极品飞车车市需求“预冷” 特斯拉三季报敲响“警钟”：华尔街警告汽车行业或由盛转衰_我的网站
一 | CHESTER, Pa. -- The Eagles and the NFL might still be the sports favorites at Calvary Baptist Church, just outside Philadelphia. But many here are also rooting for a neighboring team which last year reached the championship game of Major League Soccer.Their new-found fandom is all about location — and revenue from parking. The Philadelphia Union plays at Subaru Park, a stadium beside the Delaware River just a few blocks from Calvary in the economically challenged city of Chester. Its poverty rate is among the highest in the metro area.As the Union continues to attract loyal fans and reach new heights, so have the blessings bestowed on this historic church where Martin Luther King Jr. attended as a seminarian.It has been crucial. Like many other Black Protestant churches, Calvary Baptist struggled financially during the coronavirus pandemic. Attendance fell, and along with it, funding. But the church has transformed its parking lot to accommodate game-day fundraisers, with volunteers from the congregation staffing the lots and selling spaces for $15 per vehicle.These days, the church raises up to $3,000 per game — about half of what goes into the collection plate on Sundays, said its pastor, Keith Dickens. The welcome influx of extra money is being used to pay for utilities, ministries and a new speaker system that will allow Calvary to reach a broader audience by broadcasting its services online.“It’s been a blessing,” said Dickens, who on a recent game day proudly sported a Philadelphia Union hat. "Not only just to generate funding, but also to meet and minister to new people.”Across the nation, houses of worship located near stadiums — from Boston’s Fenway Park to the Green Bay Packers’ Lambeau Field — have opened their parking lots to legions of fans.For churches offering parking near pro-soccer stadiums, their coffers recently received an assist from the world’s best active player, Lionel Messi who joined an MLS roster this year. All 250 parking spaces at the Calvary lot were full when Messi’s Inter Miami played the Union.Jeffrey Scholes, co-author of “Religion and Sports in American Culture,” said churches like Calvary show a growing willingness to use “secular entities like sport for religious purposes” including, “continuing a ministry, feeding the poor, keeping the lights on, things that ideally churches do."In the past, Scholes said clergy might have preferred the “old-fashioned way” of getting churchgoers to donate while shunning the sports-fan parking business as too “worldly."“There’s just much more openness to different kinds of nonreligious tactics to perform the necessary functions of a church or synagogue or mosque,” Scholes said. It also offers an opportunity to share with fans the history of congregations like Calvary, which was founded in 1879 by a group of formerly enslaved Africans seeking freedom to worship.On a recent game day, fans decked in the Union's navy, signal blue and gold colors pulled into parking spots in front of Calvary's colorful mural that pays homage to King. The civil rights leader worshipped at the church from 1948-1951, when he attended Chester’s Crozer Theological Seminary. Chester has a notable cultural and industrial history, but now has economic difficulties that make Calvary's new parking revenue all the more appreciated.“For us, if it gives back to a cause, it makes it all the better,” Abe Gitterman, age 37 and Jewish, said before he paid the parking fee. Next to him, his 6-and 7-year-old sons pointed to the mural and asked parking attendant and church member Lisa Lewis if this was the same man they had learned about in school. “Yes,” she replied, smiling. “It feels good,” she later said, “to tell them the history about the church.”It can also be fun. In Lubbock, Texas, Leslie Cranford, a parishioner at St. John’s United Methodist Church, said Texas Tech football fans have tailgated with RVs — taking up to four spots ($10 each) — in the church parking lot, near the Red Raiders' Jones AT&T Stadium. Sometimes, rival fans park at the church. “We tell them: we got to charge you extra!” Cranford said, laughing. She introduced the parking program at her congregation two decades ago. On a good season, they make up to $2,000 per