Ford Motor(US:F) 日经中文网·2025-12-10 08:10Core Viewpoint - Renault and Ford have announced a business collaboration to produce Ford-branded electric vehicles (EVs) using Renault's platform in Europe, aiming to enhance cost competitiveness against Chinese automakers [2][4][5]. Group 1: Collaboration Details - The two companies will jointly produce two new Ford-branded EVs, with Ford responsible for design and production taking place at Renault's factory in northern France, expected to launch in early 2028 [4]. - An intention letter has been signed for collaboration in the commercial vehicle sector, considering joint development and production of small commercial vehicles for both Renault and Ford [4]. Group 2: Market Context - The collaboration is driven by the aggressive market entry of Chinese automakers and the slow adoption of EVs in Europe, which is facing an influx of high-cost-performance vehicles from China [5]. - The transition from internal combustion engine vehicles to EVs is anticipated to be slower than expected, forcing automakers to invest in both fuel and EV businesses, leading to increased operational burdens [5]. Group 3: Strategic Benefits - For Renault, the partnership will improve factory utilization rates and help control costs [5]. - Ford can leverage Renault's platform technology to expand its business while managing investment levels [5].