Domestic News - The Ministry of Commerce's international trade negotiation representative announced that a framework agreement has been reached between China and the U.S. during the first meeting of the negotiation mechanism held in London on June 10 [2] - The State Administration for Market Regulation has initiated a pilot program to enhance the international capabilities of automotive CCC certification institutions, aiming to support China's automotive exports and address quality infrastructure shortcomings [3] - The Central Cyberspace Affairs Commission and the State Administration for Market Regulation jointly issued the "Standardization Guidelines for the Development and Governance of Intelligent Society (2025 Edition)," emphasizing the need to identify and assess the social impacts of intelligent technology applications [4] International News - U.S. President Trump plans to sign three resolutions on June 12 to revoke California's authority to set its own vehicle emissions standards [5] - General Motors announced a $4 billion investment in three U.S. assembly plants, which includes transferring or increasing production of two models currently made in Mexico to U.S. facilities, aiming to assemble over 2 million vehicles annually by 2027 [6] - The Zambian government is encouraging automotive manufacturers to establish electric vehicle component factories near its copper mines to enhance value addition [7] - Marelli Corp, a Japanese automotive parts company, filed for Chapter 11 bankruptcy protection in the U.S. and secured approximately $1.1 billion in financing commitments from lenders [8] Corporate News - Robert Cisek will succeed Stefan Mecha as the CEO of Volkswagen Passenger Cars in China starting July 1, 2025 [9] - Leap Motor officially entered the Hong Kong market with the opening of its first store, aiming to use the region as a platform for global exposure [10] - Xiaomi's SU7 Ultra production model set a new record for mass-produced electric vehicles at the Nürburgring Nordschleife with a time of 7 minutes and 4.957 seconds [11] - XPeng Motors announced legal action against an automotive media outlet for breaching a confidentiality agreement related to a new model product shoot [12] - Alibaba's AliExpress launched a car sales business, primarily featuring Chinese new energy vehicles, marking a significant step in cross-border e-commerce [13] - CATL signed a strategic cooperation agreement with the University of Hong Kong to focus on zero-carbon policy standards and innovations [14] - AAC Technologies completed a strategic acquisition of Hebei Chuguang Automotive Parts Co., aiming to enhance automotive intelligence and sensing technology [15]

这项投资布局与白宫的关税政策密切相关。今年4-5月，特朗普政府先后对进口整车及零部件加征25% 关税，直接推高跨国车企运营成本。尽管通用汽车此前采取"观望"策略，但最新产能调整显示，关税压 力已实质性改变其生产决策。公司首席财务官保罗·雅各布森上月坦言："关税影响可能没有市场反应的 那么剧烈"，并透露企业正通过供应链优化抵消30%-50%的关税成本。 通用汽车预计，此次本土化投资将使其美国年产能突破200万辆大关。值得注意的是，尽管加码燃油车 生产，但公司并未放弃电动化转型：奥赖恩工厂在改造后将成为通用在美国的第二座纯电动车专用工 厂，形成"燃油+电动"双线并进格局。2025年资本支出预算仍维持在100亿-110亿美元区间，但2027年预 期已上调至100亿-120亿美元。 "我们坚信，未来交通将由美国创新驱动。"首席执行官玛丽·博拉在声明中强调，此次投资既是对美国 制造承诺的兑现，也是对消费者多元化需求的响应。随着Blazer和Equinox两大畅销车型逐步回归，通用 汽车在北美市场的本土化率将显著提升，而墨西哥工厂的未来定位仍悬而未决。这场由关税倒逼的产业 链重构，正深刻改写北美汽车产业格局。 智通财经A ...

Group 1 - General Motors announced a significant investment plan of approximately $4 billion over the next two years to enhance the production of gas-powered vehicles at three U.S. factories [1][4] - The Orion Assembly plant in Michigan is set to start production of gas-powered full-size SUVs and light-duty pickups in early 2027, raising questions about GM's commitment to cease gas-powered vehicle production by 2035 [4] - The investment decision has been welcomed by the White House, which has imposed high tariffs on imported vehicles to encourage domestic production [4][5] Group 2 - The Fairfax Assembly plant in Kansas will play a crucial role, beginning production of the all-electric Chevrolet Bolt by the end of this year and gas-powered Chevrolet Equinox by mid-2027 [4][5] - GM also announced an $888 million investment in New York to increase gas engine production and plans to boost production of the gas-powered Chevrolet Blazer in Spring Hill, Tennessee, starting in 2027 [5] - GM's annual capital expenditure is expected to range between $10 billion and $12 billion by 2027, reflecting increased U.S. investments and prioritization of key projects [5]