Ford's EV Segment Weighed Down By Pricing Pressures, Competition: CEO Jim Farley Points Out 'Very Aggressive Lease Tactics' By Rivals
Ford's EV Segment Weighed Down By Pricing Pressures, Competition: CEO Jim Farley Points Out 'Very Aggressive Lease Tactics' By Rivals
"No doubt there's a global price war and it's fueled by overcapacity, a flood of new EV nameplates, and massive compliance pressure," Farley said on Monday about the EV landscape. Ford Motor Co.'s (NYSE:F) EV segment continued to be bogged down by industrywide pricing pressure during the third quarter when it recorded a loss of $1.2 billion in EBIT.
福特汽車公司（紐約證券交易所：F）的純電動車業務在第三季度繼續受到全行業定價壓力的困擾，錄得12億美元的EBIt虧損。
What Happened: For the third quarter, Ford's EV segment called "Model e" reported an EBIT loss of $1.2 billion after cost improvements were offset by industrywide pricing pressure, taking its loss this year through the end of September to $3.7 billion. The company now expects a full-year EBIT loss of $5 billion from the segment.
事件經過：第三季度，福特的純電動車業務名爲"Model e"，由於成本改善被全行業定價壓力抵消，報告的EBIt虧損爲12億美元，使該業務今年截至9月底的虧損增至37億美元。 公司現在預計該業務全年的EBIt虧損爲50億美元。
EBIT refers to earnings before interest and taxes.
EBIt指的是利息和稅前利潤。
"No doubt there's a global price war and it's fueled by overcapacity, a flood of new EV nameplates, and massive compliance pressure," Farley said on Monday about the EV landscape.
法利在週一談到純電動汽車市場時表示，「毫無疑問，全球價格戰由產能過剩、大量新的純電動車型以及巨大的合規壓力推動。」
The growth in EV sales volume continues to be offset by prices, the CEO said, while adding that the company now expects around 150 new EV nameplates to hit North America by the end of 2026
首席執行官表示，純電動車銷量的增長仍然被價格抵消，同時補充說，公司現在預計到2026年底將有約150款新的純電動車型進入北美市場。
"...some of our competitors are already resorting to very aggressive lease tactics even on their brand-new products, which creates huge residual risk and overhang and brand damage," Farley said. He added that the company is looking to bring down costs to deal with the market dynamics, including in making its Mustang Mach-E SUV.
法利表示「......我們的一些競爭對手已經開始採取非常激進的租賃戰術，甚至在他們全新產品上，這帶來了巨大的殘值風險、壓力和品牌損失。」 他補充說，公司正在尋求降低成本以應對市場動態，包括製造其野馬Mach-E SUV。
The company also has a "skunkworks" team in California working on a low-cost EV platform to compete against Chinese EV manufacturers like BYD Co. known for their low-priced EV offerings, the CEO added.
首席執行官補充說，公司還在加利福尼亞設有一個「祕密研究組」，致力於研發低成本的純電動車平台，以應對中國比亞迪等以低價銷售純電動車聞名的中國純電動車製造商的競爭。
Why It Matters: In August, Ford said that it is killing its plans to build a three-row electric SUV, initially slated for production in 2025. The company also postponed its plans for a new electric version of its F-150 pickup to 2027 and said it will start making a new electric commercial van in 2026.
爲什麼重要：福特汽車於 8 月份表示，他們取消了計劃在 2025 年生產一款三排座電動 SUV 的計劃。該公司還推遲了生產新款電動版 F-150 皮卡的計劃至 2027 年，並表示將在 2026 年開始製造新款電動商用貨車。
More details on the company's EV strategy are now expected in the first half of 2025.
公司的電動車策略的更多詳細信息預計將在2025年上半年公佈。
The company currently sells three EV models in the U.S., including an SUV, a van, and a pickup truck. The company sold 23,509 EVs in the last quarter in the U.S., less than Tesla and also General Motors who spurred EV sales with new EV offerings.
該公司目前在美國銷售三款電動車型，包括一款SUV、一款貨車和一款皮卡。該公司上一季度在美國銷售了23,509輛電動車，低於特斯拉和通用汽車，這兩家公司通過推出新的電動車款，推動了電動車銷售。
Price Action: Ford's shares fell 6.6% in premarket trading on Tuesday after closing at $11.37 on Monday. Year-to-date, the automaker's shares are down 6.5%, according to Benzinga Pro data.
價格動向：福特週二盤前交易中下跌6.6%，週一收盤價爲11.37美元。根據彭博專業數據，截至目前，這家汽車製造商的股價已下跌6.5%。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通過以下鏈接查看更多財經新聞《Benzinga智庫：移動出行未來》
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Photos courtesy: Shutterstock
圖片提供：Shutterstock
譯文內容由第三人軟體翻譯。
