福特汽車CEO：別管華為與tiktok了，中國汽車才是最大的威脅！

這個視頻很有意思，因為，在視頻中，福特汽車認為中國汽車才是最大的威脅，還呼吁說，別浪費時間管華為，管tiktok了，汽車市場才最大的威脅。

福特CEO在視頻中對中國汽車進行了不要臉的攻擊，因為美國汽車競爭不過中國了，就污蔑說中國車會收集美國的信息，說什么補貼，視頻想要表面的觀點大致如下：

對話深入探討了電動汽車行業(yè)的競爭動態(tài)，強調了中國在電動汽車制造、電池技術和充電基礎設施方面的主導地位。

中國對電氣化的早期和大量投資使其能夠生產世界上約70% 的電動汽車，主導電池加工，并在政府贊助的支持下開發(fā)具有成本效益的電池化學品，如磷酸鐵鋰。 這對西方原始設備制造商 (OEM) 造成了重大障礙，他們在歷史上曾向中國損失了數萬億美元，現在面臨著在未來五年內從電動汽車中獲利的挑戰(zhàn)，因此需要建立全球供應鏈。

對話還討論了中美競爭的影響，提到了總裁拜登對電動車征收的關稅及其對中國戰(zhàn)略的潛在影響，以及西方OEM的不同戰(zhàn)略，從在中國擴張到由于基礎設施投資和就業(yè)法案等激勵措施而提高國內生產能力。

它強調了數據隱私和安全的重要性，特別是隨著自動駕駛汽車的出現，以及對原材料和半導體進行道德采購的必要性，福特與國際合作伙伴積極合作的方法就是例證。

下面是視頻中完整的對話，中英文都標出來了，大家自己看吧。

很有意思，為什么呢？因為，在國內，很多人，甚至某些精英都在唱衰中國電動車，然而，在國外，美國與歐洲卻都把中國車當成了最大的競爭對手。

所以說，國內的某些言論，是不是國外的白手套，大家自己判斷吧。

記者 00:00

China is making very inexpensive evols and has better infrastructure for charging.

中國正在制造非常廉價的電動汽車，并擁有更好的充電基礎設施。

福特汽車CEO吉姆?法利 00:07

All the trillions of profitability that were taken out of China by the Western Oems, they were busy thinking about their industry strategically, and they bet on it electrification about 10 years ago. And now they make 70% of all electric vehicles in the world are made in one country. They own all the battery processing.

西方原始設備制造商從中國拿走了數以萬億計的盈利能力，他們正忙于戰(zhàn)略性地思考自己的行業(yè)，并在大約10年前押注于電氣化?，F在，世界上70% 的電動汽車是在一個國家制造的。他們擁有所有的電池處理。

福特汽車CEO吉姆?法利 00:30

You want graphite, You want lithium processed to put in a battery, automotive battery, nickel, you need to go to China. So they have unique battery chemistry like lllp iron phosphate, which is half the cost, has no fire risk, and can be charged twice as many cycles. So there's unique IP in China now, and many of the companies are sponsored by the government. So we as a company face a kind of ultimate fitness test on this question of making money on evols. If we can make money on evols, we have competitors who have the largest market in the world who already dominate globally. We're already setting up their supply chain around the world, and if we don't, if we don't make profitable evols next 5 years, what's the future? We just shrinking in North America.

如果你想要石墨，想要把鋰加工成電池，汽車電池，鎳，你需要去中國。因此，它們具有獨特的電池化學成分，如磷酸鐵，成本只有一半，沒有火災風險，并且可以充電兩次。因此，現在中國有了獨特的知識產權，許多公司都是由政府贊助的。因此，我們作為一家公司，在如何在evol上賺錢這個問題上面臨著一種終極適應性測試。如果我們能在evol上賺錢，我們就有了擁有世界上最大市場的競爭對手，他們已經在全球占據主導地位。我們已經在全球范圍內建立了供應鏈，如果我們不這樣做，如果我們在未來5年內不進行有利可圖的evol，未來會怎樣？我們在北美剛剛萎縮。

記者 01:29

So to talk a little bit more about competition with China, how do you see the Biden administration's tariffs on evols impacting the Chinese government and how they approach you and for it and also other automakers?

