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General Motors

GMleader

General Motors is one of the world's largest automakers by revenue. GM earns the majority of its profits from high-margin trucks and large SUVs in North America, while investing heavily in its Ultium EV platform to transition to electric vehicles.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($187B)

Статические данные (загрузка финансов…)

GMNA (North America) (80%)
GMI (International) (12%)
GM Financial (8%)

Структура сегментов и ключевые клиенты

Подробности продукта

Chevrolet Silverado / GMC Sierra Trucks35%

GM's top-selling light-duty trucks, competing directly with Ford F-150. Consistently top-3 best-selling vehicles in the US.

Chevrolet / GMC / Buick / Cadillac SUVs30%

Large SUV lineup including Tahoe, Suburban, Yukon, and Escalade — among the highest-margin vehicles globally.

Ultium EV Platform10%

GM's next-gen EV architecture powering Hummer EV, Silverado EV, Equinox EV, and Blazer EV. Targeting 1M+ EV units by 2025.

Cruise Autonomous Vehicles3%

Self-driving robotaxi service. Operations paused in 2024 following regulatory issues; restructuring underway.

GM Financial22%

Captive auto lending arm providing financing for GM vehicles globally.

Связи цепочки поставок

Конкуренты

Ford Motor Company

Trucks, SUVs, EVs

Влияние: Primary North American rival

Ключевые поставщики

Albemarle Corporation

Lithium for Ultium EV batteries

Влияние: Critical EV supply chain

Макро- и рыночный контекст

소비재 (경기민감)Новости сектора

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Предстоящие катализаторы

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Институциональные сигналы

ИнститутДействиеСтоимостьКварталДата подачи
BlackRockaccumulating$147M2024.062024-08-13↑
BlackRockreducing$48M2024.062024-08-13↓
BlackRockreducing$39M2024.062024-08-13↓
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockaccumulating$326M2024.062024-08-13↑
BlackRockaccumulating$545M2024.062024-08-13↑
BlackRockaccumulating$1.4B2024.062024-08-13↑
BlackRockaccumulating$1.3B2024.062024-08-13↑
BlackRockreducing$83M2024.062024-08-13↓
BlackRockaccumulating$291M2024.062024-08-13↑
BlackRockaccumulating$118M2024.062024-08-13↑
BlackRockaccumulating$148M2024.062024-08-13↑
BlackRockreducing$1M2024.062024-08-13↓
BlackRockaccumulating$454M2024.062024-08-13↑
BlackRockreducing$16M2024.062024-08-13↓
BlackRockreducing$45M2024.062024-08-13↓
BlackRockreducing$16M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$79K2024.062024-08-13↓
BlackRockaccumulating$121M2024.062024-08-13↑
Vanguard Groupreducing$169M2025.122026-01-29↓
Vanguard Groupreducing$109M2025.122026-01-29↓
Vanguard Groupaccumulating$424M2025.122026-01-29↑
Vanguard Groupreducing$41M2025.122026-01-29↓
Vanguard Groupaccumulating$8.1B2025.122026-01-29↑
State Streetaccumulating$3.7B2025.122026-02-13↑
Wellington Managementaccumulating$95M2025.122026-02-17↑
Wellington Managementaccumulating$17M2025.122026-02-17↑
Wellington Managementreducing$852K2025.122026-02-17↓
Wellington Managementreducing$198K2025.122026-02-17↓
Wellington Managementreducing$2M2025.122026-02-17↓
Wellington Managementreducing$279K2025.122026-02-17↓
Wellington Managementaccumulating$21M2025.122026-02-17↑
Wellington Managementaccumulating$8M2025.122026-02-17↑
Viking Global Investorsreducing$553M2025.122026-02-17↓
FMR (Fidelity)accumulating$666M2025.122026-02-17↑
FMR (Fidelity)accumulating$50M2025.122026-02-17↑
FMR (Fidelity)accumulating$294M2025.122026-02-17↑
FMR (Fidelity)reducing$201K2025.122026-02-17↓
FMR (Fidelity)accumulating$275M2025.122026-02-17↑
FMR (Fidelity)accumulating$7M2025.122026-02-17↑

Последние новости

Загрузка новостей...

AI-анализ

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Информация о компании

Штаб-квартира

Detroit, Michigan, USA

Основана

1908

Сотрудники

163,000+

Веб-сайт

gm.com

Обзор сектора — 소비재 (경기민감)

Новости сектора

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Ключевые темы

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Предстоящие катализаторы

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터