有消息传出，美国汽车制造商福特汽车与韩国电池制造商SK On的合资公司BlueOval SK，正为 其肯塔基州工厂所产的过剩电池寻找买家。 首批下线的高密度动力电池计划装配于福特当家电动皮 卡F-150 Lightning车型 。按照此前披露 的规划，该项目最终会形成 86GWh的年产 能。 销售端压力是导致工厂产能无法填满的直接原因。 2025年第一季度，F-150 Lightning在美国的 销量为7913辆，去年同期相比，销量有小幅下滑。 BlueOval SK面临的困境 并非 孤例。 特斯拉的销售受挫导致其电池供应商松下调整其生产计划。松下萨斯州德索托电池工厂从今年7月 开始批量生产21700电池，其全面投产时间将推迟至2027年3月，松下在美国第三生产基地的投 资计划被暂时搁置。 Cybertruck不断累库也使LG Ensol向特斯拉供应4680圆柱电池的合 作 于近期被传 告吹。市场 数据显示，前两季度Cybertruck在美销量为6406、4306辆。第二季度销量创下了一年来的最差 纪录，环比下降了32%，同比则下降51%。 相比欧洲和中国，美国电动车增长表现相对疲软。数据显示，今年6月份，美 ...

Core Viewpoint - The article discusses the challenges and strategies of SK On and Ford in their electric vehicle (EV) transformation, highlighting the need for collaboration, technological advancements, and market adaptation to overcome current difficulties [4][10]. Group 1: SK On's Strategies - SK On has initiated three major actions to self-rescue amid financial pressures, including advancements in solid-state battery technology, securing new orders, and restructuring within the capital market [7][8]. - The company is focusing on solid-state battery research, with plans to establish a dry electrode pilot line and develop a prototype using polymer-oxide composite gel electrolyte by the end of next year [7][8]. - SK On has secured a six-year contract with Nissan to supply 99.4 GWh of high-nickel soft-pack batteries, sufficient for approximately 2 million electric vehicles [8][9]. - A merger with SK Enmove is planned to enhance operational efficiency, with a capital infusion of 432 billion RMB to support business operations [9][10]. Group 2: Ford's Electric Vehicle Transition - Ford is committed to its electric transformation but faces significant challenges, including declining sales of electric vehicles in the U.S. and financial losses [10][12]. - The company has introduced the Universal EV platform aimed at producing a new electric pickup truck, with a starting price of approximately 215,000 RMB, primarily targeting the U.S. market [11][12]. - Financially, Ford reported a net profit decline in Q1 2025, with electric vehicles losing 850 million USD in Q1 and 1.1 billion USD in Q2, indicating a loss of 42,000 USD per electric vehicle sold [12][13]. - Ford's CEO emphasized the need for efficiency and innovation to compete with Chinese electric vehicle manufacturers, acknowledging the challenges posed by geopolitical risks and supply chain vulnerabilities [13][14].

2.【 极米越南工厂首台投影仪正式下线】 近日，极米科技越南生产基地首台投影仪正式下线。据了 解，越南基地是极米为拓展全球市场所作的准备，有效衔接后续供应需求。当前极米海外业务正值快 速增长期，2024年，境外营收达10.86亿元，同比增长18.94%，占总营收31.89%。（第一财经） 3.【美国一波音飞机在宜昌改装后交付出境】近日，紧邻宜昌三峡国际机场，一架来自美国飞机租赁 公司World Star Aviation的波音737—800飞机，在贝迪克凌云（宜昌）飞机维修工程有限公司完 成"客改货"维修后，顺利报关出境。这是我省今年首架"区外保税维修"的境外飞机。作为中部地区唯 一一家可开展民航飞机客改货业务的MRO（维修、修理、翻修）企业，贝迪克凌云自2016年成立以 来，已累计维修各类飞机超500架次，其中包括波音737、空客A320全系飞机维修资格。贝迪克凌云 董事长胡秋实介绍，本次出境的飞机维修期历时近两年，通过保税维修账册进口维修用航材料件370 余项，可节省税款900余万元。（湖北日报） 4.【福特与SK On电池合资企业在美国肯塔基州首座工厂投产】当地时间8月19日，福特汽车和韩国 电池制造商 ...

Very interested in that. The off road, the on road performance hierarchy is very simple to see. And the very top is overserved, in my opinion.But no one's ever done this all through super supercar. That was Ford CEO Jim Farley teasing the possibility of developing a supercar or even a hypercar, if you will, for off road racing. He spoke on our podcast Hot Pursuit with Hannah Elliott.She is a staff writer. Bloomberg Businessweek joins us right now from Los Angeles. And Hannah, this was super exciting.You wer ...

Ford is looking at developing a supercar for off-road racing as a follow-up to its new $325,000 Mustang GTD high-performance sports car https://t.co/1Dd2yrfdBC ...

