General Motors ( NYSE:GM ) announced yesterday it was taking a $6 billion charge related to scaling back several electric vehicle (EV) initiatives, including contract cancellations with suppliers and reduced production plans. ...

Key Takeaways GM will take $7.6B in EV-related charges in 2025, including $6B in Q4, dragging down reported net income.GM scaled back EV plans as U.S. policy shifts and fading incentives cooled demand and slowed EV adoption.GM is shifting resources toward higher-margin vehicles and proven revenue drivers. U.S. legacy automaker General Motors (GM) is taking a financial hit as it slows down its aggressive electric vehicle (EV) push. The company notified that it will record about $6 billion in special charges ...

General Motors said it was writing down the value of battery and electric vehicle factories after changes in federal policy undercut demand. ...

Key Takeaways NIO entered a five-year strategic partnership to develop advanced long-life battery technologies.CATL and NIO collaborate on battery swap tech, replacing depleted packs in under 100 seconds.NIO aims to build an open, scalable battery swap ecosystem to cut ownership and replacement costs.Chinese electric vehicle (EV) battery giant Contemporary Amperex Technology Co., Ltd. (“CATL”) and premium EV maker NIO Inc. (NIO) have entered into a long-term strategic partnership under a new five-year agree ...

证券研究报告 乘用车全球化策略： 从全面扩张走向分市场/分主体的结构性出海 证券分析师 ：黄细里 执业证书编号：S0600520010001 联系邮箱：huangxl@dwzq.com.cn 联系电话：021-60199790 2026年1月8日 核心观点 全球总量和新能源渗透率预测：欧洲/拉美/东南亚市场仍贡献较多增量 2 中国车企全球市占率预测：可进入市场规模约2700万辆；出口潜力市场约908万辆 ◼ 回顾：复盘中国乘用车出口历程，2021年开始进入快速增长期，21-25年逐步从"外生供需条件（疫情/俄乌 冲突）驱动的被动扩张"向"以产品力与产业能力为核心的主动出海"过渡。2025年新能源车出口占整体出 口比例升至42%，比亚迪贡献出口主要增量。 ◼ 出口市场空间测算： 3 ———————————————————————————————— ➢ STEP1：二元过滤。对全球市场进行"可进入 / 不可进入"的过滤，核心判断依据包括三类：一是贸易壁垒， 重点考察是否存在整车进口禁令或实质性准入障碍；二是双边关系，评估是否存在明确的政治或贸易对立； 三是外生不确定性，综合考虑外交等级、贸易摩擦强度及国家安全敏感 ...

In a week marked by EV makers’ delivery figures, Tesla Inc. has been dethroned as the world’s top EV maker by China’s BYD Co. Ltd. after a second year of declining sales. Meanwhile, BYD reported a dip in December sales but a significant surge in overseas deliveries.In other news, Stellantis-backed Leapmotor secured hefty funding, Alphabet’s Waymo was spotted testing in London, and Nio capped off 2025 with record deliveries.Here’s a closer look at these stories.Tesla Loses EV Crown To BYDTesla reported a 9% ...

Ford’s Electric Vehicle Disaster and CopperFord Motor Company (NYSE: F), the 121-year-old car maker, announced a $19.5 billion write off of its electric vehicle (EV) segment. That’s an enormous amount of cash to send to money heaven.This was bad news for the U.S. EV market. Ford targeted electric trucks, to capitalize on its super popular F-150 model. However, the government killed the EV tax break. That curbed interest of U.S. car buyers on the higher end EV models like trucks.But don’t think Ford’s proble ...

The Nio stock price has suffered a big reversal in the past few weeks as concerns about the Chinese electric vehicle (EV) industry continued. It dropped to the psychological level at $5, its lowest le... ...

Key Points This company's focus on profitable electric vehicle development ensures it has a great long-term future. It's ideally placed to produce the low-cost models that consumers are demanding. These 10 stocks could mint the next wave of millionaires › Ford Motor Company (NYSE: F) recently announced a whopping $19.5 billion charge on its electric vehicle (EV) related assets, including $5.5 billion in "cash effects with the majority paid in 2026 and the remainder in 2027." In addition, the company ...

Core Viewpoint - Rivian Automotive has seen a significant increase in its stock price, rising over 40% since January 2025, marking its best performance since going public in 2021 [1][10] Financial Performance - Rivian's third-quarter sales rose by 78% to $1.6 billion, surpassing analyst expectations of $1.5 billion [4] - The adjusted loss per share was $0.65, better than the projected loss of $0.72 [4] - Despite recent improvements, Rivian's gross profit margin for the past quarter was only 2%, indicating ongoing financial challenges [7] Market Position and Competition - Rivian has struggled to attract growth investors due to poor financial results in previous years, but recent performance has improved investor sentiment [2][6] - The company faces increasing competition in the EV market, which has led to shrinking margins for established players like Tesla [8] Future Outlook - While Rivian's recent rally has generated excitement, there are concerns about its sustainability in 2026 due to challenging economic conditions and reduced consumer spending [11] - The stock has experienced significant losses over the past five years, totaling more than 80%, despite recent positive developments [10]