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]

IT之家注意到，特斯拉 Cybertruck 在 2023 年上市后曾迅速成为美国最畅销电动皮卡，但如今 Cybertruck 销量 已掉到第九位。尽管如此，特斯拉品牌仍然凭借 Model S / 3 / X / Y 车型在美国电动汽车市场保有一定地位。 与此同时，其他品牌的电动皮卡车型也对相应销量榜虎视眈眈。根据 Cox Automotive 的最新数据，雪佛兰 Silverado EV 和 GMC Sierra EV 在 2025 年第一季度的销量分别为 2383 辆和 1249 辆，而 Rivian 的 R1T 则售 出 1727 辆。随着各家新车型的推出，预计相应领域的竞争将进一步加剧。 ▲ 福特 F-150 Lightning IT之家 5 月 17 日消息，分析公司 S&P Global Mobility 发文，透露 2025 年第一季度福特的 F-150 Lightning 电动皮卡成功超越特斯拉 Cybertruck，重新成为美 国最畅销电动皮卡。 参考相应数据，福特 F-150 Lightning 今年 3 月在美国市场共计注册了 2598 辆，作为比较，特斯拉 Cybertruck 为 2 ...

Strong Execution and Continued Business Agility Q1 2025 Earnings May 1, 2025 Cadillac Escalade 2 Page 4 Business update Page 12 Financial information Page 26 Supplemental financial information Table of contents GMC Sierra EV Information relevant to this presentation GMC Acadia Cautionary Note on Forward-Looking Statements This communication and related comments by management may include "forward-looking statements" within the meaning of the U.S. federal securities laws. Forward-looking statements are any st ...