福特汽车CEO：别管华为与tiktok了，中国汽车才是最大的威胁！

发布时间：2025-04-05 07:52:24 来源：新媒体资讯网 作者：半夏

福特汽车CEO：别管华为与tiktok了，中国汽车才是最大的威胁！这个视频很有意思，因为，在视频中，福特汽车认为中国汽车才是最大的威胁，还呼吁说，别浪费时间管华为，管tiktok了，汽车市场才最大的威胁。福特CEO在视频中对中国汽车进行了不要脸的攻击，因为美国汽车竞争不过中国了，就污蔑说中国车会收集美国的信息，说什么补贴，视频想要表面的观点大致如下：对话深入探讨了电动汽车行业的竞争动态，强调了中国在电动汽车制造、电池技术和充电基础设施方面的主导地位。中国对电气化的早期和大量投资使其能够生产世界上约70% 的电动汽车，主导电池加工，并在政府赞助的支持下开发具有成本效益的电池化学品，如磷酸铁锂。 这对西方原始设备制造商 (OEM) 造成了重大障碍，他们在历史上曾向中国损失了数万亿美元，现在面临着在未来五年内从电动汽车中获利的挑战，因此需要建立全球供应链。对话还讨论了中美竞争的影响，提到了总裁拜登对电动车征收的关税及其对中国战略的潜在影响，以及西方OEM的不同战略，从在中国扩张到由于基础设施投资和就业法案等激励措施而提高国内生产能力。它强调了数据隐私和安全的重要性，特别是随着自动驾驶汽车的出现，以及对原材料和半导体进行道德采购的必要性，福特与国际合作伙伴积极合作的方法就是例证。下面是视频中完整的对话，中英文都标出来了，大家自己看吧。很有意思，为什么呢？因为，在国内，很多人，甚至某些精英都在唱衰中国电动车，然而，在国外，美国与欧洲却都把中国车当成了最大的竞争对手。所以说，国内的某些言论，是不是国外的白手套，大家自己判断吧。记者 00:00China is making very inexpensive evols and has better infrastructure for charging.中国正在制造非常廉价的电动汽车，并拥有更好的充电基础设施。福特汽车CEO吉姆・法利 00:07All the trillions of profitability that were taken out of China by the Western Oems, they were busy thinking about their industry strategically, and they bet on it electrification about 10 years ago. And now they make 70% of all electric vehicles in the world are made in one country. They own all the battery processing.西方原始设备制造商从中国拿走了数以万亿计的盈利能力，他们正忙于战略性地思考自己的行业，并在大约10年前押注于电气化。现在，世界上70% 的电动汽车是在一个国家制造的。他们拥有所有的电池处理。福特汽车CEO吉姆・法利 00:30You want graphite, You want lithium processed to put in a battery, automotive battery, nickel, you need to go to China. So they have unique battery chemistry like lllp iron phosphate, which is half the cost, has no fire risk, and can be charged twice as many cycles. So there's unique IP in China now, and many of the companies are sponsored by the government. So we as a company face a kind of ultimate fitness test on this question of making money on evols. If we can make money on evols, we have competitors who have the largest market in the world who already dominate globally. We're already setting up their supply chain around the world, and if we don't, if we don't make profitable evols next 5 years, what's the future? We just shrinking in North America.如果你想要石墨，想要把锂加工成电池，汽车电池，镍，你需要去中国。因此，它们具有独特的电池化学成分，如磷酸铁，成本只有一半，没有火灾风险，并且可以充电两次。因此，现在中国有了独特的知识产权，许多公司都是由政府赞助的。因此，我们作为一家公司，在如何在evol上赚钱这个问题上面临着一种终极适应性测试。如果我们能在evol上赚钱，我们就有了拥有世界上最大市场的竞争对手，他们已经在全球占据主导地位。我们已经在全球范围内建立了供应链，如果我们不这样做，如果我们在未来5年内不进行有利可图的evol，未来会怎样？我们在北美刚刚萎缩。记者 01:29So to talk a little bit more about competition with China, how do you see the Biden administration's tariffs on evols impacting the Chinese government and how they approach you and for it and also other automakers?那么，为了更多地谈论与中国的竞争，您认为拜登政府对evol征收的关税如何影响中国政府，以及他们如何与您以及其他汽车制造商接触？福特汽车CEO吉姆・法利 01:43Well, I think it's that the answer to that question is very different for each auto company. We do not have a big China business, GM has a huge one. Volkswagen has enormous, I think 60% of Volkswagen's global profit comes from China. So every company has a different exposure.嗯，我认为每个汽车公司对这个问题的答案都非常不同。我们在中国没有很大的业务，但GM有一个很大的业务。大众拥有巨大的利润，我认为其全球利润的60% 来自中国。因此，每家公司都有不同的曝光率。