智通财经APP注意到，美国总统特朗普因格陵兰岛的僵局威胁再次提高关税，导致欧洲汽车制造商股价 暴跌。 周一早盘，梅赛德斯-奔驰集团在法兰克福的股价一度下跌6.7%，宝马集团下跌7%，大众汽车集团下跌 5.4%。并未在美国生产汽车的保时捷股价也一度下跌4.9%。 当地时间17日，特朗普表示，将从2月1日起对丹麦、挪威、瑞典、法国、德国、英国、荷兰和芬兰出口 至美国的所有商品加征10%关税，并于6月将这一比例升至25%，这让包括德国和法国在内的多个欧洲 国家措手不及。德国制造商依赖美国作为主要的销售和利润来源，并将梅赛德斯S级等车型进口到该 国。 汽车制造商此前已面临特朗普关税的压力，目前针对从欧盟进口的大多数车辆和零部件的关税设定为 15%。美国总统去年曾因将额外关税从约2.5%上调而搅动了汽车市场，引发了全行业的盈利预警。 分析师迈克尔·迪恩称，最新的关税举措将打击德国、英国和瑞典汽车制造商，按年计算使其基础收益 减少约30亿欧元(35亿美元)。 伤害欧洲汽车制造商的不仅仅是关税。它们还遭受着中国销量下滑以及电动汽车转型慢于预期的困扰， 这导致许多车企缩减了其电动化雄心。 特朗普正寻求从丹麦购买格陵兰岛，但遭 ...

Core Viewpoint - Stellantis Group has signed a new supply contract with Algeria's IKAM company to produce multi-brand brake pads, enhancing local production and aiming for a localization rate exceeding 30% by 2026 [1] Group 1: Partnership and Production - The partnership between Stellantis and IKAM will facilitate the production of brake pads at the Fiat factory in Tiaret, Algeria [1] - This collaboration is part of a broader localization strategy to improve the supply of aftermarket parts [1] Group 2: Compliance and Market Goals - IKAM's products have received certification that meets international safety and quality standards, ensuring they meet the requirements of the Algerian market [1] - Stellantis aims to establish a complete and competitive automotive industry system in Algeria, with plans to export products to other markets in the Middle East and Africa [1]

Group 1: Gold Market - Gold futures are currently trading around 787.78, with a reported price of 785.48 yuan per gram, reflecting an increase of 0.72%. The highest price reached 787.80 yuan per gram, while the lowest was 784.20 yuan per gram, indicating a short-term oscillating trend in gold futures [1]. Group 2: Aviation Industry - Mexican President AMLO responded strongly to recent U.S. sanctions imposed by the Department of Transportation, asserting that the Mexican government's decision to implement flow restrictions at major airports is a legitimate exercise of national sovereignty [3]. - Brazilian aircraft manufacturer Embraer warned that increased U.S. tariffs on Brazilian imports could raise the cost of each aircraft purchased by U.S. airlines by $9 million. The CEO indicated that price changes could lead to order cancellations, delivery delays, production plan adjustments, cash flow declines, and reduced investments [3]. - The U.S. government announced a 50% tariff on all Brazilian imports starting August 1, 2025, which analysts believe will significantly impact Embraer, as the U.S. is its largest export market [3]. Group 3: Automotive Industry - Stellantis Group reported a loss of €2.3 billion (approximately 193 billion yuan) in the first half of the year, primarily due to U.S. tariffs and declining sales in the North American market, where second-quarter sales fell by 25% year-on-year [4]. - The U.S. government imposed a 25% tariff on imported vehicles, prompting Stellantis to suspend production at several assembly plants in Mexico and Canada, and temporarily lay off 900 workers in Michigan and Indiana [4].

Core Insights - Stellantis Group reported a loss of €2.3 billion (approximately 19.3 billion RMB) in the first half of the year due to factors including increased tariffs imposed by the U.S. government [1] - The group, which owns brands such as Fiat, Peugeot, Chrysler, and Jeep, has experienced a significant decline in sales in the North American market, with a 25% year-over-year drop in sales during the second quarter [1] - Stellantis attributed the major decline in North American sales primarily to U.S. tariff policies [1]