作为深耕中国市场数十年的老牌车企，福特与宁德时代和比亚迪开展电池技术合作是非常明智的选择。 近年来，LFP电池因其安全性和低成本优势，在储能电池领域占据超过90%的市场份额；在电动汽车领 域也日益成为主流技术方案，2025年全球市场占有率已超50%。宁德时代是LFP电池技术的引领者，在 全球装机量中占比达到48%，稳居第一。而在混合动力汽车电池领域，比亚迪则居于全球领先地位， 2025年3季度市场占比接近30%。 与中国企业的合作，对于福特的新能源转型至关重要。2025年6月，福特电动汽车系统副总裁丽莎·德雷 克曾在接受媒体采访时如此解释引进宁德时代技术的意义："如果你从未亲眼见过某样东西，就很难进 行创新。这就是为什么我们需要把它引进到这里"。 日前，美国众议院中国事务特别委员会主席约翰·穆勒纳尔致信美国福特汽车公司首席执行官吉姆·法 利，就福特与宁德时代等中国电池企业的合作情况进行质询。信中污蔑中国严重威胁美国供应链独立性 和经济安全，并表达了对中国"利用"美国关键产业和将基于中国技术所产电池部署在美国关键基础设施 中的风险等问题的担忧。 很明显，穆勒纳尔此次质询的目的就是对福特施压，阻挠其与中国电池企业 ...

胡定坤 日前，美国众议院中国事务特别委员会主席约翰·穆勒纳尔致信美国福特汽车公司首席执行官吉姆·法 利，就福特与宁德时代等中国电池企业的合作情况进行质询。信中污蔑中国严重威胁美国供应链独立性 和经济安全，并表达了对中国"利用"美国关键产业和将基于中国技术所产电池部署在美国关键基础设施 中的风险等问题的担忧。 很明显，穆勒纳尔此次质询的目的就是对福特施压，阻挠其与中国电池企业的技术合作。2025年12月， 福特宣布将利用宁德时代的技术授权生产磷酸铁锂（LFP）电池，用于电力储能系统。今年1月15日， 美国《华尔街日报》披露福特还在与比亚迪洽谈混合动力汽车电池交易。当日，穆勒纳尔就发表声明 说，"这是一个严重的安全隐患"，福特应该与美国的盟友而不是对手合作。 讽刺的是，美国议员却无视本国企业利益，频繁发声、质询予以阻挠。殊不知福特将是合作推进的主要 受益者，也将是合作受阻的主要受害者。没有与福特的合作，宁德时代、比亚迪仍然是全球电池产业的 领军者。而与中企的合作拖延一天，福特就离拥有高性能LFP电池、离进军储能电池市场远了一天，美 国相关产业也必然因此受损。 美国议员做出如此不智之举的背后是"泛化国家安全"思维上 ...

Group 1 - The EU's recent actions to broaden the concept of "national security" through various policy tools are unlikely to boost the current weak economic situation and may exacerbate internal imbalances and weaken innovation [2][3] - The establishment of a "trade bottleneck" database by the EU aims to counteract "economic coercion" faced by member states, reflecting the impact of US tariffs and unilateral protectionist measures on global supply chains [2][3] - The Netherlands' recent takeover of the Chinese company Nexperia highlights the EU's anxiety regarding its technological capabilities, leading to supply chain disruptions in critical sectors like automotive chips [2][3] Group 2 - The EU's push for "absolute security" is a response to multiple crises, including the Eurozone crisis, refugee influx, Brexit, the pandemic, and the Ukraine crisis, which have hindered economic growth and competitiveness in key areas [3][4] - Internal divisions among EU member states regarding "de-risking" measures and industrial subsidies are creating a vicious cycle of inefficiency and rising costs, further complicating the EU's economic security strategy [3][4] Group 3 - The EU's key issue lies in declining competitiveness rather than security shortcomings, with insufficient investment in research and innovation leading to challenges in digitalization and commercialization [4] - The EU's "Critical Raw Materials Act" aims for 40% of strategic materials to be processed within the EU by 2030, but high domestic extraction costs and strict environmental standards may hinder progress [4] - The EU's focus on "security-first" resource allocation is diverting funds from long-term investments in education and research, undermining future growth potential [4] Group 4 - To genuinely maintain security, the EU should return to multilateralism and cooperation, precisely defining security boundaries and avoiding irrational expansions [5] - Reforming the single market is essential for enhancing competitiveness, encouraging innovation, and breaking down internal regulatory barriers [5] - The EU must seek diversified cooperation and move away from zero-sum thinking to balance security and efficiency, which is crucial for overcoming current economic challenges [5]

Group 1 - The Canadian government has ordered Hikvision to cease operations in Canada, citing national security concerns, which has been met with strong opposition from the Chinese government [1][3] - The Chinese government emphasizes that it encourages enterprises to conduct international business according to market principles and local laws, and criticizes Canada's lack of transparency in its national security review process [1][2] - Hikvision has expressed strong disagreement with the Canadian government's decision, claiming it lacks evidence and is discriminatory against Chinese companies [4] Group 2 - The Chinese government urges Canada to correct its actions and stop politicizing trade issues, advocating for a fair and non-discriminatory environment for all companies, including Chinese enterprises [2][3] - Hikvision asserts that it has always adhered to business ethics and local laws in its global operations, calling for respect for the rule of law from the Canadian government [4]

Core Viewpoint - The Canadian government has ordered Hikvision to cease operations in Canada, citing national security concerns, which has led to strong opposition from the Chinese government [1][2] Group 1: Company Actions - The Canadian government has mandated Hikvision to stop its operations in Canada and has prohibited government departments from purchasing or using Hikvision products [1] - The Chinese government expresses strong dissatisfaction and firm opposition to Canada's actions, viewing them as a violation of the legitimate rights of Chinese enterprises [1] Group 2: Industry Implications - The Chinese government emphasizes the importance of a transparent national security review process and criticizes Canada's approach as an overreach of national security that undermines the confidence in bilateral business cooperation [1] - The Chinese side urges Canada to correct its actions and to support trade and investment liberalization, advocating for a fair and non-discriminatory environment for all companies, including those from China [2]