自動車とその部品、その他の輸送機器を製造する企業群。電気自動車(EV)への移行と自動運転技術が産業構造を塗り替えつつあり、電池・ソフトウェアの比重が高まっている。燃費・排ガス規制やEV補助金など、政府の規制・産業政策の影響を強く受ける。
注目企業(横断プロフィールあり)
連邦契約(USAspending)・SEC開示(EDGAR)・脆弱性(CISA KEV)を名寄せした、当サイトの横断プロフィールを読めます。
この業種の上場企業
| 企業 | ティッカー | 取引所 | 業種(SIC) |
|---|---|---|---|
| テスラ 解説あり | TSLA | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| Adient plc | ADNT | NYSE | Motor Vehicle Parts & Accessories |
| Aeva Technologies, Inc. | AEVA | Nasdaq | Motor Vehicle Parts & Accessories |
| AEye, Inc. | LIDR | Nasdaq | Motor Vehicle Parts & Accessories |
| Allison Transmission Holdings Inc | ALSN | NYSE | Motor Vehicle Parts & Accessories |
| AltEnergy Acquisition Corp | AEAE | OTC | Motor Vehicle Parts & Accessories |
| Aptera Motors Corp | SEV | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| Aptiv PLC | APTV | NYSE | Motor Vehicle Parts & Accessories |
| Atmus Filtration Technologies Inc. | ATMU | NYSE | Motor Vehicle Parts & Accessories |
| AUTOLIV INC | ALV | NYSE | Motor Vehicle Parts & Accessories |
| Blue Bird Corp | BLBD | Nasdaq | Truck & Bus Bodies |
| BOLLINGER INNOVATIONS, INC. | BINI | OTC | Motor Vehicles & Passenger Car Bod... |
| BORGWARNER INC | BWA | NYSE | Motor Vehicle Parts & Accessories |
| BRP Inc. | DOO | Nasdaq | Miscellaneous Transportation Equip... |
| Cenntro Inc. | CENN | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| China Automotive Systems, Inc. | CAAS | Nasdaq | Motor Vehicle Parts & Accessories |
| Commercial Vehicle Group, Inc. | CVGI | Nasdaq | Motor Vehicle Parts & Accessories |
| Cooper-Standard Holdings Inc. | CPS | NYSE | Motor Vehicle Parts & Accessories |
| CXJ GROUP CO., Ltd | ECXJ | OTC | Motor Vehicle Parts & Accessories |
| DANA Inc | DAN | NYSE | Motor Vehicle Parts & Accessories |
| Dauch Corp | DCH | NYSE | Motor Vehicle Parts & Accessories |
| Digital Currency X Technology Inc. | DCX | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| Dorman Products, Inc. | DORM | Nasdaq | Motor Vehicle Parts & Accessories |
| Envirotech Vehicles, Inc. | EVTV | Nasdaq | Motor Vehicle Parts & Accessories |
| FARADAY FUTURE INTELLIGENT ELECTRIC INC. | FFAI | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| FEDERAL SIGNAL CORP /DE/ | FSS | NYSE | Motor Vehicles & Passenger Car Bod... |
| Ferrari N.V. | RACE | NYSE | Motor Vehicles & Passenger Car Bod... |
| Fly-E Group, Inc. | FLYE | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| FORD MOTOR CO | F | NYSE | Motor Vehicles & Passenger Car Bod... |
| Garrett Motion Inc. | GTX | Nasdaq | Motor Vehicle Parts & Accessories |
| General Motors Co | GM | NYSE | Motor Vehicles & Passenger Car Bod... |
| GENTEX CORP | GNTX | Nasdaq | Motor Vehicle Parts & Accessories |
| Gentherm Inc | THRM | Nasdaq | Motor Vehicle Parts & Accessories |
| Globaltek Ventures, Inc. | ATVK | OTC | Motor Vehicle Parts & Accessories |
| Gogoro Inc. | GGR | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| GREENPOWER MOTOR Co INC. | GP | Nasdaq | Truck & Bus Bodies |
| Holley Inc. | HLLY | NYSE | Motor Vehicle Parts & Accessories |
| HONDA MOTOR CO LTD | HMC | OTC | Motor Vehicles & Passenger Car Bod... |
| Hyliion Holdings Corp. | HYLN | NYSE | Truck & Bus Bodies |
| Innoviz Technologies Ltd. | INVZ | Nasdaq | Motor Vehicle Parts & Accessories |
| Kandi Technologies Group, Inc. | KNDI | Nasdaq | Motor Vehicle Parts & Accessories |
| LCI INDUSTRIES | LCII | NYSE | Motor Vehicle Parts & Accessories |
| LEAR CORP | LEA | NYSE | Motor Vehicle Parts & Accessories |
| Li Auto Inc. | LI | OTC | Motor Vehicles & Passenger Car Bod... |
| Lotus Technology Inc. | LOT | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| Lucid Group, Inc. | LCID | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| MAGNA INTERNATIONAL INC | MGA | NYSE | Motor Vehicle Parts & Accessories |
| Massimo Group | MAMO | Nasdaq | Miscellaneous Transportation Equip... |
| Micropolis AI Robotics | MCRP | NYSE | Motor Vehicle Parts & Accessories |
| MILLER INDUSTRIES INC /TN/ | MLR | NYSE | Truck & Bus Bodies |
| MODINE MANUFACTURING CO | MOD | NYSE | Motor Vehicle Parts & Accessories |
| MOTORCAR PARTS OF AMERICA INC | MPAA | Nasdaq | Motor Vehicle Parts & Accessories |
| NIO Inc. | NIO | OTC | Motor Vehicles & Passenger Car Bod... |
| Niu Technologies | NIU | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| Nongfu Shop Digital New Retail Co., Ltd | NFSN | OTC | Motor Vehicle Parts & Accessories |
| NU RIDE INC. | NRDE | OTC | Motor Vehicles & Passenger Car Bod... |
| Omnitek Engineering Corp | OMTK | OTC | Motor Vehicle Parts & Accessories |
| OSHKOSH CORP | OSK | NYSE | Motor Vehicles & Passenger Car Bod... |
| PACCAR INC | PCAR | Nasdaq | Motor Vehicles & Passenger Car Bod... |
| PATRICK INDUSTRIES INC | PATK | Nasdaq | Motor Vehicle Parts & Accessories |
よくある質問(FAQ)
政府の影響は?
燃費・排ガス規制とEV補助金など、規制・産業政策が需要を大きく動かします。
代表的な企業は?
ゼネラル・モーターズ、フォード、テスラ、リビアン、部品のアプティブ・ボルグワーナーなどです。
何が産業構造を変えていますか?
EVと自動運転です。電池とソフトウェアの比重が高まり、競争軸が変化しています。
出典(一次情報)
SEC(米証券取引委員会)の業種分類(SIC)に基づく整理です。分類は発行体が届け出た主要事業に基づき、企業によっては実態と差がある場合があります。