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2021-11-22
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What's Behind Ford and Rivian's Breakup?<blockquote>福特和Rivian分手的背后是什么？</blockquote>
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Even before the split, Ford in 2020 canceled a program which would have seen one of its vehicles built on a Rivian frame.And this past spring, Ford gave u","content":"<p>Ford Motor and Rivian Automotive are no longer planning to jointly develop electric vehicles,Ford and Rivian spokespeople confirmed Friday.</p><p><blockquote>福特和Rivian发言人周五证实，福特汽车和Rivian汽车不再计划联合开发电动汽车。</blockquote></p><p> That actually isn’t a big surprise.</p><p><blockquote>这实际上并不令人惊讶。</blockquote></p><p> Still, the move may leave investors wondering why joint development isn’t a good idea—and what the breakup means for the two auto makers’ stocks.</p><p><blockquote>尽管如此，此举可能会让投资者想知道为什么联合开发不是一个好主意，以及分拆对两家汽车制造商的股票意味着什么。</blockquote></p><p> First, a bit of context. Even before the split, Ford (ticker: F) in 2020 canceled a program which would have seen one of its vehicles built on a Rivian (RIVN) frame.And this past spring, Ford gave up its Rivian board seat as Rivian’s IPO approached—although that might have made sense for competitive reasons.</p><p><blockquote>首先，一点背景。甚至在分拆之前，福特（股票代码：F）就在2020年取消了一项计划，该计划将让福特的一款汽车采用Rivian(RIVN)车架制造。今年春天，随着Rivian IPO的临近，福特放弃了Rivian董事会席位——尽管出于竞争原因，这可能是有道理的。</blockquote></p><p> “As Ford has scaled its own EV strategy and demand for Rivian vehicles has grown, we’ve mutually decided to focus on our own projects and deliveries,” Rivian said in a statement. “Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future.”</p><p><blockquote>Rivian在一份声明中表示：“随着福特扩大自己的电动汽车战略以及对Rivian汽车需求的增长，我们共同决定专注于我们自己的项目和交付。”“我们与福特的关系是我们旅程的重要组成部分，福特仍然是我们通往电气化未来的共同道路上的投资者和盟友。”</blockquote></p><p> For Ford, the breakup comes with a twist of irony: The company helped Rivian get off the ground by investing in the electric vehicle start-up in 2019. Rivian’s market capitalization, however, has since exploded to roughly $125 billion, based on its fully diluted share count. That dwarfs Ford’s, which is about $77 billion.</p><p><blockquote>对于福特来说，这次分手带来了讽刺：福特在2019年投资了这家电动汽车初创公司，帮助Rivian起步。然而，根据完全稀释后的股票数量，Rivian的市值已飙升至约1250亿美元。这让福特的市值约770亿美元相形见绌。</blockquote></p><p> But sour grapes over stock price rarely drives corporate breakups. And Ford still has roughly 100 million shares of Rivian stock, which are worth about $13 billion.</p><p><blockquote>但对股价的酸葡萄心理很少会导致公司分拆。福特仍持有约1亿股Rivian股票，价值约130亿美元。</blockquote></p><p> There are two other dynamics that better explain why the car makers split. One is that Ford is doing better in the EV game now than when it initially staked Rivian. Ford, which has sold about 22,000 Mustang Mach Es so far this year, plans to sell 600,000 EVs annually by 2023. Ford executives have also announced a $11.4 billion investment plan, which will give the business the assembly—and battery—capacity to manufacture about an additional 1 million EVs each year.</p><p><blockquote>还有另外两个动态可以更好地解释汽车制造商为何分裂。一是福特现在在电动汽车领域的表现比福特最初押注Rivian时更好。福特今年迄今为止已售出约22,000辆野马Mach E，计划到2023年每年销售600,000辆电动汽车。福特高管还宣布了一项114亿美元的投资计划，该计划将为该公司提供每年额外生产约100万辆电动汽车的组装和电池能力。</blockquote></p><p> Ford has also seen some success with its EVs: Its Mustang Mach E was named Car and Driver’s EV of the year in July. The business also plans to start selling its all-electric F-150 pick up truck in 2022, competing with the Rivian R1T pick up.</p><p><blockquote>福特的电动汽车也取得了一些成功：其野马Mach E在7月份被评为年度汽车和驾驶员电动汽车。该公司还计划于2022年开始销售其全电动F-150皮卡，与Rivian R1T皮卡竞争。</blockquote></p><p> The other dynamic: Partnerships between auto makers might not make as much sense in a battery-powered world as they did in a gasoline-powered one.</p><p><blockquote>另一个动态是：汽车制造商之间的合作在电池驱动的世界中可能不如在汽油驱动的世界中有意义。</blockquote></p><p> Consider the fact that partnerships between auto makers for traditional automobiles were all about scale<b>.</b>Companies would jointly develop a platform for a vehicle, so they could spread development dollars over two companies’ sales.</p><p><blockquote>考虑一下这样一个事实：传统汽车制造商之间的合作关系都是关于规模的<b>.</b>两家公司将联合开发一个车辆平台，这样他们就可以将开发资金分摊到两家公司的销售额上。</blockquote></p><p> Scale still matters in an EV world, just not in the same way.