Core Viewpoint - Ford is actively developing a disruptive battery chemistry, the Lithium Manganese Rich (LMR) battery, aimed at achieving lower costs and longer range for electric vehicles by 2030 [6][10][23]. Group 1: Battery Development and Innovation - Ford initially offered Nickel Manganese Cobalt (NMC) batteries and later introduced Lithium Iron Phosphate (LFP) batteries in 2023, with LMR batteries being the next significant advancement [6][12]. - The LMR battery is expected to provide higher safety, stability, and energy density compared to nickel-based batteries, leading to longer driving ranges [8][19]. - Ford's Ion Park research center in Michigan is focused on innovative battery materials and manufacturing processes, aiming to reduce costs across all aspects of battery technology [12][14]. Group 2: Market Position and Goals - Ford's overarching goal is to address two major barriers to electric vehicle adoption: high purchase prices and range anxiety [10][23]. - The company aims to achieve unprecedented cost reductions with the LMR battery, which is crucial for achieving price parity with gasoline vehicles [8][20]. - Ford's electric vehicle sales increased by 11.5% year-over-year in Q1 2025, indicating a strengthening momentum in the electric vehicle market [21]. Group 3: Competitive Landscape and Challenges - The LMR battery technology is seen as a potential game-changer, with the possibility of reducing or eliminating the need for cobalt, thus lowering procurement costs [20]. - Other companies are also researching similar battery formulations, but Ford claims to have addressed key challenges such as voltage decay and gas generation that have hindered LMR commercialization [27][29]. - Despite the advancements, experts remain cautious about the LMR battery's long-term viability due to historical challenges in energy density and thermal stability [26][32].

And that reason is different (but related) for these two auto-making giants.Automakers operate in a capital-intensive industry with fierce competition. While Ford Motor Company (F -1.53%) and General Motors (GM -3.50%) have had their stocks beaten down over uncertainty about the potential effects of threatened and imposed tariffs both here and abroad, they are also spending billions to develop electric vehicles and are struggling in overseas markets like China.Despite the multiple headwinds, there are still ...

Group 1 - The 2025 Audi Q3 series has launched a 45th Anniversary Edition, with prices starting at 251,800 yuan, which is a decrease of 28,000 yuan compared to the previous model [2] - The Tesla battery architecture head, Vineet Mehta, is leaving the company, marking another high-level change in Tesla's battery team following the departure of Drew Baglino last year [4] - German automakers are facing significant profit declines, with Volkswagen reporting a nearly 41% drop in net profit for Q1 2025 despite a nearly 3% increase in revenue [4] Group 2 - Ford has terminated a project aimed at developing a next-generation electric architecture, known internally as FNV4, due to cost overruns and delays [5] - The decision to abandon the FNV4 project reflects the challenges faced by Ford in competing with electric vehicle pioneers like Tesla [5]

Core Viewpoint - Ford Motor Company will delay vehicle price increases to observe the actions of competitors [1] Group 1 - The decision to postpone price hikes indicates a strategic approach to monitor market dynamics and competitive pricing strategies [1]

Core Viewpoint - Ford Motor Company is currently experiencing a decline of over 2.3% in stock price as it decides to postpone vehicle price increases to assess competitors' responses to tariffs imposed by President Trump [1] Group 1: Company Actions - The CEO of Ford, Jim Farley, announced the decision to delay the vehicle price increase plan [1] - The company aims to evaluate how competitors react to the tariffs before making pricing decisions [1] Group 2: Government Relations - Ford expects to receive subsidies or tax relief from the Trump administration regarding automotive exports [1] - There is still "a lot of work to do" concerning tariff issues, indicating ongoing negotiations or adjustments needed [1]

Core Viewpoint - Ford Motor Company is expected to report break-even quarterly earnings per share, indicating a 100% decline year-over-year, with revenues projected at $35.48 billion, reflecting an 11.1% decrease from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 8.7% over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Revenues- Company excluding Ford Credit' to be $34.72 billion, a decrease of 13% from the year-ago quarter [5]. - 'Revenues- Ford Credit' is expected to reach $3.05 billion, showing a 5.2% increase year-over-year [5]. - 'Revenues- External Revenues- Ford Blue' is estimated at $18.21 billion, reflecting a 16.5% decline from the previous year [5]. - 'Revenues- Ford Pro' is forecasted at $16.41 billion, indicating an 8.8% decrease year-over-year [6]. - 'Revenues- External Revenues- Ford Model e' is projected at $809.82 million, representing a significant increase of 604.2% from the year-ago quarter [6]. Wholesale Units - 'Wholesale Units - Ford Blue' is expected to be 560.82 thousand, down from 626 thousand in the same quarter last year [6]. - 'Wholesale Units - Ford Pro' is projected at 354.08 thousand, compared to 409 thousand reported in the previous year [7]. - 'Wholesale Units - Ford Model e' is anticipated to reach 29.38 thousand, up from 10 thousand in the year-ago quarter [7]. Adjusted EBIT - 'Adjusted EBIT- Ford Credit' is estimated at $338.24 million, slightly up from $326 million in the previous year [8]. - 'Adjusted EBIT- Ford Blue' is projected at $239.79 million, a significant decrease from $905 million reported in the same quarter last year [8]. - 'Adjusted EBIT- Ford Pro' is expected to be $1.64 billion, down from $3.01 billion in the same quarter of the previous year [9]. Stock Performance - Over the past month, Ford Motor shares have recorded a return of +2.1%, while the Zacks S&P 500 composite has seen a -0.2% change [9].

