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Wall Street Is in Love With Ford
247Wallst· 2025-11-17 22:45
After years of being dogged by a poor stock price, Ford Motor Co. (NYSE: F) shares are up 32% this year, compared to 14% for the S&P 500. ...
Ford partners with Amazon for dealers to sell used vehicles online
CNBC· 2025-11-17 22:00
DETROIT — Ford Motor is partnering with Amazon to let the automaker's franchised dealers sell certified preowned vehicles through the online retail giant.The new program will allow customers to secure financing, start paperwork and schedule a pickup time for the vehicles at participating Ford dealers, the companies announced Monday. Some steps, such as a final signature, may still need to be completed in person, Ford said.The deal comes two years after Amazon said it would allow auto dealers to sell cars th ...
F vs. GM: Which Auto Giant Is the Better Investment After Q3?
ZACKS· 2025-11-17 21:46
Key Takeaways General Motors topped Q3 estimates with strong momentum in its software and services business.Ford cut its 2025 EBIT and free cash flow outlook due to the Novelis plant fire impact.General Motors lifted its 2025 FCF and EPS guidance and expects 2026 to be stronger than 2025.When it comes to iconic American automakers, General Motors (GM) and Ford (F) remain two of the strongest pillars of the industry. Both have weathered economic cycles, pushed forward on innovation, and are navigating the co ...
福特CEO称美国技能工人严重短缺 年薪12万美元仍招不到人
搜狐财经· 2025-11-17 20:26
法利表示,工人短缺不仅是福特汽车面临的困境,也是全美体力劳动岗位的普遍现象。他认为,美国有 超过100万个关键岗位空缺,涵盖紧急服务、卡车运输、水管工、电工等多个领域,情况非常严重。尽 管特朗普政府的经济政策核心是推动制造业回归美国,但工厂空缺职位与愿意填补这些岗位的人数之间 仍然存在显著差距。德勤会计师事务所等机构在2024年进行的一项研究还发现,在接受调查的200家美 国制造业公司中,超过一半将招聘和留住员工视作当前最大难题。 法利说,制造业工人短缺问题反映出职业教育和技能培训体系方面存在缺陷。相关言论引发了特斯拉公 司首席执行官马斯克的共鸣。他在社交媒体评论称,美国不仅缺乏能胜任高强度体力工作的人,甚至缺 乏愿意接受相关培训的人。 (央视财经《天下财经》)根据美国媒体报道,福特汽车公司总裁兼首席执行官日前表示,美国面临技 能工人严重短缺的问题。对此,特斯拉公司首席执行官马斯克16日在社交媒体上回应称,美国确实缺乏 能够而且愿意从事具有挑战性体力劳动的人员。 近日,美国福特汽车公司总裁兼首席执行官吉姆·法利在接受采访时称,美国技能工人短缺问题严峻, 尽管公司为机械师职位开出高达12万美元的年薪,这几乎是美 ...
Ford Unveil New High-Tech Head Quarters
Medium· 2025-11-17 19:02
Ford Unveil New High-Tech Head QuartersModern News3 min read·Just nowJust now--Press enter or click to view image in full sizeOverview of the new Ford World HeadquartersFord Motor Company unveiled a new, high-tech World Headquarters in Dearborn, Michigan — its first major headquarters relocation in roughly seven decades. The facility spans approximately 2.1 million square feet and is designed to centralize design, engineering, and corporate functions that had been dispersed across the Dearborn campus.Size, ...
In India’s car labs, Chinese models are the new benchmark
MINT· 2025-11-17 08:30
MUMBAI/NEW DELHI : Walk into the vehicle development centre of any major Indian carmaker and you’ll find dozens of rival cars stripped to their bones, engineers poring over every exposed circuit, nut and wire. Such ‘benchmarking’ helps companies understand why some models work while others don’t, track technology trends, and plan their own vehicle roadmaps. Increasingly, though, the cars being subject to the microscope are Chinese, not European, Japanese or American. Once distant curiosities, models like th ...