</p><p><blockquote>在电动汽车世界中，规模仍然很重要，只是方式不同。</blockquote></p><p> Here’s why: Engines, transmissions and a gas tank deliver power to traditional automobiles, with engine sizes varying depending on how big the vehicles are. But with EVs, batteries and electric motors provide the power. Larger EVs typically just get more batteries and another electric motor—usually mounted on an axel—than smaller EVs do.</p><p><blockquote>原因如下：发动机、变速箱和油箱为传统汽车提供动力，发动机尺寸根据车辆的大小而变化。但对于电动汽车，电池和电动机提供动力。大型电动汽车通常比小型电动汽车配备更多的电池和另一个电动机（通常安装在车轴上）。</blockquote></p><p> EV platforms come with their own built-in scale, which can be leveraged across many types of vehicles that the auto maker already sells.</p><p><blockquote>电动汽车平台有自己的内置规模，可以在汽车制造商已经销售的多种类型的车辆中利用。</blockquote></p><p> Scale still matters and two companies can still jointly develop an EV platform. In fact, Ford and Volkswagen (VOW3. Germany) share some EV technology with one another. There is just less urgency to form the kind of partnerships that were profitable in the past.</p><p><blockquote>规模仍然很重要，两家公司仍然可以联合开发电动汽车平台。事实上，福特和大众（VOW3.德国）相互共享一些电动汽车技术。建立过去有利可图的合作伙伴关系的紧迫性降低了。</blockquote></p><p> As for the stocks, Friday’s news doesn’t mean all that much for Ford or Rivian.Ford stock, which closed down 0.9% in the regular session, slipped about 0.3% in after-hours trading on Friday. Rivian shares, meanwhile, finished up 4.2% as post-IPO volatility continued, before falling about 1.2% in after-hours trading.</p><p><blockquote>至于股票，周五的消息对福特或Rivian来说意义不大。福特股价在常规交易中收盘下跌0.9%，周五盘后交易中下跌约0.3%。与此同时，由于IPO后的波动持续，Rivian股价收盘上涨4.2%，随后在盘后交易中下跌约1.2%。</blockquote></p><p> Investors still have to pick winners and losers in the growing EV business, but they currently seem to be giving the edge to the startups. They shouldn’t count out Ford or other traditional car makers, though. Based on the level of spending and new products from traditional players, it looks as if they aren’t going quietly into the night.</p><p><blockquote>投资者仍然必须在不断增长的电动汽车业务中挑选赢家和输家，但他们目前似乎正在给初创公司带来优势。不过，他们不应该排除福特或其他传统汽车制造商。根据传统玩家的支出水平和新产品，他们似乎不会安静地进入黑夜。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What's Behind Ford and Rivian's Breakup?<blockquote>福特和Rivian分手的背后是什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's Behind Ford and Rivian's Breakup?<blockquote>福特和Rivian分手的背后是什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 11:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Ford Motor and Rivian Automotive are no longer planning to jointly develop electric vehicles,Ford and Rivian spokespeople confirmed Friday.</p><p><blockquote>福特和Rivian发言人周五证实，福特汽车和Rivian汽车不再计划联合开发电动汽车。</blockquote></p><p> That actually isn’t a big surprise.</p><p><blockquote>这实际上并不令人惊讶。</blockquote></p><p> Still, the move may leave investors wondering why joint development isn’t a good idea—and what the breakup means for the two auto makers’ stocks.</p><p><blockquote>尽管如此，此举可能会让投资者想知道为什么联合开发不是一个好主意，以及分拆对两家汽车制造商的股票意味着什么。</blockquote></p><p> First, a bit of context. Even before the split, Ford (ticker: F) in 2020 canceled a program which would have seen one of its vehicles built on a Rivian (RIVN) frame.And this past spring, Ford gave up its Rivian board seat as Rivian’s IPO approached—although that might have made sense for competitive reasons.</p><p><blockquote>首先，一点背景。甚至在分拆之前，福特（股票代码：F）就在2020年取消了一项计划，该计划将让福特的一款汽车采用Rivian(RIVN)车架制造。今年春天，随着Rivian IPO的临近，福特放弃了Rivian董事会席位——尽管出于竞争原因，这可能是有道理的。</blockquote></p><p> “As Ford has scaled its own EV strategy and demand for Rivian vehicles has grown, we’ve mutually decided to focus on our own projects and deliveries,” Rivian said in a statement. “Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future.”</p><p><blockquote>Rivian在一份声明中表示：“随着福特扩大自己的电动汽车战略以及对Rivian汽车需求的增长，我们共同决定专注于我们自己的项目和交付。”“我们与福特的关系是我们旅程的重要组成部分，福特仍然是我们通往电气化未来的共同道路上的投资者和盟友。”</blockquote></p><p> For Ford, the breakup comes with a twist of irony: The company helped Rivian get off the ground by investing in the electric vehicle start-up in 2019. Rivian’s market capitalization, however, has since exploded to roughly $125 billion, based on its fully diluted share count. That dwarfs Ford’s, which is about $77 billion.</p><p><blockquote>对于福特来说，这次分手带来了讽刺：福特在2019年投资了这家电动汽车初创公司，帮助Rivian起步。