Core Viewpoint - Ford's CEO Jim Farley has been testing a Chinese electric vehicle, the Xiaomi SU7, highlighting the impressive performance of Chinese EVs and expressing concern over the competitive threat they pose to Ford if more Americans could access these vehicles [1][2]. Group 1: Competitive Landscape - Chinese electric vehicles (EVs) are gaining global market share, making it increasingly difficult to prevent their entry into the U.S. market [1][2]. - Analysts predict that Chinese automakers will eventually receive permission to build factories in the U.S., despite potential higher costs for locally produced vehicles [1][5]. - In Europe, Chinese brands have already captured market shares comparable to established German automakers like Mercedes-Benz [1]. Group 2: Ford's Strategic Response - Ford plans to produce a new electric truck starting at $30,000 in its Louisville factory by 2027, aiming to offer a more affordable option compared to its current F-150 Lightning Pro, which starts at approximately $55,000 [4][5]. - The new production strategy involves a complete overhaul of the manufacturing process, moving away from modifying existing gasoline models to creating a dedicated electric vehicle production line [5][6]. - Ford's advanced electric vehicle development head acknowledged the need for numerous changes to achieve cost reductions, indicating a significant shift in their approach [6]. Group 3: Challenges Ahead - Despite Ford's efforts, analysts believe that a $30,000 electric truck will not be sufficient to compete with the cost-effective Chinese EVs, which benefit from a large talent pool and superior battery technology [5][6]. - The recent U.S. legislation has weakened subsidies and incentives for domestic electric vehicles, further complicating the competitive landscape for American manufacturers [6]. - Chinese electric vehicles are rapidly expanding in developing countries, posing a significant challenge for U.S. companies like Ford, which may struggle to adapt quickly enough [6].

撰 文 / 钱亚光 设 计 / 琚 佳 来 源 / i n n e n g i n e . c o m , w w w. d i a r i o m o t o r. c o m 尽管像特斯拉这样的公司在电动汽车革命中处于领先地位，推动了替代发动机解决方案领域的竞 争，以满足消费者对气候问题的关注，但就道路上的绝对数量而言，内燃机仍占据主导地位。 逐步淘汰内燃机不像人们想象的那样简单。这不仅涉及生产新车型，还包括改造现有基础设施以支 持这些替代发动机解决方案。虽然电动汽车的配套基础设施有所增长，但在更广泛地推广其他替代 燃料来源（如氢发动机技术）方面，仍有很长的路要走。 此外，去除补贴和种种优惠政策，电动汽车的价格仍远高于内燃机汽车。为了让更多的消费者开始 购买这类汽车，技术需要发展到能与主流市场价格相匹配的程度，否则即便消费者有意转向电动汽 车，他们仍会继续购买价格实惠的内燃机汽车。 考虑到在广泛推广电动汽车和其他替代发动机解决方案方面存在的这些挑战，发动机制造商仍在不 断研发新的内燃机技术，以满足电动汽车无法满足的当前消费者需求。在内燃机领域推动创新的西 班牙INNengine公司，推出了新型e-Rex ...