（文/观察者网 张家栋 编辑/高莘） 据《华尔街日报》日前报道，于今年夏天加入通用汽车的机器人与自动驾驶领域的技术专家斯特林·安 德森（Sterling Anderson），正已经迅速成为公司内部和资本市场关注的焦点。 通用汽车首席产品官斯特林·安德森 盖蒂图片社 尤其在通用首席执行官玛丽·博拉（Mary Barra）任职进入第十余年之际，安德森被部分董事会成员和投 资者视为潜在的"黑马式接班人"。 但无论其最终是否接任CEO，安德森的崛起已清晰地映射出通用汽车的现实处境：面对电动化与智能化 竞争加剧的背景，在美国本土市场特斯拉和Waymo已经占据先机，在其他市场中国企业则持续领先， 但这家老牌制造商仍在寻找一条真正可持续的技术与组织路径。而安德森，或将是通用为这条路径押下 的一枚关键筹码。 值得一提的是，现年42岁的安德森曾与马斯克在特斯拉共事，但因观念不和，其随后从特斯拉出走并与 创办了自动驾驶卡车公司Aurora Innovation。 此后，安德森于今年6月出任通用汽车全球产品负责人，统筹燃油车与电动车的研发工作。随后数月， 他的权责持续扩展，不仅接管了人工智能研发，还负责软件系统在整车与业务体系中的 ...

Core Viewpoint - General Motors is reducing production at its main electric vehicle factories due to weak demand, following the Trump administration's withdrawal of support for electric vehicles [1] Group 1: Production Adjustments - General Motors will suspend production of two Cadillac electric SUVs at its Tennessee plant in December and plans significant production cuts and temporary layoffs over the next five months [1] - The company will halt production for one week in October and November [1] - The second shift plan at the Kansas City plant has been indefinitely postponed [1] Group 2: Legislative Impact - The "Big and Beautiful" bill passed by the Trump administration in July rescinded key electric vehicle support policies, including a $7,500 consumer tax credit that had been in place for about 15 years [1] - The bill also froze penalties for automakers that fail to meet fuel efficiency standards [1] Group 3: Market Outlook - Analysts predict that electric vehicle sales will face challenges after the tax credit expires on September 30, leading automakers to increase production of gasoline vehicles [1] - Despite a significant increase in electric vehicle sales over the past year, most companies remain unprofitable, and General Motors' executives emphasize reliance on gasoline vehicle sales to navigate market changes and maintain flexibility and profitability [1]

Core Viewpoint - The sales surge of new energy vehicles (NEVs) in the U.S. market is expected to rapidly decline after the expiration of government subsidies [1][2]. Group 1: Sales Performance - In August, U.S. new car sales increased by 3.7% year-on-year, with NEVs significantly contributing to this growth [1]. - NEVs accounted for 11% of total sales in August, up from 8% in previous months [1]. Group 2: Impact of Subsidy Expiration - The U.S. government’s electric vehicle subsidies, which provide up to $7,500 for new cars and $4,000 for used cars, will end on September 30 [1][2]. - Major automakers are taking preemptive measures in response to the anticipated decline in NEV sales, including layoffs and production cuts [2]. Group 3: Company Responses - General Motors plans to halve the production of electric vehicles at its Spring Hill, Tennessee plant starting December and will halt production for two weeks in October and November [2][3]. - Volkswagen is also reducing production of its electric SUV ID.4 in Tennessee and temporarily laying off 160 employees to align production with market demand [3]. - Rivian has laid off over 200 employees and plans to introduce a lower-priced SUV model next year to counter policy risks and boost sales [3]. Group 4: Regulatory Changes - The "Big and Beautiful" tax and spending bill signed by Trump also ends penalties for automakers that fail to meet fuel economy standards, which could significantly impact revenue for companies like Tesla and Rivian that rely on carbon credit sales [3]. - The automotive industry has faced turmoil over the past year, with tariffs reducing profits by over $12 billion and policy changes further weakening the outlook for electric vehicles [4].