福特 Motor Company CEO Jim Farley expressed growing optimism about the automaker’s ability to produce electric vehicles (EVs) profitably in the U.S., thanks to supportive government policies, reports 阿克西奥斯.福特作为美国第二大电动汽车品牌，在由以下品牌主导的竞争格局中占据着重要地位。特斯拉.

通过政府支持增强信心

法利在阿斯彭思想节（Aspen Ideas Festival）上接受阿克索斯（Axios）采访时强调了《通货膨胀削减法案》（IRA）和其他政府措施的影响。IRA提供了大量激励措施，包括为购买电动汽车提供高达$7,500的消费者税收抵免，以及为国内电动汽车和电池生产提供数十亿美元的激励。这些政策旨在应对来自中国电动汽车制造商的低成本竞争。

拜登政府还对中国电动汽车征收100%关税，并打击可能跟踪美国驾驶员的技术，进一步阻止中国低成本电动汽车进入美国市场。"法利说："看来政府非常重视通过有关数据隐私和来自这些原始设备制造商的自主技术的政策。

代价高昂的努力与充满希望的未来

尽管采取了这些积极措施，但电动汽车对福特来说仍是一个亏损项目，福特预计今年将亏损 15 亿美元。不过，法利希望下一代电动汽车的制造成本会更低，部分原因是爱尔兰共和军提供了激励措施。

Existing tariffs of 27.5% have already kept most low-cost Chinese EVs out of the U.S. market. Yet, some Chinese models, like those from 比亚迪, are priced under $11,000, significantly lower than comparable American models. With Chinese imports making up 20% of new car sales in 墨西哥, Farley warns that it’s only a matter of time before Chinese manufacturers establish factories in Mexico to ship EVs to the U.S.

Ford’s Strategy for EV Market Penetration

福特正在制定应对电动汽车市场的战略，重点关注经济性和商用车辆。法利强调，早期电动车型的客户数据，如野马 Mach-E 和 F-150 闪电是非常宝贵的。

"我们拥有汽车的所有数据，因此我们可以看到 Mach-E。我们可以看到人们是如何使用它的，他们的充电状态如何，他们在哪里开车，多久充一次电。

Surprisingly, Ford’s research found that half of Americans take four or fewer trips over 150 miles a year. This insight has led Ford to develop more affordable EVs with shorter-range batteries, targeting a market segment that benefits significantly from the $7,500 tax credit.

驾驭全球电动汽车竞赛

福特正在调整其电池供应链和生产计划，以充分利用美国的政策，从而降低电动汽车的制造成本。法利在最近的一篇博文中重申了全球电动汽车市场的竞争性："在未来，电动推进无疑将成为交通领域的一股巨大力量。美国不能将创新领导权拱手让给中国, 欧洲或任何其他地区"。

EVXL’s Take

Ford’s proactive approach to leveraging government policies underscores the importance of strategic support in the EV sector. As EVXL has highlighted in recent articles, these policies not only foster innovation but also ensure that American companies can compete on a global scale. The combination of consumer incentives, domestic production benefits, and protective tariffs is essential in maintaining a competitive edge against low-cost Chinese EVs. Ford’s focus on affordability and commercial EVs is a promising strategy to expand market reach and drive the transition to electric transportation.

照片由福特公司提供