然而，根据完全稀释后的股票数量，Rivian的市值已飙升至约1250亿美元。这让福特的市值约770亿美元相形见绌。</blockquote></p><p> But sour grapes over stock price rarely drives corporate breakups. And Ford still has roughly 100 million shares of Rivian stock, which are worth about $13 billion.</p><p><blockquote>但对股价的酸葡萄心理很少会导致公司分拆。福特仍持有约1亿股Rivian股票，价值约130亿美元。</blockquote></p><p> There are two other dynamics that better explain why the car makers split. One is that Ford is doing better in the EV game now than when it initially staked Rivian. Ford, which has sold about 22,000 Mustang Mach Es so far this year, plans to sell 600,000 EVs annually by 2023. Ford executives have also announced a $11.4 billion investment plan, which will give the business the assembly—and battery—capacity to manufacture about an additional 1 million EVs each year.</p><p><blockquote>还有另外两个动态可以更好地解释汽车制造商为何分裂。一是福特现在在电动汽车领域的表现比福特最初押注Rivian时更好。福特今年迄今为止已售出约22,000辆野马Mach E，计划到2023年每年销售600,000辆电动汽车。福特高管还宣布了一项114亿美元的投资计划，该计划将为该公司提供每年额外生产约100万辆电动汽车的组装和电池能力。</blockquote></p><p> Ford has also seen some success with its EVs: Its Mustang Mach E was named Car and Driver’s EV of the year in July. The business also plans to start selling its all-electric F-150 pick up truck in 2022, competing with the Rivian R1T pick up.</p><p><blockquote>福特的电动汽车也取得了一些成功：其野马Mach E在7月份被评为年度汽车和驾驶员电动汽车。该公司还计划于2022年开始销售其全电动F-150皮卡，与Rivian R1T皮卡竞争。</blockquote></p><p> The other dynamic: Partnerships between auto makers might not make as much sense in a battery-powered world as they did in a gasoline-powered one.</p><p><blockquote>另一个动态是：汽车制造商之间的合作在电池驱动的世界中可能不如在汽油驱动的世界中有意义。</blockquote></p><p> Consider the fact that partnerships between auto makers for traditional automobiles were all about scale<b>.</b>Companies would jointly develop a platform for a vehicle, so they could spread development dollars over two companies’ sales.</p><p><blockquote>考虑一下这样一个事实：传统汽车制造商之间的合作关系都是关于规模的<b>.</b>两家公司将联合开发一个车辆平台，这样他们就可以将开发资金分摊到两家公司的销售额上。</blockquote></p><p> Scale still matters in an EV world, just not in the same way.</p><p><blockquote>在电动汽车世界中，规模仍然很重要，只是方式不同。</blockquote></p><p> Here’s why: Engines, transmissions and a gas tank deliver power to traditional automobiles, with engine sizes varying depending on how big the vehicles are. But with EVs, batteries and electric motors provide the power. Larger EVs typically just get more batteries and another electric motor—usually mounted on an axel—than smaller EVs do.</p><p><blockquote>原因如下：发动机、变速箱和油箱为传统汽车提供动力，发动机尺寸根据车辆的大小而变化。但对于电动汽车，电池和电动机提供动力。大型电动汽车通常比小型电动汽车配备更多的电池和另一个电动机（通常安装在车轴上）。</blockquote></p><p> EV platforms come with their own built-in scale, which can be leveraged across many types of vehicles that the auto maker already sells.</p><p><blockquote>电动汽车平台有自己的内置规模，可以在汽车制造商已经销售的多种类型的车辆中利用。</blockquote></p><p> Scale still matters and two companies can still jointly develop an EV platform. In fact, Ford and Volkswagen (VOW3. Germany) share some EV technology with one another. There is just less urgency to form the kind of partnerships that were profitable in the past.</p><p><blockquote>规模仍然很重要，两家公司仍然可以联合开发电动汽车平台。事实上，福特和大众（VOW3.德国）相互共享一些电动汽车技术。建立过去有利可图的合作伙伴关系的紧迫性降低了。</blockquote></p><p> As for the stocks, Friday’s news doesn’t mean all that much for Ford or Rivian.Ford stock, which closed down 0.9% in the regular session, slipped about 0.3% in after-hours trading on Friday. Rivian shares, meanwhile, finished up 4.2% as post-IPO volatility continued, before falling about 1.2% in after-hours trading.</p><p><blockquote>至于股票，周五的消息对福特或Rivian来说意义不大。福特股价在常规交易中收盘下跌0.9%，周五盘后交易中下跌约0.3%。与此同时，由于IPO后的波动持续，Rivian股价收盘上涨4.2%，随后在盘后交易中下跌约1.2%。</blockquote></p><p> Investors still have to pick winners and losers in the growing EV business, but they currently seem to be giving the edge to the startups. They shouldn’t count out Ford or other traditional car makers, though. Based on the level of spending and new products from traditional players, it looks as if they aren’t going quietly into the night.</p><p><blockquote>投资者仍然必须在不断增长的电动汽车业务中挑选赢家和输家，但他们目前似乎正在给初创公司带来优势。不过，他们不应该排除福特或其他传统汽车制造商。根据传统玩家的支出水平和新产品，他们似乎不会安静地进入黑夜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/ford-rivian-ev-partnership-51637417997?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.barrons.com/articles/ford-rivian-ev-partnership-51637417997?