安培(Ampere)平台
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吉利、福特、中国供应链,雷诺正在上演一场“合纵连横”的戏剧
Guan Cha Zhe Wang· 2025-12-10 10:41
Core Insights - Renault and Ford have announced a strategic partnership in Europe, where Ford will develop two new electric vehicle models based on Renault's Ampere platform, with production taking place in France [1][3] - This collaboration allows Ford to quickly enhance its product lineup during a critical period of electrification in Europe, leveraging Renault's technological capabilities [1][3] Group 1: Strategic Collaboration - The partnership signifies a deeper integration of Chinese research and development capabilities, supply chain efficiency, and cost-effective solutions into Renault's electric vehicle strategy [3][4] - Renault's Ampere platform aims to provide high-cost performance electric vehicle solutions for the European market, utilizing modular and electrification solutions from China [3][4] Group 2: Development and Integration - Renault has established a new Advanced China Development Center (ACDC) to empower the Ampere platform in creating electric products, highlighting the importance of collaboration with Chinese supply chains [4][6] - The integration of Chinese supply chains into the Ampere platform is crucial for reducing self-research costs and enhancing efficiency in key areas such as battery and electric drive systems [6][13] Group 3: Market Dynamics - The collaboration may reshape the competitive landscape for Chinese automotive companies, as European brands like Ford and Renault will leverage Chinese efficiencies, potentially increasing competition for Chinese automakers in Europe [13][14] - The strategic shift of Renault from a traditional manufacturer to an integrator reflects a broader trend in the automotive industry, where collaboration and resource sharing are becoming essential for competitiveness in the electric vehicle market [9][14]