美國汽車工人罷工升級!福特暫時倖免,拜登下週二將前去支持UAW
全美汽車工人聯合會(UAW)與美國汽車三巨頭的談判仍處於僵持階段,工人罷工的範圍進一步擴大。
週五收盤,福特股價上升1.9%,通用汽車股價微跌0.4%,Stellantis上升0.16%。同時,非工會的特斯拉下跌4.2%,豐田TM上升0.4%,本田微跌。
罷工升級
當地時間週五,UAW主席Shawn Fain宣佈,通用汽車和Stellantis旗下共有38家工廠將面臨罷工,新的罷工從美東時間週五中午12點開始,所在地分佈在全美二十個州。

根據媒體統計,這38家零部件配送中心總共有5600名工會成員,其中涉及通用的有近3475人,而Stellantis大概有2150名工人加入罷工。
對此,通用汽車迴應稱,罷工升級是“沒有必要的”,UAW的決定影響了通用汽車的18處設施,3000多名工人和他們的家人。
由於福特汽車此前與UAW的談判取得進展,參與罷工的只有密歇根州韋恩市的一家工廠。
UAW的主席Shawn Fain在直播中表示,福特在工會合同方面取得了一些“真正的進展”。
不過,他也表示:“我們還沒有達到目標,但我們確實認識到,福特正在表明他們對達成協議是認真的。”
他補充稱:“在通用汽車和Stellantis,情況就不一樣了。我們將關閉零部件分銷的工廠,直到這兩家公司恢復理智,拿出認真的提案。”
此外,Wedbush分析師Dan Ives表示,沒有車廠會全盤接受UAW的要求,不過UAW在福特這邊取得的進展將對通用和Stellantis構成壓力。
根據IHS Markit的估算,在過去一週罷工的影響下,通用、福特和Stellantis分別少生產了6300輛、4500輛和5900輛新車,影響了至少上千萬美元的運營利潤。
拜登下週二前往支持
與此同時,美國總統拜登將於下週二前往密歇根州,對UAW的罷工表示支持。
拜登在X上發帖稱:“週二,我將前往密歇根州,在UAW為自己創造的價值爭取公平份額之際,與他們站在一起。”
他還表示:“現在是達成雙贏協議的時候了,UAW獲得高薪工作,讓美國汽車製造業蓬勃發展。”

此前UAW決定發動罷工時,拜登就表示,福特、通用汽車、Stellantis三巨頭利潤創紀錄,卻“沒能與工人公平地分享”。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.