截至发稿，美国环保署、贸易代表办公室及交通部代表均未立即回应置评请求。(作者/箫雨) 目前此事尚未有定论。知情人士称，这些讨论处于非正式、初步阶段。 知情人士称，法利上月底与美国贸易代表贾米森.格里尔(Jamieson Greer)、交通部长肖恩.达菲(Sean Duffy)及环保署署长李.泽尔丁(Lee Zeldin)共同出席底特律车展期间讨论了这一设想。就在此次讨论的数 天前，美国总统特朗普曾在1月13日在底特律经济俱乐部发表演讲时表示，如果中国车企在美国建厂并 雇佣美国工人，他对于中国车企进入美国市场持开放态度，称"让中国进来吧"。 福特对此回应称，法利在车展期间陪同内阁部长们参观了福特展台，双方"探讨了多个行业议题"，但拒 绝透露具体内容。 知情人士称，尽管法利并未力推合资方案，但这一构想遭到特朗普政府官员的冷遇，他们认为该方案在 华盛顿将遭到反对。 过去几周，福特与比亚迪（002594）就扩大电池供应合作伙伴关系进行了洽谈，并探讨了与中国吉利在 欧洲建立制造合作伙伴关系的可能性。去年12月，福特扩大了与中国电池巨头宁德时代（300750）的授 权协议，从为电动汽车生产电芯，扩展到也为公用事业和数据中 ...

Wall Street got the kind of macro backdrop investors typically celebrate—solid job growth and easing inflation — yet stocks struggled to gain traction as concerns over tech costs and margin pressure capped enthusiasm.January Jobs Report Beats ExpectationsThe U.S. economy added 130,000 nonfarm payrolls in January, well above expectations of 70,000. Private employers accounted for 172,000 of those jobs, the strongest gain since December 2024. Government payrolls dropped by 42,000, the fourth consecutive month ...

格隆汇2月14日｜随着美国电动汽车热度消退，美国车企正面临巨额亏损。底特律三大车企——通用、 福特和斯特兰蒂斯——在第四季度销量下滑30%后，宣布了超过500亿美元的电动汽车相关资产减记。 销量下滑的原因是7500美元联邦税收抵免政策到期。 通用汽车持续缩减电动汽车产量，而福特则转向 在2027年前推出一款低成本电动皮卡。 斯特兰蒂斯出售了其电池业务股份，理由是对能源转型的节奏 判断失误。 美国联邦税收抵免削减、能效要求放宽，再加上需求疲软，迫使车企取消项目、裁员，并 重新转向燃油车。 ...

Core Insights - The global automotive sales rankings for 2025 have been released, showing significant changes in positions among the top manufacturers, although no new entrants have appeared in the top 10 [1][2][3] Group 1: Toyota Motor Corporation - Toyota has retained its position as the global sales champion for the sixth consecutive year, achieving a 4.6% year-on-year growth in group sales [4] - In 2025, Toyota's global sales reached approximately 10.54 million vehicles, with North America contributing about 2.93 million vehicles (up 7.3% year-on-year) and China contributing around 1.78 million vehicles (up 0.2%) [6][7] - Despite challenges from U.S. tariffs and the rise of new energy vehicles in China, Toyota has shown resilience, although its electric vehicle sales remain low at only 1.9% of total sales [8][11] Group 2: Volkswagen Group - Volkswagen remains the second-largest automaker globally, with a slight decline of 0.5% in total sales to 8.98 million vehicles in 2025 [12][13] - The European market saw a 4.5% increase in sales, while the Chinese market experienced an 8% decline [13] - Volkswagen's electric vehicle sales grew significantly, with 983,100 units sold (up 32% year-on-year), increasing its share to 10.9% of total sales [15][16] Group 3: Hyundai Motor Group - Hyundai maintained its third position globally with a slight increase of 0.6% in sales, totaling 7.27 million vehicles [23] - The U.S. market is crucial for Hyundai, contributing 40% of its revenue, and the company plans to expand its production of hybrid models in the U.S. [27][29] - Hyundai aims for a sales target of 7.51 million vehicles in 2026, with more electric models planned [30] Group 4: Stellantis - Stellantis ranked fourth with stable sales of 5.42 million vehicles, but faced significant financial losses due to its electric vehicle transition [31][33] - The company is attempting to adjust its strategy, including partnerships with other manufacturers [35] Group 5: BYD - BYD's sales increased to 4.6 million vehicles in 2025, with overseas sales surpassing 1 million units (up 145% year-on-year) [37][38] - The company is seen as a strong contender in the global market, although it still has a long way to go to catch up with established giants like Toyota and Volkswagen [42][43] Group 6: General Motors - General Motors sold 4.51 million vehicles in 2025, with North America being its largest market, contributing 2.85 million vehicles [46][49] - The company is under pressure from its electric vehicle transition and reported significant financial losses [49][50] Group 7: Ford - Ford's sales reached 4.4 million vehicles, with strong performance in the U.S. market, where it sold over 2.2 million vehicles [51][54] - The company plans to launch multiple electric models to enhance its competitive edge [56] Group 8: Geely Holding Group - Geely moved up to the eighth position globally with a sales increase of 26% to over 4 million vehicles [58][60] - The group includes various brands and has a significant share of electric vehicle sales, indicating strong growth potential [66][67] Group 9: Honda - Honda's sales declined to 3.52 million vehicles, continuing a downward trend from the previous year [68][70] - The company faces challenges in the Chinese market, which has significantly impacted its overall performance [71][72] Group 10: Nissan - Nissan's sales fell to 3.1 million vehicles, with a notable decline in the Chinese market [73][75] - The company is focusing on the Americas for growth, as it navigates the challenges of the electric vehicle transition [75] Conclusion - The gap between the top four automakers and the rest is widening, indicating stronger competitive advantages for leading companies [76] - The automotive landscape is evolving, with potential shifts in rankings as newer players like BYD and Geely continue to grow [78][80]

