福特的这一决定，正值美国汽车电动化转型的十字路口。当下，美国车企在全球范围内除面临诸如比亚迪等中国品牌的激烈竞争外，还在应对特朗普的关税 以及电动汽车政策的终结。 【文/观察者网 潘昱辰 编辑/高莘】综合《金融时报》《华尔街日报》等外媒报道，福特汽车日前宣布计划投资20亿美元（约合人民币143.8亿元）对其位于 美国肯塔基州路易斯维尔的工厂进行全面改造，生产平价电动汽车以与中国品牌竞争。首款车型为价格约3万美元（约合人民币21.6万元）的中型四门电动 皮卡，基于新的通用电动平台打造，计划在2027年推出。 福特F-150 Lightning电动皮卡 金融时报 这座工厂的改造投资将与福特在位于密歇根州的动力电池工厂投资的30亿美元一道组成总值50亿美元的投资，为美国"创造或确保"近4000个工作岗位。 福特首席执行官（CEO）吉姆·法利（Jim Farley）此前曾将新的通用电动平台与经典的福特T型车相提并论，因为该平台可减少20%的零部件使用，并使装配 线速度提高15%，借此降低电动汽车生产成本。 福特高管还表示，新的电动汽车旨在与中国电动汽车的设计相媲美：如果电动汽车价格更实惠且仍有额外功能，美国消费者愿意 ...

Domestic News - In July, China's power battery installation volume reached 55.9 GWh, with a month-on-month decrease of 4.0% but a year-on-year increase of 34.3%. The total battery production for July was 133.8 GWh, up 3.6% month-on-month and 44.3% year-on-year [3] - A new national standard for the transportation of lithium batteries will be implemented on February 1, 2026, aimed at enhancing the safety and efficiency of lithium battery logistics, which is crucial for the high-quality development of the industry [4] - GAC Aion plans to invest up to 30% in Huawang Automobile, which aims to create a new high-end automotive brand targeting the 300,000 RMB market [5] - Chery's Omoda and Jaecoo brands are entering the Iraqi market through a distribution agreement with Jameel Motors, with initial models including both fuel and plug-in hybrid vehicles [6] - Lantu's flagship SUV will feature Huawei's ADS Ultra four-laser radar intelligent driving solution, enhancing user experience through advanced technology [7] - Huawei's Yu Chengdong announced the S800 model, which integrates six-domain fusion technology for improved comfort and safety [8] - Tesla's global vice president, Tao Lin, emphasized the company's commitment to battery recycling, with 90% of waste materials being reused in new battery production [9] - Zebra Intelligent's associated company increased its registered capital to approximately 3.2 billion RMB, marking a 13% increase [10] International News - In July, U.S. electric vehicle sales surged to over 130,000 units, a 20% year-on-year increase, driven by lower prices and incentives from automakers [12][13] - Japan's new car sales fell by 3.6% year-on-year in July, with total sales for the first seven months up by 8% compared to the previous year [14] - Italy approved a new subsidy plan worth approximately 698 million USD to boost electric vehicle sales, offering up to 10,000 EUR in subsidies for individual buyers [15] - Ford announced a plan to invest 5 billion USD in electric vehicles, focusing on producing affordable models starting in 2027 [16] Commercial Vehicles - Foton's Tuyano X5 HEV was officially launched, featuring a hybrid system with a starting price of 126,800 RMB [19] - BYD's electric heavy truck has entered the supply chain of Conch Cement, showcasing a model that combines long-range capabilities with fast charging [20] - FAW Jiefang launched its new high-power Eagle Road product, targeting the natural gas heavy truck market [21] - Jiangling Motors partnered with CATL to advance the battery swap ecosystem for logistics vehicles [22]

