核心事件 - LG新能源宣布终止与福特汽车的电动汽车电池供应协议 该协议价值约9.6万亿韩元（约合65亿美元）[1] 对公司影响 - 协议终止将直接影响LG新能源未来来自福特汽车的电池销售收入 该部分收入原计划价值约9.6万亿韩元[1] 对行业影响 - 福特汽车将需要为其电动汽车计划寻找新的电池供应来源 以替代原计划由LG新能源提供的价值约65亿美元的电池[1]

福特汽车储能业务战略 - 公司计划在未来两年投资约20亿美元扩展储能业务，目标在2027年开始交付电池储能系统，年产能目标为20GWh [3] - 公司将改造其位于肯塔基州的工厂现有制造设施，用于生产磷酸铁锂电池及电池储能系统模块和20英尺直流集装箱式储能系统 [3] - 公司位于密歇根州的BlueOval Battery Park电池园区预计2026年开始量产磷酸铁锂电池，除车用外还将生产用于住宅能源存储解决方案的安时级电芯 [3] 市场背景与驱动因素 - 美国电动车市场需求增长放缓，公司电动车业务累计亏损超130亿美元，原电动车电池产能闲置，转向储能是消化产能的务实选择 [4] - 2025年第三季度美国新增储能装机量达4.7GW，总部署量超40GW，远超原定目标 [6] - 公司预计2027年全球数据中心储能需求将超100GWh，成为其核心目标市场 [6] - 美国《通胀削减法案》为本土制造的储能项目提供最高40%的税收抵免，降低了公司储能业务成本 [6] 技术路线与竞争格局 - 公司使用的磷酸铁锂电池技术授权自中国宁德时代，使其能以低成本、高安全性的产品参与竞争 [3][6] - 公司明确客户首选的技术方案是磷酸铁锂方形电芯构成的集装箱式储能系统 [3] - 特斯拉每季度储能部署量约为10吉瓦时，通用汽车也已推出面向家庭和商业用户的电池储能产品组合 [7] 战略意义与行业影响 - 公司通过布局储能，可从传统汽车制造商向“移动+储能”综合能源企业转型，构建“车-储-网”协同生态 [7] - 在电动汽车市场波动下，储能成为高确定性的又一赛道，公司布局储能电池是战略转向，试图实现“换道超车” [7] - 若储能业务成功，将为公司电动车业务提供技术反哺，同时开辟新的增长极 [7] - 公司有望成为北美储能市场的重要参与者，并为传统车企转型提供范例 [8]

（图片来源：摄图网） 不过，马斯克对福特的评价并非一贯如此尖锐。去年五月，当知情人爆料福特2024年第一季度每辆电动汽车 亏损超过10万美元，并为此削减电池订单时，马斯克曾表示理解："以很棒的价格制造一辆很棒的电动汽车 是极其困难的。"从理解到尖锐批评，态度转变折射出他对传统车企转型迟滞的失望日益加深。 福特的困境揭示了整个传统汽车工业面临的"进退两难"转型悖论。特斯拉用10年亏损换取规模，比亚迪凭垂 直整合实现盈利反超，而福特等传统车企既无法承受转型亏损又难以割舍燃油车利润，最终被迫战略收缩。 这种悖论的本质是：燃油车时代的成功基因，恰是新能源时代的转型枷锁。 当西方传统车企在盈亏线上挣扎时，中国新能源汽车产业已构建起系统性优势，凭借刀片电池、800V高压 平台、智能驾驶等技术，中国车企在续航、充电效率、智能化体验上建立代际优势。更关键的是，中国掌控 全球70%动力电池产能及锂、钴等核心原材料供应链，以比亚迪为首的车企通过垂直整合将成本降至传统车 企难以企及的极限。 12月17日，特斯拉CEO埃隆·马斯克在X平台上对福特汽车收缩电动汽车战略发表的尖锐批评。直言这标志 着传统汽车行业已经无可救药地走向衰落和死 ...