在特朗普总统与共和党人大幅削减电动汽车政府补贴后，福特汽车关闭了一座电池工厂，解雇 1600 名 工人。 作者：杰克・尤因 去年，福特汽车与一家韩国企业在肯塔基州 1500 英亩农田上建成的电动汽车电池工厂，从经济角度来 说，是哈丁县有史以来最大的事件。 —— 多尔蒂 多尔蒂说，圣诞节前夕得知福特要全员裁员的消息时，他浑身发抖。 然而，首批电池下线仅四个月后，福特就在 12 月突然停产，解雇全部 1600 名工人，让这座位于路易斯 维尔以南约 45 英里的县城民众震惊又愤怒。 此次关停发生在特朗普总统与国会共和党人大幅削减电动汽车推广项目、导致销量暴跌之后。 但在 2024 年大选中特朗普获得 64% 选票的哈丁县，很少有人将责任归咎于共和党。 许多人表示，福特本身才是最大元凶—— 先给他们希望，又亲手击碎。他们认为，该公司进军电动汽 车领域的尝试，很大程度上是自作自受的一场灾难。 肯塔基州的这种态度凸显出，即便在特朗普推翻拜凳政府多项政策之前，传统车企就已在艰难掌握新技 术。福特等大型车企多年来对电动汽车视而不见，最终被特斯拉的崛起打了个措手不及。随后这些老牌 企业匆忙追赶，斥资数千亿美元兴建新工厂。 但如 ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending:More data: Markets will get a fresh, though slightly delayed, view of inflation for the first month of 2026 wit ...

America Isn't Ready for What AI Will Do to Jobs 有人知道接下来会发生什么吗？ 作者：乔什·泰兰吉尔 插图：Stephan Dybus 1869年，一群马萨诸塞州的改革者说服该州尝试一个简单的想法：计数。 第二次工业革命席卷新英格兰，给工厂主们上了一堂课，这堂课如今大多数MBA学生在第一学期 就能学到：效率的提升往往来自某个地方，而那个地方通常是别人。新机器不仅仅是纺棉布或锻 造钢铁。它们的运转速度远超人体——这台历经数百万年进化而来的精妙机械，原本是为了完全 不同的目的而设计的——所能承受的极限。工厂主们深知这一点，就像他们也知道，人们能够忍 受的痛苦是有限度的，超过这个限度，他们就会开始纵火。 然而，机器依然不停地运转着。 于是，马萨诸塞州创建了美国第一个劳工统计局，希望数据能够弥补良知的不足。通过衡量工 时、工作条件、工资以及经济学家现在所说的"负外部性"（当时却被称作"砍断孩子的手臂"）， 政策制定者认为他们或许能够为所有人创造相对公平的结果。或者，如果你更愤世嫉俗一些，那 就是一种可持续的剥削。几年后，联邦军队向罢工的铁路工人开枪，富裕公民资助私人军火库 ...

Core Insights - Companies are facing significant losses due to regulatory changes and a decline in demand for electric vehicles [1] Group 1: Industry Impact - Regulatory changes are prompting companies to reassess their electric vehicle production strategies [1] - There is a noticeable cooling in demand for electric vehicles, leading to adjustments in capacity [1] Group 2: Company Actions - Companies are taking substantial losses as they navigate the current market conditions [1] - In response to the changing landscape, companies are making moves to reduce electric vehicle capacity [1]

国家知识产权局信息显示，福特全球技术公司取得一项名为"用于起止事件的主动转向的方法和系统"的 专利，授权公告号CN110040176B，申请日期为2019年1月。 作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

点击图片▲立即购买 美国1月非农就业数据大超预期 2月12日，美国劳工统计局周三发布报告称，1月，新增非农就业人数13万，创2025年下半年以来最大增幅；市场此前预计1月新增非农就业人数 在5万—7.5万，本次数据大超预期。与此同时，失业率环比下降0.1个百分点至4.3%。 本次报告同时将2025年全年就业增长规模由最初报告的58.4万大幅下调至18.1万，基准修正幅度显著，表明去年劳动力市场的实际疲软程度远超 此前认知。值得注意的是，过去26份非农报告中，有25份遭遇最终下修。交易员削减对6月降息的押注，目前预计首次降息时点将推迟至7月。 （界面新闻） ｜点评｜ 数据上显示，美国1月就业市场有所回暖，不过，非农数据此前屡屡大幅下修，数据的可信度存疑。医疗行业的就业增长是支撑美国就 业的强劲动力，美国政府此前一度对部分国家的药品进口征收额外的关税，为了获得关税豁免，部分美国医药企业扩大了在美国本土的业务。 除此之外，美国制造业逐渐回流本土，制造业用工需求开始回暖，共同支撑1月美国非农数据表现超预期。 2025年美国市场的就业状况，比此前月度数据反映出的疲软趋势更加明显，即便如此，美国经济还是保持了不错的增速。 ...