Core Point - Ford Motor Company is recalling over 200,000 vehicles due to a software malfunction affecting rearview cameras, which increases the risk of crashes and potential injuries [1][6]. Group 1: Recall Details - The recall involves 200,061 vehicles, including models from 2018 to 2024 such as Transit Connect, MKZ, Edge, Continental, F-150, Nautilus, Fusion, Ranger, Mustang, EcoSport, Expedition, Navigator, Escape, F-250 SD, Corsair, Aviator, Transit, Explorer, Bronco Sport, and Maverick [2]. - A software error may cause rearview cameras to display a blank or frozen image when the vehicle is in reverse, which can distract drivers and reduce visibility [3][6]. Group 2: Customer Support and Actions - Affected vehicle owners can visit dealerships for free software updates to resolve the issue [9]. - Notification letters to owners are expected to be sent out by July 28, and customers can contact Ford customer service for inquiries [12].

Group 1: Tariff Impact on the Automotive Industry - President Trump announced a 25% tariff on imported cars starting April 2025 and on auto parts starting May 2025, affecting 8 million imported vehicles annually, which constitutes 50% of total new car sales in the U.S. [2] - The automotive supply chain in the U.S. is highly globalized, leading to increased costs for car manufacturers due to tariffs, prompting many companies to raise vehicle prices [2][10]. - Analysts predict that the new car prices could increase by 10% to 15% for vehicles directly affected by the tariffs, while those not fully impacted may see a 5% increase [10]. Group 2: Price Adjustments by Automakers - Subaru announced price increases on several models, with adjustments ranging from $750 to $2055, effective June, citing the need to offset rising costs [3]. - Ford plans to raise prices on three models produced in Mexico, with increases up to $2000, and previously warned of a potential $1.5 billion loss due to tariffs [4][6]. - Ferrari responded quickly to the tariff announcement by increasing prices on certain models by up to 10%, with significant price hikes on high-end models [5][6]. Group 3: Company Strategies and Market Reactions - Some automakers, like Hyundai and Volkswagen, are currently holding off on price increases, with Volkswagen maintaining existing prices until June to avoid consumer burden [7][8]. - Toyota and Honda have chosen to absorb the increased costs temporarily, focusing on cost-cutting and efficiency improvements instead of immediate price hikes [8][9]. - Despite some companies holding off on price increases, the consensus is that price hikes are inevitable as the tariffs remain in effect [9]. Group 4: Market Trends and Consumer Behavior - U.S. light vehicle sales dropped by 10% year-over-year in May, attributed to consumers purchasing vehicles in advance of the tariff implementation [9]. - The ongoing tariff situation is expected to shift consumer preferences towards used cars, potentially driving up their prices as new car prices rise [10].

Group 1 - The Trump administration's tariff measures are negatively impacting the U.S. automotive industry, with May 2023 light vehicle sales experiencing the largest decline in five years, dropping to 15.65 million units from a revised 17.25 million in April, a decrease of approximately 1.6 million units [1] - The 25% tariff on imported vehicles took effect on April 3, 2023, leading to a surge in vehicle purchases in March and April as consumers rushed to buy before prices increased, contributing to the poor sales in May [1] - The tariffs also apply to key automotive components, which began on May 3, 2023, affecting both imported and domestically manufactured vehicles, as many parts are produced overseas [1] Group 2 - The primary reason for the tariffs is to encourage the automotive manufacturing industry to return to the U.S. and enhance domestic competitiveness, with President Trump stating that manufacturers must produce vehicles and all components in the U.S. [2] - In response to the tariff impacts, several automakers have announced price increases, with Ford raising prices on three models produced in Mexico by up to $2,000, effective for vehicles produced after May 2, 2023 [2] - Subaru has also indicated price hikes for several models, ranging from $750 to $2,055, expected to take effect in June 2023 [2]

