【文/观察者网 潘昱辰 编辑/高莘】11月14日，据国家市场监督管理总局消息，宝马中国、华晨宝马、 一汽-大众、福特中国、向国家市场监督管理总局备案了召回计划，共计召回汽车超过14万辆，涉及继 电器、安全气囊、安全带、蓄电池等部件。 宝马：继电器防水性能不良 日前，宝马（中国）汽车贸易有限公司、华晨宝马汽车有限公司根据《缺陷汽车产品召回管理条例》和 《缺陷汽车产品召回管理条例实施办法》的要求，向国家市场监督管理总局备案了召回计划。 一、自2025年11月14日起，召回生产日期从2020年6月16日至2020年7月30日的部分进口4系汽车，共计 604辆；生产日期从2019年6月13日至2020年7月30日的部分进口5系汽车，共计11606辆；生产日期从 2019年6月13日至2020年7月30日的部分进口6系汽车，共计11801辆；生产日期从2019年2月11日至2020 年7月30日的部分进口7系汽车，共计11953辆；生产日期从2019年7月9日至2020年12月15日的部分进口 X4汽车，共计16317辆；生产日期从2019年7月7日至2020年12月15日的部分进口X5汽车，共计27950 辆；生产日 ...

人民财讯11月14日电，据市场监督管理总局网站消息，日前，福特汽车(中国)有限公司根据《缺陷汽车 产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求，向国家市场监督管理总局备案 了召回计划。 二、召回编号S2025M0179V：自即日起，召回2020年11月17日至2020年11月25日生产的2020款林肯领 航员车辆，共计58辆。本次召回范围内的部分车辆，因蓄电池接线盒中印刷电路板过孔未被充分覆盖， 在污染物和水的作用下可能造成电路板腐蚀，导致其短路过热，存在起火风险。 一、召回编号S2025M0178V：自即日起，召回2018年9月1日至2020年7月31日生产的2018-2020年款林肯 领航员车辆，共计3357辆。本次召回范围内的部分车辆，因前排安全带卷收器总成的预紧器内部焊接不 充分，可能造成预紧器意外点爆，导致安全带无法回缩或拉出，存在安全隐患。 ...

Core Insights - The eighth China International Import Expo (CIIE) is set to enhance global economic certainty, showcasing 4,108 overseas exhibitors and their innovations, while highlighting China's high-level openness and development opportunities [1] Group 1: Commitment to Openness - Hangzhou has demonstrated a strong commitment to high-level openness, with companies like AstraZeneca, Ford, Mastercard, and Panasonic participating consistently in the CIIE [2] - AstraZeneca announced an additional investment of approximately $136 million to expand its production base in Qingdao on the first day of the expo [2] - Mastercard showcased its popular JAVA brand coffee machines, emphasizing the digital and intelligent features of its products [2] Group 2: Innovation Showcase - The CIIE serves as a platform for innovation, with Hangzhou's technology sector presenting groundbreaking innovations such as a commercial-grade near-Earth manned aircraft and a "smell TV" that synchronizes scents with visual content [3] - Other innovative exhibits included advanced robotics and AI technologies, showcasing Hangzhou's strong capabilities in high-tech development [3] Group 3: Cultural Heritage and Global Connection - Hangzhou's high-quality development merges tradition and modernity, with 13 local heritage brands showcasing their craftsmanship at the expo [4] - Traditional crafts such as silk weaving and copper sculpture were highlighted, demonstrating the city's rich cultural heritage on an international stage [4] Group 4: New Manufacturing and Global Market Engagement - Hangzhou's Teimeike Industrial Co., as a designated supplier for the G20 Hangzhou Summit, showcased its manufacturing prowess at the expo [5] - The company participated in a series of events aimed at promoting exports and demonstrating the quality of Hangzhou's consumer goods [5] Group 5: Deepening Cooperation - The CIIE acts as a platform for procurement and collaborative innovation, with nearly 50 Hangzhou companies engaging with over 70 multinational corporations [6] - The procurement strategy has shifted from large-scale imports to precise technology acquisition, reflecting local companies' confidence in global perspectives and self-innovation [6] - A large delegation of over 8,100 professional buyers from Hangzhou actively sought advanced equipment and quality agricultural products at the expo [6]