与此同时，这场冲击波正向消费终端加速蔓延。美国研究机构安德森经济集团警告，汽车市场涨价潮已 进入倒计时，部分进口豪车及电动车涨幅或超1.2万美元，本土车也将上涨2000至3000美元。这一冲击 在次级市场或表现得更为明显，二手车价格和汽车维修成本将水涨船高。 有分析指出，关税绝非提升制造业的"万能解药"，在全球零部件供应链深度交织的当下，这种简单粗暴 的手段不仅难以强化本土制造，反而让那些扎根美国的企业沦为最大受害者。(经济日报记者孙昌岳) 美国挥舞的关税大棒正以戏剧性方式回击本土制造业。福特汽车最新公布的财报显示，公司因关税成本 在第二季度损失8亿美元，这是其自2023年以来首次出现季度亏损。通用汽车的财报也显示，第二季度 因关税损失11亿美元。旗下拥有克莱斯勒等多个美国汽车品牌的跨国车企斯泰兰蒂斯报告称因关税损失 3.5亿美元。三家巨头预测，2025年关税将给美国汽车业造成总计70亿美元的利润损失。 ...

Core Viewpoint - Ford plans to launch a new all-electric pickup truck by 2027, utilizing low-cost lithium iron phosphate (LFP) batteries with a target price of $30,000, marking the first use of LFP batteries by an American automaker [1][5]. Investment and Production Plans - Ford announced a total investment of $5 billion in its Louisville assembly plant and Michigan battery factory, which will create 4,000 jobs, including $2 billion specifically for the Louisville plant [3]. - The new electric vehicle (EV) will feature a newly developed chassis aimed at cost reduction, with a sales target of $30,000, although specific sales timelines and regions have not been disclosed [3][5]. Battery Technology and Cost Efficiency - The highlight of the investment is the low-cost LFP battery, which will be produced in Michigan with support from China's CATL technology. LFP batteries are approximately 30% cheaper than nickel-cobalt-manganese (NCM) batteries, giving Chinese manufacturers a competitive edge [5]. - The design and production methods of the vehicles will change, reducing the number of components by 20% and shortening assembly time by 15% [5]. Strategic Shift and Market Position - Ford's previous focus on large vehicles for EV development has led to significant losses in the EV business, prompting a strategic shift to develop affordable EVs in California [7]. - CEO Jim Farley compared the new EV initiative to the Model T, emphasizing it as a fundamental reform since the introduction of the iconic vehicle [7]. - Chinese companies like BYD have already achieved EVs priced below $30,000, highlighting the competitive gap between American and Chinese manufacturers [7].

Core Viewpoint - Ford is responding to competition from Chinese electric vehicle manufacturers by investing $5 billion to transform its electric vehicle production methods, aiming to create a more affordable electric pickup truck by 2027 [1][2][4]. Investment and Production Strategy - Ford plans to invest $2 billion to overhaul its Louisville, Kentucky plant to shift from producing gasoline SUVs to electric vehicles and $3 billion to build a new battery factory in Michigan, focusing on domestic production [1]. - The first product from this initiative will be a four-door mid-size electric pickup truck, with a target starting price of $30,000, significantly lower than the current average price of electric vehicles in the U.S. [1][2]. Competitive Landscape - Ford's CEO, Jim Farley, emphasized the need for these changes to compete with companies like BYD and other emerging startups in the electric vehicle market [2][4]. - Farley noted that while Ford cannot compete with Chinese companies on scale or vertical integration, it aims to leverage innovation in its power systems to gain a competitive edge [4]. Production Efficiency - The new production method is expected to reduce assembly time by 15%, decrease the number of workstations by 40%, and cut the number of parts needed for new electric vehicles by 20% [7]. - Ford claims that the total cost of ownership for its new electric vehicle will be lower than that of a three-year-old used Tesla Model Y [7]. Financial Performance and Challenges - Ford has faced significant losses in its electric vehicle segment, reporting a total loss of $12 billion over the past two and a half years, with an expected increase in losses for the current year [7]. - The company acknowledges the risks involved in its electric vehicle strategy, recalling past failures in producing smaller cars for profitability [7]. Industry Context - The rise of Chinese electric vehicle manufacturers is prompting U.S. automakers to increase investments in electric vehicle technology, despite high tariffs and regulatory barriers that hinder Chinese companies from entering the U.S. market [8][10]. - General Motors, another major U.S. automaker, is also scaling back its electric vehicle plans and returning to gasoline-powered models, indicating a cautious approach within the industry [9].

