European Auto-Parts Suppliers Face Headwinds as Carmakers Trim Production -- Market Talk

Dow Jones09-29

1147 GMT - The near-term outlook for European auto-parts suppliers is clouded by lower manufacturing at some automakers, Citi analyst Ross MacDonald writes. Several European parts producers have also cut production in recent days and weeks, the bank says. Some of this reflects the impact of a cyber-related production freeze at Jaguar Land Rover, worth around 1,000 units a day, he says. However, Stellantis and Volkswagen also appear to be cutting some fourth-quarter shift patterns and production lines for several days to manage supply into year-end in a difficult EU market, he adds. Auto manufacturers appear reluctant to offer further discounts to shift product, Citi says. S&P could revise its light vehicle production outlook in mid-October, right before third-quarter earnings season, according to Citi. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

September 29, 2025 07:47 ET (11:47 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2571800553?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-09-29 19:47","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2571800553","market":"sg","top_or_hot":-1,"title":"European Auto-Parts Suppliers Face Headwinds as Carmakers Trim Production -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1147 GMT - The near-term outlook for European auto-parts suppliers is clouded by lower manufacturing at some automakers, Citi analyst Ross MacDonald writes. Several European parts producers have also cut production in recent days and weeks, the bank says. Some of this reflects the impact of a cyber-related production freeze at Jaguar Land Rover, worth around 1,000 units a day, he says. However, Stellantis and Volkswagen also appear to be cutting some fourth-quarter shift patterns and production lines for several days to manage supply into year-end in a difficult EU market, he adds. Auto manufacturers appear reluctant to offer further discounts to shift product, Citi says. S&amp;P could revise its light vehicle production outlook in mid-October, right before third-quarter earnings season, according to Citi. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 29, 2025 07:47 ET (11:47 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>European Auto-Parts Suppliers Face Headwinds as Carmakers Trim Production -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEuropean Auto-Parts Suppliers Face Headwinds as Carmakers Trim Production -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-29 19:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1147 GMT - The near-term outlook for European auto-parts suppliers is clouded by lower manufacturing at some automakers, Citi analyst Ross MacDonald writes. Several European parts producers have also cut production in recent days and weeks, the bank says. Some of this reflects the impact of a cyber-related production freeze at Jaguar Land Rover, worth around 1,000 units a day, he says. However, Stellantis and Volkswagen also appear to be cutting some fourth-quarter shift patterns and production lines for several days to manage supply into year-end in a difficult EU market, he adds. Auto manufacturers appear reluctant to offer further discounts to shift product, Citi says. S&amp;P could revise its light vehicle production outlook in mid-October, right before third-quarter earnings season, according to Citi. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 29, 2025 07:47 ET (11:47 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4099","symbol_name":"汽车制造商","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2571800553","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2571800553","pubTimestamp":1759146420,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1147 GMT - The near-term outlook for European auto-parts suppliers is clouded by lower manufacturing at some automakers, Citi analyst Ross MacDonald writes. Several European parts producers have also cut production in recent days and weeks, the bank says. Some of this reflects the impact of a cyber-related production freeze at Jaguar Land Rover, worth around 1,000 units a day, he says. However, Stellantis and Volkswagen also appear to be cutting some fourth-quarter shift patterns and production lines for several days to manage supply into year-end in a difficult EU market, he adds. Auto manufacturers appear reluctant to offer further discounts to shift product, Citi says. S&P could revise its light vehicle production outlook in mid-October, right before third-quarter earnings season, according to Citi. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4099":"汽车制造商","VWAPY":"Volkswagen AG","STLA":"Stellantis NV","LU1064927863.SGD":"JPMorgan Funds - Europe Dynamic A (acc) SGD-H","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓"},"translate_title":"随着汽车制造商减产，欧洲汽车零部件供应商面临阻力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"STLA":0.9,"VWAPY":0.9},"content_text":"1147 GMT - The near-term outlook for European auto-parts suppliers is clouded by lower manufacturing at some automakers, Citi analyst Ross MacDonald writes. Several European parts producers have also cut production in recent days and weeks, the bank says. Some of this reflects the impact of a cyber-related production freeze at Jaguar Land Rover, worth around 1,000 units a day, he says. However, Stellantis and Volkswagen also appear to be cutting some fourth-quarter shift patterns and production lines for several days to manage supply into year-end in a difficult EU market, he adds. Auto manufacturers appear reluctant to offer further discounts to shift product, Citi says. S&P could revise its light vehicle production outlook in mid-October, right before third-quarter earnings season, according to Citi. (dominic.chopping@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 29, 2025 07:47 ET (11:47 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2571800553","isCrawlerRequest":true}