Core Insights - The 8th China International Import Expo (CIIE) has commenced, continuing its role as a premier platform for international procurement, investment promotion, cultural exchange, and open cooperation since its inception in 2018 [1][3] - The automotive sector remains a focal point at the expo, showcasing major global brands and their latest advancements in autonomous driving technology, new energy vehicles, and smart cockpit experiences [1][3] Automotive Industry Trends - Despite a shrinking import car market due to the rise of domestic brands, the import market serves as a stage for multinational brands to showcase cutting-edge technology and diverse products [3] - The evolution of the automotive industry is highlighted at the expo, transitioning from traditional fuel to electric and intelligent vehicles, and from singular to diversified energy solutions [3] Major Exhibitors and Innovations - Jaguar Land Rover, celebrating its 15th anniversary in China, is showcasing the new Land Rover Defender OCTA and the Range Rover SV, along with rare royal vehicles [5] - Ford is presenting a unique American automotive culture experience with models like the Ford Mustang and the all-terrain camping SUV, Ford Mustang Mach-E [6] - Mercedes-Benz is displaying eight luxury models, including offerings from its AMG and Maybach lines, catering to various luxury market segments [8] - Volvo is introducing the new XC70, a luxury hybrid SUV that combines safety and advanced hybrid technology [10] - Toyota is focusing on localization and showcasing electric vehicles and new energy products, including a new energy storage solution developed with China Minmetals [12] - Honda is breaking traditional display modes by showcasing a diverse range of mobility solutions, including electric vehicles and motorcycles, emphasizing safety and outdoor experiences [14] - General Motors is highlighting its commitment to safety and sustainability with new electric and intelligent driving solutions, including the Buick Electra and Baojun models [16] - Volkswagen is presenting eight models from its four brands, showcasing its transition to electric vehicles and advanced driving assistance technologies [18] - BMW is featuring several high-performance and electric models, including the new BMW M2 CS and the electric BMW i4 M60, with limited availability in the Chinese market [20]

Core Viewpoint - Ford is temporarily reducing production of at least five vehicle models due to aluminum supply issues following a significant fire at Novelis, a key aluminum supplier [1][3]. Group 1: Impact on Production - Ford has suspended production of its profitable full-size SUVs, the Expedition and Navigator, starting this week due to aluminum supply difficulties [1]. - A memo sent to employees indicates that the suspension of SUV production will last for one week [1]. - The fire at Novelis's plant is expected to impact aluminum supply significantly, as it supplies approximately 40% of the aluminum sheets used in the U.S. automotive industry [3]. Group 2: Financial Implications - If F-Series truck sales decline by 20% in the fourth quarter, Ford's operating income could decrease by $800 million (approximately 5.7 billion RMB) [5]. - Analysts warn that if production of the F-Series trucks is halted, Ford could face up to $1 billion (approximately 7.12 billion RMB) in operating profit losses [5]. Group 3: Supply Chain Adjustments - Ford is actively working with Novelis to mitigate the impact of the fire and is exploring all feasible alternative solutions [1]. - The company has halted operations at another assembly plant in Kentucky and one in Michigan to ensure aluminum supply for other models [7]. - Novelis is assessing whether aluminum produced at its overseas plants and those of competitors can meet Ford's standards [7].

Recall Summary - Ford Motor (China) Co., Ltd. has filed a recall plan with the State Administration for Market Regulation, following the requirements of the "Regulations on the Recall of Defective Automobile Products" [1] - The recalls involve multiple models, including the 2020 Lincoln Aviator and the 2017-2018 Ford F-150, totaling over 5,000 vehicles [1][2][3] Group 1: Lincoln Aviator Recalls - Recall S2025M0143V involves 2,286 units of the 2020 Lincoln Aviator, produced between June 27, 2019, and December 9, 2019, due to improperly tightened seat restraint system bolts, increasing the risk of injury during a collision [1] - Recall S2025M0144V also involves 2,286 units of the 2020 Lincoln Aviator for issues with the second-row outer seat folding button panel, which may not be properly installed, leading to unexpected seat folding and increased injury risk [2] Group 2: Ford F-150 and Lincoln Navigator Recalls - Recall S2025M0145V includes 1,151 units of the 2017-2018 Ford F-150 and 1,193 units of the 2017 Lincoln Navigator, produced between April 3, 2017, and June 25, 2017, due to contamination in the brake master cylinder affecting braking performance and increasing collision risk [2] - This recall is an expansion of a previous recall announced on November 9, 2022, for similar issues [2] Group 3: New Lincoln Navigator Recall - Recall S2025M0146V involves 44 units of the new generation Lincoln Navigator, produced between November 8, 2024, and March 21, 2025, due to a software issue in the electronic brake booster that may delay response to voltage disturbances, potentially disabling brake assist and increasing collision risk [3] - The company will provide free software upgrades to address this safety concern [3]

