4月16日，在美国纽约举行的2025年纽约国际车展上，参观者经过福特汽车展位。新华社记者刘亚南摄 新华社北京12月16日电 美国福特汽车公司15日说，预计公司将减记资产约195亿美元，主要缘于其电 动汽车业务重组。 福特发表声明说，上述大部分减记资产将在四季度确认。作为战略调整的一部分，福特将不再生产F- 150 Lightning全电动皮卡，转而制造该车的增程式混合动力型。曾被认为代表福特电动车及电池业务未 来的一座工厂将转产燃油卡车。 美国彭博新闻社16日评论，如此大规模资产减记，证明福特在尝试制造和销售电动车并实现盈利方面困 难重重，同样表明美国总统特朗普的政策变化只会加剧这些挑战。 为取悦保守派选民和传统能源行业从业者，特朗普政府不断收缩新能源政策，5月底取消上一届政府计 划为24个新兴能源技术项目提供的37亿美元拨款，7月初签署的"大而美"法案取消清洁能源和电动汽车 税收减免。 报道分析，通过计提这些费用，福特承认其电池产能过剩，并在大型电动汽车制造领域走入死胡同；这 些车型注定会造成更多亏损。福特电动汽车业务去年亏损51亿美元，公司预计今年亏损可能更严重。 福特首席执行官吉姆·法利告诉彭博社记者： ...

Core Viewpoint - Ford is shifting its focus from electric vehicles (EVs) to energy storage solutions, resulting in a $19.5 billion cost due to the cancellation of planned electric models and a pivot towards hybrid vehicles [1][12]. Group 1: Strategic Shift - Ford will repurpose its EV battery factory in Kentucky to produce batteries for data centers and energy infrastructure [1][8]. - The company plans to invest $2 billion to scale its new energy storage business, aiming to deploy at least 20 gigawatt-hours of energy storage systems by the end of 2027, which can power approximately 2,000 US homes for a year [2][8]. Group 2: Market Dynamics - Demand for EVs has significantly decreased, dropping from 12% to 5% of the US automotive market, prompting Ford to adjust its strategy [12]. - The data center power demand is projected to triple over the next three years, driven by substantial investments from tech giants in AI infrastructure [6]. Group 3: Competitive Landscape - Ford's new direction mirrors that of Tesla, which has successfully established a profitable energy storage business, generating over $10 billion last year from battery sales [9]. - Tesla's Megapack batteries are being utilized in major data centers, showcasing the potential for energy storage solutions in supporting AI infrastructure [10].

Market Overview - Major U.S. stock index futures are experiencing declines, with Dow futures down 0.18%, S&P 500 futures down 0.36%, and Nasdaq futures down 0.54% [1] Company News - Oracle's stock continues to decline, down 1.3% to $182.5 per share, marking a 46% drop from its historical high of $345 per share reached in September [1] - Ford has announced the cessation of production for its all-electric F150 Lightning truck, shifting focus to hybrid vehicles and smaller, more affordable electric cars. This decision is expected to result in a $19.5 billion reduction in revenue, with most losses accounted for in the current quarter [2] - PayPal has submitted an application to become a bank in the U.S., named "PayPal Bank," aiming to expand its financial services [1] Industry Developments - Nasdaq has filed a proposal with the SEC to extend trading hours to 23 hours on weekdays, which would significantly increase trading time for stocks and exchange-traded products [2] - Tesla's market capitalization is projected to potentially reach $3 trillion by the end of 2026, driven by advancements in artificial intelligence and the commercialization of autonomous driving and robotics. Currently, Tesla's stock is down 1.13% [2] Energy Sector - Brent crude oil futures have fallen below $60 per barrel for the first time since May, currently trading at $59.42 per barrel, reflecting a 1.43% decline [3] Economic Indicators - The U.S. is set to release a combined non-farm payroll report for October and November, with economists predicting an addition of 50,000 jobs in November and an unemployment rate of 4.5%. This data suggests a weak labor market without rapid deterioration, which could influence the stock market positively by increasing the likelihood of further interest rate cuts by the Federal Reserve [3]

福特首席执行官吉姆·法利告诉彭博社记者："继续向那些我们明知无法盈利的产品投入数以十亿计美元 没有意义。我们必须做出这个选择。" 法利曾预测，特朗普政府改变电动车行业政策后，美国消费者对插电式汽车的需求将下降一半。无独有 偶，今年10月，美国通用汽车公司计提16亿美元费用，用于减记电动车资产。美国《华尔街日报》报 道，通用汽车被迫放弃到2035年实现全电动产品线的计划，并暗示随着其削减电动汽车产能，未来还会 出现更多资产减记。 福特发表声明说，上述大部分减记资产将在四季度确认。作为战略调整的一部分，福特将不再生产F- 150 Lightning全电动皮卡，转而制造该车的增程式混合动力型。曾被认为代表福特电动车及电池业务未 来的一座工厂将转产燃油卡车。 美国彭博新闻社16日评论，如此大规模资产减记，证明福特在尝试制造和销售电动车并实现盈利方面困 难重重，同样表明美国总统特朗普的政策变化只会加剧这些挑战。 为取悦保守派选民和传统能源行业从业者，特朗普政府不断收缩新能源政策，5月底取消上一届政府计 划为24个新兴能源技术项目提供的37亿美元拨款，7月初签署的"大而美"法案取消清洁能源和电动汽车 税收减免。 报道分析 ...

