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英国布伦斯顿新闻团队
阿斯通·马丁汽车面临的挑战令中国消费者感到失望，其复苏计划遭重挫。这家豪华跑车制造商宣布不再期待今年下半年能产生正面的自由现金流，并预测利润将低于2023年水平。原因归咎于供应链中断以及中国市场需求持续低迷。股价应声下跌高达12%。
对于刚刚上任并试图扭转局面的CEO Adrian Hallmark而言，这是一个艰难的开端。但他并不是唯一面临挑战的人：整个汽车行业中都弥漫着预警，各大企业均受到了中国市场的激烈竞争和政府努力提振经济增长的影响。Stellantis 和 Volkswagen 也于今日宣布全球市场放缓的消息，并提及了中国市场的作用。
同时，英国的房地产网站右move则收到了来自Rupert Murdoch的REA集团提出的第四个收购提案，坚持要求今日为明确收购截止日期并提出坚实报价。此次报价估值超过60亿英镑，但董事会认为这一提议仍然低估了公司价值。股票价格下跌4%。
值得注意的是，一个复苏中的住房市场可能对公司的前景持乐观态度。全国大银行英国国家信用社宣布9月份经济增长率为0.7%，略有增长。
此外，在利物浦成立的运动补充产品制造商Applied Nutrition正在考虑发行首次公开募股（IPO），这将标志着英国的一大事件。
面对即将到来的预计紧缩预算，英国人似乎在挥霍消费以应对不确定的经济时期。最新数据显示，消费增长速度放缓，这意味着摆脱衰退的势头正在减弱。
Market Today 的分析师Sam Unsted对当前情况进行了深入剖析：
第二季度GDP增长率的下调将在市场中引发负面情绪，主要源自市场的预期压力。但这并不实质上改变政府或英格兰银行的看法。
请注意，这些数据反映的是2023年第二季度的情况，具有回顾性和易调整性。例如，2023年的增长率已被修订。从整体来看，第二季度的经济增长情况较为稳固。服务业作为主导部门，持续推动经济前进；而制造业受汽车业下滑影响，处于不利地位，建筑业虽然仍较弱但显示出回暖迹象。
尽管如此，数据将使人们的注意力更加集中于下个月即将到来的工党的预算计划及增长策略讨论。
Greggs面包公司将于明日发布第三季度销售报告。分析师们正密切关注公司的定价调整和由忠诚计划与配送服务等举措带来的销量增长情况，以及是否能从夏季骚乱的影响中恢复过来，因为该连锁店之前已提到受此事件影响。
而作为来自Andy Coulson的咨询机构的合伙人及前英国广播公司（BBC）政治部门负责人，Katy Searle在每日工作与生活方式上提供了宝贵建议：她学会迅速行事以有效管理任务，并每天都要做好准备，比如化妆。她还推荐了位于Covent Garden的午餐场所以及南华克的一家优质酒吧。
当前正在阅读《Cuban missile crisis》一书，作者是Max Hastings，这是一本关于古巴导弹危机的经典著作。此外，她也听从老板的播客节目，这是她在职业生涯初期希望得到的建议之一：自信并信任自己的能力。
为了放松心情，Katy Searle喜欢全年在海边游泳而不穿泳衣。最后，要为《伦敦赶集》栏目的支持者提供信息和反馈服务，并推荐了两个感兴趣的其他新闻通讯给已订阅者。
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新闻来源：www.bloomberg.com
原文地址：China Slams Brakes on Aston Martin
新闻日期：2024-09-30
原文摘要：
Hi, I’m from Bloomberg UK’s breaking news team, catching you up on this morning’s business stories.Chinese consumers have slammed the brakes on Aston Martin’s recovery plan. The luxury sports car maker will , no longer expects positive free cash flow during the second half, and expects earnings to be lower than in 2023.It blamed supply chain disruption and — crucially — continued weak demand in China. Shares dropped as much as 12%.It is not a pretty debut update for CEO Adrian Hallmark, who started this month with the challenge of turning around Aston Martin’s fortunes.Neither is it a huge surprise, however: profit warnings are rife in the sector, with China playing a key role as local competition heats up and Beijing tries to revive economic growth. Stellantis also this morning on a global slowdown, following Volkswagen on Friday, with both citing China in some form. What’s your take? Ping me , or drop me an email at Oh, and do for unlimited access to trusted business journalism on the UK, and beyond.Rightmove has — the fourth — from Rupert Murdoch’s REA Group and insisted that today must remain the deadline for a solid takeover bid. The latest offer values the British property portal at more than £6 billion but the board insists it still undervalues the company. Shares dropped 4%.A recovering housing market may be part of the reason for the company’s optimism in its prospects. Also this morning, Nationwide said that UK in September, edging up 0.7%. Elsewhere, Liverpool-based sports supplements maker Applied Nutrition is considering an IPO in what would be a .Finally, Brits are indulging in ahead of an expected tough budget next month — a typical reaction to uncertain economic times. Fresh figures this morning show , implying that a recovery from recession is losing steam. Analysis from Market Today’s Sam Unsted below. Here’s your daily snap analysis from :Today’s downward revision to GDP growth will be greeted with some negativity, mostly down to the power of expectations in markets, but it doesn’t really change the picture either for the government or the Bank of England.Remember, this is data for the second quarter of the year, so it’s backward looking and very prone to revisions. Growth in 2023, for example, was revised higher.The fact is, overall growth for the second quarter is pretty solid. Services, the dominant sector, is still the engine. Manufacturing is suffering from the downturn in the car industry, while construction is still weak but starting to turn a corner.However it is received, though, the data will focus minds yet further on the Labour’s budget and the growth plans next month.— for updates all day.Greggs of sausage roll fame posts third-quarter sales tomorrow. Analysts are looking for updates on pricing, as well as volume help from initiatives including loyalty and delivery. Potential commentary on any impact from the summer riots will also be interesting, after the chain said . Katy Searle is a partner at the consulting firm founded by Andy Coulson, former News of the World editor and David Cameron’s communications director. Before that, she ran the BBC’s political operations during three general elections. We met her for a skinny flat white. How do you save time? I’ve learned to work really quickly in political news. I’m always on top of my tasks, which is a time-saver in the end. On big days, I wear… I’m prepared for a meeting every day, so I always wear make-up, for example. Your favourite lunch place? in Covent Garden.The best pub? in Southwark. The food is so good.What are you reading? on the Cuban missile crisis by Max Hastings. What podcasts do you listen to? My boss’s podcast, of course: At the start of my career, I wish someone had told me… Be confident in your abilities. I started my career in a very male-dominated environment where many people had gone to very good universities, whereas I didn’t go to uni. I think it’s important to avoid imposter syndrome. How do you switch off? I like to swim in the sea, all year, without a wetsuit. The great Dame Maggie Smith died on Friday, aged 89. In a long and rich career, she was more recently known for playing the Dowager Countess Of Grantham in Downton Abbey and Professor McGonagall in Harry Potter. Which subject did Professor McGonagall teach at Hogwarts?[: The winner of the heaviest cantaloupe melon category in this year’s national giant vegetables championship received just £1,000.]Enjoy The London Rush? if you haven't already.Already subscribed? Here are a couple newsletters we think you might like:
