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福特要借中国电池技术推出低价纯电皮卡
日经中文网· 2025-08-12 08:00
福特计划2027年推出新款纯电动皮卡,将采用引入中国技术的低成本电池,目标售价为3万 美元。这是美国汽车厂商首次采用磷酸铁锂电池。电池将在接受中国宁德时代技术支援的密 歇根州工厂生产…… 美国福特汽车8月11日宣布,将在美国投资总额50亿美元,并计划于2027年推出新款纯电动 皮卡。新车将采用引入中国技术的低成本电池,销售价格目标为3万美元。 由于特朗普政府调整环保法规和取消购车补贴,美国纯电动汽车(EV)市场将进一步萎缩。 美国厂商也把目光投向美国以外的市场,转向低成本战略。 福特当天宣布,将在肯塔基州路易斯维尔的整车工厂和密歇根州的电池工厂投资总额50亿美 元,其中包括之前公布的投资。这将创造总共4000个就业岗位。其中对路易斯维尔的整车工 厂将投资20亿美元。 福特首席执行官吉姆·法利在肯塔基州的工厂发布新EV战略(来自福特的现场视频) 福特此前的EV开发一直以大型车为主。但是在销售乏力和成本上升的情况下,EV业务的EBIT (息税折旧摊销前利润)到2025年4~6月连续3年亏损。 福特已于2024年宣布转变开发重点。设立专门团队在加利福尼亚州开发价格合理的EV,重构 战略。 福特的CEO吉姆·法利当天 ...
“我们找到和中企竞争的法子了”
Guan Cha Zhe Wang· 2025-08-12 05:26
Core Viewpoint - Ford is responding to competition from Chinese electric vehicle manufacturers by investing $5 billion to transform its electric vehicle production methods, aiming to create a more affordable electric pickup truck by 2027 [1][2][4]. Investment and Production Strategy - Ford plans to invest $2 billion to overhaul its Louisville, Kentucky plant to shift from producing gasoline SUVs to electric vehicles and $3 billion to build a new battery factory in Michigan, focusing on domestic production [1]. - The first product from this initiative will be a four-door mid-size electric pickup truck, with a target starting price of $30,000, significantly lower than the current average price of electric vehicles in the U.S. [1][2]. Competitive Landscape - Ford's CEO, Jim Farley, emphasized the need for these changes to compete with companies like BYD and other emerging startups in the electric vehicle market [2][4]. - Farley noted that while Ford cannot compete with Chinese companies on scale or vertical integration, it aims to leverage innovation in its power systems to gain a competitive edge [4]. Production Efficiency - The new production method is expected to reduce assembly time by 15%, decrease the number of workstations by 40%, and cut the number of parts needed for new electric vehicles by 20% [7]. - Ford claims that the total cost of ownership for its new electric vehicle will be lower than that of a three-year-old used Tesla Model Y [7]. Financial Performance and Challenges - Ford has faced significant losses in its electric vehicle segment, reporting a total loss of $12 billion over the past two and a half years, with an expected increase in losses for the current year [7]. - The company acknowledges the risks involved in its electric vehicle strategy, recalling past failures in producing smaller cars for profitability [7]. Industry Context - The rise of Chinese electric vehicle manufacturers is prompting U.S. automakers to increase investments in electric vehicle technology, despite high tariffs and regulatory barriers that hinder Chinese companies from entering the U.S. market [8][10]. - General Motors, another major U.S. automaker, is also scaling back its electric vehicle plans and returning to gasoline-powered models, indicating a cautious approach within the industry [9].
X @Forbes
Forbes· 2025-08-12 04:50
Ford To Build New $30K Midsize Electric Pickup In Louisville Kentucky https://t.co/a74A8oSnFv https://t.co/a74A8oSnFv ...
X @TechCrunch
TechCrunch· 2025-08-11 22:15
Henry Ford's assembly line is being upended after more than 112 years to make way for the kind of production Ford needs to make its next generation of affordable EVs.“There are no guarantees with this project. We’re doing so many new things I can’t tell you with 100% uncertainty that this will all go just right, it is a bet. There is risk," Ford's CEO said at the plan's announcement.Get the full recap on Ford's $2B bet right here 👇 https://t.co/Erv0fSnlkC ...
