Ford, Rivian, GM: Kev txhawj xeeb txog Outlook rau Carmakers Piles Up

Lub neej rau cov tuam txhab tsheb tau dhau los ua nruj dua li kev lag luam qeeb zuj zus. Ib qho cua daj cua dub zoo tshaj plaws ntawm kev nyuaj siab ua ntej ua rau muaj kev cuam tshuam los ntawm covid-19 zoo li tab tom tsim.

Kev thov rau cov tsheb yuav zoo li qeeb qeeb vim cov neeg siv khoom ncua sijhawm yuav tsheb tshiab. Nyob rau tib lub sijhawm, kev tsim cov tsheb yuav tsum nce ntxiv raws li cov khoom siv-chain tseem cuam tshuam. Cov khoom tsis txaus tseem ua rau mob taub hau loj.

Cov teeb meem no thiab lwm yam tau ua rau Moody's txo qis nws cov kev kwv yees rau kev lag luam tsheb. Tam sim no tus neeg muab kev pabcuam qiv nyiaj tau kwv yees tias 2022 lub teeb-tsheb tsheb muag thoob ntiaj teb yuav tsum poob 0.7% txij xyoo 2021. Qhov no yuav ua rau kev muag khoom mus txog li 85.5 lab units, 10% qis dua qib prepandemic ntawm 95 lab units.

"Qhov no yog ua raws li peb pawg tswj hwm macroeconomic txo kev kwv yees rau 2.5% thoob ntiaj teb GDP kev loj hlob xyoo no thiab 2.1% hauv 2023 ... nyob rau sab nraum qab ntawm qhov tseem ceeb nce nqi, thiab cov paj laum siab dua txhais tau tias yuav ua rau nws, "Moody's piav qhia. Ob qho kev nce nqi thiab cov nqi siab dua "noj rau cov neeg siv khoom" kev yuav khoom fais fab. "

Tsheb Tshuag Pom Kev Muag Khoom Loj

Cov xwm txheej no tau ua rau muaj kev muag khoom hauv cov khoom lag luam ntawm cov pab pawg tsheb hauv Wall Street thaum Lub Cuaj Hli 29, hnub kawg ntawm peb lub hlis twg. General Motors (GM) poob 5.7%. Rivian (RIVN) poob 7.9%, Ford (F) muab 5.8%, Lucid Group (LCID) poob 7% thiab Stellantis (STLA) , yav tas los Fiat Chrysler, poob 5%. Ntau qhov kev lag luam txuas ntxiv qis dua rau hnub Friday.

GM, Ford, Rivian thiab Lucid tau poob tag nrho txog $ 183 nphom hauv kev lag luam peev xyoo no. GM tus nqi lag luam tau poob mus rau $ 48.5 billion los ntawm $ 88 billion, thaum Rivian pom nws cov nqi lag luam poob 69% rau $ 28.5 billion. Ford pom nws cov nqi lag luam poob rau $ 46.1 nphom los ntawm $ 85.6 nphom.

Lub npe Blue Oval tsis ntev los no ceeb toom tias vim tsis muaj cov khoom seem, nws tsis tuaj yeem ua kom tiav ntawm 40,000 thiab 45,000 lub tsheb uas nws tau cog lus rau cov neeg muag khoom ua ntej lub Cuaj Hli kawg. Ford, Dearborn, Mich., kuj tau hais tias qee qhov ntawm nws cov neeg muag khoom tau nce nqi, uas yuav txiav rau nws cov txiaj ntsig peb lub hlis twg.

Moody's tau lees paub qhov teeb meem tau tsa los ntawm Ford. Tus nqi qiv nyiaj hais tias cov khoom lag luam yuav nyob qis qis vim qhov tsis txaus microchip tseem tsis tau daws, cuam tshuam cov tsheb tsim khoom.

Thiab qhov tsis paub tseeb tshiab yog hovering tshaj lub tsheb tsim, tshwj xeeb tshaj yog nyob rau hauv cov teb chaws Europe. Qhov ntawd tau txuas nrog qhov tshwm sim uas Russia tuaj yeem txiav tawm cov khoom siv roj av rau cov teb chaws Europe, uas ua rau muaj kev pheej hmoo tsav tsheb nce nqi hluav taws xob thiab ntxiv kev txwv ntxiv rau kev tsim tsheb.

Moody's Cia siab tias Thinner Auto Margins

Tsis muaj qhov xav tsis thoob, yog li ntawd, Moody's cia siab tias cov neeg tsim khoom lag luam cov nyiaj tau los ua kom nyias tawm hauv 12 txog 18 lub hlis tom ntej.

Moody's taw qhia tias txawm tias tej yam yuav tsum tau txhim kho ntawm qib ntau lawm, cov neeg tsim tsheb yuav raug kev txom nyem ntawm qhov kev thov vim tias cov neeg siv khoom yuav ntsib cov nqi nyiaj txiag ntau dua. Qhov ntawd yog vim tias Tsoom Fwv Teb Chaws Reserve tau nce cov paj laum los tiv thaiv tus nqi nce nqi siab tshaj plaws hauv 40 xyoo.

Cov nyiaj qiv tsheb yuav dhau los kim dua rau cov neeg siv khoom, leej twg yuav pib nrhiav cov tsheb pheej yig dua thaum rov ua dua lawv daim ntawv xauj tsev. Thaum lawv yuav, cov neeg siv khoom zoo li yuav ntxiv cov yam ntxwv tsawg dua - tab sis nws tsuas yog ntawm cov yam ntxwv uas cov tuam txhab tsheb tsim cov npoo tseem ceeb. Thiab CNN tshaj tawm tias cov nqi tsheb siv tab tom muab ntau lub tsheb tawm ntawm qhov ncav cuag thiab.

Kev nce nqi ntawm cov khoom siv raw kuj tseem yog qhov teeb meem loj, tshwj xeeb tshaj yog tias kev cog lus nrog cov neeg muag khoom tsis suav nrog cov nqe lus ntawm kev hla dhau los lossis cov txiaj ntsig tsis zoo, Moody's ceeb toom.

Cov ntawv cog lus ntawm cov tuam txhab tsheb thiab lawv cov neeg muag khoom feem ntau muaj kev hla dhau rau cov ntaub ntawv nyoos xws li hlau, tooj liab, txhuas thiab npib tsib xee. Pass-throughs yog kev hloov kho rau cov nqe lus them nqi kom suav cov nqi khoom kim dua. Cov kev hloov kho no feem ntau yog ua rau peb lub hlis twg lossis ib xyoos ib zaug, yog li tus nqi nce ntawm lub hlis tsis ntev los no yuav tsis tau pom zoo rau hauv cov tuam txhab nyiaj txiag.

Nws yog cov neeg muag khoom uas tau raug kev txom nyem los txog tam sim no, tab sis tam sim no qhov no yuav hloov pauv vim tias, Moody's hais tias, kev cog lus nrog cov tuam txhab tsheb tam sim no muaj cov kab mob sib koom. Qhov tseem ceeb, qhov no txhais tau hais tias thaum cov khoom siv raw khoom nce siab, cov neeg muag khoom thiab cov neeg tsim khoom sib faib cov nqi ntxiv, thiab thaum cov nqi poob qis, cov tuam txhab tsheb tau txais txiaj ntsig.

Tau qhov twg los: https://www.thestreet.com/technology/ford-rivian-gm-concerns-pile-up-on-carmakers?puc=yahoo&cm_ven=YAHOO&yptr=yahoo