福特汽车CEO吉姆・法利 01:59Look, I think the tariffs and the policy decisions that the president has to make quickly will level the playing field, the state subsidies of free taxes, free land, A lot of R&D, you know, we don't have the benefit from the IRA really does help. It incentivizes us for making automotive batteries in the us. We made many decisions to actually make in the us now because of the IRA, but the biggest issue is those are going to be speed bumps.看，我认为关税和总统必须迅速做出的政策决定将使竞争环境公平，免税的国家补贴，免费土地，大量的研发，你知道，我们没有从IRA中受益，这确实有帮助。它激励我们在美国制造汽车电池。由于IRA，我们现在在美国实际做出了许多决定，但最大的问题是那些将是减速带。福特汽车CEO吉姆・法利 02:29I worked at Toyota for 25 years as an American. I mean, we have NAFTA. They're 25% of the Mexican market already. The Chinese, we could all drive to Mexico one day, one out of every four vehicles sold in Mexico is made by a Chinese company, and they will have enough scale in China to build plants there and export tariff free to the us. That's only a matter of time. That's why we have to be fully fit. That's why we created Skunk Works, because we have to compete against the Chinese players.我作为美国人在丰田工作了25年。我的意思是，我们有北美自由贸易协定。他们已经占据了墨西哥市场的25%。中国人有一天可以开车去墨西哥，墨西哥销售的每四辆车中就有一辆是由中国公司生产的，他们将有足够的规模在中国建厂并免关税出口到美国。这只是时间问题。这就是为什么我们必须完全适应。这就是我们创建臭鼬作品的原因，因为我们必须与中国玩家竞争。福特汽车CEO吉姆・法利 03:06And the biggest thing the administration has to do on creating a level playing field is that people really realize how technologically risky these products are.政府在创造公平竞争环境方面要做的最重要的事情是让人们真正意识到这些产品的技术风险。福特汽车CEO吉姆・法利 03:18The new vehicles that we're making at Ford or any of the Western Oems or data collection machines, we have to run the vehicles. So they're like mobile drones. We have 8 cameras on the average Ford, who you talk to, where you go, who you drive by, you know, and in China, we're not allowed to drive to park a Ford next to a government building because of all those cameras. So what is, what is the administration going to do about data privacy in China? They have those rules. We do not have them in the us.我们在福特制造的新车、任何西方的原始设备制造商或数据收集机器，我们都必须运行这些车辆。所以它们就像移动无人机。我们在普通福特上有8个摄像头，你和谁说话，你去哪里，你开车经过谁，你知道，在中国，由于所有这些摄像头，我们不允许开车到政府大楼旁边的福特公园。那么，政府将如何处理中国的数据隐私？他们有这些规则。我们在美国没有它们。记者 03:58We're talking about concerns about TikTok.我们正在谈论对TikTok的担忧。福特汽车CEO吉姆・法利 04:00what about Huawei and TikTok? Think about a Chinese vehicle and what their government could learn about our country, let alone partial electrification. You can crash the car into anything you want remotely, So these vehicles. So in China, if we want to get our partial electric hands-free Av approved, we have to go through their Defense Department. Elon was just there getting, by the way, Elon deserves a lot of credit for this journey, brought electrification, he really does. But back to China, you know, for our national defense, we have to make up our mind what kind of approval should we send a Chinese Oems self driving system through in our country? These are the real policy decisions. And then we have to get serious about being independent, about processing raw materials and mining again, whether we do it with friendly countries like Canada or other places like South America or do it ourselves, else we're just trading one dependency for another.