Ford Motor Company said Friday that it has halted shipments of all 2024 model year F-150 Lightning electric pickup trucks so that the company could perform quality checks for an unspecified issue. The Detroit automaker said the pause on shipments began on Feb. 9 and didn't say when it expected to resume shipments of the EV truck that had begun in January. A Ford spokesperson declined to specify what quality issue is being checked while the stop-ship order is in place, Reuters reported. Ford did not immediat ...

Ford公司概况 - Ford是世界上最大的汽车制造商之一，去年收入达到1760亿美元，市值为490亿美元[1] - Ford的股东并没有获得最好的回报，10年前投资1000美元的话，现在只值1316美元，而同样的投资在标普500指数上则值3280美元[2] Ford的增长情况 - Ford的增长并不突出，销售额在2013年至2023年间以每年1.8%的复合年增长率增长[4] Ford的盈利能力 - Ford的盈利能力极低，过去五年的营业利润率平均仅为1.5%[5] Ford的支出情况 - Ford的巨额支出主要用于劳动力、商品输入和营销等方面，以及高额的资本支出，使得公司必须不断投入大量资金来维持在竞争激烈的行业中的地位[6] Ford与Alphabet公司比较 - 与Alphabet公司相比，Ford的商业模式和所处行业并不利于长期获得巨额投资回报[7] 投资建议 - 投资者如果希望通过持有Ford股票成为百万富翁，应该降低期望值，寻找更有利可图的投资方向[12]

Ford Motor Company (NYSE:F) Barclays Industrials Conference Transcript February 22, 2024 8:35 AM ET Executives Navin Kumar - Chief Financial Officer, Ford Pro Analysts Dan Levy - Barclays Andrew Keches - Barclays Dan Levy Thank you everyone for joining us on day two of the Barclays Industrial Select Conference, the autos track here. I’m Dan Levy. I lead U.S. autos research coverage and I’m joined here by my colleague, Andrew Keches, who leads coverage of autos on the IG credit side, and very pleased to have ...

业绩总结 - Ford Pro在2023年实现了超过70亿美元的EBIT和超过12%的利润率[9] - Ford Pro预计在2024年将实现80亿至90亿美元的利润，主要受到车辆组合的持续增长的推动[10] - Ford Pro的软件和服务业务是未来增长的关键，预计到2026年将占到近20%的EBIT[36] - Ford Pro计划通过增加物理服务容量、提高服务效率和扩展软件组合来推动软件和服务业务的增长[40] 用户数据 - 公司在北美卡车和货车市场占有率接近40%[58] - 预测整体车辆行业净定价将同比下降2%[61] - 商用车订单量显著高于供应量，需求旺盛[66] - 客户对电动车的接受度高，正在逐步扩大电动车规模[83] 未来展望 - 预计资本投资、建筑业增长、5G投资等宏观经济因素将继续推动业绩[67] - 公司在电动车领域的发展包括全面的充电解决方案和服务[80] - 公司客户普遍具有较高的车队利用率和对车队决策的复杂性[86] - 公司强调与客户的合作关系和服务支持[89]

价格调整 - 福特公司宣布降低2023年款Mustang Mach-E的价格，以提振销售[1] - 面对需求放缓，福特已经在各个型号上削减了2023年款Mustang Mach-E的价格，幅度在3100美元至8100美元之间，调整立即生效[4] - 降价使得Mach-E的Select RWD版本首次低于4万美元的门槛[5] 销量变化 - 2023年10月至12月季度，Mustang Mach E销量达到最佳水平，但由于税收激励的取消，2024年1月销量同比下降了50.7%[3] 定价策略 - 福特的发言人强调，新的定价策略旨在在市场条件下平衡销售增长与客户价值，以保持竞争优势[6] - 具有延长续航电池的高端配置获得了最大幅度的折扣，表明福特打算吸引寻求高端功能但不想付高价的客户[6] 激励措施 - 福特信贷推出了诱人的激励措施，包括7500美元的“红地毯租赁现金激励”和符合条件的购买者可享受72个月的0%融资[7] - 这些激励措施，加上租赁车辆可获得的联邦EV税收抵免，显著降低了潜在EV车主的准入门槛，使Mach-E成为更具吸引力的选择[7]

U.S. legacy automaker Ford (F) and the United Auto Workers (UAW) have reached a tentative agreement for the Kentucky Truck Plant, avoiding a strike that could have affected approximately 9,000 workers. The resolution comes after more than five months of negotiations following the local contract expiration.The strike notice issued by the UAW on Feb 16 over local contract concerns, including health, safety and skilled trades jobs, spurred urgency in negotiations. Evan Palmer, a UAW representative involved in ...

福特与UAW达成新地方合同 - 福特与美国汽车工人联合会(UAW)达成了肯塔基卡车工厂的新地方合同[1] - UAW宣布周三达成了临时协议，称该协议解决了工会在肯塔基工厂的核心关注点，包括熟练工种、健康和安全问题以及人体工程学[2] - 工会上周设定了2月23日的最后期限，近9000名工人威胁要罢工[3] - 这将是不到一年内在肯塔基工厂的第二次罢工，去年10月，数千人在UAW与福特、通用汽车和斯泰兰蒂斯的全国谈判中走上街头[4]

Ford Super Duty trucks are seen at the Kentucky Truck assembly plant in Louisville, Kentucky, U.S., April 27, 2023.Ford and a United Auto Workers local union reached a tentative deal on Wednesday to avert a strike at the automaker's most profitable plant.The UAW had threatened that nearly 9,000 workers at Ford's Kentucky truck plant would strike on Friday if local union demands were not resolved.The UAW said Tuesday the deal addresses local issues related to skilled trades, ergonomics and health and safety. ...

In the last five years, the S&P 500 has climbed 80% (as of Feb. 16), a figure that excludes dividends. That's a respectable gain that investors can be encouraged by -- but not all businesses have fared this well.Look at Detroit automaker Ford (F -0.41%). Its shares have climbed by just 44% since February 2019. If we zoom out even further and look at the last 10 years, investors actually lost money.As we set our sights on the next five years, there's a chance that this auto stock could double, producing an a ...

Ford Motor Co. on Tuesday said it had cut prices on its Mustang Mach-E electric SUV by up to $8,100 after sales fell sharply in January. The No. 2 U.S. automaker's lowest-price 2023 model year Mach E version now has a suggested retail price of $39,895, down from $42,995. The higher-end Mach-E GT spec will cost about $7,600 less, at $52,395. Other versions including the extended-range premium version will drop in price by $8,100 to $48,895. Ford said the price cuts come as the automaker continues "to adapt t ...