Toyota Motor Corp.’s sales reached a third straight monthly record in May on strong demand for hybrid vehicles in the US, Japan and China, even as global automakers braced for big losses triggered by President Donald Trump’s tariffs on imported cars. https://t.co/YFtcOlZ4UJ ...

Thursday’s dramatic fight between President Trump and Tesla CEO Elon Musk, his political ally and donor, sent Tesla stock down more than 14%.This is just the latest episode in a long string of bad news for Tesla TSLA.The stock, which was trading at around $300 per share on Friday, is down 25% for the year but has gained 11% over the past three months. Poor domestic and international sales, as epitomized by Tesla’s market share in car-mad Germany being down 36% year-to-year, concerns over robot taxi safety a ...

North America Equity Research May 30, 2025 State of the Auto Industry Updated Thoughts on Tariffs: Section 232 Automotive Sectoral Tariffs Unaffected by ITC Ruling; Setup Favors Rentals > Suppliers > OEMs; Suppliers Attractive on Valuation One Big Beautiful Bill: Legislation Threatens ~52% of Tesla's Profits, Suggesting Yet Another Round of Significant Negative Estimate Revisions Tesla Valuation Disconnect: Negative Estimate Revisions Are Nothing New for TSLA Shares Completely Divorced from Increasingly Det ...

转自：前瞻产业研究院 行业主要上市公司：比亚迪(002594.SZ);理想(02015.HK);塞力斯(601127.SH);长安汽车(200625.SZ);长城 汽车(601633.SH);吉利汽车(00175.HK)等 本文核心数据：区域竞争格局;细分市场竞争格局 1、中国混合动力汽车行业区域竞争格局 从区域分布来看，我国混合动力汽车代表性企业主要分布在北京、上海、广州、深圳等一线城市，其 中，外资车企在华布局主要集中在北京以及上海;造车新势力在北京、上海、广东均有分布。其他内陆 地区有少量混合动力造车企业，如重庆的长安汽车、安徽的奇瑞汽车以及广西的上汽通用五菱等。总体 来看，我国混合动力汽车行业在一线城市、发达地区的发展较有活力。 4、中国混合动力汽车细分市场竞争格局-增程式电动车 2、中国混合动力汽车细分市场竞争格局-油电混合动力车 中国油电混合动力车市场目前依然是日系车型占据主要市场份额，2024年8月，凯美瑞整体销量接近 1.14万辆，赛那销量接近0.81万辆。 3、中国混合动力汽车细分市场竞争格局-插电式混合动力汽车 2024年中国插电式混合动力汽车销量TOP10中，比亚迪遥遥领先约190万辆， ...