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 ...

Core Viewpoint - Ford plans to book approximately $19.5 billion in special items as it reshapes its electric vehicle (EV) strategy, focusing on hybrids and extended-range vehicles while pulling back from larger battery models [1] Group 1: Financial Implications - The charges related to the changes under the Ford+ plan will primarily occur in the fourth quarter of 2025, with some recognized in 2026 and 2027 [2] - The company anticipates around $5.5 billion of the total to be cash outflows, mainly in 2026, with the remainder in 2027 [2] Group 2: Strategic Shift - The moves aim to align capital spending with customer demand and higher-return opportunities, targeting profitability for the Model e EV unit by 2029, with expected yearly improvements starting in 2026 [3] - Ford's president and CEO emphasized that this is a customer-driven shift to create a stronger and more profitable company [3] Group 3: Operational Changes - Ford will abandon plans for certain larger fully electric vehicles due to weaker-than-expected demand, high costs, and regulatory changes, prioritizing affordability, choice, and profits [5] - The company intends to broaden powertrain options, focusing on hybrids and extended-range electric propulsion, while future pure EV development will concentrate on a new Universal EV Platform for smaller, more affordable models [6] Group 4: Market Projections - By 2030, Ford expects about half of its global sales volume to consist of hybrids, extended-range EVs, and fully electric vehicles, an increase from an estimated 17% in 2025 [7] - In North America, Ford will focus its EV efforts on the Universal EV Platform, described as low-cost and flexible, with the first vehicle based on this architecture being a fully connected midsize pickup truck scheduled for production in 2027 [7] Group 5: Product Development - The company is revising its strategy for larger trucks and SUVs to meet demand for capability, towing, and range, including the addition of extended-range electric variants [8]

出大事了！ Ford純電 F-150 Lightning 直接停產了！ 本月就 結束生產 以後再也 沒有純電版 下代Lightning 變EREV 加個汽油 發電機 續航衝到 700英里 為啥？ 需求慘淡 成本爆表 還有充電痛點 讓Ford終於 撐不住了 這三年EV部門 燒掉超過 130億美元 這次還要認列 19.5%億美元 的特別費用 CEO Jim Farley 親口說 大尺寸純電車 永遠賺不到錢 所以轉混動 和EREV！ F-150 Lightning 當年喊出 15萬輛銷售 高峰才 不到4萬輛 現實太殘酷 Ford這一退 Cybertruck 能直接衝到 銷量榜首嗎？ 兄弟們 你心疼Ford嗎？ 還是覺得 Tesla又贏了？ 快說說吧！. ...

Core Viewpoint - Ford Motor Co. is taking a nearly $20 billion charge as it transitions from electric vehicles to hybrids, which has had minimal impact on its stock but negatively affected shares of battery manufacturers [1] Group 1 - Ford's decision to shift focus from electric vehicles to hybrids involves a significant financial charge of nearly $20 billion [1] - The stock performance of Ford remained stable despite the substantial charge, indicating investor confidence or a lack of immediate concern regarding the transition [1] - The announcement led to a decline in shares of battery makers, reflecting market reactions to Ford's strategic shift away from electric vehicles [1]

这也是在特朗普政府政策影响、以及美国电动车需求走弱的背景下，美国汽车企业放弃电动化转型的激 进案例之一。 除了福特之外，通用、Stellantis等车企同样收缩了电动化转型的计划，重新转向燃油和混动车型。 （文 / 观察者网 周盛明 编辑 / 高莘） 据路透社、《华尔街日报》等多家外媒报道，福特汽车当地时间周一表示，将计提195亿美元（约合人 民币1376.70亿元）的资产减值，并取消多款电动车型。 导读：美国汽车行业正在动荡中重新思考未来的战略。 福特放弃全面电动化转型 福特表示，将以一款增程式电动车取代纯电皮卡F-150 Lightning。同时，福特还将取消代号为T3的下一 代纯电皮卡项目，原计划推出的电动商用厢式车也被取消。 不过，福特仍计划在未来推出部分低成本纯电车型，但这已经不再成为公司的战略重心。 福特首席执行官吉姆·法利（Jim Farley）向路透社表示："过去几个月市场发生了实质性变化，这正是我 们做出这一决定的直接原因。" 据悉，在福特计提的195亿美元（约合人民币1376.70亿元）资产减值中，约85亿美元（约合人民币 600.10亿元）与取消规划中的电动车项目相关，约60亿美元（约合 ...