华为和TikTok怎么样？想想中国的车辆以及他们的政府可以从我们国家学到什么，更不用说部分电气化了。你可以远程将汽车撞到任何你想要的东西，所以这些车辆。因此，在中国，如果我们想要获得部分电动免提Av的批准，我们必须通过他们的国防部门。顺便说一句，埃伦为这段旅程带来了电气化，他值得很多赞誉，他真的做到了。但是回到中国，你知道，为了我们的国防，我们必须下定决心，我们应该通过什么样的批准才能让中国的自动驾驶系统进入我们的国家？这些才是真正的政策决定。然后我们必须认真对待独立，重新加工原材料和开采，无论我们是与加拿大等友好国家还是南美洲等其他地方合作，还是自己做，否则我们只是在交换一种依赖。记者 05:02And so talk a little bit more about that in this idea of the raw materials that are so essential for the batteries and also the chips that you need to use.因此，在这个关于电池必不可少的原材料以及您需要使用的芯片的想法中，更多地谈论一下这个问题。福特汽车CEO吉姆・法利 05:10Yes, 95% of the value of a battery, whether it's in your phone or in a car that's electric, is the raw materials in an Ncm cell, that's cobalt, nickel, and lithium. You can mine it, but you have to be processed. You also need graphite to make a battery. So those four essential materials plus the rare earths to make the magnets to go in your electric motor, I have to come from somewhere.是的，电池价值的95%，无论是在你的手机还是电动汽车中，都是Ncm电池的原材料，即钴、镍和锂。你可以开采它，但你必须被处理。你还需要石墨来制造电池。所以这四种基本材料加上稀土来制造用于电动机的磁铁，我必须来自某个地方。记者 05:37And how do you think about Ford's independence on that?您如何看待福特在这方面的独立性？福特汽车CEO吉姆・法利 05:39We decided to, because we don't have the battery IP in the us. So we went to South Korean and Japanese companies and some Chinese companies, and we said, look, we're going to buy your batteries, but your raw material ecosystem has to be okay with us. So we're not only going to require you to redo your ecosystem where you mind, where you process, but we're going to have governance around child labor, corruption, all the other things that we need to inspect. It's super important for our reputation. We're a family, 120 year old company. I'm not going to take a risk on that. And so we went to friendly countries, but the government hasn't really required that there's an incentive in the IRA to do it that way, but it's not required. And with the Chinese coming here, we're going to face this raw material.我们决定这么做，因为我们在美国没有电池IP。所以我们去了韩国、日本和一些中国公司，我们说，看，我们要买你们的电池，但你们的原材料生态系统必须符合我们的要求。因此，我们不仅会要求您在您的想法和流程中重新构建生态系统，而且我们还将对童工、腐败以及我们需要检查的所有其他事情进行治理。这对我们的声誉非常重要。我们是一个有着120年历史的家族企业。我不打算冒险。于是我们去了友好国家，但政府并没有真正要求爱尔兰共和军有激励这样做，但这不是必需的。随着中国人来到这里，我们将面对这种原材料。福特汽车CEO吉姆・法利 06:29And then semiconductors are saying we have 1500 semiconductors in the average Ford, not all of them are 2 nm advanced AI chips, many of them are just industrial, your chips that raise and lower your window digitally and or remotely operate your brake pedal And more and more, those are made in China, not for Ford, but we have $8000 worth of silicon chips in the average Ford, and there's a lot of pressure to save 10% to go to the cheapest player. So will Americans pay for more for semiconductors that are made in places that are friendly to the us? I don't know?半导体公司说，我们在普通福特汽车上有1500个半导体，并非全部都是纳米先进的AI芯片，其中许多只是工业芯片，你的芯片可以数字化地提高和/或远程操作你的刹车踏板等等，这些都是中国制造的。不是为福特，但我们在普通福特中拥有价值8000美元的硅芯片，并且有很大的压力要节省10% 去最便宜的球员。那么，美国人会为在对美国友好的地方生产的半导体支付更多费用吗？我不知道？最后，总结一下，假如美国、欧洲、日韩的汽车工业被中国打趴下，那么，可以想见，这些国家的衰落将是看得见的，于此同时，中国的复兴就在眼前。

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