【文/观察者网 陈思佳】凭借更实惠的价格和更高的质量，中国电动汽车畅销全球，让美国汽车行业产 生了"危机感"。据美国"商业内幕"网站9月30日报道，美国福特汽车首席执行官吉姆·法利表示，中国完 全主导着电动汽车行业，美国车企并不具备真正与中国竞争的能力。 法利在29日播出的一档播客节目中说："竞争激烈的现实是，中国是电动汽车行业中的700磅大猩猩。根 据我们从中国看到的情况，特斯拉、通用汽车或福特都没有真正的竞争力。中国正完全主导全球电动汽 车产业，在中国以外地区的影响力越来越强。" 法利指出，中国的成功有着充分的理由，中国企业以非常低的成本实现了巨大的创新，中国电动汽车产 业还得到了政府的支持。 "商业内幕"网站称，这已不是法利首次强调中国在电动汽车竞赛中的领先地位。去年10月播出的另一档 播客节目中，法利曾透露，他试驾了中国制造的电动汽车，"我不太喜欢谈论竞争，但我开过小米 SU7，我们从上海运了一辆到芝加哥。我已经开了六个月，我不想放弃它。" 今年6月，法利在美国阿斯彭思想节的一次小组讨论中说，中国电动汽车产业取得了巨大的进步。他表 示："世界上70%的电动汽车是中国制造的。他们拥有更先进的车载技术，华 ...

Core Viewpoint - Ford is responding to competition from Chinese electric vehicle manufacturers by investing $5 billion to transform its electric vehicle production methods, aiming to create a more affordable electric pickup truck by 2027 [1][2][4]. Investment and Production Strategy - Ford plans to invest $2 billion to overhaul its Louisville, Kentucky plant to shift from producing gasoline SUVs to electric vehicles and $3 billion to build a new battery factory in Michigan, focusing on domestic production [1]. - The first product from this initiative will be a four-door mid-size electric pickup truck, with a target starting price of $30,000, significantly lower than the current average price of electric vehicles in the U.S. [1][2]. Competitive Landscape - Ford's CEO, Jim Farley, emphasized the need for these changes to compete with companies like BYD and other emerging startups in the electric vehicle market [2][4]. - Farley noted that while Ford cannot compete with Chinese companies on scale or vertical integration, it aims to leverage innovation in its power systems to gain a competitive edge [4]. Production Efficiency - The new production method is expected to reduce assembly time by 15%, decrease the number of workstations by 40%, and cut the number of parts needed for new electric vehicles by 20% [7]. - Ford claims that the total cost of ownership for its new electric vehicle will be lower than that of a three-year-old used Tesla Model Y [7]. Financial Performance and Challenges - Ford has faced significant losses in its electric vehicle segment, reporting a total loss of $12 billion over the past two and a half years, with an expected increase in losses for the current year [7]. - The company acknowledges the risks involved in its electric vehicle strategy, recalling past failures in producing smaller cars for profitability [7]. Industry Context - The rise of Chinese electric vehicle manufacturers is prompting U.S. automakers to increase investments in electric vehicle technology, despite high tariffs and regulatory barriers that hinder Chinese companies from entering the U.S. market [8][10]. - General Motors, another major U.S. automaker, is also scaling back its electric vehicle plans and returning to gasoline-powered models, indicating a cautious approach within the industry [9].