Core Insights - Azerbaijan's Silk Way West airlines has signed a firm contract for two additional A350F freighters from Airbus [1] Company Summary - Silk Way West airlines is expanding its fleet by acquiring two A350F freighters, indicating a strategic move to enhance its cargo capacity [1] - The contract with Airbus reflects the airline's commitment to modernizing its operations and improving efficiency in freight transport [1] Industry Summary - The addition of A350F freighters to the fleet aligns with the growing demand for air cargo services, particularly in the context of global supply chain challenges [1] - Airbus continues to strengthen its position in the freighter market through contracts with airlines like Silk Way West, showcasing the ongoing investment in air freight capabilities [1]

（央视财经《天下财经》）根据美国媒体的报道，福特汽车公司总裁兼首席执行官吉姆·法利最近在接 受采访时指出，美国目前正面临严重的技能工人短缺问题。对此，特斯拉公司首席执行官马斯克于16日 在社交媒体上回应称，美国确实缺少那些既能胜任、又愿意从事具有挑战性的体力劳动的人员。 福特汽车公司总裁吉姆·法利在采访中表示，美国的技能工人短缺问题已变得越来越严重。虽然福特为 机械师岗位提供的年薪高达12万美元，几乎是美国工人平均工资的两倍，但该公司依然有5000个岗位空 缺。法利强调，这一现象对美国来说是一个严重的警示信号。 法利指出，工人短缺问题不仅仅是福特汽车公司面临的困境，而是整个美国体力劳动岗位的普遍难题。 他认为，目前美国有超过100万个关键岗位空缺，涵盖了紧急服务、卡车运输、水管工、电工等多个领 域，情况相当严峻。尽管特朗普政府推动制造业回流美国，旨在提振美国本土经济，但工厂的空缺职位 与愿意担任这些岗位的人员之间，依然存在着巨大的差距。根据德勤会计师事务所等机构在2024年进行 的一项研究，调查的200家美国制造业公司中，超过一半认为招聘和留住员工是他们面临的最大挑战。 法利还表示，制造业工人短缺问题反映了美 ...

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Group 1 - Lantu Tai Shan was launched on November 18, with a price range of 379,900 to 509,900 yuan, offering four models [4][10] - The vehicle features a stylish design with dimensions of 5230mm in length, 2025mm in width, and 1817mm in height, and a wheelbase of 3120mm, positioning it as a full-size SUV [3] - It is equipped with advanced features such as a three-chamber air suspension, a 16° rear-wheel steering system, and AI-assisted zero-gravity seats, with some models offering a four-laser radar driving assistance system [6][10] - The powertrain includes a 110kW 1.5T engine combined with a dual-motor system producing 380kW, achieving 0-100 km/h in 5.2/5.5 seconds, and a pure electric range of 350 km [8][10] - The vehicle received over 10,000 orders within 21 minutes of its launch, indicating strong market acceptance [10] Group 2 - Ford's Mustang Mach-E began pre-sales on November 18, with a price range of 229,800 to 282,800 yuan, offering five models with pure electric and range-extended options [4][20] - The vehicle retains the design elements of the Ford Bronco, featuring a wild yet technological aesthetic, with dimensions of 5025mm in length, 1960mm in width, and 1815mm in height [16] - It includes a simplified interior design with a 70-inch HUD and advanced features like Qualcomm Snapdragon 8255 chip and facial recognition for smart seating [18][20] - The pure electric version boasts a maximum power of 332kW and a CLTC range of 650 km, while the range-extended version features a 110kW engine and a CLTC range of 220 km [20] Group 3 - Deep Blue L06 commenced pre-sales on November 18, with a limited-time price range of 132,900 to 154,900 yuan, offering four models [23][29] - The vehicle adopts a low-drag design with dimensions of 4830mm in length, 1905mm in width, and 1480mm in height, and features a high soft-touch interior with advanced technology [25][27] - It is powered by a 200kW single motor with battery options of 56.12 kWh and 68.82 kWh, providing a pure electric range of 560 km and 670 km respectively, with a 0-100 km/h acceleration time of up to 5.9 seconds [29] Group 4 - Xiaomi Group reported its third-quarter earnings on November 18, with a revenue of 113.1 billion yuan, a year-on-year increase of 22.3%, and a net profit of 11.3 billion yuan, up 80.9% [33][35] - The automotive and AI sectors generated 29 billion yuan in revenue, marking the first quarterly profit for these innovative businesses [33] - Xiaomi's automotive division achieved over 100,000 sales in a single quarter with three models, and cumulative deliveries surpassed 260,000 units in the first three quarters, on track to meet its annual target of 350,000 units [35]

