Group 1 - BYD recalls 88,981 vehicles due to issues with battery pack consistency, which may limit power output and pose safety risks in pure electric mode [2] - A total of 244,500 vehicles are set to be recalled by seven automotive manufacturers by November 2025, as reported by the State Administration for Market Regulation [3] - BMW recalls 144,132 vehicles due to poor waterproofing of starter relay, which may lead to electrical short circuits and fire risks [4] Group 2 - BMW recalls an additional 7,740 vehicles due to insulation monitoring issues that may cause high-voltage systems to shut down unexpectedly, increasing collision risks [4] - Ford recalls 3,357 Lincoln Navigator vehicles due to insufficient welding in the seatbelt pre-tensioner, which may lead to safety hazards [4] - Other recalls include 187 vehicles from FAW-Volkswagen ID.7 VIZZION due to airbag generator filter size deviations, and 48 Subaru Solterra vehicles due to design flaws in the panoramic monitoring system [5]

2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点储能、起点研究院SPIR 赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远 东电池/诺达智慧/奥鸿智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/ 亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ 海辰储能/瑞浦兰钧/鹏辉能源/国轩吉泰美/创明新能源/德赛电池/先导智能/亿纬锂能/移族/新日股份/ 弘正储能/亮见钠电/易事特/清陶云能/信宇人/星恒电源/昆仑化学/星翼能源 /汇创新能源 等 倒计时5天 12月11日，SK Innovation公告称，旗下电池部门SK On与福特公司已达成共识，终止美国合资架构，双方将各自独立持有并运营BlueOval ...

DETROIT--(BUSINESS WIRE)---- $F #auto--Ford dealers filed a class-action lawsuit against the automaker alleging underpaid warranty reimbursements, according to Hagens Berman. ...

Core Insights - SK On will end its joint venture with Ford Motor in the US to refocus strategies amid a cooling electric vehicle market [1][4] - Each company will independently control parts of their jointly developed production facilities, with Ford taking full ownership of the Kentucky plants and SK On operating the Tennessee facility [1][2] Group 1: Joint Venture and Investment - The joint venture, BlueOval SK, was established in 2022 with a commitment to invest $11.4 billion in US battery manufacturing [2] - The separation is expected to be completed by the first quarter of 2026, pending regulatory approval [2] Group 2: Production and Operations - The timeline for starting production at the Tennessee plant remains flexible and is linked to the ownership transition [3] - The new arrangement aims to streamline SK On's operations, enhancing operational efficiency and responsiveness to market dynamics [5] Group 3: Market Context and Strategy - SK On is adjusting its business strategy due to weaker electric vehicle demand and financial pressures, focusing on strengthening its balance sheet and improving profitability [4] - SK On plans to supply electric vehicle batteries to Ford and other customers, as well as energy storage systems from its Tennessee plant [5] - Ford has expressed caution regarding EV market trends, with CEO Jim Farley warning of a potential 50% decline in electric car sales following the expiration of a federal tax credit [5] Group 4: Customer Base - Beyond Ford, SK On supplies batteries to other automakers including Hyundai Motor, Kia, Volkswagen, Nissan, and US EV startup Slate [6]

将针对欧洲市场开发平价小型电动车 记者了解到，此次合作的核心内容聚焦于欧洲市场的电动化转型与产品布局。在乘用车领域，双方将联 合推出两款全新的福特品牌纯电动汽车，基于雷诺的安培（Ampere）平台打造，并在法国北部的安培 电动汽车城（ElectriCity）投产。两款新车均由福特主导设计，承袭福特的品牌基因，与雷诺共同开 发。这样一来，既保证了技术成熟度，又能借助雷诺的欧洲本土制造资源降低成本。 据悉，这两款车型定位为小型、平价电动汽车，首款车型预计于2028年年初投放欧洲市场，将为福特补 齐欧洲电动化产品短板，同时让雷诺的平台产能得到充分释放。 除乘用车外，双方还签署了轻型商用车合作意向书，探索联合开发与生产雷诺及福特品牌旗下特定轻型 商用车型的可能性。 针对本次合作，雷诺集团首席执行官福兰（Franois Provost）表示："雷诺集团很荣幸能与标杆级汽车制 造商福特开启新的战略合作。此次合作彰显了我们在欧洲市场丰富的合作经验与卓越的竞争力。从长远 来看，携手福特整合双方优势，将使我们在快速变化的汽车市场中更具创新力与敏捷性。"与此同时， 福特汽车公司总裁兼首席执行官吉姆·法利（Jim Farley）也 ...

