President Donald Trump said the chief executives of General Motors Co and Ford Motor Co called to thank him on Wednesday for putting tariffs on mid- and large-sized trucks, saying their companies stock has soared. ...

General Motors Co. (NYSE: GM) releases quarterly earnings before Ford Motor Co. ...

Recall Information - Ford Motor Company is recalling over 1.4 million vehicles in the U.S. due to a rearview camera malfunction that may cause distorted, intermittent, or blank images when reversing [1][2] - The recall affects 1,448,655 vehicles, including models from 2015 to 2020 such as the Flex, Explorer, Lincoln MKT, Lincoln MKZ, C-Max, Escape, Taurus, Fusion, Fiesta, and Mustang [2] Recent Setbacks - The recent recall is part of a series of setbacks for Ford in 2025, including a previous recall of over 680,000 vehicles due to various issues, including steering defects in F-250, F-350, and F-450 pickup trucks [3] - In September, Ford recalled 115,000 F-250, F-350, and F-450 trucks due to potential steering column detachment [4] - A fire at a key Ford supplier in September is expected to disrupt production operations for several months [4] Sales Performance - Despite the recalls, Ford achieved a record third quarter in electric vehicle (EV) sales, with a 19.8% increase to 85,789 units [5] - The Mustang Mach-E experienced a significant sales surge of 50.7%, marking its best quarter to date [5] - The F-Series trucks surpassed 600,000 units sold year-to-date, maintaining its position as America's best-selling truck for the 49th consecutive year [5] - Ford has a growth score of 52.96% and a momentum rating of 68.23% according to Benzinga Edge Stock Rankings [5]

Group 1 - Great Wall Motors announced the pre-sale of the new Tank 400, starting at 309,800 yuan [2] - From January to September 2025, the top ten automotive companies sold a total of 20.431 million vehicles, accounting for 83.9% of total automotive sales [4] - Mercedes-Benz is implementing a major layoff plan affecting 30,000 employees, with severance packages up to 500,000 euros for senior management [3][5] Group 2 - Ford is recalling over 1.448 million vehicles in the U.S. due to rearview camera malfunctions [4]

2025.10. 22 本文字数：1265，阅读时长大约3分钟 作者 | 第一财经 葛慧 美国福特汽车公司9月16日宣布，由于欧洲电动汽车市场需求疲软，该公司德国科隆工厂将于2026 年初裁员1000人。这意味着该公司在德国的裁员规模将进一步扩大，并首次涉及整车生产部门。去 年11月，福特公布了一项大规模削减成本方案，计划到2027年底在欧洲裁员4000人。 随着全球汽车市场的需求疲软，国际汽车巨头在今年来陆续开启了裁员计划。 据第一财经不完全统计，近一年来，奔驰、奥迪、大众、福特、日产等公司先后宣布了大规模的裁员 计划，其中整车厂的裁员计划人数就超过10万人。头部的供应商巨头近期也开始祭出裁员计划，采 埃孚和博世两大巨头裁员计划总数达到3万人规模。 | 公司 | 裁员人 型 | | --- | --- | | 手机 | 30000 | | 興山 | 7500 | | 大东大 | 3000 | | 電诺 | 3000 | | 1 | 35000 | | 福特 | 5000 | | H P | 20000 | | 采埃宇 | 7600 | | 博世 | 22000 | | 总计 | 133100 | 10月22 ...

Ford Motor Company (NYSE:F) is one of the stocks in Jim Cramer’s recent game plan. With the company set to report this week, Cramer mentioned it and remarked: “After the close, Ford reports. I want, look, we gotta find out how much damage this gigantic fire at a key aluminum plant will do to their numbers. If the numbers do come down, by the way, I think the stock could slip below 11.” Image by Marcin Machalski from Pixabay Ford Motor Company (NYSE:F) manufactures, and sells Ford and Lincoln vehicles, ...

