福特叫停大型纯电项目转向混动与增程领域

Core Viewpoint - Ford Motor Company has announced a significant strategic shift, deciding to terminate its all-electric F-150 Lightning and T3 pickup projects, and will take a $19.5 billion asset write-down, refocusing its business on hybrid models, extended-range electric vehicles, and emerging sectors [1][3] Group 1: Strategic Adjustments - The strategic adjustment is based on three main factors: lower-than-expected market demand for large electric vehicle projects, high R&D and production costs for pure electric models eroding profits, and changes in regulatory policies affecting the commercial prospects of large electric projects [3] - Ford's management believes it is necessary to adjust its strategic direction in response to ongoing losses, having accumulated a total loss of $13 billion in its electric vehicle business since 2023 [3] Group 2: Future Focus - Ford will no longer invest heavily in large electric vehicle projects that lack a profitable path, instead reallocating funds to hybrid versions of pickups and vans, extended-range electric vehicles, more affordable electric vehicles, and new business opportunities in energy storage [3] - The company’s executives emphasize a clearer development strategy and greater certainty in the "second round" of electrification competition in the U.S. market [3]