Core Points - Ford Motor is recalling 32,160 vehicles in the United States due to a loss of drive power, which increases the risk of a crash [1] Company Summary - The recall affects a total of 32,160 vehicles, highlighting potential safety concerns related to drive power loss [1] - The action is in response to findings from the U.S. National Highway Traffic Safety Administration (NHTSA) [1]

Core Viewpoint - Ford is taking a significant $19.5 billion writedown due to reduced electric vehicle (EV) production and demand, marking one of the largest financial impacts on a carmaker to date [1][2]. Group 1: Financial Impact - The $19.5 billion writedown includes $6 billion allocated to closing a joint venture with South Korean company SK Group, which was intended for a large battery factory in Kentucky [3]. - Ford's decision to scrap plans for large battery-powered pickup trucks is a response to "lower than expected" demand, resulting in substantial financial losses [1][2]. Group 2: Strategic Shift - The company will redirect investments towards conventional trucks and vans, as well as more affordable EVs, while also launching a new battery energy storage business [2]. - Ford's CEO, Jim Farley, emphasized that the changes are driven by customer demand to create a more resilient and profitable company [3][4]. Group 3: Regulatory Environment - The shift in strategy coincides with a regulatory change under President Donald Trump, who has weakened emission reduction rules and ended tax credits for EV purchases, contributing to decreased demand [4][5]. - Ford anticipates that about 50% of its global volume will consist of hybrid vehicles, extended-range EVs, and fully electric vehicles by 2030, an increase from 17% this year [7]. Group 4: Earnings Guidance - Despite the writedown, Ford has raised its earnings guidance for the year to approximately $7 billion, aligning with earlier targets [7]. - The company plans to implement most changes in the fourth quarter, with a cash payment of about $5.5 billion primarily occurring next year and the remainder by 2027 [5].

Core Viewpoint - Ford Motor Company announced a $19.5 billion charge related to its electric vehicle investments, marking a significant retreat from electric vehicle technology as the company shifts focus back to traditional fuel and hybrid models to better align with consumer preferences in the U.S. [1] Group 1: Financial Implications - Approximately $8.5 billion of the charge is related to the cancellation of multiple future electric vehicle projects, including a large pickup truck planned for production in Tennessee [2] - An additional $6 billion was written down due to the termination of a joint venture with South Korea's SK On, which was initially established to produce batteries for electric vehicles [2] - Ford's adjusted EBIT forecast for 2025 has been raised from $6-6.5 billion to $7 billion, supported by strong business fundamentals and cost improvements [2] Group 2: Strategic Shift - Ford has effectively abandoned all next-generation electric vehicle projects, including large pickups and certain commercial vehicles, opting instead to produce gasoline-powered trucks at the Tennessee facility [3] - The company plans to replace the originally intended electric commercial vehicles with "affordable" hybrid and gasoline models, with a new series of budget-friendly vehicles being developed by a secret R&D team in California [3] - The first model from this new series is expected to be a mid-size pickup priced around $30,000, set to launch in 2027 [3] Group 3: Sales Performance - In November, Ford's total U.S. sales were 164,925 vehicles, a slight decline of 0.9% year-over-year, with electric vehicle sales plummeting by 60.8% to just 4,247 units [3] - The sales figures for specific electric models showed significant declines, with the F-150 Lightning down 72% and the Mustang Mach-E down 49% [3][4] Group 4: Future Outlook - Despite challenges in the electric vehicle sector, Ford's hybrid vehicle sales increased by 14% in November, with total sales for the year surpassing 205,497 units, a growth of over 19% [6] - The company anticipates that by 2030, the combined sales of hybrid, extended-range electric, and pure electric vehicles will rise from the current 17% to 50% of its total sales [6] - Ford is also investing $2 billion over the next two years to produce batteries for energy storage services, aiming to capture a share of the growing U.S. battery storage market [7]

Core Viewpoint - Ford is shifting its strategy away from fully electric large vehicles due to unprofitability and changing market dynamics, focusing instead on hybrids and smaller electric vehicles [1][2][3] Production Changes - The company will stop the production of electric commercial vans planned for the US and Europe, while increasing its hybrid car pipeline [2] - By 2030, Ford aims for 50% of its global volume to consist of hybrids, extended-range EVs, and electric vehicles, up from 17% currently [2] Sales Performance - In November, Ford experienced a 30% increase in hybrid sales, contrasting with a decline in sales of more expensive EVs, while more affordable EVs performed better [2] - The overall EV market share in the US decreased from 12% to 5%, influencing Ford's decision to pivot its production strategy [3] Future Plans - Ford plans to produce a family of smaller, efficient, and affordable electric vehicles, starting with a midsize pickup truck in 2027 [3] - The company estimates that the changes in EV production will cost approximately $19.5 billion, with most of the financial impact expected in the current quarter [3] Stock Performance - Following the announcement, Ford's stock price remained stable, having increased by about 38% since the beginning of the year [4] Recent Developments - Less than two months prior, Ford announced plans to increase F-150 pickup truck production by 50,000 units in 2026 and will pause production of the F-150 Lightning to prioritize gas and hybrid vehicles [5]