Ford Motor(US:F) Zhong Guo Jing Ying Bao·2025-05-04 03:36Core Viewpoint - The article discusses the impact of U.S. tariffs on Ford's operations in China, highlighting the company's strategies to adapt to the changing market conditions and maintain consumer stability while ensuring supply continuity [3][4]. Group 1: Tariff Impact and Strategy - The U.S. government's tariff policies have created significant pressure on American car manufacturers, including Ford, with China raising tariffs on U.S. imports from 84% to 125% [3]. - Ford's strategy involves stabilizing consumer demand and ensuring a continuous supply chain, with plans to increase local production of imported models and components in China [4][5]. - The company is evaluating the pricing impact of tariffs on imported models and is prepared to adjust its sales forecasts accordingly [4][6]. Group 2: Localization and Production Challenges - Ford is considering the localization of some imported models if the tariffs continue to affect sales, with the complexity of technology and supply chain being key factors in the decision-making process [6][7]. - The company emphasizes the importance of quality control in the localization process, requiring thorough testing and certification for all components, even those from established suppliers [7]. - Ford's commitment to quality is illustrated by its insistence on testing imported components in the Chinese market to ensure they meet local conditions [7]. Group 3: Market Performance and Consumer Preferences - The Ford Lingrui, produced in China, has successfully been exported to 56 countries across five continents, indicating strong international demand [8]. - There is a growing acceptance among Chinese consumers for electric versions of traditional models, which may accelerate the electrification of Ford's pickup products [9]. - The Ford Lema has a diverse pricing strategy, with a starting price of 290,000 yuan and a main sales price of 399,800 yuan, reflecting consumer preferences for higher-end models [10]. Group 4: Customization and Community Engagement - Ford aims to create a lifestyle brand rather than just selling vehicles, focusing on product quality, customization options, and building a global community [11]. - The official modification platform "Ford Zongheng Purchase" generated sales of 100 million yuan in its first year, showcasing the demand for customized vehicle modifications [12]. - The company has organized over a thousand outdoor activities for vehicle owners, enhancing community engagement and brand loyalty [12].