本文字数：663，阅读时长大约1分钟 来源 | 央视财经、央视新闻 2025.11.18 法利说，制造业工人短缺问题反映出职业教育和技能培训体系方面存在缺陷。相关言论引发了特斯拉公 司首席执行官马斯克的共鸣。他在社交媒体评论称，美国不仅缺乏能胜任高强度体力工作的人，甚至缺 乏愿意接受相关培训的人。 值得一提的是，白宫新闻秘书莱维特此前在一档电视节目中表示，美国更需要的是电工、水管工，"而 不是哈佛大学的LGBTQ专业研究生"。 微信编辑| 苏小 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 据央视财经援引美国媒体报道，近日，美国福特汽车公司总裁兼首席执行官吉姆·法利在接受采访时 称，美国技能工人短缺问题严峻，尽管公司为机械师职位开出高达12万美元的年薪，这几乎是美国工人 平均工资的两倍，但仍有5000个岗位空缺。法利强调，这一现象为美国敲响了警钟。 法利表示，工人短缺不仅是福特汽车面临的困境，也是全美体力劳动岗位的普遍现象。他认为，美国有 超过100万个关键岗位空缺， ...

2025.11. 18 本文字数：663，阅读时长大约1分钟 来源 | 央视 财经、央视新闻 据央视财经援引美国媒体报道，近日，美国福特汽车公司总裁兼首席执行官吉姆·法利在接受采访时 称， 美国技能工人短缺问题严峻，尽管公司为机械师职位开出高达12万美元的年薪，这几乎是美国 工人平均工资的两倍，但仍有5000个岗位空缺 。 法利强调，这一现象为美国敲响了警钟。 法利表示，工人短缺不仅是福特汽车面临的困境，也是全美体力劳动岗位的普遍现象。他认为， 美 国有超过100万个关键岗位空缺，涵盖紧急服务、卡车运输、水管工、电工等多个领域，情况非常严 重 。 尽管特朗普政府的经济政策核心是推动制造业回归美国，但工厂空缺职位与愿意填补这些岗位 的人数之间仍然存在显著差距。德勤会计师事务所等机构在2024年进行的一项研究还发现，在接受 调查的200家美国制造业公司中，超过一半将招聘和留住员工视作当前最大难题。 法利说，制造业工人短缺问题反映出职业教育和技能培训体系方面存在缺陷。相关言论引发了特斯拉 公司首席执行官马斯克的共鸣。他在社交媒体评论称， 美国不仅缺乏能胜任高强度体力工作的人， 甚至缺乏愿意接受相关培训的人 。 值得 ...

Summary of Ford Motor Company Conference Call (November 18, 2025) Company Overview - **Company**: Ford Motor Company (NYSE:F) - **Speaker**: Andrew Frick, President of Ford Blue and Model E Key Points Financial Performance and Guidance - Ford reported a strong underlying business with an EBIT guidance of **$8 billion to $8.5 billion** for the year before the Novelis fire incident, which is a **$1.5 billion to $2 billion** negative impact for Q4 [10][11] - The company managed to offset **$1 billion** of a **$2 billion** tariff headwind through market factors and pricing strategies [10][14] - The revised guidance for Q4 is **$6 billion to $6.5 billion** net of the Novelis impact [12] Tariffs and Regulatory Environment - Tariffs initially posed a significant challenge but were reduced to a **$2 billion** headwind for the year, with Ford well-positioned due to its U.S.-based manufacturing [14][18] - The company plans to incorporate tariff costs into its business model moving forward, treating them as a standard cost of doing business [19][23] - Regulatory changes are expected to provide more flexibility in production, allowing Ford to cater to natural consumer demand across various powertrains [26][29] Emissions and Electrification Strategy - Ford is adapting to changing emissions regulations, with expectations of less stringent caps under the current administration, which will allow for a broader range of vehicle offerings [29][30] - The company has invested in hybrid technology and is seeing a significant increase in hybrid vehicle sales, particularly with the F-150 [45] Ford Pro Business Segment - Ford Pro, the commercial vehicle segment, is a strategic advantage with a diverse customer base across large corporations, small businesses, and government sectors [32][33] - The company has invested over **$2 billion** in dealer infrastructure to support commercial customers, enhancing service capabilities and customer uptime [34][35] - Ford Pro Intelligence, a software offering, has led to higher customer loyalty and increased service revenue [37][38] New Product Developments - Ford is launching a **Universal Electric Vehicle (UEV)** platform aimed at producing affordable electric vehicles, with the first model expected to be a small electric pickup starting around **$30,000** [47][48] - The new manufacturing process will reduce parts and increase assembly line speed by **15%**, enhancing efficiency [49] Competitive Landscape and Market Position - Ford maintains a leading market share in the commercial vehicle sector, outselling competitors significantly [33] - The company is focused on maintaining its leadership in hybrid and electric vehicle segments while also expanding its service and software capabilities [39][40] Return to Formula 1 - Ford is excited about its return to Formula 1, which is expected to enhance brand visibility and attract top engineering talent [55][56] - The partnership with Red Bull Racing aims to leverage F1 technology for consumer vehicles, enhancing Ford's electrification efforts [56][57] Additional Insights - The company emphasizes a balanced approach to electrification, investing across multiple powertrains to meet diverse customer needs [45][51] - Ford's strategic partnerships, such as with ServiceTitan, aim to enhance fleet management solutions for commercial customers [40] This summary encapsulates the key discussions and insights from the Ford Motor Company conference call, highlighting the company's financial outlook, strategic initiatives, and market positioning.

