Group 1 - Ford is facing challenges in securing key magnets made from rare earth elements, leading to supply chain emergency measures [1][3] - The shortage of rare earth materials has caused Ford to halt production at its Chicago Explorer SUV factory for a week [1][3] - Ford's Vice President Lisa Drake indicated that while the situation has improved, the company still needs to "move things around" to avoid production stoppages [1][3] Group 2 - China controls approximately 90% of the global supply of rare earth elements, which are crucial for high-temperature operation of magnets used in various technologies [3][6] - The automotive industry is heavily reliant on rare earth elements for electric vehicles, and manufacturers warn that insufficient access to rare earth magnets could lead to factory shutdowns [3][6] - The German Automotive Industry Association (VDA) expressed concerns that without rapid changes, production delays or interruptions could occur in the German automotive sector [6] Group 3 - China has implemented export controls on several rare earth-related items, which has disrupted supply chains for automotive manufacturers and semiconductor companies [3][6] - The Chinese government has begun issuing some export licenses to a few rare earth producers, but this is insufficient to ensure a steady supply of necessary components for production [6] - Analysts suggest that China's export licensing system for rare earth magnets may be permanent, limiting the ability of U.S. companies to stockpile these materials [7]

美国汽车业巨头福特汽车公司(F.US)在美东时间周一加大力度游说，力图保住美国政府给予的清洁能源 制造补贴，并警告称，若国会共和党人士在总统唐纳德·特朗普的数万亿美元经济方案中削减税收抵 免，其位于密歇根州西南部的电动汽车电池工厂庞大就业岗位将面临巨大风险。 这座耗资高达30亿美元、位于底特律以西约100英里的马歇尔(Marshall)电池工厂计划自2026年投产后， 每年生产20千兆瓦时的磷酸铁锂(LFP)电池，并雇用高达1700名员工。该占地200万平方英尺的基地仍在 建设中，自2023年宣布以来便备受政治关注，因为福特引进全球最大规模电池制造商——中国宁德时代 (CATL)的技术来生产电动汽车电池。 "要是建好了这些电池基础设施，却突然得在最重要的部分——也就是美国本土劳动力规模上进行大幅 缩减，那将是件憾事，"福特负责平台项目与电动汽车系统的副总裁丽莎·德雷克(Lisa Drake)周一在马歇 尔工厂参观期间对记者表示。"我们希望把投资花在创造本地制造业岗位上，推动制造业回流美国。" 重返白宫开启第二个美国总统任期的特朗普正寻求以关税进行实际施压，同时不断通过基于关税的贸易 谈判来鼓励美国以及外国大型 ...

金十图示：2025年06月24日（周二）全球汽车制造商市值变化 | 入》 大众汽车 | 509.11 | V -1.53 | 100.21 | | --- | --- | --- | --- | | 通用汽车 | 466.49 | 1 +3.06 | 48.52 | | >< 玛鲁蒂铃木 | 460.98 | + -3.34 | 146.62 | | 马恒达汽车 S | 434.22 | + -6.84 | 36.2 | | 保时捷 | 429.28 | + -2.5 | 47.12 | | 福特汽车 | 427.48 | 1 +6.36 | 10.75 | | 本田汽车 1-0 | 407.25 | + -6.24 | 28.7 | | 19 现代汽车 | 361.96 | 1 +9.69 | 56 | | 赛力斯 II | 300.93 | 1 +2.45 | 18.42 | | 塔塔汽车 | 285.32 | + -2.1 | 7.75 | | 理想汽车 | 277.79 | + +20.48 | 28.08 | | ur 起亚汽车 | 272.76 | + -7.97 | 69.28 | | 斯特兰蒂 ...

