Tesla's 2025 wasn't about selling more cars; it was about redefining the company's future.Tesla's (TSLA +3.15%) 2025 wasn't defined by a breakout quarter, a surprise earnings beat, or a dramatic surge in vehicle deliveries. Instead, it was a year of strategic clarification. By the end of the year, it became increasingly clear what Tesla wants to be and, just as importantly, how investors should think about it.The company didn't abandon electric vehicles (EVs), but it quietly repositioned them as the foundat ...

The European Union is set to propose softening emissions rules for new cars, scrapping an effective ban on combustion engines following months of pressure from the automotive industry.The proposal will allow carmakers to slow the rollout of electric vehicles in Europe and aligns the region more closely with the US, where President Donald Trump is tearing up efficiency standards for cars put in place by the previous administration. Globally, automakers are struggling to make the shift profitable, with Ford M ...

I bring in Diane King Hall to take a look at a few names. We just were talking about some of the EV names and you're looking at Ford in particular. Good morning Diane. >> Good morning. Good to see you.Uh this morning shares of Ford are moving higher this morning shaking off some news that uh some big headline numbers essentially this morning. They say they expect to take about a $19.5% billion in special charges. So a big charge there is mostly tied to a pullback in EV investments and a broader restructurin ...

Ford's $19.5 billion writedown tied to a reset of its electric-vehicle business highlights the mounting challenges for legacy automakers as they navigate waning demand and a changed regulatory backdro... ...

EVs aren't really working out for Ford, so now it's chasing the AI boom instead. The Detroit auto giant said on Monday it would pull back from electric vehicles in a move that would cost the company $19.5 billion.In addition to scrapping planned electric models and building more hybrids, Ford said it would repurpose its EV battery factory in Kentucky to build batteries to power data centers and energy infrastructure. The Mustang maker added that it would invest $2 billion to scale the new energy storage b ...

When it comes to Tesla Inc (NASDAQ:TSLA) , investors have given the stock a higher multiple than traditional automotive companies. Investor and Ark Invest CEO Cathie Wood has argued for years the stock should trade more like a tech stock.A Tesla analyst has come around to the same conclusion as Wood and asks investors if electric vehicle delivery numbers even matter going forward.Tesla Analyst On DeliveriesTesla reported record electric vehicle deliveries for the third quarter, helped by strong demand as th ...

The sum is among the largest impairments taken by a company and marks the U.S. auto industry's biggest reckoning to date that it can't realize its electric-vehicle ambitions anytime soon. ...

Tesla stock rallied higher on Monday, extending a broader rebound that has unfolded despite a deteriorating backdrop for the company's core automotive business. The EV stock's year-to-date gains conti... ...

公司战略转型 - 作为全球最大原始设备制造商之一 福特汽车当前状况反映了汽车行业正在经历的转型[1] - 传统内燃机和商用车业务仍保持盈利 但公司必须应对电气化、供应链压力和竞争加剧的挑战[1] - 与其它老牌车企一样 公司必须大力投资电动汽车开发 同时管理利润率风险[1] 产品与技术 - 尽管面临成本压力 福特仍在积极推行电气化 投资于新电动汽车车型和电池技术[3] - 公司正在提升纯电动汽车的制造能力 并扩大混合动力车型的供应[3] - 持续关注软件定义汽车 将空中升级能力和高级驾驶辅助系统集成作为未来车型周期的标准功能[3] - GlobalData数据显示 公司在技术上的投资呈上升趋势 并明显倾向于专有的电池管理和电动出行平台[3] 制造与供应链 - 公司正在全球范围内调整其制造布局 重点关注近岸外包、本地化和模块化 以降低风险并提高韧性[7] - 对电池生产设施的投资（尤其是在北美和欧洲）凸显了垂直整合和确保供应的优先性[7] - 尽管产量波动（由于需求波动和监管变化）仍是挑战 但公司正利用高级分析技术优化其库存和物流[7] - 供应商应准备好应对高压部件、电池电芯和复杂电子模块采购的增加[6] - 预计对嵌入式系统的软件、数字验证和网络安全相关要求将不断提高[6] 合作伙伴关系与市场策略 - 2023年12月9日 福特宣布与雷诺合作 基于雷诺集团的Ampere平台开发两款福特品牌乘用电动汽车[2] - 此次合作应成为福特为其产品组合增加两款电动汽车 同时控制开发成本的有效手段[2] - 公司的营销策略强调客户互动、忠诚度激励（特别是对电动化汽车）以及更精简、数字优先的车辆购买和拥有路径[8] - 直接面向消费者的试点和在线零售合作显示了其市场进入思维的进一步演变[8] - GlobalData分析指出 在年轻、注重可持续发展的消费群体中 品牌认知度获得了积极提升[8] 对供应商的影响与要求 - 一级供应商可能在风险共担和准时制物流方面面临更深层次合作的压力[9] - 靠近福特电动汽车中心的本地工厂或二级供应商可能出现新机遇[9] - 随着福特合作伙伴审核变得更加严格 供应商需要在可持续性和道德采购方面展现透明度[9]

HEFEI, China (AP) — Volkswagen is making a major bet in China, the largest and one of the most cutthroat auto markets in the world. The question is whether it will work. The German carmaker, which once dominated the market with a more than 50% share, has invested 3 billion euros ($3.5 billion) in a sprawling research and development center — its largest outside its home country — in Hefei, a low-key central China city of 10 million people. It’s a sea change from how foreign automakers operated in China ...