Core Viewpoint - Ford Motor Company has shown strong performance in the past 12 months, particularly with its F-Series pickup trucks, which have been the best-selling vehicles in the U.S. for 48 consecutive years [1] Group 1: Performance Overview - In the past five years, Ford has produced a total return of 85% as of December 9, benefiting from a recovery after the COVID-19 pandemic [4] - The S&P 500 has outperformed Ford with a total return of 100% over the same five-year period, and a trailing-10-year total return of 298% compared to Ford's 65% [5] - Ford has more than doubled the S&P 500's total return in the past 12 months, driven by solid financial results, especially in Q3, where it exceeded Wall Street's revenue and earnings expectations [6] Group 2: Financial Metrics - Current market capitalization of Ford is $54 billion, with a current share price of $13.63 and a dividend yield of 4.40% [7] - Ford's gross margin stands at 7.58%, and the company pays a quarterly dividend of $0.15 [7] Group 3: Growth and Profitability Concerns - Ford's automotive revenue has grown at a compound annual rate of just 2.4% from 2014 to 2024, which is only slightly above economic expansion [8] - The average operating margin for Ford over the past five years is 2.5%, indicating disappointing profitability [8] - The cyclical nature of demand for vehicles poses a risk, as economic downturns may lead consumers to delay purchasing new vehicles, further impacting Ford's profitability [9]

Core Insights - Ford is partnering with Renault to develop affordable electric vehicles (EVs) in Europe, addressing its declining market share in the region [1][4] - The collaboration will utilize Renault's Ampere platform to create smaller, cost-effective Ford-branded EVs, enhancing competitiveness against low-priced Chinese competitors [2][5] - Production will occur in northern France, leveraging Renault's existing infrastructure to minimize Ford's upfront investment in new EV lines [3][4] Summary by Sections Partnership Details - The partnership focuses on developing smaller, affordable EVs using Renault's Ampere platform, aimed at cost competitiveness in a market with increasing competition from Chinese automakers [2][5] - The first model is expected to launch in early 2028, marking Ford's renewed product strategy in Europe [4] Production and Investment - Production will take place within Renault's ElectriCity network in northern France, allowing Ford to avoid significant initial investments typically associated with launching new EV lines [3] - This collaboration is particularly beneficial as Ford faces challenges in funding both combustion-engine programs and next-generation EVs due to reduced federal support in the U.S. [3] Strategic Positioning - The alliance with Renault is expected to enhance Ford's EV pipeline, reduce costs, and improve its competitive stance against both traditional rivals and fast-moving Chinese manufacturers [5] - This partnership complements Ford's existing collaboration with Volkswagen, providing a diversified strategy for the European EV market [4][8] Market Performance - Ford's shares have increased by 38% year to date, outperforming the industry's growth of 16% [7] - From a valuation perspective, Ford appears undervalued with a forward sales multiple of 0.33 compared to the industry's 3.44 [10]

Ford EV大投降？ 12月9號 他們和 Renault 聯手簽約 放棄自家開發 全靠Ampere 平台撐腰 兩款親民 電動小車 2028歐洲上路 由法國廠生產 這是Ford 承認燒錢的 EV開發撐不住 被中國車 打得滿地找牙！ Ford歐洲市佔 從2019年6.1% 崩到今年 前10月的3.3% 關廠裁員 成家常飯 CEO Jim Farley 嘴硬說要迎來 高效的未來 但我聞到的卻是 求饒的味道？ 更慘的是 美國的 F-150 Lightning 也命懸一線 WSJ爆Ford 高層有砍掉 這款車的想法 我很好奇 F-150 Lightning 如果停產 給Cybertruck 能留下多大 的機會呢？ 傳統車廠套路 合資省錢借力 可2028 才能見到貨？ 歐洲恐怕早被 Tesla Model 3/Y 和BYD搶光了！ 你說這是認輸 還是反擊？ 留言説説 你的判斷吧. ...

Core Insights - SK On and Ford Motor Co. have mutually agreed to dissolve their electric vehicle battery joint venture, BlueOval SK, which was established in September 2021 for a planned investment of $11.4 billion to build three manufacturing plants [7] - SK On will independently operate the battery manufacturing facility in Tennessee, while Ford will take full ownership of the two plants in Kentucky [7] Group 1: Strategic Focus - SK On aims to focus on "profitable and sustainable growth" in the U.S. by supplying batteries from the Tennessee plant to various customers, including stationary energy storage systems [4] - The company is committed to making the Tennessee plant a key part of its advanced battery manufacturing base in the U.S. [3] Group 2: Financial Commitments - The $11.4 billion investment in BlueOval SK was noted as the largest manufacturing commitment in Ford's history [5] - In December 2024, the Department of Energy announced a $9.6 billion direct loan to BlueOval SK, marking the largest loan granted by the DOE's Advanced Technology Vehicles Manufacturing Loan Program [6]

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