【文/观察者网 潘昱辰 编辑/高莘】据《日本经济新闻》报道，福特汽车首席执行官（CEO）吉姆·法利 在2月10日举行的财报电话会议上表示，中国汽车制造商改变了全球的"游戏规则"，并对传统汽车制造 商构成威胁。 法利表示，福特汽车面临的真正问题，是中国车企主导了电气化转型，并改变了汽车的定价权。他强 调，每家传统车企都面临着这一挑战；如果该现象持续下去，福特将不得不根据现实成本来定价。 福特汽车CEO吉姆·法利 日本经济新闻 根据福特最新披露的财报，因确认了与取消电动汽车项目相关的159亿美元（约合人民币1100亿元）减 记，2025年公司净亏损达81.8亿美元（约合人民币565.4亿元），而上年尚且盈利58.7亿美元（约合人民 币405.7亿元）。 无独有偶，今年1月，通用汽车CEO玛丽·博拉也在财报电话会议上表示，公司面临来自中国车企"激烈 的竞争"。博拉表示，在通用汽车与上汽集团的合资企业进行重大重组并大幅转向电气化后，她对通用 汽车在中国的业务充满信心，并表示将继续在中国保持"有意义的存在"。然而她也承认，让通用汽车中 国恢复到"五到六年前那样"的状态很难。 法利表示，福特将在中国"投机取巧"，利用其位 ...

导读：比亚迪2025年以460.2万辆的全年销量成绩首次进入全球车企集团销量前五，超越通用、福特、 本田、日产等企业。 （文 / 观察者网 周盛明 编辑 / 高莘） 据彭博社2月11日报道，比亚迪历史首次在全球销量上超过福特。 比亚迪官方数据显示，其2025年以460.2万辆的全年销量成绩首次进入全球车企集团销量前五，成为首 个跻身该榜单前五名的中国汽车集团，实现历史性突破，超越通用、福特、本田、日产等企业。 2025全球汽车集团销量TOP5 比亚迪 数据显示，福特去年批发销量下降近2%，降至略低于440万辆的水平。据悉，尽管福特去年在美国本土 销量有所增长，但其在欧洲，尤其是在中国市场份额下滑明显。 据悉，福特去年12月表示，将放弃全面电动化，并且因此计提195亿美元（约合人民币1404亿元）的资 产减值，并取消多款电动车型。 加拿大安大略省伦敦市福特经销店待售车辆 彭博社 受此影响，福特的财报显示，其2025年全年净亏损达82亿美元（约合人民币590.40亿元）。 此外，福特首席财务官雪莉·豪斯（Sherry House）周二表示，福特遭遇了额外9亿美元（约合人民币 64.80亿元）的关税成本"意外冲击" ...

| | | | | Fourth Quarter | | | | | | Full Year | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2024 | | 2025 | | Change | | 2024 | | 2025 | | Change | | Wholesale Units (000) | | 1,188 | | 1.083 | | (9)% | | 4.470 | | 4.395 | | (2)% | | GAAP Financial Measures | | | | | | | | | | | | | | Cash Flows from Op. Activities ($B) | S | 3.0 | $ | 3.9 | $ | 0.9 | S | 15.4 | $ | 21.3 | $ | 5.9 | | Revenue ($B) | | 48.2 | | 45.9 | | (5)% | | 185.0 | | 187.3 | | 1 % | | Net I ...

新华社纽约2月11日电 美国福特汽车10日发布财报显示，受关税等因素影响，去年第四季度福特营业收 入同比下降5%至459亿美元，净亏损111亿美元。 ...

【文/观察者网 张菁娟】新旧势力交锋，中国车企再添胜绩。 据彭博社10日报道，2025年，比亚迪全球销量首次超越美国传统汽车巨头福特。 当地时间2026年2月9日，印度尼西亚雅加达，2026年印度尼西亚国际汽车展的比亚迪电动汽车展区。 IC photo 作为中国新能源汽车行业的领军者，比亚迪近年大举进军欧洲、南美、亚洲市场。2025年，比亚迪海外 销量超105万辆。 比亚迪品牌及公关部门总经理李云飞上个月（1月24日）在上海的一次媒体发布会上表示，该公司计划 在2026年向中国以外地区销售130万辆汽车。 值得一提的是，美国国际贸易法院近日披露，比亚迪美国多家子公司已于1月26日发起诉讼，指控美国 政府多项关税政策不合法，并要求退还税款。 报道称，福特汽车去年的批发销量下降近2%，略低于440万辆，而比亚迪1月公布的销量为460万辆。这 家美国汽车制造商周二（10日）公布的数据证实，比亚迪已跃升至全球销量排行榜第6位，领先福特一 位。 丰田汽车则连续六年占据第一的位置，全球销量增长4.6%，至1130万辆。 尽管去年福特在美国市场销量有所增长，但在欧洲，尤其是在中国，它的市场份额却下降。比亚迪、小 米、吉利等 ...

