来源：头条新闻 #数百蒙迪欧车主集体投诉福特#【陈晓波接手销售体系 福特中国能否扭转颓势？】近年来，福特中国 在华表现持续下滑，2024年市场份额仅为1.6%，全年销量44.2万辆，相较2016年高峰期缩水约三分之 二。#福特中国的时代过去了吗# 产品问题加剧了市场信任危机。11月底，黑猫投诉 【下载黑猫投诉客户端】平台显示，数百名长安福 特蒙迪欧车主针对2022至2025款车型发起集体投诉，反映车机系统频繁卡顿，且因缺乏物理按键，在行 车过程中调节空调及其他功能时操作困难，存在安全隐患。 面对困境，福特推动两大合资企业销售与服务网络整合，实施"一个福特"战略。此举使锐界、蒙迪欧、 探险者等主力车型实现渠道共享，有助于降低建店、人力及运营成本，成为应对激烈市场竞争的关键举 措。 产品问题加剧了市场信任危机。11月底，黑猫投诉 【下载黑猫投诉客户端】平台显示，数百名长安福 特蒙迪欧车主针对2022至2025款车型发起集体投诉，反映车机系统频繁卡顿，且因缺乏物理按键，在行 车过程中调节空调及其他功能时操作困难，存在安全隐患。 面对困境，福特推动两大合资企业销售与服务网络整合，实施"一个福特"战略。此举使锐界、蒙迪 ...

空缺8个月 12月13日，长安汽车通过第九届董事会第四十九次会议决议，正式聘任赵非为公司总裁，任期至本届董 事会届满，相关任命即刻生效。这一任命填补了自4月11日原总裁王俊因工作变动离任后长达246天的职 位空缺，结束了近8个月的"无总裁"运营阶段。 值得注意的是，赵非并非长安的"新"人。今年7月29日，由兵装集团旗下的长安汽车、辰致集团等核心 板块组建的新央企——中国长安汽车集团有限公司（中国长安）领导班子成员公布。其中，赵非担任中 国长安汽车集团党委副书记、董事、总经理。 从公开履历看，赵非是长安汽车体系内成长起来的人才。1974年出生的他，拥有正高级工程师职称及工 商管理硕士学位，1996年从重庆大学汽车工程学院毕业后便加入长安汽车，从最基础的发动机技术研发 岗起步，亲身参与了长安汽车从传统燃油车向新能源转型的关键技术积累阶段。 空缺8个月的长安汽车（000625）总裁终于迎来了"新"人。 赵非上任后，所面临的挑战不可小觑。 销量方面，长安汽车前11个月累计销量达265.82万辆，同比增长9.25%，其中自主品牌销量226万辆，占 比超85%，长安启源、引力等主流品牌成为盈利主力。新能源方面，目前已形成 ...

近日，据车质网统计，2025年11月共受理车主有效投诉信息17961宗（其中含第三方平台和后装轮胎投诉共43宗），环比上涨3.3%，同比上涨33.6%。今年1- 11月累计投诉量更是创纪录地突破20万宗，较去年同期上涨32.3%。 具体到车型投诉排名，奇瑞汽车旗下风云A9L投诉量从10月的42宗激增至11月的394宗，增长近10倍，主要涉及"政策变动"与"新旧款迭代纠纷"。大量老车 主反映，在提车后短期内奇瑞便推出新款风云A9L，新款车型在配置上有所增加，但售价并未提高，这让刚购车的老车主感到权益受损，认为车企存在"消 费欺诈"嫌疑。 | | | | | 车质网2025年11月车型投诉前30排行榜 | | | | --- | --- | --- | --- | --- | --- | --- | | 排名 | 智能 | 2022 | | 2025年10月2025年11月 趋势 | | 典型投诉问题 | | | | | 投诉 | 投诉罪 | | | | 1 | 奇瑞汽车 | X ZA9L | 42 | 394 | 4 | 政策变动;新旧款迭代纠纷 | | 2 | 方程豹 | 钛7 | 7 | 181 | + | ...