那么，為了更多地談論與中國的競爭，您認為拜登政府對evol征收的關稅如何影響中國政府，以及他們如何與您以及其他汽車制造商接觸？

福特汽車CEO吉姆?法利 01:43

Well, I think it's that the answer to that question is very different for each auto company. We do not have a big China business, GM has a huge one. Volkswagen has enormous, I think 60% of Volkswagen's global profit comes from China. So every company has a different exposure.

嗯，我認為每個汽車公司對這個問題的答案都非常不同。我們在中國沒有很大的業(yè)務，但GM有一個很大的業(yè)務。大眾擁有巨大的利潤，我認為其全球利潤的60% 來自中國。因此，每家公司都有不同的曝光率。

福特汽車CEO吉姆?法利 01:59

Look, I think the tariffs and the policy decisions that the president has to make quickly will level the playing field, the state subsidies of free taxes, free land, A lot of R&D, you know, we don't have the benefit from the IRA really does help. It incentivizes us for making automotive batteries in the us. We made many decisions to actually make in the us now because of the IRA, but the biggest issue is those are going to be speed bumps.

看，我認為關稅和總統必須迅速做出的政策決定將使競爭環(huán)境公平，免稅的國家補貼，免費土地，大量的研發(fā)，你知道，我們沒有從IRA中受益，這確實有幫助。它激勵我們在美國制造汽車電池。由于IRA，我們現在在美國實際做出了許多決定，但最大的問題是那些將是減速帶。

福特汽車CEO吉姆?法利 02:29

I worked at Toyota for 25 years as an American. I mean, we have NAFTA. They're 25% of the Mexican market already. The Chinese, we could all drive to Mexico one day, one out of every four vehicles sold in Mexico is made by a Chinese company, and they will have enough scale in China to build plants there and export tariff free to the us. That's only a matter of time. That's why we have to be fully fit. That's why we created Skunk Works, because we have to compete against the Chinese players.

我作為美國人在豐田工作了25年。我的意思是，我們有北美自由貿易協定。他們已經占據了墨西哥市場的25%。中國人有一天可以開車去墨西哥，墨西哥銷售的每四輛車中就有一輛是由中國公司生產的，他們將有足夠的規(guī)模在中國建廠并免關稅出口到美國。這只是時間問題。這就是為什么我們必須完全適應。這就是我們創(chuàng)建臭鼬作品的原因，因為我們必須與中國玩家競爭。

福特汽車CEO吉姆?法利 03:06

And the biggest thing the administration has to do on creating a level playing field is that people really realize how technologically risky these products are.

政府在創(chuàng)造公平競爭環(huán)境方面要做的最重要的事情是讓人們真正意識到這些產品的技術風險。

福特汽車CEO吉姆?法利 03:18

The new vehicles that we're making at Ford or any of the Western Oems or data collection machines, we have to run the vehicles. So they're like mobile drones. We have 8 cameras on the average Ford, who you talk to, where you go, who you drive by, you know, and in China, we're not allowed to drive to park a Ford next to a government building because of all those cameras. So what is, what is the administration going to do about data privacy in China? They have those rules. We do not have them in the us.

我們在福特制造的新車、任何西方的原始設備制造商或數據收集機器，我們都必須運行這些車輛。所以它們就像移動無人機。我們在普通福特上有8個攝像頭，你和誰說話，你去哪里，你開車經過誰，你知道，在中國，由于所有這些攝像頭，我們不允許開車到政府大樓旁邊的福特公園。那么，政府將如何處理中國的數據隱私？他們有這些規(guī)則。我們在美國沒有它們。

記者 03:58

We're talking about concerns about TikTok.

我們正在談論對TikTok的擔憂。

福特汽車CEO吉姆?法利 04:00

what about Huawei and TikTok? Think about a Chinese vehicle and what their government could learn about our country, let alone partial electrification. You can crash the car into anything you want remotely, So these vehicles. So in China, if we want to get our partial electric hands-free Av approved, we have to go through their Defense Department. Elon was just there getting, by the way, Elon deserves a lot of credit for this journey, brought electrification, he really does. But back to China, you know, for our national defense, we have to make up our mind what kind of approval should we send a Chinese Oems self driving system through in our country? These are the real policy decisions. And then we have to get serious about being independent, about processing raw materials and mining again, whether we do it with friendly countries like Canada or other places like South America or do it ourselves, else we're just trading one dependency for another.

