年销量不足10万辆！长安福特跌破行业“生存红线”

Group 1 - Changan Ford's wholesale sales in China are projected to drop to 121,500 units in 2025, with retail sales at only 99,400 units, marking a significant decline from 247,000 units in 2024 [1] - The drop below the critical annual sales threshold of 100,000 units indicates severe operational pressure for the company, as this level is essential for cost-sharing and maintaining dealer network stability [1] - Changan Ford's sales have been on a downward trend since reaching a peak of 957,000 units in 2016, with a notable decline to below 200,000 units in 2019 and further drops in subsequent years [1] Group 2 - The sales structure is heavily imbalanced, with the Mondeo model alone accounting for 47,000 units, nearly half of the brand's total sales, indicating a vulnerability to market risks [2] - Changan Ford has eliminated popular models like the Focus to pursue higher unit profits, resulting in a gap in the 100,000 yuan price segment, which has led to a loss of market share as competitors adopt aggressive pricing strategies [4] - Changan Ford's sales have consistently declined for five consecutive months, with only 76,000 units sold in the first five months of 2025 [4] Group 3 - Changan Automobile reported total sales of 2.913 million units in 2025, with a significant 85% coming from its own brands, indicating a reduced reliance on joint ventures [5] - The decline in Changan Ford's performance reflects broader challenges faced by many joint venture brands in adapting to the rapidly evolving electric vehicle market, where domestic brands dominate with over 70% market share [5] - Traditional advantages of joint venture brands, such as durability and fuel economy, are losing relevance in the electric vehicle sector, where many brands struggle with outdated technology and insufficient range [5]