Company Impact - Best Buy (NYSE:BBY) has reduced its 2026 guidance, specifically citing tariff costs as a significant factor. The potential for a refund has been eliminated for the first half of the year, impacting the company's bottom line [3]. - General Motors (NYSE:GM) imports a substantial amount of components from Mexico. The ongoing tariffs, referred to as "Liberation Day" tariffs, will keep input costs elevated through Q2, affecting the company's financial performance [3]. Market Reaction - The odds on Polymarket that President Trump will be forced to refund tariffs have decreased to 28%, down from a high of 39% last week. This indicates a shift in market sentiment regarding the likelihood of a refund [2]. - The Supreme Court's timeline for any ruling on the tariffs is uncertain, with Justice Ketanji Brown Jackson indicating that legal challenges will face complex issues, suggesting that the court is not in a hurry to address the matter [1][2].

Domestic News - Shanghai has opened over 5200 kilometers of autonomous driving testing roads, aiming to expand the application space for intelligent connected vehicles and create a multi-level application scenario layout by 2025 [4] - The Ministry of Industry and Information Technology has released a directory revealing the range information of several new energy vehicles, with high-end models approaching a pure electric range of 1000 kilometers, such as the Tengshi Z9 with a maximum range of 1068 kilometers [5][6] - AITO brand has signed a cooperation agreement with Abu Dhabi Motors' subsidiary, Performance Plus Motors, to officially enter the UAE market for sales and after-sales operations [7] - General Motors announced that its localization rate in the Chinese supply chain has exceeded 95%, emphasizing its commitment to strengthening its business in China [8][9] - The China Automotive Technology and Research Center and Changan Automobile Group have established a parts technology company in Chongqing with a registered capital of 100 million yuan [10] - FAW has successfully installed a high-energy density lithium manganese solid-liquid battery, achieving a range of over 1000 kilometers [11] - Guoxuan High-Tech will collaborate with BASF to develop next-generation solid-state battery technology [12] - Loobo and Uber plan to launch fully autonomous taxi services in Dubai in the first quarter of 2026, marking the city's first such service [13] International News - India's automotive export value reached $12.15 billion in FY25, a 10.7% increase from the previous fiscal year, driven by record exports of passenger and two-wheeler vehicles [14] - South Korea's January imports of passenger cars increased by 38% year-on-year, with local car manufacturers also seeing a 10% increase in sales [15] - Waymo has launched fully autonomous taxi services in Nashville, Tennessee, and plans to collaborate with Lyft for expanded service [16] - Audi is accelerating the digitalization of its factories and expanding AI applications, with about 100 use cases under development [17] Commercial Vehicles - FAW Liberation has signed a strategic agreement with a Saudi dealer, marking a significant breakthrough in the Middle East market [18] - The first government-publicly procured unmanned logistics vehicle project has been implemented in Hanzhong, Shaanxi Province [19] - The U.S. International Trade Commission has made a preliminary ruling on anti-dumping and countervailing duties regarding van-type trailers and their components from Mexico, Canada, and China [20] - Beijing Automotive Group, Tongxingbao, and Huochezhijia have signed a strategic cooperation agreement to promote the large-scale implementation of pre-installed ETC systems in commercial vehicles [21][22]

第三人王永未作陈述。 法院经审理认为，《北京市小客车数量调控暂行规定》第二条规定，本市实施小客车数量调控措施；第 七条规定，指标有效期为12个月，不得转让。 根据上述规定，涉案机动车车辆登记于王永名下，王永为该车辆的权利人。张成主张其全款购买涉案车 辆并实际占有，车辆未登记于其名下系因张成没有北京市小客车购车指标，故租赁王永的购车指标购买 涉案车辆，其为涉案车辆的所有权人。张成虽与王永签订了小客车指标租赁协议，但该协议因违反法律 法规的强制性规定而无效。涉案车辆未登记于张成名下，不得对抗作为债权人的善意第三人谢正。张成 于执行异议诉讼程序中要求确认涉案车辆为其所有并要求停止对车辆的执行行为，缺乏事实及法律依 据。法院最终驳回原告的全部诉讼请求。 新京报讯(记者张静姝通讯员李文凤)张成(化名)租赁他人指标用于购买车辆，并登记于指标人名下。后 指标人因无法偿还他人债务，名下财产被强制执行，该车辆被查封，在执行过程中，张成提起案外人执 行异议之诉，将申请执行人诉至法院，要求确认涉案车辆为其所有，停止对涉案车辆的执行。北京市海 淀区法院日前审理此案，判决驳回张成的诉请。 张成诉称，其全款购买凯迪拉克轿车一辆，现场与王 ...

通用汽车官微2月11日声明称，公司始终秉持公平、无歧视原则，不因供应商的国别而将其排除在考虑 范围之外。通用汽车一直将中国视为全球商业战略的重要组成部分，并拟持续加强在华业务。通过与本 地供应商的长期紧密合作，在中国供应链的本土化率已超过95%。 0:00 ...

