The report provides a daily update on global automotive markets, highlighting Continental's strong Tires segment performance and US sales growth for EU OEMs. It also discusses specific supply chain constraints affecting Mercedes-Benz and provides June sales updates for key Chinese manufacturers.
Key Takeaways
- 1.Continental AG Q2 preview shows strong performance in Tires; target price raised to €75.
- 2.US auto deliveries saw 3% y/y growth in June, with EU OEMs largely outperforming the market.
- 3.Mercedes-Benz electric GLC production constrained by supply-chain bottlenecks for batteries and wiring harnesses.
Table of Contents
- Continental AG - Q2-26 preview: Another strong quarter in Tires
- EU OEMs in US market in June - Solid growth amid low comp base
- Stellantis - Improving performance in the US
- Mercedes-Benz Group - Supplier issues weigh on electric GLC ramp-up
- June Sales volumes – Chery, BYD, Geely Auto, XPeng, NIO, Leapmotor & Li Auto
- Thematic Research - What Q2's emerging themes mean for 2026 and beyond
- Thematic Research - This Month in Geopolitics: July 2026
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Authors
Tim Rokossa
Securities
CONSTLAM.MI
Themes
Geopolitical RiskSupply Chain Bottlenecks
Regions
EuropeAsia PacificUnited StatesChinaGermany