Core Viewpoint - Ford's new electric vehicle, the Ford Mustang Mach-E, has officially started pre-sales, offering both extended-range and pure electric versions with attractive pricing and extensive features [1][18]. Group 1: Vehicle Specifications - The Ford Mustang Mach-E features a length of 5025mm and a wheelbase of 2950mm, providing spacious interior comfort [5]. - The vehicle offers the largest trunk space in its class at 497L, along with a unique 160L front trunk in the pure electric version [5]. - The pure electric version is equipped with a 105.4kWh battery, achieving a CLTC range of 650km, while the extended-range version has a 43.7kWh battery with a total range of 1220km when fully fueled and charged [7]. Group 2: Intelligent Features - The vehicle's smart cockpit is built with top-tier hardware, including a 70-inch AR-HUD and a 15.6-inch Mini-LED central control screen, providing an immersive user experience [8]. - It features a dual AI voice system supported by a Qualcomm 8255 chip, enabling natural conversation interactions [8]. - The vehicle includes a "Travel Log" function that recommends routes and provides real-time navigation, enhancing the outdoor experience [11]. Group 3: Off-Road Capabilities - The Ford Mustang Mach-E boasts impressive off-road capabilities with a 30° approach angle, 32° departure angle, and a minimum ground clearance of 220mm [14]. - It is equipped with an intelligent four-wheel-drive system and offers eight driving modes tailored for various terrains [16]. - The vehicle's chassis is designed for durability and handling, featuring a robust aluminum double-wishbone front suspension [16]. Group 4: Safety Features - The vehicle incorporates advanced safety measures, including a high-strength body structure with a steel content of 25% and ten airbags for comprehensive passive safety [16]. - The battery pack is designed with multiple layers of physical protection and has passed rigorous safety tests, ensuring reliability under extreme conditions [17]. Group 5: Market Positioning - The Ford Mustang Mach-E is positioned as a versatile vehicle catering to urban commuting, weekend getaways, and long-distance exploration, aligning with modern consumer needs [18]. - The pre-sale event commenced on November 18, allowing users to reserve the vehicle through the "Ford Beyond" app [1][18].

每经编辑｜金冥羽 据央视财经援引美国媒体报道，近日，美国福特汽车公司总裁兼首席执行官吉姆·法利在接受采访时称，美国技能工人短缺问题严峻，尽管公司为机械师 职位开出高达12万美元的年薪，这几乎是美国工人平均工资的两倍，但仍有5000个岗位空缺。法利强调，这一现象为美国敲响了警钟。 法利表示，工人短缺不仅是福特汽车面临的困境，也是全美体力劳动岗位的普遍现象。他认为，美国有超过100万个关键岗位空缺，涵盖紧急服务、卡车 运输、水管工、电工等多个领域，情况非常严重。尽管特朗普政府的经济政策核心是推动制造业回归美国，但工厂空缺职位与愿意填补这些岗位的人数之 间仍然存在显著差距。德勤会计师事务所等机构在2024年进行的一项研究还发现，在接受调查的200家美国制造业公司中，超过一半将招聘和留住员工视 作当前最大难题。 校对|程鹏 封面图片来源：视觉中国 每日经济新闻综合自央视新闻 法利说，制造业工人短缺问题反映出职业教育和技能培训体系方面存在缺陷。相关言论引发了特斯拉公司首席执行官马斯克的共鸣。他在社交媒体评论 称，美国不仅缺乏能胜任高强度体力工作的人，甚至缺乏愿意接受相关培训的人。 值得一提的是，白宫新闻秘书莱维特此前在 ...