Investment Overview - General Motors is investing $4 billion in U.S. plants over the next two years to enhance the manufacturing of gas and electric vehicles [1] - This investment will enable the company to assemble more than 2 million vehicles annually in the U.S., an increase from the previous production of approximately 1.7 million vehicles [2][4] Strategic Initiatives - The investment follows a recent allocation of $888 million for the Tonawanda Propulsion plant to support the production of the next-generation V-8 engine [1] - GM plans to expand production at various plants, including the Orion Assembly plant for gas-powered SUVs and light-duty trucks starting in early 2027 [7] - The Fairfax Assembly plant will begin producing the gas-powered Chevrolet Equinox in mid-2027, with significant demand noted as sales rose over 30% year over year in Q1 2025 [8] Market Context - The investments align with broader industry commitments to bolster U.S. manufacturing and support American jobs amid tariffs imposed by the Trump administration on imported vehicles and auto parts [3][6] - GM's CEO, Mary Barra, emphasized the belief that the future of transportation will be driven by American innovation and manufacturing expertise [2] Future Projections - GM's annual capital spending is projected to be between $10 billion and $12 billion through 2027, reflecting increased investment in the U.S. and prioritization of key programs [9]

近期公布的业绩报告显示，通用汽车在与中国合资企业中持续录得亏损数据，并且是受特朗普政府主导 的汽车零部件进口关税以及汽车整车关税冲击最严重的美国公司之一。 智通财经APP获悉，美国汽车行业长期以来的领军者通用汽车公司(GM.US)已因中美贸易持续紧张局势 停止向中国出口部分由美国本土制造的车辆。据媒体报道，在上周末，这家底特律大型汽车制造商向经 销商们以及负责中国出口业务的员工们证实了这一决定。 据了解，虽然中美经贸高层经瑞士日内瓦经贸会谈之后达成积极贸易共识，宣布将大幅降低双边关税水 平，但是美国对中国商品今年的新增关税仍然高达30%(芬太尼20%+对等关税10%)，该关税暂定的期限 长达90天。然而，若加上特朗普在第一任期(2018年)加征的某些商品关税，美国对华商品的实际税率介 于40%-50%之间。 此外，尽管中美经贸高层达成积极贸易共识且大幅降低彼此关税，但是自4月初特朗普政府面向全球加 征关税以来，美国平均关税税率仍然为1934年以来最高，接近20%。 "由于全球经济形势发生重大变化，我们决定重组'杜兰特协会'(The Durant Guild)，并相应优化通用汽车 中国市场的经营业务。"通用汽车 ...