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瑞银在参观工厂后表示,福特汽车的UEV平台是减少电动汽车亏损的关键。

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-- 瑞银周三在一份报告中指出,福特汽车(F)正将其位于长滩研发中心开发的全新通用电动汽车(UEV)平台定位为削减电动汽车业务亏损的关键举措。 瑞银分析师表示,他们与福特高级开发项目副总裁艾伦·克拉克一同参观了位于加州的这家“秘密研发中心”。报告称,这是福特首次向外部访客开放该中心。中心领导层表示,其运营模式更像是一家专注于速度、敏捷性、创新和效率的电动汽车初创公司,而非传统的汽车制造商。 分析师表示,该中心是福特UEV平台的核心,而UEV平台对于减少福特Model E电动汽车业务每年超过40亿美元的亏损至关重要。如果UEV平台能够实现盈亏平衡,福特的盈利有望提高约40%。分析师还指出,未来面临的主要挑战包括扩大生产规模和自动化程度、使产品上市时间与市场需求相匹配,以及将相关经验推广到福特更广泛的业务运营中。 分析师表示:“我们认为,福特汽车公司在完全独立于‘核心’业务之外建立起来的文化和流程同样重要。将这种文化和能力推广到福特的其他部门固然重要,但也可能带来一些摩擦。” 瑞银维持对福特汽车的“买入”评级,目标价为14美元。

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

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