華為和TikTok怎么樣？想想中國的車輛以及他們的政府可以從我們國家學到什么，更不用說部分電氣化了。你可以遠程將汽車撞到任何你想要的東西，所以這些車輛。因此，在中國，如果我們想要獲得部分電動免提Av的批準，我們必須通過他們的國防部門。順便說一句，埃倫為這段旅程帶來了電氣化，他值得很多贊譽，他真的做到了。但是回到中國，你知道，為了我們的國防，我們必須下定決心，我們應該通過什么樣的批準才能讓中國的自動駕駛系統進入我們的國家？這些才是真正的政策決定。然后我們必須認真對待獨立，重新加工原材料和開采，無論我們是與加拿大等友好國家還是南美洲等其他地方合作，還是自己做，否則我們只是在交換一種依賴。

記者 05:02

And so talk a little bit more about that in this idea of the raw materials that are so essential for the batteries and also the chips that you need to use.

因此，在這個關于電池必不可少的原材料以及您需要使用的芯片的想法中，更多地談論一下這個問題。

福特汽車CEO吉姆?法利 05:10

Yes, 95% of the value of a battery, whether it's in your phone or in a car that's electric, is the raw materials in an Ncm cell, that's cobalt, nickel, and lithium. You can mine it, but you have to be processed. You also need graphite to make a battery. So those four essential materials plus the rare earths to make the magnets to go in your electric motor, I have to come from somewhere.

是的，電池價值的95%，無論是在你的手機還是電動汽車中，都是Ncm電池的原材料，即鈷、鎳和鋰。你可以開采它，但你必須被處理。你還需要石墨來制造電池。所以這四種基本材料加上稀土來制造用于電動機的磁鐵，我必須來自某個地方。

記者 05:37

And how do you think about Ford's independence on that?

您如何看待福特在這方面的獨立性？

福特汽車CEO吉姆?法利 05:39

We decided to, because we don't have the battery IP in the us. So we went to South Korean and Japanese companies and some Chinese companies, and we said, look, we're going to buy your batteries, but your raw material ecosystem has to be okay with us. So we're not only going to require you to redo your ecosystem where you mind, where you process, but we're going to have governance around child labor, corruption, all the other things that we need to inspect. It's super important for our reputation. We're a family, 120 year old company. I'm not going to take a risk on that. And so we went to friendly countries, but the government hasn't really required that there's an incentive in the IRA to do it that way, but it's not required. And with the Chinese coming here, we're going to face this raw material.

我們決定這么做，因為我們在美國沒有電池IP。所以我們去了韓國、日本和一些中國公司，我們說，看，我們要買你們的電池，但你們的原材料生態(tài)系統必須符合我們的要求。因此，我們不僅會要求您在您的想法和流程中重新構建生態(tài)系統，而且我們還將對童工、腐敗以及我們需要檢查的所有其他事情進行治理。這對我們的聲譽非常重要。我們是一個有著120年歷史的家族企業(yè)。我不打算冒險。于是我們去了友好國家，但政府并沒有真正要求愛爾蘭共和軍有激勵這樣做，但這不是必需的。隨著中國人來到這里，我們將面對這種原材料。

福特汽車CEO吉姆?法利 06:29

And then semiconductors are saying we have 1500 semiconductors in the average Ford, not all of them are 2 nm advanced AI chips, many of them are just industrial, your chips that raise and lower your window digitally and or remotely operate your brake pedal And more and more, those are made in China, not for Ford, but we have $8000 worth of silicon chips in the average Ford, and there's a lot of pressure to save 10% to go to the cheapest player. So will Americans pay for more for semiconductors that are made in places that are friendly to the us? I don't know?

半導體公司說，我們在普通福特汽車上有1500個半導體，并非全部都是納米先進的AI芯片，其中許多只是工業(yè)芯片，你的芯片可以數字化地提高和/或遠程操作你的剎車踏板等等，這些都是中國制造的。不是為福特，但我們在普通福特中擁有價值8000美元的硅芯片，并且有很大的壓力要節(jié)省10% 去最便宜的球員。那么，美國人會為在對美國友好的地方生產的半導體支付更多費用嗎？我不知道？

最后，總結一下，假如美國、歐洲、日韓的汽車工業(yè)被中國打趴下，那么，可以想見，這些國家的衰落將是看得見的，于此同時，中國的復興就在眼前。