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瑞銀參觀工廠後表示,福特汽車的UEV平台是減少電動車虧損的關鍵。

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-- 瑞銀週三在一份報告中指出,福特汽車(F)正將其位於長灘研發中心開發的全新通用電動車(UEV)平台定位為削減電動車業務虧損的關鍵舉措。 瑞銀分析師表示,他們與福特高級開發項目副總裁艾倫·克拉克一同參觀了位於加州的這家「秘密研發中心」。報導稱,這是福特首次向外部訪客開放中心。中心領導層表示,其營運模式更像是一家專注於速度、敏捷性、創新和效率的電動車新創公司,而非傳統的汽車製造商。 分析師表示,該中心是福特UEV平台的核心,而UEV平台對於減少福特Model E電動車業務每年超過40億美元的虧損至關重要。如果UEV平台能夠達到損益平衡,福特的獲利可望提高約40%。分析師也指出,未來面臨的主要挑戰包括擴大生產規模和自動化程度、使產品上市時間與市場需求相匹配,以及將相關經驗推廣到福特更廣泛的業務營運。 分析師表示:“我們認為,福特汽車公司在完全獨立於‘核心’業務之外建立起來的文化和流程同樣重要。將這種文化和能力推廣到福特的其他部門固然重要,但也可能帶來一些摩擦。” 瑞銀維持對福特汽車的「買進」評級,目標價為14美元。

Price: $12.17, Change: $+0.48, Percent Change: +4.06%

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