福特首席执行官吉姆·法利表示,欧洲现在已来不及阻挡中国汽车厂商,而美国则应从容作出决定。福特在欧洲的应对方案是一家位于瓦伦西亚的合资企业,其中吉利持股34%,并将从2028年起生产四款电动车型中的两款。
Ford chief executive Jim Farley said it is too late for Europe to fend off Chinese carmakers and that the United States should take its time deciding. Ford’s own answer in Europe is a Valencia joint venture in which Geely holds 34% and will build two of the four electric models from 2028. Ford’s chief executive says Europe has already lost to Chinese carmakers.
福特首席执行官表示,欧洲已经败给中国汽车厂商。吉姆·法利在底特律的一场会议上说,欧洲为时已晚,美国也应从容决策。福特自身的欧洲计划是与中国汽车厂商成立一家合资企业。
Jim Farley told a Detroit conference it is too late for the continent and that America should take its time. Ford’s own European plan is a joint venture with a Chinese carmaker. “I watch what’s happening in Europe right now, where that was not the case, and it’s really something that they have to deal with now, and it’s too late,” Farley said at the Automotive News Congress, as CNBC reported.
“我关注着欧洲眼下发生的一切,而此前并非如此。现在他们确实必须应对这个问题,但已经太晚了。”法利在《汽车新闻》大会上说,据CNBC报道。
Chinese brands took 12% of the whole European car market in August, against virtually nothing in 2020, according to Dataforce. We reported the same firm’s April figures at about 10% of all cars and more than 15% of electric ones.
据Dataforce的数据,中国品牌8月份占欧洲整个汽车市场的12%,而2020年这一比例几乎为零。我们曾报道称,该机构4月的数据约为所有汽车的10%,电动汽车占比则超过15%。GlobalData的数据显示,中国品牌的全球份额在2020年至2025年间增长了近70%。
Their global share rose nearly 70% between 2020 and 2025, on GlobalData’s figures. His remedy for Europe is not resistance. Ford would partner with Chinese companies where it lacks the intellectual property and can be more capital efficient, naming Europe and Southeast Asia. It already has. Ford owns 66% of a Valencia joint venture, with Geely on 34%, building four electric models from 2028, two of them Geely SUVs.
他给欧洲开出的药方并非抵制。福特将在欧洲和东南亚等自身缺乏相关知识产权、福特在瓦伦西亚的组织架构处于这一上限之内。法利曾在8月告诉员工,中国电动车可能在未来五到十年进入美国市场,这与“需要时间”所传递的信息不同。
Operations begin in the first half of 2027. Alex Nan, a Geely vice president, called it building cars in Europe, for Europe, with a trusted partner. Washington objected. Sean Duffy, the transport secretary, told Ford to cut its Chinese ties last month, naming Valencia. Ford called that a wrongheaded attempt to capture headlines. Brussels takes the opposite view.
他坚称福特也将参与竞争,明年将以皮卡形式推出一款通用型电动车。
Its draft Industrial Accelerator Act would require Chinese investors in strategic sectors to work through EU joint ventures capped at 49%, with technology transfer.
吉利并未为进入欧洲市场新建工厂。该公司6月表示,将关闭或出售冗余工厂,并利用现有工厂;今年前五个月,其海外销售额增长了158%。
Ford’s Valencia structure sits inside that cap. Farley told employees in August that Chinese EVs could reach America in five to ten years, a different message from taking time. He insists Ford will also compete, with a universal electric vehicle due next year as a pickup.
法利称中国品牌在墨西哥的市场占有率为25%。这一数字是他自己提出的,我们尚未看到公开刊载。
Geely is not building new factories to reach Europe. It said in June it would close or sell redundant plants and use existing ones, with overseas sales up 158% in the first five months.
欧洲是法利口中已经失去的市场,也是福特选择中国合作伙伴的市场。这两件事可以同时成立,但其中只有一件算作计划。
Farley put Chinese market share in Mexico at 25%. That figure is his own, and we have not seen it published. Europe is the market Farley says is lost, and the one where Ford has taken a Chinese partner. Both can be true. Only one is a plan.