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Ford Stock Moves Higher on Shift to Smaller, Cheaper Cars
Schaeffers Investment Research· 2025-12-17 01:00
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 ...
Ford Follows Customers to Drive Profitable Growth; Reinvests in Trucks, Hybrids, Affordable EVs, Battery Storage; Takes EV-Related Charges
Businesswire· 2025-12-16 05:05
DEARBORN, Mich.--(BUSINESS WIRE)--Ford Motor Company today announced a series of actions to sharpen its Ford+ plan, executing a decisive redeployment of capital to meet customer demand and drive profitable growth. The company is shifting to higher-return opportunities, including leveraging its U.S. manufacturing footprint to add trucks and vans to its lineup and launch a new, high-growth battery energy storage business. As part of these actions, Ford no longer plans to produce select larger electric vehicle ...
Canadian Solar Wins Tillbridge Solar and Battery Storage Project in UK
ZACKS· 2025-12-03 23:11
天合光能Tillbridge项目获批 - 公司旗下Recurrent Energy部门获得英国能源安全与净零部颁发的开发许可令,批准在英格兰林肯郡建设Tillbridge太阳能与电池储能项目[1] - 该项目将集成800兆瓦太阳能光伏发电与500兆瓦/1000兆瓦时电池储能系统,是公司在英国增长战略的关键里程碑[1] - 项目预计每年产生约857.6吉瓦时的清洁电力,足以供应近30万户英国家庭用电,并在其生命周期内减少超过1500万吨二氧化碳排放[2][9] 项目定位与影响 - 项目建成后将成为英国最大的混合太阳能加储能设施之一,通过提供可靠、安全的低碳能源,为国家及地方带来效益[3][9] - 该项目将增强英国的低碳能源供应,同时带来环境和社区效益[3] 欧洲储能市场前景 - 随着清洁能源部署加速,欧洲储能市场正获得强劲动力,Mordor Intelligence预测2025年至2030年该市场复合年增长率将达到18%[4] - 这一强劲前景预计将支持公司加强其在该地区影响力的战略[4] 公司在欧洲储能市场的布局 - 2025年11月,公司旗下e-STORAGE子公司签署合同,为德国下萨克森州一个20.7兆瓦/56兆瓦时的直流储能项目供应电池储能系统[5] - 过去六个月,公司股价大幅上涨134.2%,远超行业48.2%的涨幅[11] 欧洲市场其他主要参与者 - Fluence Energy与LEAG Clean Power计划在德国Janschwalde开发欧洲最大的电池储能系统,规模达1吉瓦/4吉瓦时,将采用其Smartstack先进储能技术[7] - 市场对Fluence Energy 2026财年收入共识预期为33.7亿美元,意味着51.3%的增长,其过去四个季度平均盈利超出预期11.87%[7] - SolarEdge在欧洲(尤其是德国)地位稳固,其CSS-OD电池为商业客户提供高效集成的太阳能加储能解决方案[8] - 市场对SolarEdge 2025年收入共识预期为11.6亿美元,意味着25.4%的增长;2026年每股收益共识预期为0.14美元,意味着105.1%的飙升[8] - Enphase Energy正通过推出新产品(如2025年6月在多个欧洲国家推出的IQ Battery 5P)来加强其欧洲市场布局[10] - 市场对Enphase Energy 2025年收入共识预期为14.6亿美元,意味着9.4%的增长;每股收益共识预期为2.79美元,意味着17.7%的增长[10]