<p>作者：威廉·加文</p>
<p>福特刚与一家法国电力公司签署了一项协议</p>
<p>福特正在从其核心汽车业务扩展，成立新的能源部门，并更加关注软件和服务。</p>
<p>福特正在推进扩大其业务范围的计划，包括成立新的能源部门。</p>
<p>福特（F）周一表示，它与法国电力公司 EDF 集团的北美分部签署了一项为期五年的可再生能源协议。这是底特律汽车制造商自上周正式推出该部门以来的首个公开交易。</p>
<p>该协议使 EDF 的北美业务能够每年购买多达 4 吉瓦时的福特电池储能系统，或总计 20 吉瓦时，预计交付将于 2028 年开始。这将使 EDF 有权在业务初期购买福特的相当一部分产能。</p>
<p>福特表示，计划每年部署至少 20 吉瓦时的储能产品，并计划在 2027 年底前向部分客户发货其储能产品。</p>
<p>该协议提供了 “我们执行能源转型所需的供应可见性和产品信心，” EDF 北美单位负责人特里斯坦·格林伯特在一份声明中表示。</p>
<p>福特计划在未来两年内投资 20 亿美元发展其能源业务，这与竞争对手特斯拉（TSLA）的类似努力相似。根据摩根士丹利的说法，福特在 20 吉瓦时的情况下，可能产生 5 亿到 6 亿美元的息税前收益。</p>
<p>根据摩根士丹利的分析，福特相较于起步更快的竞争对手有一些优势，包括可以依赖与中国电池制造商 CATL（CN:300750）的许可协议所提供的可靠技术。由于其国内制造基地，福特还可以获得一些税收优惠。</p>
<p>查看更多：福特的股票在标准普尔 500 指数中表现突出。该汽车制造商正在为其业务注入特斯拉的元素。</p>
<p>该公司计划主要面向美国的商业和工业客户，包括人工智能超大规模企业。</p>
<p>福特的股票在过去五天上涨了近 10%，尽管由于周五市场的整体抛售，投资者对该公司扩大业务计划的热情有所减弱。周一早盘，股价略有下跌。</p>
<p>查看更多：‘慷慨七巨头’：前高盛策略师称能源股票是参与人工智能建设的最佳方式</p>
<p>除了宣布能源协议外，福特周一还表示将推出一款新的重型皮卡和一款全电动货车在欧洲。它还计划到 2029 年底前在该地区推出五款新乘用车。该汽车制造商还概述了在欧洲的商用车业务中使软件占更大比重的计划。</p>
<p>此外，福特表示正在与北美和欧洲政府进行初步谈判，以支持其国防计划。尽管尚未达成任何协议，但福特表示与这些政府的对话 “富有成效”。</p>
<p>-威廉·加文</p>
<p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 独立于道琼斯新闻通讯和《华尔街日报》发布。</p>
<p>（完）道琼斯新闻通讯</p>
<p>05-18-26 1213ET</p>

福特汽车

<p>福特汽车已成立新能源部门，并与法国电力集团签署了一项为期五年的协议，以供应可再生能源。该协议允许法国电力集团每年购买高达 20 吉瓦时的福特电池储能系统，从 2028 年开始。福特计划在这一领域投资 20 亿美元，目标是商业客户，并力争实现显著收益。此外，福特还宣布将在欧洲推出新车型，并与各国政府就国防项目进行谈判</p>

