2025.10. 22 本文字数：1265，阅读时长大约3分钟 作者 | 第一财经 葛慧 美国福特汽车公司9月16日宣布，由于欧洲电动汽车市场需求疲软，该公司德国科隆工厂将于2026 年初裁员1000人。这意味着该公司在德国的裁员规模将进一步扩大，并首次涉及整车生产部门。去 年11月，福特公布了一项大规模削减成本方案，计划到2027年底在欧洲裁员4000人。 随着全球汽车市场的需求疲软，国际汽车巨头在今年来陆续开启了裁员计划。 据第一财经不完全统计，近一年来，奔驰、奥迪、大众、福特、日产等公司先后宣布了大规模的裁员 计划，其中整车厂的裁员计划人数就超过10万人。头部的供应商巨头近期也开始祭出裁员计划，采 埃孚和博世两大巨头裁员计划总数达到3万人规模。 | 公司 | 裁员人 型 | | --- | --- | | 手机 | 30000 | | 興山 | 7500 | | 大东大 | 3000 | | 電诺 | 3000 | | 1 | 35000 | | 福特 | 5000 | | H P | 20000 | | 采埃宇 | 7600 | | 博世 | 22000 | | 总计 | 133100 | 10月22 ...

Ford Motor Company (NYSE:F) is one of the stocks in Jim Cramer’s recent game plan. With the company set to report this week, Cramer mentioned it and remarked: “After the close, Ford reports. I want, look, we gotta find out how much damage this gigantic fire at a key aluminum plant will do to their numbers. If the numbers do come down, by the way, I think the stock could slip below 11.” Image by Marcin Machalski from Pixabay Ford Motor Company (NYSE:F) manufactures, and sells Ford and Lincoln vehicles, ...

全球汽车市场需求疲软，导致国际汽车巨头及供应商纷纷启动大规模裁员计划。 随着全球汽车市场的需求疲软，国际汽车巨头在今年来陆续开启了裁员计划。 另一大美国汽车巨头也在9月宣布了在欧洲的裁员计划。 美国福特汽车公司9月16日宣布，由于欧洲电动汽车市场需求疲软，该公司德国科隆工厂将于2026年初 裁员1000人。这意味着该公司在德国的裁员规模将进一步扩大，并首次涉及整车生产部门。去年11月， 福特公布了一项大规模削减成本方案，计划到2027年底在欧洲裁员4000人。 据第一财经不完全统计，近一年来，奔驰、奥迪、大众、福特、日产等公司先后宣布了大规模的裁员计 划，其中整车厂的裁员计划人数就超过10万人。头部的供应商巨头近期也开始祭出裁员计划，采埃孚和 博世两大巨头裁员计划总数达到3万人规模。 | 公司 | 裁员人数 | | --- | --- | | ヂ亜 | 30000 | | 奥迪 | 7500 | | 沃尔沃 | 3000 | | 雷诺 | 3000 | | 大众 | 35000 | | 福特 | 5000 | | 日产 | 20000 | | 采埃孚 | 7600 | | 博世 | 22000 | | 总计 ...

Group 1: Teck Resources Performance - Teck Resources reported a strong Q3 2025, with adjusted earnings per share of C$0.76, exceeding the analyst estimate of C$0.53 [2] - Revenue for the quarter reached C$3.38 billion, an 18.2% year-over-year increase, surpassing the forecast of C$2.92 billion [2][3] - The performance was driven by higher base-metal prices, particularly copper and zinc, and lower copper smelting charges [3] Group 2: Ford Motor Company Recall - Ford is recalling over 1.4 million vehicles in the U.S. due to a rearview camera issue that can distort or blank the image when in reverse [4][5] - The recall affects various models from 2015-2019, with 18 accidents reported but no injuries [5] Group 3: Woodside Energy Update - Woodside Energy reported a 9% year-on-year decline in Q3 revenue to $3.36 billion, attributed to an 8% decrease in average realized oil prices [6][7] - Despite the revenue dip, Woodside raised its full-year 2025 production guidance to between 192 and 197 million barrels of oil equivalent [7] Group 4: European Space Sector Consolidation - Major European aerospace companies, including Airbus, Thales, and Leonardo, are nearing a $11.6 billion merger of satellite operations, known as Project Bromo [8][10] - This merger aims to create a regional champion to compete against global players like SpaceX, consolidating Europe's fragmented satellite industry [11] Group 5: M&A Activity in Financial Services - PAI Partners is in exclusive negotiations to acquire a majority stake in French wealth manager Cyrus, which manages over €20 billion in assets [12] - Oaktree Capital Management is using private credit to finance its proposed acquisition of Perpetual's wealth management unit, with the sale expected to fetch between $500 million and $1 billion [13]

Core Points - Ford is recalling 1,448,655 vehicles in the U.S. due to a rearview camera issue that may cause distorted, intermittent, or blank images when the vehicle is in reverse [1] Group 1 - The recall affects a significant number of vehicles, indicating a widespread issue that could impact consumer safety and brand reputation [1] - The rearview camera problem poses potential risks for drivers, as it may hinder their ability to see obstacles while reversing [1] - This recall may lead to increased costs for Ford in terms of repairs and potential legal liabilities [1]

