数据AI 网络检索发布 2026/09/10 13:00· 入库 2026/9/11 00:01:55
福特回击Duffy对中国技术合作伙伴的批评,称CATL协议仅为技术授权
原标题:Ford blasts Duffy criticism of China tech partners, calls ...
精华摘要
福特就美国官员Duffy对其中国技术合作伙伴的批评作出回应,强调密歇根州马歇尔电池工厂采用CATL技术属于有限的技术授权与服务协议,并非合资或外资制造,福特拥有工厂所有权、运营控制权并雇佣员工。Duffy的关切还包括福特与吉利在西班牙的合资工厂、与比亚迪就混动零部件的持续谈判,以及Farley提出的相关计划。
此事凸显中国电池与混动技术已成为美国车企电动化转型的关键支撑,但政治阻力正在加大。福特若被迫收缩与CATL、比亚迪的合作,其低成本电池与混动车型的落地节奏可能放缓,进而影响其在美国市场的价格竞争力。对投资者而言,这标志着中美技术脱钩风险正从芯片蔓延至动力电池与混动供应链,相关合作能否延续将直接影响福特电动化战略的兑现能力。
原文摘要
Part of that US production is the battery plant in Michigan, which Ford sought to clarify again: "The CATL arrangement is a limited technology-licensing and services agreement, not a joint venture or foreign-owned manufacturing operation. Ford owns the plant, controls the operation and employs the workforce." [...] Duffy's main concerns were Ford's use of Chinese battery-maker CATL tech in its battery factory in Marshall, Mich., Ford's joint factory with Geely in Spain, and Ford's ongoing talks with BYD for hybrid vehicle components, as well as a supposed plan put forth by Farley to facilitate