The Splicer

Harnessing the News

Daily brief

Automotive and business brief

AI-generated summary · not individually reviewed · check the linked sources

Snapshot

  • Suprajit consolidates SCS Europe into Tangier; warehouse to Hungary
  • Time Interconnect full control of Leoni LCS; Kenitra €60m plant
  • GG aluminum HV harness for Ferrari Luce (~40% vs copper)

Top Developments

  1. Suprajit consolidates SCS Europe into Tangier; warehouse to Hungary

    Poland mfg + DE tool room → Tangier; EU warehouse DE→HU. ~3 Sep; SCS EBITDA+ in Q4 FY25–26 after reset.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: L'Intelligencer · mcg24

  2. Time Interconnect full control of Leoni LCS; Kenitra €60m plant

    Full ownership of LCS via Time Singapore (ACS sold Jul 2025 ~€335m). Kenitra FTZ ~€60m; SOP mid-2027; ~90→200 headcount.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: mcg24 · LEONI LCS

  3. GG aluminum HV harness for Ferrari Luce (~40% vs copper)

    1 Sep GG: Al harness for Luce; ~40% system-weight cut vs copper. Reuters: Ferrari confirms Al on Luce; up to ~20% vehicle wiring-weight save.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: GG · Reuters

  4. Rosenberger HVR210: automation-ready HV to 1,200V / 208A

    Automation-ready assembly; local-for-local pitch.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Rosenberger

  5. Harness automation: DFA + zonal; Next2OEM ~90% vs ~10%

    8–9 Sep AMS: TE end-to-end automation challenge; Next2OEM ~90% demo. BMW Neue Klasse: −600m wiring, −30% harness wt; VW modular connectors.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: AMS · BMW

  6. EP adopts CBAM downstream-extension position (15 Sep)

    Plenary 464–50–159; trilogues can start; decarbonisation fund also backed. ACEA: keep passenger cars out; delay to 2030; limit complex auto parts.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Agence Europe · ACEA

  7. BYD Europe localisation: trucks next year; Hungary cars

    14 Sep Reuters: first HD truck in Europe next year; localise all EU sales long-term. Szeged passenger SOP due next year; tariffs = short-term until local production.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Reuters

  8. VW Future Plan: ~€16bn cost on ~50k cuts / >500k excess

    VW PR: 9% margin; ~50k cuts; >500k EU excess; 4 DE plants lack 2031–34 follow-on; concept by mid-2027. Reuters/AMS: ~€16bn cost floated; VW declined comment; no closures approved.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: VW PR · Reuters

  9. Aptiv: Winchester→Interconnect; IAS→High-Voltage Technologies

    1 Sep rebrand; Connection Systems unchanged; HV busbars + connectors under one face.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Aptiv · eeNews

  10. Molex MiniMix: hybrid power + 1Gbps Ethernet for robots

    4 Sep: 15A + 1000BASE-T1 in 5.65mm; ≤50% less routing area; production late 2026.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: eeNews

  11. Stellantis Mirafiori: Fiat 500 Hybrid September stoppages

    Reuters/Corriere: 2–4 Sep Teksid bottleneck; company cites hybrid demand; FIOM cites weak sales. Mid-Sep: further idle days; ~six Sep stop days reported.

    AI-generated summary · not individually reviewed · check the linked sources

    Sources: Reuters · Corriere

Watch Next

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Earnings Calendar — Next 7–10 days

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Market data: TradingView, Yahoo Finance (delayed). Not investment advice.