Ford Motor Co. (NYSE:F) has reportedly rolled back the EV incentives it planned to offer beyond President Donald Trump's September 30 deadline, following rival General Motors Co. (NYSE:GM), which reportedly scaled back on the incentives after concerns expressed by Sen. Bernie Moreno (R-OH), a former car dealer currently active in auto policy.Check out the current price of F here.Ford Says ‘Will Not Claim' Tax Credit"Ford will not claim the EV tax credit but will maintain the competitive lease payments we ha ...

T : Model Y | 321 mi | 125 mph | 6.8 sec | | --- | --- | --- | | Range (EPA est.) | Top Speed | 0-60 mp | | Cash | Lease | Finance | | Standard | | $39.5 | | Rear-Wheel Drive | | | 此前，美国国会参议院和众议院相继通过总统唐纳德·特朗普推动的"大而美"税收与支出法案。其中，该法案决定自今年9月30日起，取消购买新电动汽车可 享受的7500美元税收抵免。有分析人士认为，美国市场在特斯拉的全球销量中占比超过三成，取消购车税收抵免，对特斯拉下半年的销量表现增加不确定 性，平价版车型对于特斯拉而言或许是应对政策变化、提振销量的关键。 目前，特斯拉主力车型Model 3和Model Y已在市场征战多年，因此特斯拉何时推出更具价格竞争优势的新车型一直是外界关注焦点。此前，马斯克曾表 示："当特斯拉的低价电动汽车车型面世时，单价将低于3万美元，特斯拉不会生产缺乏无人驾驶版本的廉价车，常规售价2.5万美元的电动汽车将毫无意 义。" 不过，此次特斯拉 ...

As the Federal EV credit officially ended on September 30, following President Donald Trump's decision to roll back on EVs and emissions standards, here's a look at how automakers in the U.S. reacted to the end of the EV incentives.Ford, GM Reportedly Extending EV IncentivesFord Motor Co. (NYSE:F) and General Motors Co. (NYSE:GM) are reportedly extending the EV incentives offered to customers through December. The companies have made the extension possible by making down payments to dealers via their respec ...

Core Insights - Domestic vehicle sales in South Korea increased by 5% to 111,523 units in August 2025 compared to 106,149 units a year earlier, with the five main automakers showing varied performance [6] - Hyundai's global sales rose by 0.4% to 336,395 vehicles in August 2025, with a total of 2,738,841 vehicles sold globally in the first eight months, slightly higher than the previous year [2] - Kia's global sales increased by 1.7% to 2,104,293 units in the first eight months of the year, supported by new battery electric vehicles and strong demand for core SUV models [9] - GM Korea's global sales rose by 35% to 21,059 units in August, although year-to-date deliveries were down by 2% [13] - Renault Korea's domestic sales surged by 156% to 35,933 units in the first eight months, driven by the launch of new models, despite a 24% drop in global sales in August [21] Domestic Sales Performance - Domestic sales rose by 0.4% to 58,330 units in August from 58,087 units a year earlier, leading to a 2.1% increase in the first eight months to 469,457 units [1] - The five main domestic manufacturers reported a 2.5% increase in domestic sales to 910,878 units in the first eight months [4] - Hyundai's domestic sales increased by 2.1% to 469,457 units, while Kia's sales rose slightly to 368,102 units [4] Overseas Sales Trends - Overseas sales for Hyundai increased by 0.5% to 336,395 units in August, but year-to-date volumes decreased slightly to 2,269,384 units [1] - Kia's overseas sales fell slightly to 209,887 units in August, but year-to-date sales increased by almost 2% to 1,736,191 units [11] - GM Korea's exports surged by almost 42% to 19,852 units in August, although year-to-date exports were only slightly higher [15] Market Conditions and Economic Factors - The domestic vehicle market is supported by new product rollouts from major automakers, but overall demand remains sluggish due to high household debt and weak consumer sentiment [5] - South Korea's GDP expanded by 0.6% in the second quarter, following a contraction in the first quarter, aided by interest rate cuts [5] Future Outlook and Strategic Initiatives - Hyundai aims for global vehicle sales of 4,174,000 in 2025, including 710,000 domestic sales and 3,464,000 overseas sales, with a planned investment increase in the US to $26 billion [8] - Kia targets a 4% increase in global sales to 3,216,200 units in 2025, supported by new model launches [12] - KG Mobility plans to expand its zero-emissions vehicle range and has entered a strategic partnership with Chery Automobile for technology sharing [19]