全球汽车市场需求疲软，导致国际汽车巨头及供应商纷纷启动大规模裁员计划。 随着全球汽车市场的需求疲软，国际汽车巨头在今年来陆续开启了裁员计划。 另一大美国汽车巨头也在9月宣布了在欧洲的裁员计划。 美国福特汽车公司9月16日宣布，由于欧洲电动汽车市场需求疲软，该公司德国科隆工厂将于2026年初 裁员1000人。这意味着该公司在德国的裁员规模将进一步扩大，并首次涉及整车生产部门。去年11月， 福特公布了一项大规模削减成本方案，计划到2027年底在欧洲裁员4000人。 据第一财经不完全统计，近一年来，奔驰、奥迪、大众、福特、日产等公司先后宣布了大规模的裁员计 划，其中整车厂的裁员计划人数就超过10万人。头部的供应商巨头近期也开始祭出裁员计划，采埃孚和 博世两大巨头裁员计划总数达到3万人规模。 | 公司 | 裁员人数 | | --- | --- | | ヂ亜 | 30000 | | 奥迪 | 7500 | | 沃尔沃 | 3000 | | 雷诺 | 3000 | | 大众 | 35000 | | 福特 | 5000 | | 日产 | 20000 | | 采埃孚 | 7600 | | 博世 | 22000 | | 总计 ...

Group 1: Teck Resources Performance - Teck Resources reported a strong Q3 2025, with adjusted earnings per share of C$0.76, exceeding the analyst estimate of C$0.53 [2] - Revenue for the quarter reached C$3.38 billion, an 18.2% year-over-year increase, surpassing the forecast of C$2.92 billion [2][3] - The performance was driven by higher base-metal prices, particularly copper and zinc, and lower copper smelting charges [3] Group 2: Ford Motor Company Recall - Ford is recalling over 1.4 million vehicles in the U.S. due to a rearview camera issue that can distort or blank the image when in reverse [4][5] - The recall affects various models from 2015-2019, with 18 accidents reported but no injuries [5] Group 3: Woodside Energy Update - Woodside Energy reported a 9% year-on-year decline in Q3 revenue to $3.36 billion, attributed to an 8% decrease in average realized oil prices [6][7] - Despite the revenue dip, Woodside raised its full-year 2025 production guidance to between 192 and 197 million barrels of oil equivalent [7] Group 4: European Space Sector Consolidation - Major European aerospace companies, including Airbus, Thales, and Leonardo, are nearing a $11.6 billion merger of satellite operations, known as Project Bromo [8][10] - This merger aims to create a regional champion to compete against global players like SpaceX, consolidating Europe's fragmented satellite industry [11] Group 5: M&A Activity in Financial Services - PAI Partners is in exclusive negotiations to acquire a majority stake in French wealth manager Cyrus, which manages over €20 billion in assets [12] - Oaktree Capital Management is using private credit to finance its proposed acquisition of Perpetual's wealth management unit, with the sale expected to fetch between $500 million and $1 billion [13]

Core Points - Ford is recalling 1,448,655 vehicles in the U.S. due to a rearview camera issue that may cause distorted, intermittent, or blank images when the vehicle is in reverse [1] Group 1 - The recall affects a significant number of vehicles, indicating a widespread issue that could impact consumer safety and brand reputation [1] - The rearview camera problem poses potential risks for drivers, as it may hinder their ability to see obstacles while reversing [1] - This recall may lead to increased costs for Ford in terms of repairs and potential legal liabilities [1]

Core Viewpoint - Traditional automotive giants such as BMW, Toyota, and Ford are undergoing significant channel transformations to adapt to changing market dynamics and competition from domestic brands [1][2][3] Group 1: Channel Transformation Trends - BMW plans to abandon the traditional dealership model by 2027, shifting to a direct sales approach that emphasizes control over the sales process [2][3] - Toyota is implementing a "single city, single store" strategy, consolidating its dealerships to enhance efficiency and reduce costs while maintaining dual-brand service [2][3] - Ford has established a wholly-owned sales service company in Shanghai to unify its sales channels, aiming to maximize efficiency and reduce internal conflicts among dealers [3] Group 2: Market Impact and Consumer Experience - The channel transformations are improving consumer experiences by allowing customers to view multiple vehicle types in a single location, thus eliminating the need to visit multiple dealerships [4] - Ford's channel integration has led to increased profitability for dealers by offering a wider range of vehicles, enhancing customer attraction and retention [4] Group 3: Industry-Wide Characteristics - The industry is moving towards a "light asset, heavy operation" model, with companies like Lincoln reducing store sizes and investment requirements significantly [5] - Companies are adopting a "fill-in layout" strategy, adjusting dealership numbers based on regional market conditions to optimize resource allocation [5] - The traditional 4S dealership model is being re-evaluated, with a focus on sales and after-sales services rather than the previous all-in-one approach [5] Group 4: Strategic Recommendations - Manufacturers are encouraged to enhance product competitiveness through technological innovation and to explore new channel models for better collaboration with dealers [6] - Dealers should adapt to channel changes by improving service capabilities and operational efficiency, including staff training and expanding business areas like used car sales and automotive finance [6]