福特坚持建造电池工厂 凤凰网科技讯 北京时间6月24日，据《纽约时报》报道，福特汽车周一表示，公司仍致力于在密歇根州 建成并启用一家新电池工厂，即便美国国会和特朗普总统会让该项目无法获得税收优惠。 这座耗资30亿美元、位于密歇根州马歇尔的工厂距离底特律以西约100英里，将采用福特从宁德时代 （300750）取得授权的电池及制造技术。 福特在两年前决定建造这座工厂，当时他们预期一部分成本将会被《通胀削减法案》所提供的联邦税收 抵免抵消。该法案是美国前总统拜登主导通过的有关能源和气候变化的立法。因此，一位福特高管表 示，失去这些税收抵免将对工厂的财务状况产生"非常重大的"影响。 然而，美国国会中的共和党人正在制定一项政策法案，可能会禁止对使用中国技术或材料的电池工厂提 供联邦支持。特朗普支持这一举措，并严厉批评民主党鼓励使用和生产电动汽车的努力。 不过，福特技术平台项目与电动车系统副总裁丽莎·德雷克(Lisa Drake)在周一参观工厂时表示，即使此 类限制成为法律，公司仍将继续推进电池工厂的建设。 她还表示，该工厂已经受到特朗普征收关税的影响。目前，用于该工厂的制造设备正在从中国运来，将 会面临更高的关税。 另 ...

Ford Motor Company (F) ended the recent trading session at $10.75, demonstrating a +1.51% change from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.96%. Elsewhere, the Dow saw an upswing of 0.89%, while the tech-heavy Nasdaq appreciated by 0.94%. Heading into today, shares of the company had gained 2.22% over the past month, outpacing the Auto-Tires-Trucks sector's loss of 6.24% and the S&P 500's gain of 0.5%.The upcoming earnings release of Ford Motor Company will be o ...

【环球时报特约记者 韩雯】随着美国市场"非关税库存"迅速耗尽，全球汽车整车行业的涨价趋势进一步加速蔓延。据《日经亚洲评论》23日报 道，日本丰田汽车将于下个月在美国将丰田品牌汽车的价格平均提高 270 美元。三菱汽车近期宣布，将把其在美销售的汽车价格平均上调2.1%； 斯巴鲁则从 6 月份发货的产品开始上调价格。 为了应对美国对汽车征收的高额关税，日本车企计划暂时消化关税带来的成本，而韩国车企仍在苦熬。韩国《首尔金融》23日称，由于美国政府 对进口汽车征收关税，全球整车企业普遍面临严峻调价压力。在丰田、福特等主要厂商纷纷上调美国市场售价的背景下，现代汽车集团也有可能 将在库存耗尽后调整价格。 韩国新闻网站"dailian"23日的文章援引相关业界专家的话称，在当前的结构下，不涨价就等于利润被侵蚀，因此这并不是"要不要涨"的问题，而 是"何时涨"的问题。"随着丰田带头涨价，那些此前犹豫观望的品牌也会纷纷跟进。" 不过，现代汽车集团目前在是否调价的问题上依然保持谨慎。此前，现代将其原定6月2日结束的"价格冻结期限"延长至7月7日。彭博社上月末报 道称，现代汽车正考虑将所有在美销售车型的价格平均上调1%，但现代汽车 ...

Key Takeaways Ford's 0.26X forward P/S is below its 5-year average and peers GM and Tesla despite a YTD stock gain. Ford Pro's strong demand, paid software growth and Super Duty launch drive optimism for future earnings. EV losses, ICE slowdown and $1.5B in tariff impact weigh on Ford's 2025 earnings outlook and estimates.U.S. legacy automaker Ford (F) is currently trading at a 0.26 forward 12-month price-to-sales (P/S) ratio, below the industry levels as well as its own 5-year average. The valuation also ...

