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.
福特汽车公司（纽约证券交易所：F）的纯电动车业务在第三季度继续受到全行业定价压力的困扰，录得12亿美元的EBIt亏损。
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.
事件经过：第三季度，福特的纯电动车业务名为"Model e"，由于成本改善被全行业定价压力抵消，报告的EBIt亏损为12亿美元，使该业务今年截至9月底的亏损增至37亿美元。 公司现在预计该业务全年的EBIt亏损为50亿美元。
EBIT refers to earnings before interest and taxes.
EBIt指的是利息和税前利润。
"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.
法利在周一谈到纯电动汽车市场时表示，“毫无疑问，全球价格战由产能过剩、大量新的纯电动车型以及巨大的合规压力推动。”
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
首席执行官表示，纯电动车销量的增长仍然被价格抵消，同时补充说，公司现在预计到2026年底将有约150款新的纯电动车型进入北美市场。
"...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“......我们的一些竞争对手已经开始采取非常激进的租赁战术，甚至在他们全新产品上，这带来了巨大的残值风险、压力和品牌损失。” 他补充说，公司正在寻求降低成本以应对市场动态，包括制造其野马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.
首席执行官补充说，公司还在加利福尼亚设有一个“秘密研究组”，致力于研发低成本的纯电动车平台，以应对中国比亚迪等以低价销售纯电动车闻名的中国纯电动车制造商的竞争。
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.
为什么重要：福特汽车于 8 月份表示，他们取消了计划在 2025 年生产一款三排座电动 SUV 的计划。该公司还推迟了生产新款电动版 F-150 皮卡的计划至 2027 年，并表示将在 2026 年开始制造新款电动商用货车。
More details on the company's EV strategy are now expected in the first half of 2025.
公司的电动车策略的更多详细信息预计将在2025年上半年公布。
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.
该公司目前在美国销售三款电动车型，包括一款SUV、一款货车和一款皮卡。该公司上一季度在美国销售了23,509辆电动车，低于特斯拉和通用汽车，这两家公司通过推出新的电动车款，推动了电动车销售。
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.
价格动向：福特周二盘前交易中下跌6.6%，周一收盘价为11.37美元。根据彭博专业数据，截至目前，这家汽车制造商的股价已下跌6.5%。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通过以下链接查看更多财经新闻《Benzinga智库：移动出行未来》
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- 凯蒂·伍德的ark投资认为，特斯拉通过Robotaxi车队有望实现11万亿美元的营业收入潜力，超越优步和Lyft
Photos courtesy: Shutterstock
图片提供：Shutterstock
译文内容由第三方软件翻译。