清华教授马少平表示，技术发展会创造出新的岗位，即使替换了已有人力的工作岗位，也可能会带来新的休息时间和假期。 整理 ｜丁丁炒面 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 曹操出行 36氪获悉，据港交所，曹操出行在港交所提交IPO申请。 活力集团 活力集团控股有限公司于2024年10月29日递交的港股招股书满6个月，于2025年4月29日失效，递表时招商证券（香港）有限公司、民银资本有限公司为 其联席保荐人。（界面新闻） 清华教授表示将来有望每周上三休四 4月28日，清华教授马少平 在选择与回响眼界沙龙中表示，技术发展会创造出新的岗位，即使替换了已有人力的工作岗位，也可能会带来新的休息时间和 假期。未来有望一周只上三天班，有四天休息游玩时间。所以不要畏惧技术的发展，AI的发展一定会让人们更加轻松。（腾讯新闻） 永辉超市回应标价7.96元实收8元 奈雪的茶门店通知能喝奶茶就不要喝水 近日，刘先生在重庆永辉超市金源时代店购买标价为7.96元的淡虾米，支付100元现金后找零92元。按实际金额计算应支付7.96元，但超市采用分位"四舍 五入"规则，实际收取8元。刘先 ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

美国商务部部长卢特尼克(Howard Lutnick)在一份声明中表示："这项协议是特朗普总统贸易政策的重大 胜利，它奖励了在美国国内生产的公司，同时为表达了在美国投资和扩大国内制造业承诺的制造商提供 了发展空间。" 知情人士还透露，特朗普政府将允许汽车制造商在一年内获得相当于美国制造汽车价值3.75%的关税补 偿，第二年的补贴将降至汽车价值的2.75%，然后逐步取消。逐步取消补贴意在推动汽车制造商将更多 的供应链转移至美国，同时也给他们时间来适应。 福特汽车首席执行官Jim Farley在一份声明中表示："福特欢迎并感谢特朗普总统做出的这些决定，这将 有助于缓解关税对汽车制造商、供应商及消费者的影响。我们将继续与政府密切合作，以支持总统建设 一个健康且不断增长的美国汽车产业的愿景。"通用汽车首席执行官Mary Barra则在声明中表示："我们 认为，总统的领导正在帮助为像通用汽车这样公司创造一个公平竞争的环境，并使我们能够在美国经济 中进行更多投资。" 受此消息影响，美股汽车股盘前上涨。截至发稿，周二美股盘前，Stellantis(STLA.US)、通用汽车 (GM.US)、福特汽车(F.US)均涨约1%。 ...

1. 梅赛德斯-奔驰：决定暂时维持2025款车型的标价不变，考虑从美国撤出其入门级汽车。 金十整理：车企"各显神通"——让利、转移生产、暂停交付、提高售价…特朗普关税重锤达到预期了 吗？ 欧洲车企 3. 特斯拉：CEO马斯克表示，由于在北美、欧洲和中国拥有"本地化的供应链"，特斯拉是受关税影响最 小的汽车公司，但贸易政策及政治情绪变化或短期内严重影响公司产品需求。 2. 大众-奥迪：4月2日后抵美港口奥迪车辆暂停交付，通知经销商尽快清空库存。大众CEO表示，可能 在美国生产奥迪品牌汽车。 3. 大众汽车：将对在美国境外组装的汽车征收进口费。大众在两年前就开始增加在美国的投资，但其汽 车产能投资的周期仍未能赶上特朗普的关税落地速度。 4. 保时捷：将今年营收预期从390亿到400亿欧元下修至370亿至380亿欧元。美国新关税制度已经影响到 四月以及五月的作业，不排除未来可能会继续调整。 5. Stellantis：暂时关停加拿大温莎和墨西哥托卢卡工厂，裁撤5家美国零部件工厂的900名员工。北美 CEO强调，集团正评估关税的中长期影响并采取紧急应对措施。 6. 捷豹路虎：自4月7日起的一个月内暂停向美国出口整车， ...