责任编辑：于健 SF069 特斯拉CEO埃隆·马斯克在X平台上对福特汽车收缩电动汽车战略的消息进行了回应，认为这标志着传统 汽车行业已经无可救药地走向衰落和死亡。 一位网友评论称："福特仍然认为生产电动汽车的原因是为了减少排放，这一事实告诉你，传统汽车对 这种模式转变的理解是多么的少。自主是一股浪潮。一旦汽车实现自主化，燃油汽车的运营成本将完全 无法维持。减少排放只是一个副作用。电动汽车从根本上来说是一个更好的自动驾驶平台。这就像在白 炽灯商业化之后投资新的捕鲸船一样。" 马斯克回应称："完全正确。多年前，我就说过，非自主内燃机汽车就像一边骑马一边使用翻盖手机， 但你不可能把一个好主意硬塞给传统行业。他们只是坚持去死。" 责任编辑：于健 SF069 特斯拉CEO埃隆·马斯克在X平台上对福特汽车收缩电动汽车战略的消息进行了回应，认为这标志着传统 汽车行业已经无可救药地走向衰落和死亡。 一位网友评论称："福特仍然认为生产电动汽车的原因是为了减少排放，这一事实告诉你，传统汽车对 这种模式转变的理解是多么的少。自主是一股浪潮。一旦汽车实现自主化，燃油汽车的运营成本将完全 无法维持。减少排放只是一个副作用。电动汽车从根 ...

Ford Motor Company (NYSE:F) is pivoting away from electric vehicles (EVs) and at least one analyst is praising the move.The Analyst: RBC Capital Markets analyst Tom Narayan maintained a Sector Perform rating on Ford, with a $12 price target.The Analyst Takeaways: Due to lower-than-expected EV demand, Ford is restructuring its strategy, Narayan said in a new investor note.Read Also: Ford Motor Reports Better-Than-Expected Q3 Earnings: What To KnowAmong the coming changes:Exiting the BlueOval SK joint venture ...

Well, he's making pivots when pivots are needed. Some would say maybe a little bit late, because Ford has lost billions of dollars per year on this EV escapade. So I was going through the numbers and saw they lost 1,000,000,021 2,000,000,022 5,000,000,023 5 billion in 24.And they have to do something. Just stanch the bleeding. This guy is this guy have a job after a $19 billion failure of EV simply because it's basically a private company run by our good friend Bill Ford Junior.Is it basically a quasi priva ...

Ford CEO Jim Farley announced the company is cutting production of the electric F-150 Lightning and refocusing its investment on hybrid vehicles and affordable EVs. The Detroit automaker announced the move on Monday and explained it will take a $19.5 billion charge on its EV assets and product roadmap. The change will bring about roughly $5.5 billion in cash effects with the majority paid in 2026 and the remainder in 2027.Farley appeared on FOX Business Network's "Kudlow" and said the move will allow Ford t ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Key Takeaways Ford's (F) electric vehicle strategy is changing gear. The automaker announced a major shift in its EV plans late Monday, with the company expecting to take on about $19.5 billion in one-time charges to account for the costs of a restructuring plan that will see the automaker focus more on hybrid and plug-in vehicles, while pulling away from pure EVs. Ford said it plans to recognize most of the $19.5 billion in charges during the fourth quarter, with about $5.5 billion in cash effects to be pa ...

Ford Motor Co. (NYSE:F) stock is up 0.4% to trade at $13.70 at last check, after the automaker announced it will pivot into hybrids and extended-range EVs in a move that will cost $19.5 billion. The news comes as the company focuses on producing smaller, more affordable vehicles, resulting in the cancellation of its larger F-150 Lightning EV pickup. Additionally, Ford will launch a battery energy storage system business that repurposes existing EV battery plants in Kentucky and Michigan.The stock reached a ...