Core Viewpoint - A sudden fire at the Novelis plant in northern New York has disrupted operations, significantly impacting the U.S. automotive aluminum sheet supply chain, which supplies approximately 40% of the automotive aluminum sheets in the country [1] Group 1: Impact on Ford - Ford Motor Company has suspended production of several models, including the profitable Ford Expedition and Lincoln Navigator SUVs, due to the aluminum sheet supply interruption [1] - The production line for three-row SUVs at Ford's Kentucky truck plant has halted, and the Super Duty truck plant in Kentucky may face future shortages [1] - To prioritize core business, Ford is reallocating resources to maintain production of the F-Series trucks while adjusting operations at other production lines [1] Group 2: Operational Adjustments - The Michigan Dearborn plant has ceased production of the F-150 Lightning model, while the Louisville plant has reduced shifts for the Escape and Lincoln Corsair SUVs to a single shift [1]

福特在电动车领域的季度销量同比飙升30.2%，其中Mustang Mach-E劲增50.7%，表现最为突出。混合 动力汽车销量也同比增长14.7%，创下第三季度纪录。与此同时，燃油车的销量也实现6.3%的增长，显 示出整体产品矩阵的全面发力。 周三，福特汽车(F.US)股价逆市上涨，截至发稿，该股涨超1.5%，报12.14美元。受电动车销量大幅增 长推动，公司三季度总销量达到545,522辆，同比上升8.2%，实现连续第七个月销量增长，符合华尔街 此前预期。 在SUV产品线上，Expedition表现抢眼，销量同比大增47.4%，创下近二十年来第三季度最佳纪录。另一 大核心车型F系列皮卡依旧保持强劲势头，销量同比增长4.7%至207,732辆。今年以来，福特已累计售出 62.058万辆F系列皮卡，领先最近的竞争对手多达17万辆，稳固了其市场霸主地位。 ...

在SUV产品线上，Expedition表现抢眼，销量同比大增47.4%，创下近二十年来第三季度最佳纪录。另一 大核心车型F系列皮卡依旧保持强劲势头，销量同比增长4.7%至207,732辆。今年以来，福特已累计售出 62.058万辆F系列皮卡，领先最近的竞争对手多达17万辆，稳固了其市场霸主地位。 福特在电动车领域的季度销量同比飙升30.2%，其中Mustang Mach-E劲增50.7%，表现最为突出。混合 动力汽车销量也同比增长14.7%，创下第三季度纪录。与此同时，燃油车的销量也实现6.3%的增长，显 示出整体产品矩阵的全面发力。 智通财经APP获悉，周三，福特汽车(F.US)股价逆市上涨，截至发稿，该股涨超1.5%，报12.14美元。受 电动车销量大幅增长推动，公司三季度总销量达到545,522辆，同比上升8.2%，实现连续第七个月销量 增长，符合华尔街此前预期。 ...

据外媒报道，韩国电池材料制造商EcoPro BM宣布，将于6月初暂停其在加拿大魁北克省贝坎库尔市投资12亿加元（折合人民币约63亿元） 的电池材料工厂建设项目。 EcoPro BM在一项声明中指出：" 电动汽车和电池行业仍面临诸多不确定性，加之美国关税政策带来的挑战，这些因素均严重影响了公司关 键决策进程。 " 点击阅读原文，即可报名参会！ 短时间内的两次停工是一种征兆。同年11月，既是投资方，也是工厂潜在客户的福特撤资了，该工厂的不确定性进一步增加。 事实上，一切早有迹象。在该工厂第一次停工的4月，福特已经将其加拿大奥克维尔（Oakville）装配厂计划推出的电动SUV的投产时间从 2025年推迟到了2027年，理由是市场对电动汽车的需求增长速度低于预期。 7月，福特再度宣布，该公司原本计划用来生产电动汽车的加拿大工厂将转而生产其旗舰车型F系列皮卡的汽油动力版本。 政治经济环境的不断变化，以及大股东的退出，让这个工厂的命运堪忧。然而，EcoPro BM当时仍对该工厂的潜力以及电动汽车行业的未来 充满信心，并承诺继续推进该工厂的建设。 （ 来源：储能前沿） 往 期 回 顾 | 01 | ｜ | 锚定全球能源变 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：科研云平台 据外媒报道， 韩国电池材料制造商EcoPro BM宣布，将于6月初暂停其在加拿大魁北克省贝坎库尔市投资 12亿加元（折合人民币约63亿元）的电池材料工厂建设项目。 EcoPro BM在一项声明中指出："电动汽车和电池行业仍面临诸多不确定性，加之美国关税政策带来的挑 战，这些因素均严重影响了公司关键决策进程。" 资料显示，EcoPro BM是一家专业生产锂电正极材料的公司，成立于2016年5月，是韩国EcoPro的子公 司，其主要产品包括NCA和 NCM等正极材料。 加拿大正极材料工厂为EcoPro BM与SK On、福特三方合资投建。 2023年8月，三家公司宣布将投资12 亿加元，在加拿大魁北克贝坎库尔建设一家电池材料工厂，每年将生产45,000吨镍钴锰电池正极活性材 料，足以为大约22.5万辆福特电动汽车供应产品。 该工厂原定于2026年上半年开始量产。然而，在2024年4月，因EcoPro BM选择施工承包商出现问题而 暂停施工，一个月后才恢复施工。8月，该工厂再度停工，当时官方给出的理由是 ...

Core Viewpoint - The automotive industry is undergoing a significant transformation driven by electrification and intelligence, leading to the discontinuation of classic models like Mazda6 and Ford Focus, which once defined the golden age of family sedans [6][5][22]. Group 1: Discontinuation of Classic Models - Mazda has officially confirmed the end of Mazda6 production globally, which had already ceased in Japan last December, with overseas production ending as parts run out [3]. - Ford also announced that its Saarlouis plant in Germany will stop producing the Focus in November, marking the end of another iconic model [4]. - The discontinuation of these models signals a shift in the automotive landscape, where traditional fuel vehicles are being phased out in favor of electric and intelligent vehicles [6]. Group 2: Historical Significance of Mazda6 - Mazda6, first launched in 2002, was a flagship model for Mazda, known for its unique design and driving dynamics, which set it apart from competitors like Honda Accord and Volkswagen Passat [8][12]. - The model achieved global sales exceeding 3 million units, with nearly one-third of those sales coming from the Chinese market [19]. - However, the decline in sales was evident, with Japanese domestic sales plummeting from 25,000 units in 2003 to just 2,000 units in 2022 [17]. Group 3: Market Challenges and Strategic Shifts - Mazda's sales in China have been declining, with a 14.71% drop in cumulative sales in 2024, highlighting the brand's struggles in a competitive market [24]. - The introduction of the electric model EZ-6, intended as a successor to Mazda6, has not performed well, with sales figures showing a significant decline [25]. - Mazda is shifting its focus towards SUVs and crossovers, which are expected to account for over 70% of its product lineup, as part of a strategy to concentrate resources on high-profit models [27]. Group 4: Broader Industry Trends - The automotive industry is witnessing a trend where many classic models are being phased out due to the need for companies to balance profitability and survival amid the electrification wave [22][31]. - Ford's experience with the Focus illustrates the challenges faced by traditional automakers, as the model's profitability has significantly declined, leading to a strategic pivot towards electric vehicles and high-margin products [30].