Wanbo is from the Vice Pilot Temple
Smart car reference | Official account AI4Auto
Americans' favorite electric car, less than 400 vehicles delivered in China a month?
Ford's latest response:
It's true that less delivery is related to capacity, but the main problem is the unstable supply of batteries.
Are the batteries the trouble?
The Ford Mustang mach-E, which Had high hopes for Ford, was recently exposed to the number of insurance companies in China in January, with only 352 vehicles.
The grades cannot be said to be good.
Not long ago, this Ford Mustang mach-E was selected as the most popular electric model in 2022 by consumer reports, an authoritative magazine on American consumer culture.
Last year, 27,000 units were sold in the U.S. market, making it second only to the Model 3 and Model Y.
Why does this American's favorite electric car not work in China?
On this issue, the smart car reference communicated with the Ford side.
Ford said that the 352 vehicle insurance data can be seen as the real situation of delivery, and At the same time, Ford will not disclose the number of deliveries of Ford electric horses separately.
As for why so few deliveries are made?
Ford said that there were two main reasons for the low delivery of electric horses in January.
First, Ford encountered the same problem as Weilai: the battery supply was unstable.
It is reported that the ternary lithium battery currently equipped by Ford Electric Horse comes from BYD, which is mainly produced by the latter's factory in Xi'an.
However, due to the impact of the new crown epidemic, Xi'an locked down the city from the end of last year to January this year, resulting in the inability to circulate battery raw materials normally, and the batteries in the Xi'an factory could not be transferred to Changan Ford's Chongqing factory.
As a result, the production of electric horses has also been affected and cannot be delivered in a timely manner.
Moreover, Ford said that on the issue of battery shortage, the official also informed the owner in time.
According to Ford, at present, there is only one battery supplier for Ford Electric Horse.
As for whether it will seek other battery suppliers in the future, Ford said that at present, major car companies are seeking multiple suppliers to ensure stable production, but for Ford, for technical adjustments and other reasons, in the short term, the situation of a single battery supplier cannot be changed.
Second, there are also constraints in terms of production capacity.
Ford Electric Horse was listed in China in April last year, and the official delivery was not made at the end of December, and it will take time for the capacity to climb.
At present, the production capacity of Changan Ford's Chongqing plant has not been disclosed by Ford, but at the same time, it said that under the condition of stable supply chain, it can ensure the timely delivery of existing orders.
Regarding the rumors that the delivery cycle of Ford's pre-scheduled car owners is as long as 2-3 months, Ford has also confirmed it, and said that after the epidemic eases and the supply chain stabilizes, the delivery cycle of the late scheduled car owners will be shortened to 6-7 weeks.
Are there any other developments?
At the same time, Ford also shared the latest progress of electric horses.
The first is the speed of expansion of the store.
It is reported that at present, the number of Domestic Stores of Ford Electric Horse has more than 20, compared with 13 in October last year, there has been a greater increase.
Ford said that by the end of this year, Ford Electric Horse stores will expand to more than 60 stores, focusing on the layout of the main consumption areas of electric vehicles, especially in the Yangtze River Delta and the first-tier cities in the Greater Bay Area.
After that, it will expand to second- and third-tier cities.
For the positioning of the store, Ford said that compared with NIO HOUSE, the main purpose is not to sell cars, but to provide a place for users to communicate, and in the future, Ford will also improve user services based on directly operated stores.
The second is the issue of the positioning of the Ford Electric Horse.
According to Ford, the current proportion of ford electric horses in China is about 70% male, and the age distribution is mainly between 25-35 years old.
At the same time, there are two main types of owners who choose electric horses, one part of which is based on their understanding of American muscle car culture, especially the recognition of the "Mustang" brand, and the other part is the pursuit of personality.
This is also the positioning of the electric horse, playing with personality and feelings.
Regarding this positioning, Ford said that it will not take the Tesla route, Tesla is like the iPhone in the electric car, mentioning the electric car will think of Tesla, but for the electric horse, the owner is to establish the Ford electric horse cognition to choose.
One last little question, playing with the feelings of ford electric horses and Tesla, who will you choose?