Ford Motor(US:F) 智通财经网·2025-11-07 03:30Core Insights - Ford is considering halting production of its all-electric F-150 Lightning pickup truck, although no final decision has been made yet [1] - The F-150 Lightning set a sales record in Q3 and remains the best-selling electric pickup in the U.S. [1] - A fire at an aluminum plant, a key supplier for the F-150 models, has led Ford to indefinitely idle the production of the Lightning at its Michigan plant [1] - Ford's CEO, Jim Farley, indicated that the U.S. electric vehicle market will be "far smaller than previously expected," focusing on vehicles suitable for short commutes [1] Sales Performance - Ford's electric vehicle sales dropped by 24.8% last month, with F-150 Lightning sales down 17.2% in October, selling only 1,543 units, which is about 2.3% of total F-Series truck sales for the month [2] - The expiration of the $7,500 federal tax credit has significantly reduced demand for battery electric models [2] Market Dynamics - The shift in U.S. policy under President Trump away from "electric vehicle mandates" is prompting automakers to reassess their plans [2] - Competitors like Stellantis and General Motors have also scaled back their plans for large electric vehicles [2]