Group 1 - The State Administration for Market Regulation announced a recall plan involving 8 automotive manufacturers, totaling 7,300 vehicles to be recalled by July 2025 [1] - Porsche (China) is recalling 1,248 vehicles from the Panamera and Taycan series due to a manufacturing issue where the front shock absorber strut clamp may not be fully engaged, potentially leading to air leakage in the air suspension, affecting vehicle handling and increasing collision risk [1] - Ford Motor (China) is recalling 2,264 Lincoln Navigator vehicles because the right front brake line may interfere with the air filter outlet pipe, causing brake fluid leakage, which could reduce braking efficiency and increase collision risk [1]

Heard on the Street: Ford appears determined to avoid cutting its dividend, even as President Trump’s tariff policies wreak havoc on its business https://t.co/2g1ENezGbv ...

Ford and South Korea’s SK On are seeking buyers for excess battery supply produced at their new joint-venture Kentucky factory, underscoring the waning demand for electric vehicles in the US https://t.co/t325u2DKAQ ...

Domestic News - Beijing is accelerating the expansion of hydrogen fuel vehicles and enhancing hydrogen energy infrastructure, including applications in bicycles and drones [2] - Chongqing has announced an adjustment to its 2025 vehicle replacement subsidy policy, allocating an additional 300 million yuan for the third quarter, with specific subsidy standards for new energy and fuel vehicles [3] - The "Thousand Counties and Ten Thousand Towns" new energy vehicle consumption season has been launched in Hubei, with 100 million yuan in consumer vouchers to stimulate local demand [4] - SAIC-GM has signed a cooperation agreement with Momenta to integrate advanced autonomous driving technology into its Buick models [5][6] - XPeng Motors has reached a strategic cooperation agreement with CITIC Bank, securing a credit line of 10 billion yuan to support its operations and development [7] - Beijing Benz's Yizhuang plant is set to produce the new all-electric CLA model, which will feature advanced driving assistance technologies and a range of 866 km [8] - Tesla has launched its first batch of V4 supercharging stations in Fujian, expanding its charging network to cover major cities [9] - NIO plans to expand into Singapore, Uzbekistan, and Costa Rica between 2025 and 2026, introducing new models in these markets [10] International News - In the Philippines, July car sales decreased by 2.6% year-on-year, with total sales for the first seven months showing a slight increase of over 1% [11] - Hyundai plans to establish an assembly plant in Algeria to enhance its presence in the Middle East and Africa [12] - Canada's zero-emission vehicle sales fell by 35.2% in June, while overall vehicle sales increased by 6.2% [13] - Maruti Suzuki is expanding its SUV lineup to address declining demand for small cars, with a new model set to launch soon [14] Commercial Vehicles - The new energy Chenglong cargo truck has been launched in Hangzhou, designed for logistics and cold chain transportation [16] - Isuzu aims to make South Africa a hub for truck production in Africa, increasing local component sourcing [17] - TuDatong and DeepWay have upgraded their strategic cooperation, enhancing the perception capabilities of DeepWay's new models with advanced lidar technology [18][19] - Ford plans to unveil a new electric pickup truck in 2027, promising competitive performance and lower total ownership costs compared to existing models [20]

Core Viewpoint - The overall pickup market is experiencing a downturn in the first half of 2025, with the growth of new energy vehicles being a rare highlight in the market [3][25]. Sales Performance - In July 2025, the domestic pickup market sold a total of 20,248 units, representing a month-on-month decline of 1.59% and a year-on-year decline of 6.61% [6][18]. - Cumulatively, from January to July 2025, the total sales reached 159,178 units, down 4.23% compared to the same period last year [6][18]. Fuel Type Analysis - In July 2025, diesel pickup sales were 13,854 units, down 2.48% month-on-month and down 11.40% year-on-year [8]. - Pure electric pickups sold 1,182 units, with a year-on-year increase of 96.35, despite a month-on-month decline of 14.84% [8]. - Gasoline pickups sold 4,210 units, showing a slight month-on-month increase of 0.31% but a year-on-year decline of 15.33% [8]. - Hybrid pickups saw significant growth, with sales of 849 units, a month-on-month increase of 48.43% and a year-on-year increase of 139.15% [8]. Regional Performance - By July 2025, three regions in China had sales exceeding 10,000 units: Xinjiang (13,699 units), Yunnan (11,399 units), and Sichuan (10,313 units) [10]. - Guangdong showed remarkable growth with a cumulative sales increase of 27.01% year-on-year, reaching 8,600 units [10]. Brand Rankings - The top ten brands in July 2025 were led by Great Wall (9,224 units), followed by JMC (2,888 units) and Zhengzhou Nissan (2,378 units) [12][18]. - The brand Radar experienced the most significant growth, with a year-on-year increase of 153.92% in July [18]. Market Share - In the first seven months of 2025, Great Wall's market share was 46.52%, while JMC's was 14.45% [20]. - Zhengzhou Nissan and Jiangxi Isuzu had market shares of 10.37% and 7.35%, respectively, both better than the previous year [20]. New Energy Vehicle Sales - In July 2025, new energy pickup sales reached 2,031 units, a month-on-month increase of 3.62% and a year-on-year increase of 112.23% [22]. - Cumulatively, from January to July 2025, new energy pickups sold 12,416 units, a year-on-year increase of 114.92% [22]. Future Outlook - The pickup market is expected to continue facing pressure in the second half of 2025, but the transition to new energy and evolving regional demands are injecting new vitality into the market [25][26].