<p>By William Gavin</p>
<div class="lb-trans"><p>作者：威廉·加文</p>
</div><p>Ford just inked a deal with a French electric-utility company</p>
<div class="lb-trans"><p>福特刚与一家法国电力公司签署了一项协议</p>
</div><p>Ford is branching out from its core car business with a new energy division and a bigger focus on software and services.</p>
<div class="lb-trans"><p>福特正在从其核心汽车业务扩展，成立新的能源部门，并更加关注软件和服务。</p>
</div><p>Ford is pushing forward with plans to broaden its reach, including with a new energy division.</p>
<div class="lb-trans"><p>福特正在推进扩大其业务范围的计划，包括成立新的能源部门。</p>
</div><p>Ford (F) on Monday said it had signed a five-year agreement focused on renewable energy with the North American division of EDF Group, a French electric-utility company. It's the Detroit carmaker's first public deal since it formally launched the division last week.</p>
<div class="lb-trans"><p>福特（F）周一表示，它与法国电力公司 EDF 集团的北美分部签署了一项为期五年的可再生能源协议。这是底特律汽车制造商自上周正式推出该部门以来的首个公开交易。</p>
</div><p>The deal gives EDF's North American business the ability to purchase up to 4 gigawatt hours of Ford's battery energy-storage systems a year, or 20 GWh overall, with deliveries expected to begin in 2028. That would afford EDF the right to buy a significant chunk of Ford's capacity, at least in the early days of the business.</p>
<div class="lb-trans"><p>该协议使 EDF 的北美业务能够每年购买多达 4 吉瓦时的福特电池储能系统，或总计 20 吉瓦时，预计交付将于 2028 年开始。这将使 EDF 有权在业务初期购买福特的相当一部分产能。</p>
</div><p>Ford has said it plans to deploy at least 20 GWh of storage products a year and aims to begin shipping out its energy-storage products to some customers in late 2027.</p>
<div class="lb-trans"><p>福特表示，计划每年部署至少 20 吉瓦时的储能产品，并计划在 2027 年底前向部分客户发货其储能产品。</p>
</div><p>The agreement provides &#34;the supply visibility and product confidence we need to execute at the pace the energy transition demands,&#34; Tristan Grimbert, who leads EDF's North American unit, said in a statement.</p>
<div class="lb-trans"><p>该协议提供了 “我们执行能源转型所需的供应可见性和产品信心，” EDF 北美单位负责人特里斯坦·格林伯特在一份声明中表示。</p>
</div><p>Ford plans to invest $2 billion over the next two years to develop its energy business, which mimics a similar effort at rival carmaker Tesla (TSLA). At 20 GWh, Ford could generate between $500 million and $600 million of run-rate earnings before interest and taxes, according to Morgan Stanley.</p>
<div class="lb-trans"><p>福特计划在未来两年内投资 20 亿美元发展其能源业务，这与竞争对手特斯拉（TSLA）的类似努力相似。根据摩根士丹利的说法，福特在 20 吉瓦时的情况下，可能产生 5 亿到 6 亿美元的息税前收益。</p>
</div><p>Ford has a few advantages over competitors that got off to a faster start, according to Morgan Stanley, including that it can rely on reliable technology through its license with Chinese battery maker CATL (CN:300750). It can also get some tax benefits thanks to its domestic manufacturing footprint.</p>
<div class="lb-trans"><p>根据摩根士丹利的分析，福特相较于起步更快的竞争对手有一些优势，包括可以依赖与中国电池制造商 CATL（CN:300750）的许可协议所提供的可靠技术。由于其国内制造基地，福特还可以获得一些税收优惠。</p>
</div><p>See more: Ford's stock paces the S&amp;P 500. The carmaker is putting a very Tesla spin on things.</p>
<div class="lb-trans"><p>查看更多：福特的股票在标准普尔 500 指数中表现突出。该汽车制造商正在为其业务注入特斯拉的元素。</p>
</div><p>The company plans to cater mostly to commercial and industrial customers in the U.S., including artificial-intelligence hyperscalers.</p>
<div class="lb-trans"><p>该公司计划主要面向美国的商业和工业客户，包括人工智能超大规模企业。</p>
</div><p>Ford's stock is up almost 10% over the last five days, after investors' enthusiasm for the company's plan to broaden its business was dampened by a broader market selloff on Friday. The stock fell slightly in early trading on Monday.</p>
<div class="lb-trans"><p>福特的股票在过去五天上涨了近 10%，尽管由于周五市场的整体抛售，投资者对该公司扩大业务计划的热情有所减弱。周一早盘，股价略有下跌。</p>
</div><p>See more: The 'Munificent Seven': Why energy stocks are the best way to play the AI build-out, says former Goldman strategist</p>
<div class="lb-trans"><p>查看更多：‘慷慨七巨头’：前高盛策略师称能源股票是参与人工智能建设的最佳方式</p>
</div><p>In addition to announcing the energy deal, Ford on Monday said it would introduce a new heavy-duty pickup truck and an all-electric van in Europe. It also intends to launch five new passenger cars in the region by the end of 2029. The carmaker also outlined a plan to make software a bigger part of its commercial-vehicle business in Europe.</p>
<div class="lb-trans"><p>除了宣布能源协议外，福特周一还表示将推出一款新的重型皮卡和一款全电动货车在欧洲。它还计划到 2029 年底前在该地区推出五款新乘用车。该汽车制造商还概述了在欧洲的商用车业务中使软件占更大比重的计划。</p>
</div><p>Separately, Ford said it was in early talks with North American and European governments to support their defense programs. Although nothing has been finalized, conversations with those governments have been &#34;productive,&#34; Ford said.</p>
<div class="lb-trans"><p>此外，福特表示正在与北美和欧洲政府进行初步谈判，以支持其国防计划。尽管尚未达成任何协议，但福特表示与这些政府的对话 “富有成效”。</p>
</div><p>-William Gavin</p>
<div class="lb-trans"><p>-威廉·加文</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 独立于道琼斯新闻通讯和《华尔街日报》发布。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>05-18-26 1213ET</p>
<div class="lb-trans"><p>05-18-26 1213ET</p>
</div>

Ford takes its first big step toward being an energy business

- 福特与法国 EDF 公司签署五年可再生能源协议。  
- 该协议允许 EDF 每年购买最多 4 吉瓦时的电池储能系统。  
- 福特计划在未来两年内投资 20 亿美元发展能源业务。

Dow Jones

特斯拉

宁德时代

摩根士丹利

标普 500 指数

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

CATL HK SDR 30to1

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

福特首次迈出了向能源业务转型的重要一步