Core Insights - The U.S. electric vehicle (EV) market saw record deliveries in the third quarter of 2025, with over 1.3 million EVs sold in 2024, marking a 7.3% year-over-year growth [3][10] - General Motors (GM) and Ford are scaling back their EV efforts due to a significant pullback in demand and the expiration of the federal EV tax credit [10][11][12] Sales Performance - The Chevrolet Equinox EV was the top-selling EV in the U.S. for 2025, with 57,195 units sold, reflecting a 100.7% increase year-over-year [9] - Other notable models include the Mustang Mach-E with 51,620 units sold (-0.2%), Hyundai IONIQ 5 with 47,039 units (+6.0%), and Honda Prologue with 39,194 units (+18.7%) [9] - Ford's F-150 Lightning saw a decline in sales, with 27,307 units sold (-18.5%), while the Chevy Blazer EV and Cadillac Lyriq also experienced sales drops [9][10] Market Dynamics - The top-selling EV models list for 2025 includes multiple models from GM, which ranked first, sixth, and eighth, while Ford ranked second and fifth [5][6] - Tesla's Model Y and Model 3 were the best-selling EVs in 2024, with reported sales of 372,613 and 189,903 units, respectively [6][7] - The future of the EV market may shift significantly in 2026, with potential dominance from pure-play EV companies like Tesla, Rivian, and Lucid, as well as foreign automakers [10][13] Strategic Shifts - GM announced the end of production for the BrightDrop fleet EV van and incurred a $1.6 billion charge related to its EV initiatives [11] - Ford plans to focus on traditional vehicles and hybrids, discontinuing the F-150 Lightning EV and outlining a total charge of $19.5 billion related to its EV strategy [12]

Sales of new vehicles in the US jumped about 2% in 2025, according to a new analysis – despite panicked warnings that President Trump’s tariffs would pummel the auto industry.The White House boasted that Trump’s policies were to thank for the uptick, but many automakers said they haven’t fully passed along tariff costs to consumers yet – and analysts are warning that sales could slump once those price hikes hit this year.“Most vehicle sales metrics in 2025 were slightly stronger than many forecast – includi ...

关注 「电动车公社」 和我们一起重新思考汽车 两年前那些"自愿"离开俄罗斯的国际车企，现在可能 想 回都回不去 了。 事情是这样的，两年前因为响应西方制裁措施，现代汽车跟随诸多友商的脚步，" 主动 " 退出了俄罗斯市场。 因为走得实在匆忙，现代汽车只要了7000卢布（约550块人民币）就把位于圣彼得堡的工厂贱卖给了俄罗斯本地企业， 回购权两年。 在很多人看来，这都是笔稳赚不赔的买卖。 既然开工肯定没希望了，工厂维护、复工的成本要以亿计算。还不如做个顺水人情，借俄罗斯企业用一阵。等停战了再买回来，能省一大笔钱。 这就有点像是 把自己家孩子寄养给了隔壁老王， 穿衣吃饭都是老王花钱，两年后再把孩子接回来，还是父慈子孝，岂不妙哉 。 可谁承想，如今两年之期已到，俄乌那边的局势还没恢复稳定，什么时候能稳定也是遥遥无期。 回，就要承担荒废工厂的无底洞投入；不回，这可是当年投资5400亿韩元（约26亿元人民币）、耗时两年才建成的工厂！难道就要这么拱手让人了？ 然而，急得像热锅上的蚂蚁的， 可不止现代汽车一家。 丰田、大众这两家或许是看得明白， 在割肉离场时头也不回，出售资产时连回购权都没要，认亏走人。 而其他在俄罗斯建过厂 ...

Unveiled at CES, the Awards Celebrate Visionaries Redefining the Automotive Industry Through SDV Innovation Download Award Event Photos & Video LAS VEGAS, Jan. 7, 2026 /PRNewswire/ -- MotorTrend, one of the world's leading automotive media brands, today announced the winners of the fourth annual SDV (Software-Defined Vehicle) Innovator Awards, which were presented during a gala event at CES 2026 in Las Vegas, in partnership with QNX, a division of BlackBerry Limited (NYSE: BB; TSX: BB), whose technology is ...

Valued at a market cap of $53.2 billion, Ford Motor Company (F) develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles. The Dearborn, Michigan-based company is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Before this event, analysts expect this auto manufacturer to report a profit of $0.06 per share, down 84.6% from $0.39 per share in the year-ago quarter. The company has surpassed Wall Street’s bottom-line ...

他说："现代汽车是 SK On 的核心合作伙伴兼可靠盟友。我们计划在乔治亚州建立一家电动汽车电池电 芯生产合资企业的工作正在推进中，预计今年将开始生产。" 李硕熙表示，SK On 正试图拓展其业务组合，以应对当前电动汽车需求的放缓局面，并且在与美国福特 汽车公司终止电池合资企业合作关系后，正在进行重组。 韩国电池制造商SK On的首席执行官李硕熙（Lee Seok-hee）当地时间周二在拉斯维加斯举行的 2026 年 国际消费电子展（CES）上探讨了与吉利汽车和现代汽车集团拓展业务合作的可能机会。 "我是应客户的要求前来参加CES的，"李硕熙在参观完拉斯维加斯会议中心吉利汽车的展台后说，"我 计划与客户会面，并研究结合人工智能和出行技术的最新趋势。" 在参观了吉利汽车的展台后，李硕熙与这家中国汽车制造商的高层管理人员进行了会面，其中包括副总 裁李传海。 李硕熙表示，SK On 正试图拓展其业务组合，以应对当前电动汽车需求的放缓局面，并且在与美国福特 汽车公司终止电池合资企业合作关系后，正在进行重组。 他说："我将加快提升盈利能力的步伐，通过扩大基于磷酸铁锂的储能系统业务来实现这一目标。我预 计到今年年底将会看 ...

Ford's CEO says 5,000 jobs are open. Mechanics say there is little wonder why. ...

Key Points The EV boom is fading fast, and Rivian doesn't look like an attractive stock in that context. Ford continues to be a reliable auto stock and is growing faster than the entire industry. A 4.5% yield and a reasonable valuation offer investors cash flow and a margin of safety. 10 stocks we like better than Ford Motor Company › Rivian (NASDAQ: RIVN) is one of the many electric vehicle (EV) stocks that rallied during the pandemic's height in 2020, but then fell precipitously over the next f ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Ford's hybrids are more popular than ever, but the company has struggled to find momentum in EVs. ...