Better Electric Vehicle (EV) Stock: Ford vs. Tesla
The Motley Fool· 2025-11-17 07:59
文章核心观点 - 文章对比了福特和特斯拉两家汽车公司的投资价值,认为电动汽车是汽车行业的未来,但两家公司的投资命题不同[1] - 福特被视为提供价值和潜在上涨空间的价值股,但其在快速演变的电动汽车市场面临适应挑战[1] - 特斯拉作为领先的电动汽车公司被视为成长股,市场对其有高预期,其估值依赖于持续的成功[1] - 特斯拉被认为是更具风险承受能力的投资者的更好选择[16] 福特电动汽车战略与财务状况 - 福特CEO Jim Farley承诺投资50亿美元开发新的通用电动汽车平台,目标在2027年生产售价3万美元的皮卡[2] - 福特的Model e部门在2025年前九个月亏损37亿美元,其亏损规模与福特Blue部门(内燃机零售车辆)的部门利润相当[4] - 福特Pro部门(向商业、政府和租赁客户销售车辆)是真正的盈利来源,在2025年前九个月实现74亿美元的部门利润[4] - F-150 Lightning电动皮卡年产量目标为15万辆,但实际销售远未达目标,公司据报考虑停止该车型生产[6][7] - 福特当前股价为13.19美元,市值530亿美元,毛利率为7.58%[3] 行业现状与挑战 - 电动汽车和混合动力汽车销量增长,而内燃机汽车销量停滞,但大多数电动汽车公司(特斯拉除外)及其业务均处于亏损状态[5] - 导致电动汽车亏损的高成本也使得难以发展必要的销售规模来实现盈利[5] - 尽管电动汽车销售未达大多数汽车制造商的预期,但它仍然是汽车市场的增长领域[9] 特斯拉增长前景与财务状况 - 特斯拉2025年销售下滑已广为人知并引发担忧,但公司股票的真正催化剂将是机器人出租车业务的起飞以及无监督全自动驾驶的发布[10] - 首席执行官Elon Musk认为Optimus机器人将为公司创造显著价值[10] - 机器人出租车/无监督全自动驾驶计划是其电动汽车业务的有机自然演变,特斯拉庞大的上路车队为改进全自动驾驶开发提供了数据[13] - 特斯拉计划在2026年大规模生产专用机器人出租车Cybercab[13] - 尽管2025年竞争激烈,特斯拉仍保持盈利和现金流生成能力,当前股价为404.30美元,市值13450亿美元,毛利率为17.01%[11][12] 投资风险比较 - 福特面临的核心风险是若未能在电动汽车市场获得份额将产生巨大挑战,公司被迫在目前亏损的业务上大量投资以保持长期竞争力[8][15] - 特斯拉的风险在于可能未能在市场预期的时间框架或规模内实现其机器人出租车和无监督全自动驾驶目标[15] - 两家公司的未来都取决于变革性发展,但区别在于特斯拉的增长是有机的,而福特是在被动应对事件[16]
Ford’s first new headquarters in 70 years will have a showroom like a ‘James Bond villain’s lair,’ design chief says
Fortune· 2025-11-17 02:52
Ford Motor Co.’s new headquarters, the carmaker’s first central office switch since Dwight Eisenhower was president, is double the size of its old one with room for twice as many employees.The new HQ has seven restaurants as part of a 160,000-square-foot (14,864 square-meter) food hall, office space, design studios and fabrication shops.And, of course, cars.The “crown jewel” of Ford’s headquarters, according to Ford Land’s global design and brand director, is a showroom she likened to a “James Bond villain’ ...
US 'In Trouble' - Ford CEO Can't Find 5,000 Mechanics For $120k Jobs
ZeroHedge· 2025-11-17 01:15
Ford Motor Company CEO Jim Farley has sounded an alarm about the state of the US job market, saying Ford has been unable to fill 5,000 mechanic jobs paying $120,000 a year. Those $120,000 salaries are nearly double the US average. “We are in trouble in our country. We are not talking about this enough,” said Farley in an appearance last week on the Office Hours: Business Edition podcast. He said the shortage of qualified manual laborers isn't confined to Ford, but is something businesses across the nation a ...
宝马、大众、福特召回汽车超过14万辆
观察者网· 2025-11-16 21:05
召回事件总览 - 宝马中国、华晨宝马、一汽-大众、福特中国四家汽车公司向国家市场监督管理总局备案召回计划,总计召回汽车超过14万辆 [1] 宝马公司召回 - 召回原因为发动机起动机继电器防水性能不良,车辆涉水可能导致继电器进水腐蚀短路,极端情况下存在起动机局部过热和起火风险 [4] - 召回计划自2025年11月14日起实施,涉及多款进口及国产车型,包括进口4系(604辆)、进口5系(11,606辆)、进口6系(11,801辆)、进口7系(11,953辆)、进口X4(16,317辆)、进口X5(27,950辆)、进口X6(3,161辆)、进口Z4(2,207辆)以及国产3系(58,533辆) [2] - 解决方案是为召回范围内的车辆免费更换改进后的起动机 [4] 大众公司召回 - 召回原因为副驾驶安全气囊气体发生器的过滤网尺寸偏差,事故触发气囊时可能导致过滤网破损,使气囊无法正常展开,增加乘员受伤风险 [7] - 召回自即日起实施,涉及2023年12月13日至2024年2月6日期间生产的部分ID.7 VIZZION汽车,共计187辆 [5] - 解决方案是免费为召回车辆更换改进后的副驾驶安全气囊 [7] 福特公司召回 - 召回分为两部分,第一部分涉及2018年9月1日至2020年7月31日生产的林肯领航员(3,357辆),原因为前排安全带卷收器预紧器内部焊接不充分,可能导致预紧器意外点爆,使安全带无法正常回缩或拉出 [8] - 第二部分涉及2020年11月17日至2020年11月25日生产的2020款林肯领航员(58辆),原因为蓄电池接线盒中印刷电路板过孔未被充分覆盖,可能因污染物和水导致电路板腐蚀、短路过热,存在起火风险 [10] - 针对安全带问题的解决方案是检查并更换受影响批次的安全带卷收器总成,针对蓄电池问题的解决方案是检查并更换存在熔化迹象的蓄电池接线盒,同时安装带有跳线的继电器盒 [8][10] - 蓄电池问题召回属于2022年8月12日发布的召回活动的扩大召回 [10]