vehicle segments to pursue distinct business models and ambitions [2][4] - The commercial vehicle business is recognized for its profitability, contrasting with the passenger vehicle segment, which has historically required support from the commercial side [2][4] Business Strategy - The demerger allows Tata Motors' commercial vehicle segment to cater to a different set of investors, customers, and dealer partners, establishing a changed business pathway [3] - The company aims to introduce the latest technologies in the commercial vehicle segment, focusing on electrification, hydrogen trucks, and new energy buses [5][6] - The company has achieved a debt-free status, which positions it to invest boldly in new technologies and transformations necessary for sustainable mobility [6] Market Position - Tata Motors' commercial vehicles are described as the backbone of the Indian economy, with a strong presence in both heavy and light commercial vehicles [6] - The company is set to close a transaction with Iveco in the coming months, which is expected to further enhance its market position [6]