Core Insights - Ford Motor Company launched a new global brand proposition "Ready Set Ford" at the Guangzhou Auto Show, categorizing its products into four segments: "Leisure Wild," "Exploration Wild," "Hardcore Wild," and "Race Wild" to cover outdoor vehicle scenarios [2][3] - The company has established a diverse product matrix in the Chinese market, including fuel, plug-in hybrid, and pure electric vehicles, which supports the new "four-level wild" strategy [2] - Two key models showcased at the event are the Ford Mustang Mach-E, the world's first "all-terrain camping SUV" with a starting pre-sale price of 229,800 yuan, and the new Ford Mondeo, which features flagship performance and spacious design [2] Product Matrix - The "Exploration Wild" family includes models such as the hardcore convertible off-road vehicle Ford Bronco, the professional off-road truck Ford Ranger, the race-level new Ford F-150 Raptor, and the exploration-focused Ford Explorer [3] - Ford aims to convey that its vehicles are reliable partners for users, whether for urban commuting or conquering extreme off-road conditions, emphasizing their versatility with the tagline "can be city, can be wild, can be fun" [3]

Core Insights - The 23rd Guangzhou International Auto Show features 1,085 vehicles, including 93 global debuts and 629 new energy models [1] - Ford's theme for this year's show is "Unleash Nature, Go Wild," showcasing several key models, including the new Ford Mondeo and the all-terrain camping SUV, the Ford Zhiqu Liemar [1][2] Summary by Categories Vehicle Highlights - The Ford Zhiqu Liemar is the world's first all-terrain camping SUV, with a range of configurations and a pre-sale price starting at 229,800 yuan, offering a CLTC comprehensive range of 1,220 kilometers for the range-extended version and 650 kilometers for the pure electric version [1][2] - The new Ford Mondeo emphasizes driving pleasure and practicality, aiming to redefine market value in the mid-to-high-end sedan segment [2] Ford's Product Matrix - Ford's "Exploration Wild" family includes various models such as the Ford Liemar, the Ford Ranger, the new Ford F-150 Raptor, and the Ford Explorer, showcasing the brand's strength in off-road and outdoor lifestyle vehicles [2]

Core Viewpoint - Ford China officially launched its new global brand proposition "Ready Set Ford - 放天性，去野行" at the 2025 Guangzhou International Auto Show, emphasizing its commitment to outdoor exploration and adventure [3][4]. Group 1: Brand Proposition and Strategy - The new brand proposition aims to inspire action-oriented individuals to embrace their potential and explore the world, positioning Ford as a powerful enabler for their journeys [3]. - Ford's confidence in this proposition is built on its rich history of exploration, numerous global championship titles, strong technical capabilities, and leading global sales [4]. Group 2: Product Highlights - The Ford Mustang Mach-E, the world's first all-terrain camping SUV, attracted significant attention at the auto show, with a pre-sale price starting at 229,800 yuan and a comprehensive range of 1,220 kilometers for the extended range version [7][10]. - The Mustang Mach-E features unique solutions, including a large battery capacity of 105.4 kWh for the pure electric version, achieving a range of 650 kilometers, addressing user concerns about range anxiety [13]. Group 3: Technological Innovations - The Mustang Mach-E is equipped with advanced technology, including 31 perception hardware components and dual Orin-X chips, enabling high-level autonomous driving capabilities and comprehensive safety monitoring systems [13][36]. - It offers unique features such as a one-button lift roof, a multifunctional tailgate system, and a "mountain kitchen" setup, enhancing the outdoor experience for users [15][18]. Group 4: New Model Launches - The new Ford Mondeo was also showcased, highlighting its dynamic design and performance, with a maximum power output of 261 horsepower and a peak torque of 408 N·m [24][30]. - The Mondeo features a spacious interior with a 2945 mm wheelbase and advanced connectivity through the new SYNC® + intelligent system, setting a new standard for smart vehicles in its class [33][36]. Group 5: Overall Product Matrix - Ford's "exploration and adventure" product matrix includes various models such as the Mustang, Ranger, and Explorer, showcasing the brand's strength in the outdoor lifestyle segment [40][42]. - The company invites media and consumers to experience the unique charm of its "wild exploration" family at the auto show, emphasizing its commitment to outdoor adventures [42].

Core Insights - Jiangling Motors has announced two strategic initiatives: entrusting Ford Motor Sales Service (Shanghai) Co., Ltd. for comprehensive distribution services of Ford brand passenger cars and pickups in China, and jointly increasing capital in Jiangling Ford Automotive Technology (Shanghai) Co., Ltd. to settle its debts [1][4] Channel Resource Optimization - Jiangling Motors is a significant player in the Chinese automotive industry, involved in R&D, manufacturing, sales, and service. Ford holds a 32% stake in Jiangling Motors [2] - The channel integration aims to expand the number of sales channels from over 100 to more than 300, primarily focusing on passenger vehicles [2][3] - The integrated channel will allow for resource sharing and complementary advantages, simplifying the purchasing experience for consumers by focusing solely on the Ford brand [3] Management and Dealer Opportunities - Jiangling Motors will maintain control over key aspects such as vehicle pricing and marketing budgets, despite delegating distribution services to Ford's subsidiary [3] - Dealers will benefit from broader product authorizations, allowing them to sell both Jiangling Ford and Changan Ford products, enhancing their market opportunities [3] Capital Increase and Debt Settlement - Jiangling Motors and Ford plan to increase capital in Jiangling Ford (Shanghai) by 2.478 billion yuan, with Jiangling contributing 1.264 billion yuan through debt-to-equity conversion and Ford contributing 1.214 billion yuan in cash [4] - The capital increase will help settle Jiangling Ford's existing debts, which total 2.296 billion yuan, with 1.47 billion yuan owed to Jiangling Motors [4] Focus on New Energy and Intelligent Technology - The partnership between Jiangling Motors and Ford has evolved since Ford acquired a 32% stake in 1995, with significant product launches in the commercial vehicle sector [5] - The recent channel integration is seen as a milestone in their collaboration, aligning with the industry's shift towards new energy and intelligent technology [6] - Jiangling Ford has recently launched the "Smart and Fun" model, integrating advanced intelligent and electric technologies, with more products in the pipeline [6] Business Strategy and Future Outlook - Jiangling Motors aims to strengthen its core competitiveness in the light commercial vehicle sector while expanding passenger vehicle sales through channel integration [7] - The company will continue to operate independently in export markets, with the new Ford subsidiary focusing solely on the Chinese market [7] - Future collaboration with Ford will emphasize product innovation, technology development, and market expansion, aiming to accelerate the electrification and intelligent transformation of their product lineup [7]