Group 1 - China FAW Group Corporation is recalling certain models of Jiefang vehicles due to safety hazards related to reflective markings and protective devices not meeting national standards [1][2][4] - The recall includes a total of 158 vehicles from the Qingdao base and 21 vehicles from the Changchun base, with issues such as poor reflective effects and inadequate protective installations [1][2] - The company will provide free inspections and replacements for the affected vehicles to eliminate safety risks [1][3] Group 2 - Anhui Jianghuai Automobile Group Co., Ltd. is recalling a total of 12 vehicles due to improperly fixed roof rods, which pose risks of overloading and rod detachment [6][7] - The recall also includes 10 vehicles with reflective markings that do not meet standards and 27 vehicles with inadequate side protection devices [6][7] - The company will conduct free inspections and necessary repairs to address these safety concerns [6][7] Group 3 - Beiqi Foton Motor Co., Ltd. is recalling 76 vehicles due to improperly fixed roof rods, which could lead to overloading and detachment risks [8][9] - The company will provide free reassembly and welding of the roof rods to mitigate safety hazards [9] Group 4 - China National Heavy Duty Truck Group is recalling 39 vehicles due to improperly fixed roof rods, with similar risks as noted in previous recalls [10][11] - The recall also includes 147 vehicles with reflective markings that do not meet standards and 10 vehicles with inadequate side protection devices [10][11] - The company will offer free replacements and repairs to ensure compliance with safety standards [10][11] Group 5 - Kawasaki Motors (Shanghai) Co., Ltd. is recalling 1,691 imported ZX636 motorcycles due to potential engine power loss from over-tightened crankshaft bolts [14] - The company will inspect and replace any damaged parts to eliminate safety risks [14] Group 6 - Ford Motor (China) Ltd. is recalling 2,264 Lincoln Navigator vehicles due to potential brake fluid leakage from interference between the brake line and air filter [15][16] - The recall also includes various models of Lincoln and Ford vehicles with software issues in the electric power steering system, which could lead to unexpected steering behavior [15][16] - The company will provide free inspections and necessary repairs to address these safety concerns [15][16] Group 7 - Porsche (China) Automobile Sales Ltd. is recalling 1,248 Panamera and Taycan series vehicles due to improperly installed front shock absorber clips, which could affect vehicle control [18] - The company will conduct inspections and repairs as needed to ensure safety [18]

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]

Group 1 - Dongfeng Commercial Vehicle Company recalls part of the Dongfeng KR series trucks, totaling 59 vehicles due to improperly fixed roof beams, posing risks of overloading and roof beam detachment [1][2] - The company will re-weld the roof beams for the recalled vehicles free of charge to eliminate safety hazards [3] - A total of 193 vehicles are recalled for reflective markings not meeting national standards, which could impair visibility [1][2] Group 2 - China FAW Group recalls part of the Jiefang trucks, totaling 158 vehicles due to reflective markings not meeting standards, posing safety risks [5][6] - The company will inspect and replace reflective markings for the recalled vehicles free of charge [6][8] - Additional recalls include 21 vehicles for similar reflective marking issues and 82 vehicles for improperly fixed roof beams [7][8] Group 3 - Anhui Jianghuai Automobile Group recalls 12 vehicles due to improperly fixed roof beams, posing risks of overloading [10] - The company will conduct inspections and re-weld the roof beams for the recalled vehicles free of charge [11] - Other recalls include 10 vehicles for reflective marking issues and 27 vehicles for side protection device non-compliance [11] Group 4 - Beiqi Foton Motor recalls 76 vehicles due to improperly fixed roof beams, posing safety hazards [12][13] - The company will reassemble and weld the roof beams for the recalled vehicles free of charge [13] - The recall is based on defect clues shared by the Ministry of Public Security [14] Group 5 - China National Heavy Duty Truck Group recalls 39 vehicles due to improperly fixed roof beams, posing safety risks [15] - The company will re-weld the roof beams for the recalled vehicles free of charge [15] - Additional recalls include 147 vehicles for reflective marking issues and 10 vehicles for side protection device non-compliance [16] Group 6 - Kawasaki Motors (Shanghai) recalls 1,691 imported ZX636 motorcycles due to excessive torque on crankshaft bolts, which may lead to loss of power [18] - The company will inspect and replace damaged parts for the recalled motorcycles free of charge [18][19] Group 7 - Ford Motor (China) recalls 2,264 Lincoln Navigator vehicles due to potential brake fluid leakage from the right front brake line [20] - The company will inspect and correct the brake line arrangement free of charge [20] - Additional recalls include 2,556 Lincoln Navigator vehicles for potential fire risks due to poor sealing of welcome lights [21][22] Group 8 - Porsche (China) recalls 1,248 Panamera and Taycan vehicles due to manufacturing issues with front shock absorber retaining rings [23][24] - The company will inspect and repair the retaining rings for the recalled vehicles free of charge [24]