Production Plan - Ford will build a new $30 thousand midsize electric pickup in Louisville, Kentucky [1]

Group 1 - The U.S. has imposed an additional 25% tariff on Indian imports, raising the total tariff rate to 50%, the highest for any trading partner [1][3] - India imports over 2 million barrels of oil daily from Russia, accounting for approximately 35% of its total oil supply, which has led to increased tensions with the U.S. [3] - The U.S. automotive industry is projected to face a total profit loss of $7 billion by 2025 due to tariffs, with major companies like Ford and General Motors experiencing significant financial strain [5][6] Group 2 - The average price of new cars in the U.S. is expected to rise by 4% to 8%, contributing to increased living costs for consumers [6] - The automotive supply chain is globalized, meaning tariffs on imported parts will raise production costs for U.S. manufacturers [5][6] - The military supply chain may also be affected, as many automotive components overlap with military equipment production, potentially impacting defense capabilities [9][11] Group 3 - The BRICS nations, including India, have strengthened their cooperation in both economic and military aspects, countering U.S. tariff threats [8][11] - India's diplomatic strategy is shifting, with plans for Prime Minister Modi to visit China, signaling a potential realignment in response to U.S. pressures [4][11] - The U.S. tariffs are seen as a self-inflicted wound, harming domestic industries while failing to achieve intended geopolitical goals [11]

智通财经APP获悉，周一，三大指数高开低走，最终均收跌，市场等待CPI与PPI等关键通胀报告。周一 早间，纳指最高上涨至21544.21点，创盘中历史新高。 【美股】截至收盘，道指跌200.52点，跌幅为0.45%，报43975.09点；纳指跌64.62点，跌幅0.3%，报 21385.4点；标普500指数跌16点，跌幅为0.25%，报6373.45点。C3.ai(AI.US)收跌25.6%，英特尔 (INTC.US)涨3.51%，英伟达(NVDA.US)跌0.35%。黄金板块走弱，巴里克矿业(B.US)收跌2.54%，哈莫 尼黄金(HMY.US)跌1.81%。纳斯达克中国金龙指数微跌0.29%。 【宏观消息】 特朗普团队将鲍曼、杰斐逊和洛根纳入美联储主席候选人之列。据两名美国政府官员透露，美联储两位 副主席鲍曼和杰斐逊以及达拉斯联储主席洛根正在考虑在明年美联储主席一职空缺时出任该职位。负责 遴选的财政部长贝森特说，他将在未来几周内面试更多的候选人。官员说，特朗普预计将在今年秋天做 出最后宣布。知情人士说，其他仍在考虑中的人选包括特朗普经济顾问凯文·哈塞特、美联储理事沃 勒、经济学家马克·萨默林以及前美联储官 ...

Strategic Shift - Ford is overhauling its assembly line after 112+ years to accommodate next-generation affordable EVs [1] - The project involves significant risk and uncertainty, acknowledged by Ford's CEO [1] Investment & Commitment - Ford is investing $2 billion (20 亿) in this EV production initiative [1]

Production Innovation - The company is changing vehicle construction by building in three separate pieces and joining them at the end [1] - This new method allows workers to kit parts inside the vehicle, improving efficiency [1] - The new vehicle design incorporates radical simplification, reducing parts by 20-30% depending on the vehicle [2] - The company has been testing this approach for a couple of years in preparation for the next investment cycle [2] - The company innovated this new platform starting 3 years ago [3] Market & Affordability - Affordability is a major concern for customers in the automotive industry [2] - Normal car payments are approaching $7000-8000 per year ($700-800 per month) [2] - An increasing number of customers are opting for 84-month (7-year) financing [3] - The industry needs to innovate to reduce vehicle costs and maintain profitability [3] - Subsidizing car costs is too risky for workers, communities, and customers [3]