“我相信，特朗普最终会让中企在美建厂造车”

Core Viewpoint - Ford's CEO Jim Farley has been testing a Chinese electric vehicle, the Xiaomi SU7, highlighting the impressive performance of Chinese EVs and expressing concern over the competitive threat they pose to Ford if more Americans could access these vehicles [1][2]. Group 1: Competitive Landscape - Chinese electric vehicles (EVs) are gaining global market share, making it increasingly difficult to prevent their entry into the U.S. market [1][2]. - Analysts predict that Chinese automakers will eventually receive permission to build factories in the U.S., despite potential higher costs for locally produced vehicles [1][5]. - In Europe, Chinese brands have already captured market shares comparable to established German automakers like Mercedes-Benz [1]. Group 2: Ford's Strategic Response - Ford plans to produce a new electric truck starting at $30,000 in its Louisville factory by 2027, aiming to offer a more affordable option compared to its current F-150 Lightning Pro, which starts at approximately $55,000 [4][5]. - The new production strategy involves a complete overhaul of the manufacturing process, moving away from modifying existing gasoline models to creating a dedicated electric vehicle production line [5][6]. - Ford's advanced electric vehicle development head acknowledged the need for numerous changes to achieve cost reductions, indicating a significant shift in their approach [6]. Group 3: Challenges Ahead - Despite Ford's efforts, analysts believe that a $30,000 electric truck will not be sufficient to compete with the cost-effective Chinese EVs, which benefit from a large talent pool and superior battery technology [5][6]. - The recent U.S. legislation has weakened subsidies and incentives for domestic electric vehicles, further complicating the competitive landscape for American manufacturers [6]. - Chinese electric vehicles are rapidly expanding in developing countries, posing a significant challenge for U.S. companies like Ford, which may struggle to adapt quickly enough [6].