Group 1 - The automotive industry is experiencing varied performance among major players, with Volkswagen leading at 510.16 billion, showing a 4.45% increase [3] - Maruti Suzuki follows closely with 464.47 billion, reflecting a slight decrease of 0.7% [3] - General Motors and Mahindra & Mahindra report revenues of 463.41 billion and 442.11 billion respectively, with General Motors increasing by 1.06% and Mahindra & Mahindra showing a significant rise of 13.17% [3] Group 2 - Porsche and Ford also demonstrate positive growth, with revenues of 431.4 billion (up 4.19%) and 421.12 billion (up 6.35%) respectively [3] - Honda and Hyundai, however, are facing challenges, with Honda's revenue at 407.25 billion (down 7.13%) and Hyundai at 382.37 billion (down 3.51%) [3] - New entrants like Li Auto and Xpeng are also part of the competitive landscape, with revenues of 263.33 billion (down 4.15%) and 175.47 billion (down 2.87%) respectively [3][4] Group 3 - The data indicates a mixed performance across various automotive companies, with some experiencing growth while others face declines, highlighting the competitive nature of the industry [3][4] - Companies like Tata Motors and Kia are also in the mix, with revenues of 287.31 billion (up 1.37%) and 272.16 billion (down 9.11%) respectively, showcasing the diverse performance metrics [3][4] - The overall market dynamics suggest that while established brands maintain strong positions, newer companies are also making significant impacts [3][4]

关系分分合合、业绩起起伏伏，是产业的基本规律。2025年，汽车行业遭受着近十年来最激烈的竞争， 主旋律就是整合、淘汰和系统性变革。此前，从东风、长安两大汽车央企已经开始各自运作，为进一步 加强羁绊而布局。近期，又传出江铃福特和长安福特合并传闻；几乎同期，雷诺－日产联盟之间又因人 事、资本的变动而即将迈入新的联盟阶段。 然而，近年来，两大合资品牌在中国市场都面临着销量下滑的困境。长安福特2024年销量为24.7万辆， 但2025年前5个月同比下滑16.43%。江铃福特的乘用车销量连续三年下滑，2024年仅为3.5万辆。福特在 华整体销量也起伏不定，从2016年的顶峰下滑后，2020-2021年有所回升，但2022-2023年再次陷入销量 低谷。产品端的问题被认为是销量下滑的主要原因之一，福特在新产品推出和产品线更新换代上逐渐落 后于竞争对手，未能及时跟上市场快速变化的需求。 在这样的背景下，合并传言的出现不会是空穴来风。从行业角度看，汽车市场竞争日益激烈，新能源汽 车的崛起更是加速了行业的洗牌。为了应对竞争，车企之间的整合与合作成为趋势。例如，长安马自达 与一汽马自达的合并，通过资源整合实现了降本增效。对于福特 ...

Core Insights - The comparison between Ford and Tesla highlights the future direction of the auto industry, particularly in electric vehicles (EVs) and robotaxis, with both companies facing similar opportunities and challenges [1] - Tesla's full-self-driving (FSD) robotaxi is seen as a strategic move to counteract declining sales and market share, while major automakers recognize the profit potential of robotaxis through recurring income from ride-per-mile revenue [2] Electric Vehicles and Affordability - Automakers need to make EVs more affordable to ensure their future viability, as current EVs are not cheap [2] - Ford's CEO emphasized the importance of developing affordable EVs to achieve profitability, indicating a shift in strategy [4] Robotaxi Development - Ford has faced setbacks in its robotaxi plans, notably after the shutdown of Argo AI, while Tesla is preparing to launch its unsupervised FSD/robotaxi service [14][15] - Tesla's ability to transform existing vehicles into robotaxis and produce a dedicated model, the Cybercab, gives it a competitive edge [8] Financial Performance - Ford's Model E segment reported significant losses, with a loss of $5.1 billion in 2024 and $849 million in Q1 2025, indicating challenges in achieving a profitable EV business [10] - In contrast, Tesla generated $7.1 billion in operating profit in 2024 and maintained a dominant market share of 43.5% in Q1 2025, compared to Ford's 7.7% [11] Future Outlook - Both companies plan to release low-cost models, but Tesla's ability to lower its average cost per car positions it better for sustainable profitability [13] - The auto industry is moving towards lower-cost EVs and robotaxis, with Tesla currently in the best position to meet these industry aims [18]