韩国LG懵了，福特取消的450亿订单，要交给中国比亚迪了？_老虎社区_美港股上老虎

韩国LG懵了，福特取消的450亿订单，要交给中国比亚迪了？

Ofweek光电信息网02-23

众所周知，目前全球众多车企，都在跟着中国车企学着搞电动化。比如BBA，福特、大众、丰田、起亚等，但是他们一连学着中国车企，一边又要端着，想要尽量不使用中国的供应链，特别是一些美国车企。比如福特，摸着中国车企过河，拆中国车来学技术，但在动力电池方面，又不想从中国买，找韩国LG买。不过，随着福特电动化失利，之前福特称要收缩电动化战线，该取消的项目就取消，要减少投资，于是福特取消了一项与LG达成的合作，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223091759a7145ded&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，目前全球众多车企，都在跟着中国车企学着搞电动化。比如BBA，福特、大众、丰田、起亚等，但是他们一连学着中国车企，一边又要端着，想要尽量不使用中国的供应链，特别是一些美国车企。比如福特，摸着中国车企过河，拆中国车来学技术，但在动力电池方面，又不想从中国买，找韩国LG买。不过，随着福特电动化失利，之前福特称要收缩电动化战线，该取消的项目就取消，要减少投资，于是福特取消了一项与LG达成的合作，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223091759a7145ded&s=b\">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":"LU0463099449.HKD","symbol_name":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) 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BYD?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"HYDD.SI":0.6,"F":1.94,"BYDDY":1.91,"002594":1.91,"01211":1.91},"content_text":"众所周知，目前全球众多车企，都在跟着中国车企学着搞电动化。比如BBA，福特、大众、丰田、起亚等，但是他们一连学着中国车企，一边又要端着，想要尽量不使用中国的供应链，特别是一些美国车企。比如福特，摸着中国车企过河，拆中国车来学技术，但在动力电池方面，又不想从中国买，找韩国LG买。不过，随着福特电动化失利，之前福特称要收缩电动化战线，该取消的项目就取消，要减少投资，于是福特取消了一项与LG达成的合作，这项合作涉及到9.6万亿韩元（约450亿元人民币）的电池订单。这笔订单，其实已经涉及到LG电池一年收入三分之一了，对LG影响是相当大的。但是，有趣的事情来了，原以为福特是不搞电动化了，没曾想，只是不与LG合作了而已，近日有媒体报道称，福特正在与中国厂商比亚迪展开谈判，有可能从比亚迪购买电池，取代与LG的合作。可见，福特不是不搞了，只是不与LG搞了。当然，因为一些大家都知道的原因，福特不会直接从中国进口比亚迪的电池，运到美国去，而是会运到美国以外的工厂，避开一个所谓的监管问题。现在这则消息只是爆料，但不管是比亚迪，还是福特，都没有否认，那就代表有着非常大的可能性。为什么福特会这么干，其实并不意外，因为目前在动力电池这一块，中国实在是强太多了，不管是LG，还是其它韩国企业，完全不是中国企业的对手。、如上图所示，这是2025年全球动力电池市场数据，可以看到前10大品牌中，中国企业占到了6家，合计份额超过了70%，且一直在增长。而不管是日本，还是韩国，其份额相比于2024年，都在下滑，很明显，中国在动力电池这一块，已经是处于垄断地位了，且强者愈强，那么福特选择与中国企业合作，也就在情理之中了。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}