特朗普关税政策已导致汽车行业持续数周的不确定性，欧美主要车企纷纷调整预测、转移产能甚至暂停 工厂运营。 在汽车行业持续施压后，政府虽放宽了汽车零部件进口关税政策——对本土生产给予税收抵免并避免汽 车原材料双重征税，但针对美国年进口800万辆整车征收的25%关税仍未取消。 福特汽车(F.US)宣布自5月2日起对三款墨西哥产车型提价，成为特朗普政府加征关税政策实施后首批调 整指导价的大型车企之一。 根据发给经销商的通知，野马Mach-E电动SUV、Maverick皮卡及Bronco Sport等车型的部分版本最高涨 价达2000美元。 本周早些时候，福特预估特朗普贸易战将导致其2025年成本增加约25亿美元，但公司计划通过措施将影 响缩减至约10亿美元。竞争对手通用汽车(GM.US)上周表示，在汽车进口高额关税政策实施后，预计将 承担40-50亿美元成本，但有望通过策略抵消至少30%的影响。 福特发言人表示，本次调价适用于5月2日后生产的车辆，这些车型将于6月下旬抵达经销商处。该发言 人强调，此次调价既包含"常规"年中价格调整，也反映了"部分关税成本的传导"，但"并未将全部关税 转嫁给消费者"。 该发言人表示，公 ...

SUV"Bronco Sport"和电车"Mach-E"三款车型涨价，其中最高涨幅达2000美元。此外，福特还称，此次 涨价适用于5月2日之后生产的进口车辆，价格上涨是"我们例行的年中调价加上我们面临的关税"综合作 用的结果。 福特因关税影响上调三款车型价格 最高涨幅达2000美元 智通财经5月8日电，美国政府关税政策让美国老牌汽车制造商面临冲击。据美国广播公司（ABC）等 媒体报道，福特汽车公司当地时间7日表示，将提高在墨西哥生产的三款车型价格，并称美国对进口汽 车提高关税是调价的原因之一。在福特发给媒体的声明中显示，福特对旗下皮卡"Maverick"、 ...

【环球网报道 记者 李飒】美国政府关税政策让美国老牌汽车制造商面临冲击。据美国哥伦比亚广播公 司（CBS）、美国广播公司（ABC）等美媒报道，福特汽车公司当地时间7日表示，将提高在墨西哥生 产的三款车型价格，并称美国对进口汽车提高关税是调价的原因之一。 在福特发给媒体的声明中显示，福特对旗下皮卡"Maverick"、SUV"Bronco Sport"和电车"Mach-E"三款 车型涨价，其中最高涨幅达2000美元。 路透社称，福特汽车公司也成为特朗普政府提高关税后首批调价的主要汽车制造商之一。美国政府对进 口汽车加征25%关税的措施4月3日生效，对关键汽车零部件加征25%关税的措施5月3日生效。 就在本周早些时候（5月5日），美国福特汽车公司发布2025年一季度财报，预计美国政府对进口汽车和 零部件加征关税将导致该公司2025年利润减少15亿美元。 据美国哥伦比亚广播公司4月18日报道，福特汽车公司表示，如果美国政府继续对进口到美国的汽车及 汽车零部件征收关税，该公司在美国境内销售的汽车的价格可能会在今年夏天开始上调。报道还援引分 析人士的话称，由于汽车制造商依赖高度整合的全球供应链，汽车零部件在整车组装完成 ...