Core Viewpoint - The market share of mainstream joint venture brands in the passenger car market has significantly declined from 51% in 2020 to 24% in 2025, indicating a potential future decline for these brands [1]. Market Overview - In 2025, the sales volume of mainstream joint venture brands decreased by 530,000 units compared to the previous year, marking the lowest figure in the past five years, with the decline rate narrowing from 15.7% to 8.4% [3]. - Despite the overall market downturn, some joint venture companies like Toyota and Mazda have shown signs of recovery, with different strategies contributing to their growth [6]. Sales Performance of Joint Ventures - Notable joint ventures such as Dongfeng Nissan and SAIC General Motors have seen their sales decline rates decrease, stabilizing their market positions, while Honda and Ford continue to struggle [6][9]. - For instance, Dongfeng Nissan's retail sales reached 603,000 units in 2025, with a reduced decline rate of 4.5% compared to 12.7% in 2024 [9]. - SAIC General Motors reported a retail sales figure of 562,000 units, with a significant portion of the decline attributed to the Chevrolet brand [9]. New Energy Transition - The push for new energy vehicle (NEV) transformation has become a priority for joint venture automakers, with many adopting new strategies to enhance local development and pricing [7]. - Successful new joint venture products, such as GAC Toyota's Platinum 3X and Changan Mazda's EZ-60, have yielded positive results, with Changan Mazda achieving a 15.2% year-on-year increase in sales [8]. Challenges and Strategic Adjustments - Some joint venture brands, like Honda, are facing significant sales declines, with their reliance on a few models leading to vulnerabilities [16]. - Honda's sales dropped by 26.7% and 27.9% for its two main joint ventures, indicating a need for a more competitive approach in the NEV market [16]. Future Outlook - The outlook for 2026 appears cautiously optimistic, with several joint ventures setting ambitious sales targets and planning to launch new NEV products [18]. - Companies like Dongfeng Nissan aim for a 40% increase in sales, while new products are expected to target higher price segments [20]. - The overall market for fuel vehicles is projected to stabilize around 30%, with a focus on enhancing the intelligence of fuel vehicles becoming crucial for competitive advantage [23][24].

福特汽车公司(F.N)周二发布的第四季度财报显示，其当季业绩出现4年来最大的季度盈利不及预期，同 时指引2026年将成为公司业绩反弹的一年。另外，福特首次在全球汽车销量上落后于比亚迪。 福特对2026年的指引包括：经调整息税前利润（EBIT）为80亿至100亿美元，高于去年的68亿美元；经 调整自由现金流为50亿至60亿美元，高于2025年的35亿美元；资本支出为95亿至105亿美元，高于此前 的88亿美元。 根据LSEG的数据，该公司最新的每股收益较一致预期低32%，这是公司自2024年以来首次季度业绩不 及预期，也是自公布2021年第四季度业绩、与预期相差42%以来表现最差的一次。 公司表示，此次业绩不及预期主要源于约9亿美元的意外关税成本，这与汽车零部件抵免政策未能如预 期提前生效有关。截至12月15日，福特原本确认第四季度息税前利润为77亿美元，但额外成本使这一数 字降至68亿美元。 她还称，预计福特在2026年的净关税影响同比大致持平，约为20亿美元。她补充说，诺维利斯火灾在去 年下半年对福特造成了约20亿美元的影响。 豪斯与福特首席执行官吉姆·法利（Jim Farley）表示，尽管存在影响业绩的特 ...

2025财年全年营收1873亿美元，净亏损为82亿美元。 北京商报讯（记者 蔺雨葳）2月11日，福特汽车发布的2025财年四季度业绩报告显示，公司四季度营收 459亿美元，同比减少5%；调整后每股收益0.13美元，上年同期0.39美元；调整后息税前利润10.4亿美 元，同比减少51%；净亏损则达到了111亿美元。 ...

Core Insights - The establishment of China's first Ford outdoor theme park in Zoucheng City is transforming rural cultural tourism development by integrating international brands with local ecological advantages [1][4] Group 1: Project Overview - The Ford outdoor theme park is the seventh globally and the first outside North America, featuring a North American AORX certified track and Asia's largest jungle off-road track [1] - The park offers high-end outdoor activities such as helicopter rides, hot air ballooning, fishing, and paddleboarding, attracting over 70,000 visitors and 4,000 professional off-road training participants this year [1] Group 2: Industry Integration - The project promotes a "Park+" model, extending its influence beyond a single attraction to an integrated industry platform, successfully hosting over 20 events including vehicle launches and off-road competitions [4] - This integration has led to the development of local accommodations and dining services, with seven new homestays and rural restaurants established [4] Group 3: Economic Impact - The project has significantly boosted the local economy, increasing collective income for surrounding villages and providing over 150 jobs, with an average annual income increase of over 40,000 yuan per person [6] - Future plans include the construction of high-end resort hotels to further enhance regional infrastructure and create more employment opportunities, contributing to rural revitalization [6]

The countdown is on. Everything you need to get the edge at the end of the market day. Live from Studio two at Bloomberg headquarters in New York, I'm Katie Greenfield and standing next to me.Hello, Scarlet Fu. Hello. It's an it it's not even an ETF like you did, not even a monday.All right. We're kicking you off to the closing bell here in the US on this Tuesday with stocks mixed Right now, you do have the S&P 500 lower by a 10th of 1%, but we're still pretty much near record highs in terms of the gainers ...