Core Insights - The company is incurring $19.5 billion in charges related to its electric vehicle (EV) investments as it adapts to consumer trends [1] Financial Impact - The $19.5 billion charge reflects the company's strategic shift towards aligning with evolving consumer preferences in the EV market [1]

Meanwhile, we were discussing this earlier, uh, Ford re-examining its EV strategy in a big way. The company is going to take a multi-billion dollar charge. Philippo joins us with the latest.We were batting it around. I want to hear your take on where things are right now, and then we'll get into it all. >> Well, where they are is the company is admitting that its previous strategy, it wasn't working.Was it a complete failure. No. But it was definitely not succeeding.Nowhere close to profitable. When you loo ...

Core Insights - Ford is re-evaluating its electric vehicle (EV) strategy, acknowledging that its previous approach was not successful, leading to a multi-billion dollar charge [1][2] Financial Impact - The company will incur a charge of $19.5 billion, primarily in 2025, with additional amounts in 2026 and 2027, to account for EV asset impairment [2][3] Strategic Shift - Ford plans to shift production in North America, moving away from large all-electric pickup trucks to potentially producing extended-range EVs and hybrids [3][4] - The company is developing a new model called the unboxed EV (UEV), expected to launch by the end of 2027, which will focus on lower price points and smaller sizes [4][5] Market Adaptation - Ford's sales of hybrids have increased by 19.4% this year, indicating a successful pivot towards hybrid models, which now represent a significant portion of their sales [6] - The company is raising its 2025 EBIT guidance to $7 billion, up from a previous estimate of $6 to $6.5 billion, reflecting improved performance [6] Industry Trends - The electric vehicle market is developing slower than anticipated, prompting Ford to adapt its strategy towards more hybrids and smaller or extended-range EVs, particularly in the pickup truck segment [7][8]

Ford's EV Strategy Shift - Ford is taking a $19.5 billion write-down of its electric vehicle division due to weak demand, high costs, and regulatory changes [3] - The company will end production of the current generation F-150 Lightning and focus on hybrids, extended range vehicles, and smaller EV models [5] - By 2030, Ford aims for approximately 50% of its global volume to consist of hybrids, extended range EVs, and pure EVs, up from 17% currently [5] Financial Projections - Ford raised its 2025 EBIT estimate to $7 billion from a previous range of $6 billion to $6.5 billion and confirmed free cash flow guidance of $2 billion to $3 billion for 2025 [4] Production and Infrastructure Changes - The next generation of the F-150 Lightning will utilize an extended range electric vehicle architecture and will be assembled at the Rouge Electric Vehicle Center in Dearborn, Michigan [6] - Ford plans to convert its Kentucky and Michigan EV battery plants to produce energy cells for the electric grid and data center demand [6] Market Reaction - Following the announcement, Ford's shares increased by 2% in after-hours trading, while Tesla shares fell slightly, and General Motors and Stellantis remained unchanged [7]

Ford Motor to take big EV charge, Bitcoin dips below $86,000, Trump forms Tech Force, and more news to start your day. ...

中国汽车市场继续快速电气化，外资品牌在这个曾是西方汽车制造商主要利润来源的全球最大汽车市场 中正被挤到一边。即使在本土市场，欧洲汽车制造商也正面临来自中国品牌日益增长的竞争威胁。欧盟 设置的新的进口关税只能为他们提供有限的保护。 智通财经APP获悉，在汽车行业数月的压力之下，欧盟准备提议放宽对新车的排放规定，实际上废除对 燃油发动机的禁令。此举将允许汽车制造商放缓在欧洲推出电动汽车的步伐，并使该地区在政策上更接 近于美国——美国总统特朗普正在废除前任政府制定的汽车能效标准。全球汽车制造商正面临电动化转 型的盈利困境，福特汽车公司(F.US)已宣布将因其电动汽车业务的全面改革而计提195亿美元的相关费 用。 欧盟此次政策回撤将于周二公布，这是全球绿色政策在经济转型现实压力下普遍收缩的一部分。日益加 剧的国际贸易紧张局势正推动欧洲进一步优先考虑支撑其本土工业。尽管欧盟在法律上承诺到2050年实 现气候中和，但各国政府和企业正加大呼吁要求更多灵活性，警告僵化的目标可能危及经济稳定。 据知情人士透露，根据新提案，欧盟委员会将降低原定于2035年起生效的停止销售新汽油和柴油车的要 求，转而允许一定数量的插电式混合动力车 ...