Group 1 - Ford Motor Company (China) announced a recall of 2,264 Lincoln Navigator vehicles produced between December 7, 2021, and August 16, 2024, due to potential brake fluid leakage caused by interference between the right front brake pipe and the air filter outlet pipe, increasing the risk of collision [1] - The company will provide free inspections and necessary replacements for affected vehicles through authorized Lincoln dealers to eliminate safety hazards [1] - Additionally, Ford is recalling 43 Lincoln Navigators produced between November 3, 2017, and September 2, 2022, 35 Ford F-150 vehicles produced between October 10, 2017, and July 24, 2020, and 5 Ford Mustangs produced between February 15, 2018, and April 25, 2022 [1] Group 2 - A separate recall involves 2,556 Lincoln Navigators produced between December 4, 2014, and June 25, 2017, due to a manufacturing issue with the welcome light's poor sealing, which may lead to internal short circuits and fire risks [2] - Ford will disconnect the welcome light connections in affected vehicles to mitigate safety risks [2] - The company is also addressing a software issue in the electric power steering assembly that may cause the steering wheel to oscillate unexpectedly, posing safety concerns [2]

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]

Core Viewpoint - The news reflects Ford's strategic confusion and survival desire in the Chinese market, highlighted by rumors of merging its joint ventures, Jiangling Ford and Changan Ford, amidst operational pressures [2][4]. Group 1: Merging Rumors and Responses - On June 18, rumors emerged that Ford China was integrating Jiangling Ford into Changan Ford, with actions already taking place at the sales and channel levels [3]. - Ford China responded to the merger rumors on June 19, emphasizing its commitment to building a sustainable sales service network as a core part of its long-term strategy in China [4]. Group 2: Historical Context and Challenges - Jiangling Ford and Changan Ford are both joint ventures of Ford in China, with Changan Ford established in 2001 and Jiangling Ford in 2021, complicating any potential restructuring due to intertwined shareholding [5]. - Previous attempts at channel integration, such as the establishment of a national distribution service agency in 2018, faced resistance from dealers and ultimately led to the cancellation of plans for a unified sales company [6]. Group 3: Current Market Dynamics - The Chinese automotive market is undergoing a brand restructuring wave, with various companies, including SAIC and BYD, integrating their operations to enhance efficiency [8]. - Ford's sales in China peaked in 2016 at 957,400 units but plummeted to 184,000 units by 2019, prompting strategic adjustments including capacity cuts and a focus on exports [9]. Group 4: Future Strategies and Adjustments - In 2024, Changan Ford's sales reached 247,000 units, a 5.97% increase, primarily driven by overseas markets, indicating ongoing challenges in the domestic market [9]. - Lincoln China is also undergoing channel reforms, including reducing the number of 4S stores to ensure efficient resource allocation [10]. - Ford's electric vehicle strategy has faced challenges, with limited model availability and mismatched sales channels, complicating its market position [10]. Group 5: Conclusion on Integration Efforts - While channel integration may not resolve fundamental issues, it could help eliminate unnecessary obstacles for Ford's future actions in the Chinese market [11].

Core Viewpoint - The 2025 Shanghai International Auto Show highlights the global appeal and strength of the Chinese automotive industry, showcasing nearly a thousand manufacturers and supply chain companies from 26 countries amidst escalating tariff wars [1][4]. Group 1: Industry Dynamics - The auto show is expected to attract nearly 10,000 overseas dealers, indicating strong international interest in the Chinese automotive market [1]. - In 2024, China maintained its position as the world's largest automotive market for the 16th consecutive year, with vehicle production and sales leading globally [1]. - China's automotive exports exceeded 6.4 million units in 2024, marking a second consecutive year of leading global exports [1][4]. Group 2: Impact of Tariff Wars - The tariff wars have not deterred Chinese automotive companies from expanding internationally, with a focus on markets like Europe, while exports to the U.S. remain minimal at 11,600 units, accounting for only 1.81% of total exports [4]. - Executives from major companies, such as SAIC-GM, express confidence in their high localization rates, with over 95% of parts sourced domestically, mitigating the impact of tariffs [7]. - The ongoing tariff disputes have prompted some U.S. automakers to pause exports to China, while others are adapting their strategies to maintain market presence [7][8]. Group 3: Future Opportunities - Executives believe that crises can present new opportunities, with a focus on enhancing local operations and global collaboration [9]. - Companies like Nissan are committed to exporting models developed in China, aligning with their strategy of "in China, for China, and to the world" [9]. - The Chinese automotive industry is positioned as a leader in electrification and smart technology, attracting increased foreign investment [8][9]. Group 4: Challenges for Component Suppliers - China's exports of automotive components to the U.S. reached $17.15 billion in 2024, representing 15.6% of total component exports, indicating potential vulnerabilities due to tariff impacts [10]. - The lithium-ion battery exports also saw significant growth, with a total of $15.32 billion, highlighting the importance of this sector [10]. - Experts warn of a potential sharp decline in exports of components to the U.S. due to tariff measures, urging local suppliers to diversify their markets and enhance risk management [10].