Sales Performance - The dealership sells approximately 14 batches of cars daily, with 3 out of 10 customers specifically interested in the new Sagitar L model [1] - Last month, the dealership sold 86 cars, with only 7 being Sagitar L, and currently has 5 units in stock, all in the elite version [1] Customer Demographics - The target demographic for the Sagitar L is younger individuals who prioritize aesthetics and technology in their vehicles [2] - Customers are willing to pay a higher price for the new model, with one customer opting for the Sagitar L over the older model despite a price difference of around 20,000 yuan [2] Competitive Analysis - The main competitors for the Sagitar L are the Lingdu and Civic, but customers are also considering a wider range of vehicles, including both traditional and electric options [3] - One customer initially interested in the old Sagitar switched to the new model after seeing it, while another customer ultimately chose the Mondeo due to its lower price [5][6] Configuration and Purchase Preferences - The most popular configuration is the Sagitar L elite version, with 80% of sales being white cars [7] - The dealership offers a financing plan with a total interest of 15% and a rebate of 5% [8] - The Sagitar L is priced at 125,900 yuan, with a net price of 121,900 yuan after discounts, and customers appreciate this pricing model despite some being hesitant to purchase [9] Customer Feedback - Feedback on the new Sagitar L has been limited, with some customers mentioning the hidden door handles as less user-friendly compared to traditional ones [11] - Younger customers generally appreciate the design changes but feel the price is relatively high, impacting perceived value [11] Maintenance Costs - Regular maintenance costs are outlined as 298 yuan for oil, 50 yuan for the filter, and 160 yuan for labor, totaling 508 yuan [12] - The recommended maintenance intervals are 5,000 kilometers for non-synthetic oil and 10,000 kilometers for synthetic oil [12] Market Considerations - Many customers are inquiring about last-minute subsidies, but the dealership cannot guarantee success in securing these [13]

Core Insights - Ford's Explorer Kunlun version has been launched at a price of 369,800 yuan, featuring a 5-seat structure alongside the 6/7-seat Kunlun Peak version, creating a diverse model series [2] - The Explorer Kunlun version targets a specific market segment, balancing off-road capabilities with luxury comfort, differentiating itself within the 300,000 to 400,000 yuan price range [3] - The Kunlun version's core selling point is its combination of luxury and off-road performance, with the 5-seat version offering a trunk capacity of 1,505 liters, expandable to 2,487 liters when the second row is folded down [3] Competitive Landscape - The main competitors for the Explorer Kunlun version include Cadillac XT6, Li Auto L series, Toyota Prado, Dongfeng Nissan Tanlu, and Tank 500 Hi4-T, covering both urban and off-road SUV segments [3] - The Kunlun version is priced 30,000 yuan lower than the Kunlun Peak version, making it more accessible for off-road enthusiasts [4] Company Strategy - Changan Ford has adopted a high-value model strategy, discontinuing low-margin models like Focus and Kuga, focusing on higher-margin vehicles such as the Explorer [4] - The Explorer's monthly sales have stabilized around 1,200 units, indicating a need for the new Kunlun version to drive sales growth [4] Financial Performance - In 2024, Changan Ford is projected to achieve revenue of 48.31 billion yuan and a net profit of 2.09 billion yuan, marking a successful turnaround [4] - The company’s net profit for the first half of the year was 753 million yuan, down 58% year-on-year, primarily due to declining sales of the Lincoln brand [4] Management Changes - Changan Ford has made significant changes to its executive team, appointing Zhao Fei as chairman, with a focus on enhancing its electric vehicle business [5] - The new leadership team includes individuals with backgrounds in technology research and development, indicating a strategic shift towards electric vehicle innovation [5]

Core Insights - The automotive market is undergoing a revolution towards value return, with consumers prioritizing vehicle performance and reliability over price [1][10] - Changan Ford adheres to the philosophy of "not competing on price but on experience," emphasizing uncompromising quality, safety, and performance [1][10] Group 1: Safety and Structural Integrity - The Mondeo emphasizes safety by utilizing high-strength steel, with 48% of its body made from such materials, including 1700MPa martensitic steel in critical areas [2][4] - The A-pillar features a three-layer composite structure designed to balance energy absorption and protection during collisions, showcasing a deep understanding of safety engineering [4] - The Mondeo has achieved top ratings in the China Insurance Research Institute's collision tests, validating its ability to protect occupants in various scenarios [6] Group 2: Performance and Driving Experience - The Mondeo offers a 2.0T luxury model that accelerates from 0 to 100 km/h in 6 seconds, appealing to driving enthusiasts despite the rise of electric vehicles [7] - The vehicle's compatibility with 92-octane gasoline allows for high performance without incurring excessive fuel costs, aligning with rational consumer choices [9] - The Mondeo's chassis tuning and suspension system provide precise steering feedback and solid cornering support, contributing to its unique driving appeal in a homogenized market [9] Group 3: Market Positioning and Consumer Trends - Changan Ford's commitment to quality, safety, and performance resonates with the evolving demands of consumers who are increasingly discerning about product value [10] - The trend towards rational consumption is expected to grow, with consumers becoming more adept at distinguishing genuine product value from marketing hype [10] - The Mondeo's success reflects a broader positive trend in the automotive industry, indicating a return to fundamental values that align with actual consumer needs [10]

