福特/SK On合资电池厂投产！

Core Viewpoint - The article discusses the challenges and strategies of SK On and Ford in their electric vehicle (EV) transformation, highlighting the need for collaboration, technological advancements, and market adaptation to overcome current difficulties [4][10]. Group 1: SK On's Strategies - SK On has initiated three major actions to self-rescue amid financial pressures, including advancements in solid-state battery technology, securing new orders, and restructuring within the capital market [7][8]. - The company is focusing on solid-state battery research, with plans to establish a dry electrode pilot line and develop a prototype using polymer-oxide composite gel electrolyte by the end of next year [7][8]. - SK On has secured a six-year contract with Nissan to supply 99.4 GWh of high-nickel soft-pack batteries, sufficient for approximately 2 million electric vehicles [8][9]. - A merger with SK Enmove is planned to enhance operational efficiency, with a capital infusion of 432 billion RMB to support business operations [9][10]. Group 2: Ford's Electric Vehicle Transition - Ford is committed to its electric transformation but faces significant challenges, including declining sales of electric vehicles in the U.S. and financial losses [10][12]. - The company has introduced the Universal EV platform aimed at producing a new electric pickup truck, with a starting price of approximately 215,000 RMB, primarily targeting the U.S. market [11][12]. - Financially, Ford reported a net profit decline in Q1 2025, with electric vehicles losing 850 million USD in Q1 and 1.1 billion USD in Q2, indicating a loss of 42,000 USD per electric vehicle sold [12][13]. - Ford's CEO emphasized the need for efficiency and innovation to compete with Chinese electric vehicle manufacturers, acknowledging the challenges posed by geopolitical risks and supply chain vulnerabilities [13][14].