game. “Dwindling attendance is a problem," Cranford said. "So, this helps us maintain our ministries.” In Boston, the Christian Science Church opened its parking garage to the public in 2014. That includes Red Sox fans who can park for $30 — a lower rate than closer to Fenway Park. Kevin Ness, manager of the Christian Science Committees on Publication, said the revenue helps cover the operating expenses of Christian Science Plaza, a popular tourist attraction which sits on top of the garage in the Fenway neighborhood. “This in turn allows the contributions from members to directly support the worldwide healing mission of the church,” he said. In Green Bay, Wisconsin, Bethany Church began its Packers parking program in 2010.“We thought it would be a great avenue for outreach, and a way to get funds to help support the growing ministries,” Bethany’s administrative assistant, Jill Connerym said via email. The church doesn’t have a set charge, and instead asks for donation, Connery said, adding that “many people are very generous.”Packers parking helps fund programs, including youth ministries, small group learning and building facility upgrades, Connery said. The church parking lot is often full on game days.“We are known for our hospitality,” she said. “We had a volunteer who began giving rides to Lambeau from our parking lot, free of charge to whoever didn’t want to walk the .5 miles to the stadium. So, now we are known for our shuttle service, and friendly volunteers.”Churches also have embraced other fans. Nashville First Church of the Nazarene offered their parking lots for three shows attended by thousands at nearby Nissan Stadium during the Nashville leg of Taylor Swift’s Eras Tour. The parking program ($30 a spot) also is popular during Tennessee Titans games and has helped fund ministries in Nashville and missions in Haiti and Kenya.“Every one of these dollars comes right back in to help people,” said its senior pastor, Kevin Ulmet. “When people hear that, they love that, they say ‘we want to be a part of that.’ And that, to me, is the classic definition of win-win.”__Associated Press religion coverage receives support through the AP’s collaboration with The Conversation US, with funding from Lilly Endowment Inc. The AP is solely responsible for this content.。 而在多家机构看来，汽车行业的供应链问题可能很快转变为需求问题。
二 | 新鲜出炉的特斯拉三季报也可能给车市“预冷”敲响了警钟，纵使马斯克嘴硬，称将向更平稳交付节奏过渡，但实实在在下降的营收及毛利率已说明了一切。加拿大皇家银行资本市场分析师Joseph Spak上周在一份投资者报告中写道：“汽车市场人气非常低迷。利率上升、价格上涨、消费者信心低迷、经济衰退逼近和欧洲能源风险都不会对汽车行业有任何积极的影响。”Spak认为，车企的第三季度业绩“应该大体不错”，但焦点更多在于公司评论和指引修正。他表示，对于该行业的2023年各项预期数字需要大幅下调。以Patrick Hummel为首的瑞银分析师也表示，由于需求减弱导致汽车供应过剩，美国和欧洲汽车公司明年的利润将下降一半。Hummel指出，2023年的整体汽车行业“正在迅速恶化，因此在供应改善之际，需求破坏似乎不可避免”。
三 | 通用汽车和福特10月10日，Hummel下调了通用汽车和福特汽车的评级(瑞银将福特评级从“中性”下调至“卖出”，将通用汽车评级从“买入”下调至“中性”)，并预计汽车行业将需要三到六个月的时间才能出现供过于求的局面。他表示，这将“突然结束”过去三年汽车制造商前所未有的定价能力和利润率。据悉，福特在几周前表示，零部件短缺影响了大约4万至4.5万辆汽车，主要是利润率较高的卡车和SUV，这些汽车还没有到达经销商手中。福特当时还表示，预计第三季度将额外计入10亿美元的意外供应商成本。通用汽车尚未表示第三季度会出现类似问题，但第二季度也出现了类似问题，预计下半年会有所弥补。通用汽车首席执行官Mary Barra上周告诉在接受采访时表示，这家底特律汽车制造商正在为明年对其汽车的需求增加做准备，并且，该公司还希望，“无论环境如何”，都将为继续投资其电动汽车计划做准备。通用汽车将在10月25日美股盘前公布第三季度业绩，福特则将美东时间10月26日美股盘前后公布第三季业绩。二手车经销商二手车方面，上月，美国最大二手车经销商车美仕经历了业绩严重下滑的一个季度，这引发了华尔街的担忧。在截至8月31日的第二财季，该公司同店销售额下降了8.3%，华尔街预期为下降3.6%。另外，虽然二手车价格仍在上涨，但美国最大汽车线上线下交易平台Cox Automotive表示，经销商拍卖的批发价格已连续四个月下降，这可能表明消费者已经抗拒了接近历史最高水平的车价。摩根大通分析师Rajat Gupta援引车美仕的业绩表示，对特许经销商第三季度业绩的看法是“自疫情爆发以来最负面的”。Gupta在10月6日的一份投资者报告中表示：“该行业无法免受持续的宏观挑战的影响，我们正在大幅下调对2023年的预期，以反映轻度衰退，并预计在2025年达到新常态。”利西亚车行另外，虽然美国汽车经销商利西亚车行周三公布了其历史上最高的第三季度营收和每股收益，但依然未能达到华尔街的预期。摩根士丹利分析师Adam Jonas表示，利西亚车行第三季度的单位毛利润可能是在这个行业周期中表现最好的最后一个季度。Jonas在周三的一份投资者报告中表示：“虽然车美仕几周前公布的第二季度财务业绩疲软为二手车市场定下了基调，但我们认为利西亚车行第三季度不及预期的业绩才是特许经营商前景走弱的体现。”汽车供应商最后，对于在疫情期间经理成本大幅上涨的汽车供应商，多位华尔街分析师预计，这些公司今年将继续增长，但在明年将出现个位数的增幅，甚至更低。据悉，汽车供应商在向更大的供应商或汽车制造商交付零部件或产品后都会获得大部分收益。
四 | 但由于产量减少、成本上升和劳动力短缺，在未来的宏观环境下，为大型公司生产材料或部件的小型供应商尤其面临压力。毕马威全球汽车主管Gary Silberg表示，大量供应商正在向原始设备制造商寻求支持。Silberg表示：“这不仅是为了自己，也是为了他们的供应商。他们没有太多的杠杆是问题所在。对于较小的汽车供应商来说，未来18个月将是一个非常非常艰难的时期。”毕马威对100多名年收入超过5亿美元的汽车行业首席执行官的调查发现，86%的人认为未来12个月将出现经济衰退，60%的人认为经济衰退将是温和且短暂的。
五 | 德意志银行预计，汽车供应商公布的第三季度业绩将符合华尔街的预期。分析师Emmanuel Rosner周三在一份报告中表示，虽然该公司在明年更青睐汽车供应商而非汽车制造商，但预计像American Axle & Manufacturing(AXL.US)和Dana(DAN.US)等规模较小供应商存在潜在的盈利下滑风险。 Current article:http://47u3w.senbatuqiuzhuanlanrilao.sbs/list_oz3ita8/der.html Published on:17:38:29 |
