斯特兰蒂斯计划扩大与中国车企合作

今日主播朱琳:

斯特兰蒂斯汽车集团CEO安东尼奥・菲洛萨日前表示,公司计划扩大在墨西哥和加拿大与中国伙伴的合作,以盘活工厂产能。同时考虑在美国以外地区生产中国品牌车型。

此前有报道称,斯特兰蒂斯正在与零跑汽车就在加拿大安大略省布兰普顿的闲置工厂生产电动车进行洽谈。该工厂自2024年关闭后,一直面临产能闲置问题,若协议落地,零跑将成为首个在北美实现本土化生产的中国新势力品牌。

斯特兰蒂斯与零跑汽车于2023年成立合资公司,斯特兰蒂斯持股51%,拥有零跑车型大中华区以外独家生产和销售权。这家总部设在荷兰的跨国汽车制造商十分看好与零跑汽车的进一步合作。菲洛萨表示,深化合作有助于提升销量、借鉴中方技术并分摊资本开支。

就在菲洛萨发表此番讲话的前一天,斯特兰蒂斯与另一家中国合作伙伴东风集团宣布扩大合作,计划组建全新合资企业,将在欧洲部分国家市场生产并销售东风旗下车型。

不难看出,如今,具备高科技属性的中国车企在海外市场份额持续加大,欧美车企承压不小,因此纷纷选择牵手合作,借力中国先进造车技术,同时通过联合采购、联合研发控制生产成本。中欧汽车产业高度互补,随着这些合作的进一步深化,中欧车企迎来的是更大市场,更可持续的发展前景。

更多资讯请看今日双语“外企头条”↓

沃尔玛业绩超预期但股价下跌7%

Walmart's Performance Exceeded Expectations but Its Share Price Fell 7%

据媒体报道,沃尔玛发布的2027财年第一财季(截至2026年4月30日)财报显示,公司营收同比增长7.3%至1778亿美元,电商销售额增长26%,各项数据均超出公司3个月前给出的指引。

According to media reports, Walmart's financial report for the first fiscal quarter of fiscal year 2027 (as of April 30, 2026) showed that the company's revenue increased by 7.3% year-on-year to $177.8 billion, and e-commerce sales increased by 26%. All data exceeded the guidelines given by the company three months ago.

但因油价波动导致的成本上涨,一定程度对冲了收益,对公司整体业绩形成拖累。

However, the cost increase caused by fluctuations in oil prices has to some extent offset the profit benefits and dragged down the overall performance of the company.

同时,作为沃尔玛最大的市场,美国民众消费信心下滑、实际收入缩水和油价上涨,都在加重该国居民的开支负担。

At the same time, as the largest market of Walmart, the decline in consumer confidence of the American people, the decline in real income and the rise in oil prices are all increasing the spending burden of the residents of the country.

受这些因素影响,沃尔玛股价近日开盘后大幅跳水,当日收盘下跌7.27%,创下2023年11月17日以来最大单日跌幅。

Under the influence of these factors, Walmart's share price plunged sharply after its recent opening, closing down 7.27% on the day, the largest one-day decline since November 17, 2023.

韩国前五大企业出口额占整体出口比重超四成

The Top Five Korean Companies Account for over 40% of the Total Exports

据媒体报道,今年第一季度,三星电子、SK海力士等韩国前五大企业出口额达957亿美元,占整体出口的比重超过四成。

According to media reports, in the first quarter of this year, the top five Korean companies, including Samsung Electronics and SK Hynix, exported $95.7 billion, accounting for over 40% of their total exports.

同期,前五大企业出口增加额达500亿美元,占韩国整体出口增加额(603亿美元)的82.8%。

During the same period, the top five enterprises increased their exports by $50 billion, accounting for 82.8% of South Korea's overall export growth ($60.3 billion).

报道称,随着半导体出口增长高度集中于少数大型企业,韩国出口两极化现象进一步加剧。统计显示,今年一季度半导体出口额同比激增139%,但除半导体外其他品类出口增幅仅为11.6%。

The report states that with the high concentration of semiconductor export growth in a few large enterprises, the polarization of South Korea's exports has further intensified. Statistics show that the export value of semiconductors in the first quarter of this year surged by 139% year-on-year, but the export growth rate of other categories except semiconductors was only 11.6%.

来源/经济日报微信

主播/朱琳

双语/朱琳

原标题:《斯特兰蒂斯计划扩大与中国车企合作》