合资品牌今年的动作是越来越多了。 这两天，福特宣布了个不小的事儿，他们要在上海成立一家全资子公司，这个公司会负责福特乘用车和皮卡车型在中国市场的营销、销售和服务业务。 而且这次福特动作很快，新公司刚宣布成立，马上10月1日就要开始运营。 为啥这么说呢？给大伙儿交代下背景。 大家知道福特之前卖车基本上都是通过合资品牌来弄的，福特现在在中国有两家合资企业，长安福特和江铃福特。 这几位也是合作多年的老搭档了。江铃早在1995年就和福特搭上钩，福特经典的大面包全顺，就是江铃福特生产的。不过那会儿它俩其实没有合资，而是 福特入股江铃，所以可以看到全顺的屁股上写的是"江铃汽车"。 长安福特则是在2001年成立，它这就是正规合资大军了，负责我们熟悉的福克斯、锐界这些车型。 那个时候，外国车企在中国有两家合作方很正常，像什么大众、丰田、本田也都是。 福特这俩合作，本来定位区分也比较开。长安福特主要做家用车品类，那些年福特在国内的销量大头都是长安福特贡献的；江铃福特这边是从商用车切 入。 脖子哥一听这个信息就觉得：好事，绝对的好事，福特这是开始上道了啊。 虽然都在卖福特，但因为两边产品没啥交集，彼此从制造到销售，也是相对独立的 ...

Group 1: Industry Trends - The automotive industry is experiencing intense competition in 2025, characterized by consolidation, elimination, and systemic transformation [1] - The rise of electric vehicles is accelerating industry reshuffling, prompting companies to consider mergers and collaborations to enhance competitiveness [3][8] Group 2: Ford's Joint Ventures in China - Recent rumors about the merger of Jiangling Ford and Changan Ford were denied by Jiangling Motors, indicating no current plans for asset restructuring [2][4] - Both joint ventures, Jiangling Ford and Changan Ford, have faced declining sales, with Changan Ford's sales dropping by 16.43% year-on-year in the first five months of 2025, and Jiangling Ford's passenger vehicle sales falling to 35,000 units in 2024 [3] Group 3: Renault-Nissan Alliance Changes - Nissan announced plans to reduce its stake in Renault, coinciding with the resignation of Renault's CEO Luca de Meo, highlighting a shift in the traditional capital-binding alliance model [5][6] - The reduction of cross-holding from 43.4% to below 10% marks a transition to a "low-binding, high-autonomy" phase for the Renault-Nissan alliance [5][7] Group 4: Strategic Shifts and Challenges - Nissan's new CEO emphasized that funds from the stake reduction will be used for new vehicle development, aligning with its "Re: Nissan" revival plan [6] - Renault's leadership change raises concerns about the continuity of its electric vehicle strategy and the stability of the alliance with Nissan [6][7]