Core Viewpoint - Traditional automotive giants such as BMW, Toyota, and Ford are undergoing significant channel transformations to adapt to changing market dynamics and competition from domestic brands [1][2][3] Group 1: Channel Transformation Trends - BMW plans to abandon the traditional dealership model by 2027, shifting to a direct sales approach that emphasizes control over the sales process [2][3] - Toyota is implementing a "single city, single store" strategy, consolidating its dealerships to enhance efficiency and reduce costs while maintaining dual-brand service [2][3] - Ford has established a wholly-owned sales service company in Shanghai to unify its sales channels, aiming to maximize efficiency and reduce internal conflicts among dealers [3] Group 2: Market Impact and Consumer Experience - The channel transformations are improving consumer experiences by allowing customers to view multiple vehicle types in a single location, thus eliminating the need to visit multiple dealerships [4] - Ford's channel integration has led to increased profitability for dealers by offering a wider range of vehicles, enhancing customer attraction and retention [4] Group 3: Industry-Wide Characteristics - The industry is moving towards a "light asset, heavy operation" model, with companies like Lincoln reducing store sizes and investment requirements significantly [5] - Companies are adopting a "fill-in layout" strategy, adjusting dealership numbers based on regional market conditions to optimize resource allocation [5] - The traditional 4S dealership model is being re-evaluated, with a focus on sales and after-sales services rather than the previous all-in-one approach [5] Group 4: Strategic Recommendations - Manufacturers are encouraged to enhance product competitiveness through technological innovation and to explore new channel models for better collaboration with dealers [6] - Dealers should adapt to channel changes by improving service capabilities and operational efficiency, including staff training and expanding business areas like used car sales and automotive finance [6]

Core Insights - General Motors Co. (GM) CFO Paul Jacobson highlighted that emissions regulations and EV credits have led competitors to sell electric vehicles (EVs) at lower prices during the third-quarter earnings call [1] - There has been a notable decline in demand for EVs since the termination of the $7500 Federal EV Credit by President Donald Trump, prompting some competitors to sell EVs at minimal prices to secure environmental credits [2] - GM reported a $1.6 billion charge related to EVs, with $1.2 billion attributed to adjustments in EV capacity [3] - GM has retracted its plans to extend EV incentives after the September 30 deadline, which included making down payments to dealers to qualify inventory for the EV credit [4] - Following GM's decision, Ford Motor Co. also rolled back its planned incentives after concerns were raised by Senator Bernie Moreno [5]

Core Viewpoint - Traditional automotive giants such as BMW, Toyota, and Ford are undergoing significant channel transformations in response to the aggressive competition from domestic brands, indicating a critical shift in the automotive market landscape [2][3]. Group 1: Channel Transformation Trends - The channel transformation in China's automotive market has moved from tentative reforms to substantial progress, driven by the rapid adoption of electric vehicles and changing consumer expectations for direct sales, transparent pricing, and personalized services [3][4]. - BMW plans to abandon the traditional dealership model by 2027, aiming for full control over the sales process, where dealers will transition to service intermediaries focusing on vehicle display, delivery, and after-sales service [3][4]. - Toyota is implementing a more pragmatic approach by consolidating its dealerships to a single store per city, allowing for the simultaneous sale of multiple models and shared after-sales services, thereby reducing costs and enhancing service efficiency [3][4]. Group 2: Ford's Strategy and Market Impact - Ford's strategy involves establishing a wholly-owned sales service company to unify its sales channels in China, which aims to eliminate internal competition among dealers and maximize efficiency under a unified command [4][5]. - The channel integration has improved consumer experience by allowing customers to view multiple vehicle types in one location, thus enhancing sales opportunities for dealers and broadening their customer base [5][6]. Group 3: Common Characteristics of Channel Transformation - The automotive industry is shifting towards a "light asset, heavy operation" model, exemplified by Lincoln's plan to reduce dealership size and investment requirements significantly [5][6]. - Companies are adopting a "city-specific strategy" to optimize dealership locations based on market capacity and competition, avoiding blind expansion and ensuring resource efficiency [6][7]. - The traditional 4S dealership model is being redefined, focusing on sales and after-sales services while separating product experience and delivery processes, as demonstrated by Dongfeng Nissan's successful N7 model [6][7]. Group 4: Recommendations for Manufacturers and Dealers - Automotive manufacturers should enhance technological innovation and product competitiveness while exploring new channel models and fostering closer, mutually beneficial relationships with dealers [7]. - Dealers are encouraged to adapt to channel changes by improving service capabilities, optimizing store layouts, and expanding into used car and automotive finance businesses to diversify revenue streams [7].

Final trade time. Steve >> Horn's got some tailwind wins here. >> Karen, >> yes.You know, I would say if it's good enough for the FB block, then it's good enough for the final trade. So, I'm going with Hallebert. >> I think banks and Capital One have kind of given you early indication.I think Mastercard trades into the print. >> In the state of South Carolina, Gail Ford is celebrating a birthday. Happy birthday from all of us here at the NASDAQ and Fast Money.Uh, Gilead, >> thank you for watching Fast Madam ...

Group 1 - The article discusses the improved expectations for EVIT margins, now projected between 8% and 10%, attributed to a higher average transaction price of $51,000 [1] - Ford has reported a significant loss of $12 billion on EVs, while GM's losses were considerably lower, indicating a potential catch-up opportunity for Ford [3] - The operating profit for the companies beat expectations by 11%, suggesting a positive outlook in the current market environment [4] Group 2 - The rollback of the requirement for purchasing emission credits is expected to positively impact the bottom line for the companies [5] - Both Ford and GM are benefiting from tariff relief and are not currently facing EV mandates, which may enhance their operational performance [2] - The market's previous expectations were misaligned, indicating a potential for better performance than anticipated [5]