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112644299","content_text":"Ford Motor and Rivian Automotive are no longer planning to jointly develop electric vehicles,Ford and Rivian spokespeople confirmed Friday.\nThat actually isn’t a big surprise.\nStill, the move may leave investors wondering why joint development isn’t a good idea—and what the breakup means for the two auto makers’ stocks.\nFirst, a bit of context. Even before the split, Ford (ticker: F) in 2020 canceled a program which would have seen one of its vehicles built on a Rivian (RIVN) frame.And this past spring, Ford gave up its Rivian board seat as Rivian’s IPO approached—although that might have made sense for competitive reasons.\n“As Ford has scaled its own EV strategy and demand for Rivian vehicles has grown, we’ve mutually decided to focus on our own projects and deliveries,” Rivian said in a statement. “Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future.”\nFor Ford, the breakup comes with a twist of irony: The company helped Rivian get off the ground by investing in the electric vehicle start-up in 2019. Rivian’s market capitalization, however, has since exploded to roughly $125 billion, based on its fully diluted share count. That dwarfs Ford’s, which is about $77 billion.\nBut sour grapes over stock price rarely drives corporate breakups. And Ford still has roughly 100 million shares of Rivian stock, which are worth about $13 billion.\nThere are two other dynamics that better explain why the car makers split. One is that Ford is doing better in the EV game now than when it initially staked Rivian. Ford, which has sold about 22,000 Mustang Mach Es so far this year, plans to sell 600,000 EVs annually by 2023. Ford executives have also announced a $11.4 billion investment plan, which will give the business the assembly—and battery—capacity to manufacture about an additional 1 million EVs each year.\nFord has also seen some success with its EVs: Its Mustang Mach E was named Car and Driver’s EV of the year in July. The business also plans to start selling its all-electric F-150 pick up truck in 2022, competing with the Rivian R1T pick up.\nThe other dynamic: Partnerships between auto makers might not make as much sense in a battery-powered world as they did in a gasoline-powered one.\nConsider the fact that partnerships between auto makers for traditional automobiles were all about scale.Companies would jointly develop a platform for a vehicle, so they could spread development dollars over two companies’ sales.\nScale still matters in an EV world, just not in the same way.\nHere’s why: Engines, transmissions and a gas tank deliver power to traditional automobiles, with engine sizes varying depending on how big the vehicles are. But with EVs, batteries and electric motors provide the power. Larger EVs typically just get more batteries and another electric motor—usually mounted on an axel—than smaller EVs do.\nEV platforms come with their own built-in scale, which can be leveraged across many types of vehicles that the auto maker already sells.\nScale still matters and two companies can still jointly develop an EV platform. In fact, Ford and Volkswagen (VOW3. Germany) share some EV technology with one another. There is just less urgency to form the kind of partnerships that were profitable in the past.\nAs for the stocks, Friday’s news doesn’t mean all that much for Ford or Rivian.Ford stock, which closed down 0.9% in the regular session, slipped about 0.3% in after-hours trading on Friday. Rivian shares, meanwhile, finished up 4.2% as post-IPO volatility continued, before falling about 1.2% in after-hours trading.\nInvestors still have to pick winners and losers in the growing EV business, but they currently seem to be giving the edge to the startups. They shouldn’t count out Ford or other traditional car makers, though. Based on the level of spending and new products from traditional players, it looks as if they aren’t going quietly into the night.","news_type":1,"symbols_score_info":{"F":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":773,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/872578174"}
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