Group 1 - The State Administration for Market Regulation announced a recall plan involving 8 automotive manufacturers, totaling 7,300 vehicles to be recalled by July 2025 [1] - Porsche (China) is recalling 1,248 vehicles from the Panamera and Taycan series due to a manufacturing issue where the front shock absorber strut clamp may not be fully engaged, potentially leading to air leakage in the air suspension, affecting vehicle handling and increasing collision risk [1] - Ford Motor (China) is recalling 2,264 Lincoln Navigator vehicles because the right front brake line may interfere with the air filter outlet pipe, causing brake fluid leakage, which could reduce braking efficiency and increase collision risk [1]

Recall Summary - Ford Motor (China) Co., Ltd. has filed a recall plan with the State Administration for Market Regulation, involving several models including Lincoln Navigator, Ford F-150, and Mustang [1][2] - The recall is divided into three batches, addressing various safety issues related to brake fluid leakage, steering control software, and potential fire risks due to manufacturing defects [2][3] Batch 1 - Recall number S2025M0113V: Starting immediately, 2,264 units of the 2022-2024 Lincoln Navigator produced from December 7, 2021, to August 16, 2024, are recalled due to a potential interference between the right front brake pipe and the air filter outlet pipe, which may lead to brake fluid leakage and increased collision risk [2][3] Batch 2 - Recall number S2025M0114V: Starting immediately, 43 units of the 2018-2022 Lincoln Navigator, 35 units of the 2018-2020 Ford F-150, and 5 units of the 2018-2022 Mustang produced between November 3, 2017, and September 2, 2022, are recalled due to software deviations in the electric power steering assembly, which may cause unexpected rapid steering wheel movements [2][3] Batch 3 - Recall number S2025M0115V: Starting immediately, 2,556 units of the 2015-2017 Lincoln Navigator produced from December 4, 2014, to June 25, 2017, are recalled due to poor sealing of the welcome light in the exterior rearview mirror, which may lead to internal short circuits and fire risks [2][3] Market Performance - Ford's sales performance in the Chinese market has been declining, with Changan Ford's total sales in 2024 reaching 247,000 units, a significant drop from the peak of 944,000 units in 2016 [4] - In the first five months of this year, Changan Ford's cumulative sales were 76,983 units, down 16.43% year-on-year [4] - Jiangling Ford's passenger vehicle sales from 2022 to 2024 were 48,000, 39,000, and 35,000 units respectively, indicating poor sales performance [4] - Ford's electric vehicle offerings in China are limited, with only one model currently available, and the company faces challenges in local innovation and competitiveness in smart technology [4]

Recall Overview - Ford Motor (China) Co., Ltd. has initiated a recall of certain imported vehicles in compliance with the "Defective Automobile Products Recall Management Regulations" [1] - The recall plan has been filed with the State Administration for Market Regulation [1] Recall Details - Recall Number S2025M0113V: A total of 2,264 units of the 2022-2024 Lincoln Navigator, produced between December 7, 2021, and August 16, 2024, are being recalled [1] - Recall Number S2025M0114V: This includes 43 units of the 2018-2022 Lincoln Navigator, produced from November 3, 2017, to September 2, 2022; 35 units of the 2018-2020 Ford F-150, produced from October 10, 2017, to July 24, 2020; and 5 units of the 2018-2022 Ford Mustang, produced from February 15, 2018, to April 25, 2022 [1] - Recall Number S2025M0115V: A total of 2,556 units of the 2015-2017 Lincoln Navigator, produced from December 4, 2014, to June 25, 2017, are included in this recall [1]

Group 1 - The recent high-level economic and trade talks between China and the US in Geneva resulted in significant progress, with both sides expressing a constructive atmosphere and reaching important consensus [1][2] - A joint statement was released, indicating the cancellation of tariffs imposed after April 2, with a 90-day pause on 24% tariffs to allow for further negotiations [2][12] - The automotive industry is particularly affected by these developments, as high tariffs had previously led to a significant decline in sales for imported vehicles, such as Lincoln and BMW models, which saw prices soar due to tariffs [5][7] Group 2 - The pause in tariffs is expected to benefit automotive importers, allowing them to resume business operations that had been stalled due to high tariffs [5][11] - Some automotive parts suppliers, previously forced to relocate to Southeast Asia due to tariffs, are now reassessing their global strategies and receiving new orders from North America [7][9] - The collaboration between Ford and CATL for battery technology is set to be revitalized, with plans for a $3.5 billion battery factory in Michigan, which will create 1,700 jobs and support Ford's supply chain in the US [11][12] Group 3 - The current agreement is only a temporary pause, with ongoing negotiations required to ensure a lasting resolution, highlighting the unpredictable nature of US decision-making [12][14] - The complexity of the automotive industry means that both Chinese and American companies are deeply intertwined in the global supply chain, making them vulnerable to trade tensions [14][16]