福特公布L3级自动驾驶战略，预计2028年推出

Core Insights - Ford announced a significant smart technology strategy at CES 2026, planning to launch Level 3 conditional autonomous driving technology by 2028, initially on the new UEV electric platform vehicles set to debut in 2027 [2] - The company will scale back large electric vehicle projects due to changes in U.S. policies and market dynamics, expecting a $19.5 billion loss from these strategic adjustments [2][3] Group 1: Autonomous Driving Technology - The new Level 3 autonomous driving technology is an upgrade from the existing "BlueCruise" system, allowing drivers to engage in activities like video conferencing under specific conditions [2] - The current Level 2 system has already enabled hands-free driving on highways and urban expressways [2] Group 2: Strategic Adjustments - Ford will terminate its flagship electric pickup, the F-150 Lightning, with the next generation shifting to a hybrid model [3] - Of the $19.5 billion loss, $12.5 billion will be accounted for in Q4, including a $3 billion impairment from ending the joint venture with SK-On for battery production [3] - Funds will be redirected towards trucks, vans, affordable electric vehicles, and energy storage solutions, with a new mid-size pickup expected to launch in 2027 [3] Group 3: Financial Outlook and Market Position - Despite the impairment pressures, Ford raised its full-year financial outlook, projecting an adjusted EBIT of $7 billion [3] - The company aims for its electric vehicle business to become profitable by 2029 and to increase the global sales share of hybrid, extended-range, and pure electric models to 50% by 2030 [3] - Ford plans to collaborate with Renault to produce small electric vehicles to compete against Chinese rivals in the European market [3] Group 4: Policy Impact - The Trump administration's proposed significant cuts to automotive fuel efficiency standards may alleviate some pressure on Ford's electrification efforts [3] - The dual strategy of "intelligent advancement + business focus" reflects the company's adaptation to changing policy environments and the global automotive industry's shift towards electrification [3]