福特股价大涨，却与汽车主业无关

环球市场播报05-27

车企入局储能赛道，借人工智能热潮挖掘新机遇　　作者：瑞安・费尔顿　　内容速览　　福特汽车宣布成立全新子公司福特能源后，股价攀升至近三年新高。密歇根州迪尔伯恩市，一条生产线上的福特 F 系列皮卡，背景悬挂美国国旗　　福特汽车（股票代码：F，涨幅 3.83%）股价一路走高，创下近三年来新高，而此番上涨和旗下乘用车、卡车业务几乎没有关联。　　自宣布成立储能业务子公司福特能源以来，福特股价在...

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系列皮卡，背景悬挂美国国旗\n　　福特汽车（股票代码：F，涨幅 3.83%）股价一路走高，创下近三年来新高，而此番上涨和旗下乘用车、卡车业务几乎没有关联。\n　　自宣布成立储能业务子公司福特能源以来，福特股价在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-27/doc-inhzkfvc1461308.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2250418816.HKD","symbol_name":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-27/doc-inhzkfvc1461308.shtml","article_id":"2638924681","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2638924681","pubTimestamp":1779894360,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　福特汽车宣布成立全新子公司福特能源后，股价攀升至近三年新高。　　福特汽车股价一路走高，创下近三年来新高，而此番上涨和旗下乘用车、卡车业务几乎没有关联。　　自宣布成立储能业务子公司福特能源以来，福特股价在两周内累计上涨 28%。此举让福特正式入局储能赛道，与特斯拉、LG 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3.83%）股价一路走高，创下近三年来新高，而此番上涨和旗下乘用车、卡车业务几乎没有关联。\n　　自宣布成立储能业务子公司福特能源以来，福特股价在两周内累计上涨 28%。\n　　该新业务板块初始投资达 20 亿美元，核心业务是将原本用于电动汽车的电池，改造成固定式储能系统，面向人工智能数据中心、电力公用事业企业及大型工业客户供货。此举让福特正式入局储能赛道，与特斯拉、LG 新能源等头部电池企业展开竞争。\n　　当下电动汽车行业步入下行周期，车企对电池的实际需求远低于此前预期。对于极度看好福特的投资者而言，布局储能业务，能借助美国人工智能产业蓬勃发展、能源需求激增的风口，开辟全新增长曲线。\n　　花旗银行汽车行业分析师迈克尔・沃德表示：“市场愈发关注福特盘活自身能源相关技术与产能的能力。”\n\n　　本周二，这家总部位于密歇根州迪尔伯恩的车企股价收于 15.32 美元，创下 2023 年以来最高水平。福特的走势与同城竞争对手形成鲜明反差：通用汽车 2025 年股价大涨超 50%，但今年以来累计下跌约 2%；Jeep、公羊品牌所属的斯泰兰蒂斯集团年内股价跌幅达 28%。\n　　投资者尤其看好福特能源与全球最大电池制造商 —— 中国动力电池巨头宁德时代（CATL） 的合作。本月早些时候，摩根士丹利分析师预估，福特能源业务估值可达 100 亿美元，受此消息提振，福特股价率先启动上涨。\n　　法国巴黎银行美国汽车行业研究主管詹姆斯・皮卡里耶洛称：“这其实是对富余电池产能的高效再利用。”\n　　2026 年整个汽车行业处境艰难，福特选择拓展新业务、丰富收入来源，正是应对行业困境的举措。\n　　物价高企持续挤压消费者预算，新车销量日渐疲软；伊朗局势推高油价，对于主打大型燃油皮卡的底特律车企而言，经营压力进一步加大。\n　　福特自身也面临诸多挑战。皮卡里耶洛介绍，为弥补 2025 年皮卡销量缺口，福特不得不全力提升 F 系列皮卡产能，而铝材价格上涨又让产能目标的实现难上加难。他表示：“今年剩余时间，公司必须以创纪录的产能生产，才能达成目标。”\n　　福特能源业务全面创收尚需时日，首批产品计划在明年下半年交付。不过对于整个行业来说，这一布局仍是一抹亮色：各大车企此前纷纷重金押注电动汽车，如今受监管政策变化、消费者需求降温影响，电动化战略被迫收缩，而储能业务打开了新出路。\n\n　　市场对福特储能业务的乐观情绪，很大程度也源于其与宁德时代的电池合作。福特已获得宁德时代低成本电池技术授权，将在密歇根州与肯塔基州的工厂投产电池产品。\n　　杰富瑞分析师在周二研报中指出，随着宁德时代在美市场拓展受限，双方合作将成为福特的核心竞争优势，同时也能为其带来直接市场机遇。\n　　按照规划，福特能源每年将落地至少 20 吉瓦时的储能系统装机量。目前公司已与法国电力集团（EDF）达成大额合作协议，约定从 2028 年起，每年为其供应 4 吉瓦时储能产品。\n　　皮卡里耶洛认为，福特还需迅速拿下更多同等规模的订单，才能证明储能业务足以承接预期市场需求。他表示：“理论上，未来 12 个月内，福特还需再拿下五笔同量级合作，我们才能笃定其 20 吉瓦时的年度装机目标可以顺利落地。”\n　　在传统车企中，这般依靠非汽车业务拉动股价大涨的现象十分罕见。近期仅有特斯拉出现类似行情，而如今特斯拉的发展重心也已转向自动驾驶与机器人技术。\n　　皮卡里耶洛说道：“除特斯拉外，很难再找到第二家出现这种情况的传统整车厂商。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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