Core Viewpoint - The article discusses the recent partial strike initiated by the Hyundai Motor Union in South Korea, aimed at negotiating better working conditions, including reduced working hours and increased wages, following unsuccessful collective bargaining talks with management [4][9]. Group 1: Strike Details - The Hyundai Motor Union, representing 42,000 members, will conduct a three-day partial strike across various factories in South Korea, including Ulsan, Jeonju, and Asan, with specific hours of work stoppage [4][6]. - The union's decision to strike came after the latest round of collective negotiations on September 2 failed to meet workers' demands, with 86% of voting members supporting the strike [4][7]. - The union is demanding a monthly wage increase of 141,300 KRW (approximately $101.23), allocation of 30% of the company's 2024 net profit for special performance bonuses, a reduction of the workweek from five days to 4.5 days, and an extension of the retirement age from 60 to 64 [4][7]. Group 2: Financial Impact - The strike is expected to significantly impact Hyundai's financial status, recalling a previous instance in 2016 where a large-scale strike resulted in losses of approximately 2.5 trillion KRW (around $18 billion) due to production halts [6][7]. - Hyundai's flagship Ulsan plant, the largest single automotive factory globally, produces a wide range of models, and the strike could disrupt production across all models [6][9]. Group 3: Broader Industry Implications - The ongoing labor tensions in the South Korean automotive industry are highlighted, with the strike potentially setting a precedent for other major manufacturers in handling wage disputes and workweek adjustments [9]. - The union's demands for a new business notification obligation reflect a growing concern over job security as Hyundai expands into new business areas, such as robotics and advanced air mobility [11][13]. - The article notes that while the strike may not drastically affect global vehicle shipments, it underscores the persistent labor-management tensions within the South Korean automotive sector [9]. Group 4: Sales Performance - Despite the strike, Hyundai's sales in the U.S. reached a record high in August, with total sales of 88,523 units, a 12% year-on-year increase, driven by strong demand for electric vehicles like the Ioniq 5 [15][18]. - The contrasting performance between the booming U.S. market and the domestic challenges in South Korea illustrates the duality of Hyundai's operational landscape [15][18]. - The article also mentions that the strike could accelerate the localization of production in response to economic uncertainties stemming from labor disputes [18][19].

Group 1: Report Overview - Report date: July 17, 2025 [2] - Researcher: Zhang Ping, Yu Feifei, Peng Jinglin [3] - Report name: Carbonate Lithium Futures Daily Report [1] Group 2: Investment Rating - Not provided Group 3: Core View - The futures market of carbonate lithium shows irrational fluctuations, and the spot market continues to rise but the upward trend slows down. The downstream procurement demand is weak, and the current high - supply and high - inventory fundamentals are unfavorable for the long side, but the capital and anti - involution policies are favorable for the long side. Short - term observation is recommended [12] Group 4: Market Review and Operation Suggestions - Carbonate lithium futures opened high and closed low, with a slight decline in total positions. The upward trend of related anti - involution varieties also slowed down. The spot market continued to rise but the increase was significantly slower, with electric carbon rising by 50 to 64,950. The irrational fluctuations in the futures market continued. The downstream procurement demand was weak due to factors such as long - term contract coverage and high customer - supplied ratios. The price of Australian ore rose by 5 to 695 US dollars per ton. The profitability of salt plants using purchased lithium spodumene decreased to 347, and the losses of salt plants using purchased mica decreased to 6,769. The futures market provided hedging profits, and salt plants had high production enthusiasm. Short - term observation was recommended [12] Group 5: Industry News - A fire broke out at an energy company in Xiaogang District, Kaohsiung, Taiwan, China on the 14th, causing injuries to 12 employees and 3 firefighters. The battery factory has an annual production capacity of 1.8GW [13] - Geely Holding Group announced that Geely Auto will acquire all the remaining shares of ZEEKR. ZEEKR shareholders can choose cash or Geely Auto shares as consideration [13] - SK on's North American factory fully resumed operation after three years. Its 12 battery production lines in the US factory are operating at full capacity, and the daily battery output is expected to be more than three times that of last year [13]

Group 1: Electric Vehicle Sales Performance - Ford experienced a 31% decline in U.S. electric vehicle sales in Q2 2025, primarily due to a significant drop in E-Transit vans and reduced interest in the F-150 Lightning [1] - Year-to-date, Ford has sold 38,988 electric vehicles, reflecting a nearly 12% decrease compared to the same period in 2024, despite overall sales increasing due to aggressive employee pricing promotions [2] - The Mustang Mach-E sales fell nearly 20% year-over-year to 10,178 units, while F-150 Lightning sales dropped by 26% to 5,842 units [4] Group 2: Market Challenges and Competitor Performance - The U.S. electric vehicle market is facing challenges, with potential federal tax incentive removals under the Trump administration, impacting overall sales [3] - Competitors like Hyundai reported declines in their electric vehicle sales, with Ioniq 5 and Ioniq 6 down 12% and 8% respectively, while Kia's EV9 and EV6 saw even steeper drops [3] - Ford's E-Transit sales plummeted to 418 units from 3,410 in Q2 2024, attributed to larger fleet orders being placed earlier in the year [4] Group 3: Future Outlook - Ford is developing a lower-cost range of electric vehicles, starting with a small truck, but these are not expected to be available until 2027 [4]

Group 1 - BMW and ByteDance deepen local cooperation by partnering on AI applications in automotive marketing services, enhancing user experience and dealer efficiency [1] - BMW has accelerated collaborations with local Chinese tech companies, including Huawei and Alibaba, to develop tailored products for the Chinese market [2] - The 360-degree AI strategy aims to empower digital production and enhance user experience, positioning China as a key part of BMW's future strategy [2] Group 2 - Avita denies rumors of diminishing collaboration with Huawei, affirming their close strategic partnership [3] - Avita, a luxury brand created by Changan Automobile, Huawei, and CATL, continues to utilize Huawei's HarmonyOS in its products [3] Group 3 - Renault's chairman Jean-Dominique Senard will resign from Nissan's board amid Nissan's performance challenges [4] - The Renault-Nissan alliance has undergone changes, including a reduction in cross-shareholding ratios and management restructuring [5] Group 4 - Mazda will temporarily halt exports of the CX-50 model to Canada due to U.S. tariffs, while continuing production for other markets [6] - Rising tariffs are expected to increase vehicle prices, impacting consumer purchasing power and shifting demand towards the used car market [6] Group 5 - Hyundai plans to suspend part of its electric vehicle production lines due to declining overseas demand and U.S. tariffs [7] - The global automotive industry is experiencing a shift, with electric vehicle demand slowing in key markets like Europe and North America [7]