Core Viewpoint - Ford Motor is increasing prices on three models produced in Mexico due to the impact of President Trump's tariffs, marking a significant adjustment in the automotive market [1][4]. Price Adjustments - Prices for the Mustang Mach-E electric SUV, Maverick pickup, and Bronco Sport will rise by up to $2,000 on certain models, effective May 2 [1][4]. - The price hikes will apply to vehicles built after May 2, which are expected to reach dealer lots by late June [5]. Financial Impact - Ford anticipates that Trump's trade war will add approximately $2.5 billion in costs by 2025, but it aims to mitigate this by around $1 billion [2][9]. - General Motors projects that tariffs could cost between $4 billion and $5 billion, with an expectation to offset at least 30% of that cost [4]. Market Position - Ford has a stronger domestic manufacturing base, assembling 79% of its US-sold vehicles domestically, compared to GM's 53% [10][12]. - Despite this, Ford imports the Maverick, one of its most affordable models, from Mexico, which exposes it to tariff-related price increases [11]. Industry Context - The automotive sector is experiencing uncertainty due to tariffs, leading to revised forecasts and production shifts among major carmakers [6]. - Analysts suggest that US auto sales could decline by over 1 million vehicles annually if tariffs remain in place [9].

金十数据5月7日讯，福特汽车(F.N)将从5月2日起提高其在墨西哥生产的三款车型的价格，成为特朗普 宣布征收关税后首批调整标价的主要汽车制造商之一。一份发给经销商的通知显示，野马Mach-E电动 SUV、Maverick皮卡和Bronco Sport部分车型的价格最高上涨了2000美元。 福特以关税为由提高在墨生产车型的价格 ...

Group 1: Earnings Report - Ford Motor reported earnings with revenue of $40.66 billion, exceeding the forecast of $35.99 billion, and earnings per share of 12 cents, beating analysts' expectations of negative 2 cents [1] - The stock price increased nearly 3% following the earnings report [1] Group 2: Tariff Impact - Ford anticipates a $2.5 billion impact from tariffs in 2025, planning to offset $1 billion through internal measures, leaving a $1.5 billion hit to earnings before interest and taxes (EBIT) [5] - The company produces 80% of the vehicles sold to U.S. customers in American assembly plants, but still relies on imported parts, affecting its overall exposure to tariffs [3][4] Group 3: Consumer Financing and Pricing - CEO Jim Farley indicated that extending auto loans to 84 months is becoming rational for consumers to manage higher vehicle costs, which may rise by up to $5,000 due to tariffs [7][8] - Ford is offering employee pricing until June 2, 2025, allowing consumers to purchase vehicles below invoice prices [8] Group 4: Market Sentiment and Dividend Concerns - Analyst sentiment is mixed post-earnings, with a consensus price target of $9.87, which is 5.5% lower than the stock's closing price on May 6 [9] - The current dividend yield is 5.74%, but there are concerns about the sustainability of this dividend given the pressure on earnings and obligations to the United Auto Workers (UAW) [11]

Core Viewpoint - Ford's CEO Jim Farley warns that Trump's tariffs on imported cars and parts are expected to last at least three years, leading to industry-wide price increases and a potential loss of $1.5 billion for Ford this year [1][3]. Group 1: Financial Performance - Ford's Q1 adjusted EPS was $0.14, exceeding analysts' expectations of a loss of $0.043, with a net income of $471 million, down 64% year-over-year [3]. - The traditional vehicle segment (Ford Blue) and commercial vehicle segment (Ford Pro) performed strongly, achieving EBIT of $1.2 billion and $1.31 billion, respectively [3]. - The electric vehicle division (Model E) reported a loss of $849 million, but the loss was less than anticipated [3]. Group 2: Tariff Impact - The tariffs are expected to increase costs for popular Ford models like the Bronco Sport and Maverick by $5,000 or more, leading to price hikes in the industry as early as this summer [1][3]. - Ford has withdrawn its 2025 earnings guidance, which previously estimated operating profits between $7 billion and $8.5 billion, due to the impact of tariffs [3][4]. - The company acknowledges that the tariffs and potential retaliatory measures from other countries pose significant risks to financial performance [4]. Group 3: Market Reactions - Following the news of Farley's pessimistic outlook, Ford's stock initially rose but closed with a gain of only 2.6% [1]. - The discussions between Canadian Prime Minister Carney and Trump have influenced the stock movements of Ford and other automotive companies [1].