The second in the United States!Ford electric vehicle sales have surged in July, and institutions: 2025 will surpass Tesla's market share

Source: E Company ID: lianhuacaijing

In July, the new energy vehicle markets of China and the United States have changed. In the domestic side, the first -tier brand "Wei Xiaoli" was overtaken by the second -tier brand Nezha and Zero in terms of monthly sales; and in the US market, Ford's electric models increased significantly by nearly 170%, making it a jump into the United States in July electric electricity. The second -most brand of car delivery is second only to Tesla.

As a traditional car company giant, Ford announced its new energy plan in May last year. By 2025, Ford will invest more than $ 3 billion in new energy models. By 2030, about 40 % of sales will come from electric vehicles. In recent years, the voices of new domestic vehicle -made forces have become increasingly rising. On the other hand, traditional domestic car dealers seem to be slightly insufficient; however, including SAIC Group, GAC Group, and Changan Automobile, etc. Car, etc.

China and the United States Electric Vehicle Market changed

Recently, Ford Motors disclosed sales data in July. The company's new US new car sales were about 164,000 units, an increase of 36.6%year -on -year. In contrast, the entire industry decreased by 10.5%year -on -year. In addition, Ford's total market share reached 13.9%, an increase of 1.0%over June, and an increase of 4.8%over the same period last year.

Ford's beautiful data this month benefited from the sharp increase in its electric vehicle sales. The sales volume reached 30,648 units, a year -on -year increase of 168.7%. Ford also became the second most more brand of electric vehicles in the United States in July 2022, second only to Tes pull. From the perspective of the division, MACH-E sales were 4,970, an increase of 74.1%year-on-year. The sales of E-TRANSIT in the commercial market increased by 13.9%year-on-year, and the sales of government channels increased by 46.3%year-on-year.

In addition, Ford F-150lightNing pure electric pickup card sales in July were 2173 units, setting a new record for monthly delivery. The model was officially put into production in April this year and was delivered for the first time on May 26. In the past 6 months, Ford's electric vehicle sales have been growing.

Not long ago, Ford announced the second quarter financial report. Data show that the company's net profit attributable to the second fiscal quarter of the 2022 fiscal year was US $ 667 million, an increase of 18.89%year -on -year; operating income was 40.190 billion US dollars, an increase of 50.23%year -on -year, and the performance was very strong; the company's operating cash The flow is 2.9 billion US dollars, and the free cash flow after adjustment is 3.6 billion US dollars.

Ford is a microcosm of the transformation of traditional car companies to electrification. The reporter noticed that in May last year, Ford announced its new energy plan, including exclusive pure electric platforms, new IONBOOST batteries, and product planning related to future Ford electric vehicles. Ford plans to invest more than $ 3 billion in new energy models by 2025. By 2030, about 40 % of sales will come from electric vehicles.

At that time, the plan also showed that Ford will build five global new energy vehicle platforms, so that the new car sharing battery, battery management system, motor and gearbox in the future is expected to reach 80 %. In terms of models, the new energy platform can make a variety of models such as trucks, pickup cards, SUVs, and MPVs; in terms of lithium batteries, Ford announced that it has established a joint venture with SKI to produce a battery cell and battery pack in the United States; Ford also plans to reach 2030 to 2030 The product was fully electrified in European region.

At the beginning of March this year, Ford further announced that the two business departments of electric vehicles and fuel vehicles were split, and the commercial vehicle departments constituted three business units. It is expected to achieve independent operations and self -made profit and loss in 2023.

After Bloomberg Consulting made a prediction of "at the latest 2025, the earliest public can surpass Tesla in 2024", Merrill Lynch predicts that "the market share of the electric vehicle in 2025 and Ford will exceed Tesla" Essence

It is worth noting that at the same time that the new energy vehicle market in the United States has changed, the domestic market has also undergone subtle changes. In the past month, Nezha and zero running new forces of the new forces of the car have exceeded Weilai, Xiaopeng, Xiaopeng, Xiaopeng, and Xiaopeng. The ideal three -line brand.

Data show that in July of this year, Nezha, a second -tier brand of vehicle construction forces, became a monthly sales champion with 14,000 vehicles, a year -on -year increase of 133.5%; zero -run cars ranked second in 12,000 vehicles, an increase of 177%year -on -year increased by 177% ; The Xiaopeng Automobile, who had won the crown several times before, won the third place with 11,500 vehicles. The ideal car delivered 10,400 ideal ONE. Weilai Automobile delivered a total of 101,000 new cars.

Domestic car companies giant multi -solution to explore road transformation

As the aforementioned, to this day, many new vehicles have emerged in China. In this context, the sound of traditional car companies giants on new energy models seems increasingly slightly slightly slightly slightly slightly slightly slightly slightly slightly slightly slightly slightly slightly slightly slightly slightly slightly slightly slight. It can be said that Ford has become a benchmark for the transformation of traditional car companies, and it is called more and more voices to call on domestic car companies from traditional manufacturers to technology companies.

The reporter noticed that on the interactive platform, some investors asked Shang Auto Group if they considers independently developing and controlling technologies such as batteries, energy storage, and chips. In this regard, SAIC Group responded that the company grasped the new trend of "data decision experience and software definition cars" and made every effort to build a new generation of smart electric vehicles.

SAIC Group also said that the company has initially formed a "central centralized and domain -controlled electronic architecture, SOA software platform, smart car data factory, artificial intelligence algorithm and smart chip, as well as" full stack OTA and network data security solutions, etc. Cloud pipeline "integrated full -stack smart car solution. At the same time, on the basis of independent control of core technologies such as batteries, electric drives, and electrical control systems, key technologies such as new generation of lithium batteries, solid -state batteries, IGBT and silicon carbide driver modules have been achieved. Global leading level. Recently, Avita Technology, a joint venture of Changan Automobile, plans to add 472 million yuan in registered capital, from 1.172 billion yuan to 1.645 billion yuan. Among them, Changan Automobile intends to increase capital to Avita Technology of 1.169 billion yuan. After the capital increase was completed, the shareholding ratio of Changan Automobile increased from 39.02%to 40.99%. Avita Technology is regarded as an important exploration of Changan Automobile in high -end new energy, intelligence and innovative cooperation models, and is also an important practice of Changan Automobile brand strategy.

Of course, electric vehicles are also limited. The reporter learned that the European Commission is currently evaluating the European Chemical Administration to include lithium carbonate, lithium chloride and lithium hydroxide in a proposal to human health. Investors are worried about the prospects of electric vehicles. In fact, in addition to electric vehicles, many traditional car companies have focused their attention to hydrogen vehicles.

As an example, the above steam group is based on the company's fuel cell pile and system based on self -developed, self -developed film electrodes, and systems at the rated power, the rated power of electric heap, and quality power density. The product has strong competitiveness compared to. At the same time, core indicators such as the peak power and system volume power density of Jetheid Hydrogen Technology fuel battery can be targeting international advanced enterprises. It is worth mentioning that Jettheon Technology has taken the lead in launching the listing in 2021.

Coincidentally, GAC Group and Changan Automobile are developing hydrogen vehicles. Taking GAC Group as an example, in October 2021, the first hydrogen fuel cell vehicle Aion LXFUEL CELL was opened by Ruqi to open demonstration operations; in terms of hydrogen internal combustion cars, on June 28, GAC Group released 1.5 on the 2022 GAC Technology Day 1.5 L, the internal combustion engine has successfully operated for more than 12,000 hours.

Editor -in -chief: Wang Lulu

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