Ford said the latest fire at a key aluminum supplier in New York won’t derail its profits this year because the blaze was “swiftly contained” and the plant is operating again https://t.co/HaeVQQsl1g ...

Core Viewpoint - Ford Motor maintains its annual EBIT guidance of $6 billion to $6.5 billion for the year despite a recent fire at aluminum supplier Novelis' New York plant [1] Group 1 - Ford's EBIT guidance remains unchanged following the incident, indicating confidence in its financial outlook [1] - The fire at Novelis' plant could potentially impact supply chains, but Ford is currently not adjusting its forecasts [1]

Key TakeawaysThe Trump administration is reportedly considering allowing the sale of Nvidia's (NVDA) H200 chips to China, a move that could significantly alter current export restrictions and impact the global AI chip market.Major U.S. stock indices, including the S&P 500 and NASDAQ 100, climbed to session highs on Friday, November 21, 2025, with Nvidia (NVDA) shares also rising by 1.9% after a volatile week.Ford Motor Company (F) extended its gains to a session high of 4.3% after reaffirming its full-year ...

Core Viewpoint - Ford China officially launched its new global brand proposition "Ready Set Ford - 放天性，去野行" at the 2025 Guangzhou International Auto Show, emphasizing its commitment to outdoor exploration and adventure [3][4]. Group 1: Brand Proposition and Strategy - The new brand proposition aims to inspire action-oriented individuals to embrace their potential and explore the world, positioning Ford as a powerful enabler for their journeys [3]. - Ford's confidence in this proposition is built on its rich history of exploration, numerous global championship titles, strong technical capabilities, and leading global sales [4]. Group 2: Product Highlights - The Ford Mustang Mach-E, the world's first all-terrain camping SUV, attracted significant attention at the auto show, with a pre-sale price starting at 229,800 yuan and a comprehensive range of 1,220 kilometers for the extended range version [7][10]. - The Mustang Mach-E features unique solutions, including a large battery capacity of 105.4 kWh for the pure electric version, achieving a range of 650 kilometers, addressing user concerns about range anxiety [13]. Group 3: Technological Innovations - The Mustang Mach-E is equipped with advanced technology, including 31 perception hardware components and dual Orin-X chips, enabling high-level autonomous driving capabilities and comprehensive safety monitoring systems [13][36]. - It offers unique features such as a one-button lift roof, a multifunctional tailgate system, and a "mountain kitchen" setup, enhancing the outdoor experience for users [15][18]. Group 4: New Model Launches - The new Ford Mondeo was also showcased, highlighting its dynamic design and performance, with a maximum power output of 261 horsepower and a peak torque of 408 N·m [24][30]. - The Mondeo features a spacious interior with a 2945 mm wheelbase and advanced connectivity through the new SYNC® + intelligent system, setting a new standard for smart vehicles in its class [33][36]. Group 5: Overall Product Matrix - Ford's "exploration and adventure" product matrix includes various models such as the Mustang, Ranger, and Explorer, showcasing the brand's strength in the outdoor lifestyle segment [40][42]. - The company invites media and consumers to experience the unique charm of its "wild exploration" family at the auto show, emphasizing its commitment to outdoor adventures [42].

未来全球动力电池过剩风险的警钟再次敲响。 11月21日，据日经新闻报道，根据机构预测，全球电动汽车动力电池工厂的建设速度已超过电动汽车的销售 增速，而这一过剩风险在北美地区尤为突出。这也使得美国汽车行业将必须直面电动汽车动力电池过剩的风险。 北美吹起行业"冷风" 报道称，美国咨询公司AlixPartners近日发布的一份报告指出，到2030年，全球电动汽车电池产量预计将达到 需求的约三倍。 据介绍，在北美地区，如果所有规划中的工厂能在2030年前投产，该地区的电池产能将较当前水平增至四 倍。未来几年，全球电动汽车电池生产领域恐将面临供应过剩局面。 一家美国车企正与韩国SK On联合在美国肯塔基州建设一座耗资58亿美元的电池工厂。这座大型工厂已于今 年8月部分投产，目前雇佣约1500名员工，计划到2030年将员工数量增至5500人。但该工厂的全面投产日期尚未确 定。 与之前的热度相比，随后的"冷风"令行业猝不及防，去年以来，欧美市场新能源汽车销量增速骤降，远低于 前三年的增速。这一增速的放缓直接导致了电池市场需求的增长不及预期，使得原本规划的大量产能无法得到充 分利用。而且，美国今年取消了电动汽车补贴，也使电动 ...

A second fire broke out at a key aluminum supplier to Ford and other automakers https://t.co/HqsOOfhTJj ...

Core Viewpoint - The Novelis plant in New York is scheduled to resume production in December [1] Group 1 - The plant's production resumption is a significant development for the company [1]

Another fire breaks out at aluminum plant that supplies Ford https://t.co/v7xLkBEAbi ...

Core Insights - A new fire has broken out at the Novelis aluminum plant in Oswego, NY, which supplies sheet metal for Ford's trucks, including the all-electric F-150 Lightning [1] - The recent fire follows a major fire in September that halted operations and is estimated to cost Ford around $2 billion in disruptions [2] - Ford had to reduce production of its F-150 trucks due to the September fire, prioritizing gas and hybrid versions over the F-150 Lightning [2] Company Impact - The new fire's impact on Ford's production plans remains unclear, as the company has not yet commented on the situation [2] - The Oswego plant was expected to restart production in December after a smaller fire in October, but the new incident raises concerns about further delays [2] Industry Context - Other automakers, such as Stellantis and Nissan, have also experienced production setbacks due to the September fire at the Novelis plant [2]

历经27年辉煌、累计销量约1200万辆的福特福克斯，于11月15日正式宣告停产。 为重振欧洲业务，福特已制定回归欧洲主流销量阵营的战略规划，并任命前福克斯与翼虎车型系列负责 人吉姆・鲍姆比克（Jim Baumbick）出任3年来首位专职欧洲业务主管，其核心职责之一就是开发符合 欧洲消费者需求的产品。 初代福克斯于1998年登场，凭借出色的性能与设计，迅速在全球市场崭露头角。2004年巴黎车展上，第 二代福克斯全球首秀，次年9月长安福特将其引入国产，迅速成为中国消费者心中经典的家庭运动轿 车。2010年推出的第三代福克斯，以及在此基础上打造的第三代福克斯RS，凭借与野马同款的2.3T涡 轮增压发动机和四驱系统，动力与操控表现卓越，进一步巩固了其市场地位。变故发生在2018年，当时 发布的第四代福克斯，因三缸发动机策略失误、芯片短缺、经济下滑以及新能源车型冲击等因素，全球 销量大幅下滑，直至如今彻底退出历史舞台。 总结来看，福特福克斯的停产，是汽车行业电动化转型浪潮下的一个缩影。即便曾经如此畅销的车型， 如今也因未能适应市场变化而败退，可见"时代淘汰你，连招呼都不打"这句真理从未过时。 值得一提的是，继嘉年华（F ...