Core Insights - The operational core of General Motors is significantly influenced by procurement and supply chain management, which impacts capital deployment, risk management, and vehicle launch timelines [1][2] - In the current automotive industry landscape, characterized by electrification, semiconductor shortages, and geopolitical volatility, operational precision is essential for maintaining a competitive edge [2] Company Operations - Shilpan Amin's diverse career at GM encompasses marketing, engineering, manufacturing, and supply chain, providing a comprehensive understanding of the company's operations [3] - Leadership at GM is not solely focused on achieving quarterly metrics but emphasizes creating an environment where teams understand their contributions to enterprise goals [3][4] Company Culture - A strong organizational culture is deemed more important than merely measuring results, as it fosters an environment where employees can perform at their best, leading to exceeding expectations [4] - Operational culture is reflected in the flow of information across functions and the visibility of progress beyond individual teams, which is crucial for a large organization like GM [4] Communication and Visibility - Early in his career, Amin recognized the importance of making engineering progress visible to the entire organization to avoid creating anxiety among other departments [5] - A lack of clear communication regarding engineering contributions led to friction within the organization, highlighting the need for visibility and alignment across functions [6] - The key takeaway is that strong results in one function are insufficient if they are not connected to shared objectives across the organization [7]

Core Insights - General Motors has appointed Claudia Gast as the new Vice President of Finance, Strategy, Corporate Development, and Technology Partnerships [1] - Gast previously held the position of Senior Vice President of Strategy and Business Development at electric vehicle startup Lucid Motors [1] - The automotive industry is increasingly hiring executives from electric vehicle startups and technology companies to navigate significant technological transformations, including electrification, autonomous driving, and software-centric vehicles [1]

Group 1: Market Trends and Sales Projections - The sales of light commercial vehicles in 2026 are expected to reach approximately 2.911 million units, reflecting a slight increase of 0.3% from 2025's sales of 2.901 million units, which saw a year-on-year growth of 6.5% [1] - Honda's terminal automobile sales in China for January 2026 were reported at 57,489 units, marking a year-on-year decline of 16.55% [7] Group 2: Company Developments and Innovations - NIO plans to establish 1,000 battery swap stations in 2026, expanding its charging network to 100 routes, including new routes along the Silk Road [2] - Xiaomi Auto has received authorization for a new patent related to a "dual-opening door vehicle," which aims to enhance user experience by allowing unordered door openings [3] - Zhiji Auto's executive confirmed that the Zhiji S7 model will undergo a generational update, but it will not occur this year [4] - Chery Automobile has established two new automotive companies, each with a registered capital of 50 million RMB, focusing on vehicle sales and related services [5] - Chery Holding Group's subsidiary, Ruitu Investment Management, has increased its registered capital from approximately 820 million RMB to about 1.62 billion RMB, reflecting an increase of approximately 98% [6] Group 3: Strategic Partnerships and Collaborations - A strategic cooperation agreement has been signed between FAW Jiefang and Cainiao Group, focusing on ESG sustainable development, logistics supply chain, digital technology, and international expansion [8] Group 4: Industry Challenges and Financial Impacts - Stellantis Group announced a restructuring of its electric vehicle business, which is expected to result in a loss of approximately 22 billion euros (around 1,800 billion RMB), leading to a significant drop in stock prices [8] - The U.S. General Motors has filed a Section 337 investigation request against certain automotive parts and vehicles, alleging patent infringement involving 20 companies, including those from the U.S. and China [9] - Tesla plans to begin mass production and operation of its Cybercab autonomous electric vehicle at its Texas Gigafactory [9]

通用汽车(GM.N)：Claudia Gast将于3月1日加入通用汽车，担任副首席财务官兼战略、企业发展与 技术 合作伙伴关系副总裁。 ...

Core Insights - General Motors has appointed an executive from electric-vehicle startup Lucid Motors to lead its corporate strategy, indicating a strategic shift towards enhancing partnerships with technology companies [1] Company Strategy - The new role will focus on scouting for partnerships with technology firms, which suggests a proactive approach to integrating advanced technologies into General Motors' operations [1]

Core Viewpoint - General Motors has appointed Claudia Gast from Lucid Motors to lead corporate strategy, focusing on technology partnerships as the automotive industry undergoes significant technological transformations [1][2][3]. Group 1: Executive Appointment - Claudia Gast will serve as GM's deputy chief financial officer and vice president of strategy, corporate development, and technology partnerships, starting March 1 [2]. - Gast will report directly to GM CEO Mary Barra for strategy and CFO Paul Jacobson for corporate development and technology partnerships [2]. Group 2: Industry Trends - The automotive industry is witnessing a trend where many automakers are hiring executives from electric vehicle startups and technology firms to adapt to changes such as electrification, automated driving, and software-centric vehicles [3]. - Gast's appointment follows the departure of Zach Kirkman, a former Tesla executive, who joined GM in 2023 and is leaving for other opportunities [3]. Group 3: Background of Claudia Gast - Prior to joining GM, Gast was the senior vice president of strategy and business development at Lucid Motors and previously led strategy at defense contractor AM General [4].