Group 1 - Zhu Huarong has resigned as the chairman of Changan Ford, following his departure from the chairman position at Avita Technology, with Zhao Fei taking over the role [3] - The leadership changes at Changan Ford include the exit of Wang Jun and Wang Hui from the board, while new members such as Liu Hong, Zhang Xiaoyu, Wang Xiaofei, and Chen Yuting have been appointed [3] - Zhu Huarong stated that he will focus more on the group's strategy and other business areas after the establishment of the new central enterprise, China Changan Automobile [3] Group 2 - Zhao Fei, who has a background in technology and management, has been appointed as the new chairman of Changan Ford, having previously held various positions within the company [4] - Changan Ford is currently undergoing a transformation phase, facing challenges in its fuel vehicle sales and slow progress in its transition to electric vehicles [4] - In 2024, Changan Ford's sales are projected to rebound to 247,000 units, reflecting a year-on-year increase of 5.97% [4] Group 3 - The current models sold by Changan Ford include Mondeo, Edge, and Explorer, while the performance of the Ford electric Mustang has been underwhelming [5] - The newly appointed executives at Changan Ford have strong backgrounds in technology and electric vehicle development, indicating a shift towards innovation [5] - The recent leadership changes signify a new development phase for Changan Ford, coinciding with a major restructuring of Ford's sales channels in China [5] Group 4 - Ford China has established a new wholly-owned subsidiary, Ford Sales and Service Company, to manage marketing, sales, and service for Ford vehicles in China, with Chen Xiaobo as president [6] - The integration of Changan Ford and Jiangling Ford's sales channels is expected to enhance the sales capabilities of Changan Ford [6] Group 5 - Liu Hong, a new board member at Changan Ford, has extensive experience within the Jiangling Ford system, which may provide valuable support for product sales [7]

Core Viewpoint - The article discusses Ford's strategic transformation in the Chinese market, emphasizing the integration of its sales and service channels to enhance brand image and operational efficiency in a competitive environment [6][9][28]. Market Dynamics - In recent years, the market share of joint venture brands in China has declined from 63% in 2020 to approximately 35% last year, indicating a shift in competitive dynamics [4]. - Some foreign car manufacturers are seeking local technology partnerships, while Ford is opting for internal reforms to strengthen its market position [5][6]. Ford's Strategic Moves - Ford China announced the establishment of the "Ford Automotive Sales Service Company" to manage its marketing, sales, and service operations, with a focus on unifying the brand experience for consumers [6][9]. - The "One Ford" strategy aims to consolidate the sales channels of Changan Ford and Jiangling Ford, addressing internal conflicts and enhancing brand coherence [17][19]. Historical Context - Ford's previous success in China was marked by significant sales, peaking at 1.27 million units in 2016, but the company faced cumulative losses of $2.5 billion by 2022 due to market saturation and competition [10][11]. - The "One Ford" strategy has historical precedence, having previously helped the company navigate financial crises and improve operational efficiency [18]. Product Strategy - Ford has shifted its product focus from smaller, less profitable vehicles to larger models like the Explorer and Edge, while also introducing high-performance variants [12][14]. - The integration of sales channels will allow for a broader product offering, enhancing customer choice and dealership profitability [22][23]. Brand Positioning - The unified sales strategy will enable Ford to sharpen its brand image, emphasizing its heritage of performance and exploration [25][26]. - The brand's messaging will be consolidated under the theme "Fun nature, go wild," aiming to eliminate previous ambiguities in brand identity [27]. Future Outlook - Ford is accelerating its transition to electric vehicles, with the highly anticipated launch of the new domestic electric Mustang expected to bolster sales [24]. - The integration of channels and product offerings is seen as essential for Ford's survival and competitiveness in the evolving automotive landscape in China [28].

Core Viewpoint - Changan Ford is experiencing a significant decline in sales and total assets, leading to a slow electric transformation and potential operational challenges [2][3][21]. Sales Performance - In the first eight months of 2025, Changan Ford sold 68,400 vehicles, a decrease of approximately 7% compared to 73,600 vehicles in the same period last year [3][12]. - The company's flagship model, the Mondeo, sold 33,200 units in the same period, down about 6.8% year-on-year [12]. - The EVOS model has reportedly ceased production due to poor sales, with no sales data reported since February 2025 [12][13]. Financial Status - As of mid-2025, Changan Ford's total assets amounted to 22.666 billion yuan, a decrease of approximately 16% from 26.96 billion yuan the previous year [19]. - The company's net assets increased by about 73% year-on-year to 2.423 billion yuan, while the debt ratio stood at 89.3% [19][20]. - Over the past two years, total assets have decreased by more than 8.9 billion yuan, representing a decline of about 28% [21]. Management Changes - Wang Xiaofei has been appointed as the new Executive Vice President of Changan Ford, taking over from Yang Dayong, and will also lead the company's new energy initiatives [4][5]. - Wang Xiaofei has a long history with Changan, having joined the company in 2005 and held various leadership roles [4]. Strategic Direction - Changan Ford's electric transformation is perceived to be slow, with company representatives acknowledging the challenges in shifting the mindset of joint venture automotive operations [21]. - The company is focusing on a high-end, hybrid, and fuel strategy, aiming to become a "big fish in a small pond" despite a potentially limited consumer base [21].

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]