Ford CEO: “We’re changing the way we build vehicles.”
Yahoo Finance· 2025-08-11 21:30
Production Innovation - The company is changing vehicle construction by building in three separate pieces and joining them at the end [1] - This new method allows workers to kit parts inside the vehicle, improving efficiency [1] - The new vehicle design incorporates radical simplification, reducing parts by 20-30% depending on the vehicle [2] - The company has been testing this approach for a couple of years in preparation for the next investment cycle [2] - The company innovated this new platform starting 3 years ago [3] Market & Affordability - Affordability is a major concern for customers in the automotive industry [2] - Normal car payments are approaching $7000-8000 per year ($700-800 per month) [2] - An increasing number of customers are opting for 84-month (7-year) financing [3] - The industry needs to innovate to reduce vehicle costs and maintain profitability [3] - Subsidizing car costs is too risky for workers, communities, and customers [3]
Ford Bets Big on EVs, $30,000 Electric Pickup Coming in 2027
CNET· 2025-08-11 21:02
Core Viewpoint - Ford Motor Company is investing $5 billion to develop a new electric vehicle (EV) platform and a $30,000 midsize electric pickup truck, aiming to enhance its position in the electric vehicle market and make EVs more affordable for consumers [1][12]. Investment and Development - The $5 billion investment will focus on overhauling the Louisville Assembly Plant and the BlueOval Battery Park Plant in Michigan, with $2 billion allocated specifically for the Louisville facility [12]. - The investment will also support research and development for the new Ford Universal EV Platform, which is designed to facilitate the production of a range of affordable electric vehicles [5][12]. New Electric Pickup Truck - The upcoming electric pickup truck will have a starting price of $30,000 and is expected to offer more passenger space than the Toyota RAV4, along with features like fast charging and bidirectional charging capabilities [2][4]. - The truck is designed to be faster than the Ford Mustang twin-turbo, with a 0-60 mph time of under 5 seconds [3]. Ford Universal EV Platform - The new electric pickup will be the first vehicle built on the Ford Universal EV Platform, which aims to simplify assembly and reduce manufacturing costs by using 25% fewer fasteners and 20% fewer parts compared to previous models [5][6]. - The platform allows for a new assembly method, where vehicles are constructed in three parts, potentially reducing assembly times by up to 40% as automation increases [10][12]. Market Context and Challenges - The announcement comes amid a challenging environment for electric vehicles in the U.S., with recent federal policies perceived as unfavorable towards EV incentives [13]. - Ford's CEO emphasized the need for the new vehicle to be sustainable and profitable, aiming to avoid the pitfalls of previous affordable vehicle launches that failed in the market [14].
Ford CEO on plans to build cheaper and cost-efficient EVs
Yahoo Finance· 2025-08-11 19:21
Ford (F) will invest $2 billion in the US to manufacture a midsize, four-door, electric pickup truck in the US, part of the company's strategy to produce cheaper and cost-efficient electric vehicles (EVs). Ford CEO Jim Farley joins Market Catalysts with Yahoo Finance Senior Autos Reporter Pras Subramanian to discuss the announcement, the company's EV strategy, tariff impacts on the automaker, and more. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts he ...
Retail trading, buying the dip, and taking risks, Ford CEO talks new EV truck
Yahoo Finance· 2025-08-11 19:12
Market Trends - Retail traders are buying the dip, showing a higher risk appetite compared to institutional investors and traditional money managers [1] Company Focus - Ford is revamping its EV push, focusing on producing more affordable electric vehicles [1] Resources - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, and advanced tools [1]
X @Forbes
Forbes· 2025-08-11 18:51
Ford To Build New $30K Midsize Electric Pickup In Louisville Kentucky https://t.co/fxNzz9gNcL ...
Ford CEO Jim Farley on near $2B electric vehicle investment
CNBC Television· 2025-08-11 18:15
How confident are you that you can turn a profit with this new system given the fact that you lost $1.3% billion on EVs last quarter. >> We did. You're right.You know, this is our next cycle of product. Uh we've done a lot of homework for three years. We had the best talent on the planet to compete and beat BYD. We benchmark everyone on the planet.We know exactly the cost level we need to be at the kind of efficiency on engineering 40% faster to build the vehicle radically you know it's more simple parts on ...