Ke Ji Ri Bao·2026-02-02 14:50Group 1 - The U.S. House of Representatives' Special Committee on China, led by John Moolenaar, has expressed concerns over Ford's collaboration with Chinese battery companies like CATL, citing risks to U.S. supply chain independence and economic security [1] - Ford's partnership with CATL involves utilizing their technology to produce lithium iron phosphate (LFP) batteries for energy storage systems, with further discussions ongoing with BYD for hybrid vehicle battery transactions [1] - The U.S. battery industry lags significantly behind China, with Bernstein predicting that by 2026, the U.S. will account for only 10% of global battery capacity compared to China's 80% [1] Group 2 - Ford's collaboration with CATL and BYD is seen as a strategic move, especially as LFP batteries dominate the energy storage market with over 90% market share and are becoming mainstream in electric vehicles [2] - CATL leads the global market for LFP battery technology with a 48% share, while BYD holds nearly 30% of the hybrid vehicle battery market as of Q3 2025 [2] - The partnership is crucial for Ford's transition to new energy vehicles, as highlighted by Ford's VP of Electric Vehicle Systems, emphasizing the importance of introducing advanced technologies for innovation [2] Group 3 - The actions of certain U.S. politicians reflect a misguided perception of national security, viewing the use of Chinese technology and products as inherently risky, which could hinder U.S. industrial development [3] - There is a call for U.S. politicians to recognize the necessity of U.S.-China technological and industrial cooperation, urging them to stop interfering with normal business collaborations that could benefit the U.S. manufacturing sector [3]