Global Autos Driver: Global Autos Newsflow & Research

研报英文原文证据摘录

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Europe Equity Research

10 August 2026

Global Autos Driver

Global Autos Newsflow & Research

Sector News

European Autos & Auto Parts

Jose M Asumendi AC

Ford presented dealers with a $25,000 small crossover and a four-door

Mustang priced under $40,000 at a private meeting in Las Vegas. The

$25,000 crossover, available in gas and hybrid versions, is expected to launch

in 2029. Ford has not disclosed the crossover’s name, and the designs shown

were not finalized.

Volkswagen Group is set to revamp its U.S. strategy with new leadership

and an expanded product lineup, including a new pickup, according to a

company source. Marco Schubert, former head of sales at Audi, will replace

Kjell Gruner as CEO of Volkswagen Group of America, following Gruner’s

departure.

Sony Group Corp. and Taiwan Semiconductor Manufacturing Co. are in

discussions to invest ¥1 trillion in a planned image sensor factory in Japan,

aiming to start production in 2029. The joint venture targets demand from AIpowered robots and self-driving cars and supports Sony’s shift toward a more

asset-light strategy in sensors, focusing on intellectual property.

Tesla plans to increase its delivery sites in Japan by 60% this year, according

to Nikkei.

(44-20) 7742-5315

J.P. Morgan Securities plc

Nick Lai AC

(65) 6801-3176

J.P. Morgan Securities Singapore Private Limited/

J.P. Morgan Securities (Asia Pacific) Limited/ J.P.

Morgan Broking (Hong Kong) Limited

Akira Kishimoto AC

(81-3) 6736-8646

JPMorgan Securities Japan Co., Ltd.

Rajat Gupta

(1-212) 622-6382

J.P. Morgan Securities LLC

Piyush Singla

(91-22) 6157-3324

J.P. Morgan India Private Limited

Sources: Bloomberg, Reuters, AutoNews