Chery Automobile vs Ford Motor: why the prices moved differently

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  EU sales up 250.9% year-to-date EU new car registrations rose 4.5% in August, and Chery's EU sales jumped 250.9% to 116,318 units so far this year. That is a huge increase in actual customer purchases, which directly boosts Chery's revenue and profit.

  Shows real demand growth in a key region, a core reason the stock is moving up.

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  UK best-seller and market share gains UK new car sales rose 12% in September, and Chery's Jaecoo 7 SUV was the best-selling model. This follows earlier UK momentum, but the best-seller status is a new milestone that confirms Chery's brand is winning over British buyers.

  New milestone in a major market, reinforcing the growth story.

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  European factory plans and steel demand Chery is teaming up with a local partner to take over an old Nissan plant in Spain, and Thyssenkrupp named Chery as a key driver of future steel demand from Chinese automakers in Europe. Building locally helps avoid EU import rules and supports long-term sales.

  Shows Chery is investing to secure European production, reducing regulatory risk and supporting future growth.

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  JPMorgan starts coverage with overweight JPMorgan initiated coverage of Chery with an overweight rating, meaning the bank expects the stock to outperform. This can attract new investors and support the share price, even as some other Chinese companies delay Hong Kong IPOs.

  A major broker's positive rating can directly influence investor demand for the stock.

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  UK sales momentum builds Chery's Jaecoo E5 became the UK's third best-selling electric car in July, helped by Britain's decision not to tariff Chinese EVs. Super Group also credited Omoda, Jaecoo and Chery for driving its UK sales volumes up 22.1%, well ahead of the national market. More UK sales mean more revenue and profit for Chery.

  Shows Chery winning real volume in a tariff-free European market, a direct earnings driver.

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  New markets: Japan and South Africa Chery is co-developing a small 'kei' electric car with Japan's Autobacs Seven for launch next year, and is entering South Africa's pickup truck market, a segment long dominated by Toyota and Ford. Both moves open new sales channels as growth slows at home and Western tariffs bite.

  New geographic and product expansion is a structural growth driver beyond Chery's existing markets.

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  Robotics arm scales up Chery's EXEED AiMOGA Robotics passed 2,000 cumulative global deliveries across more than 60 countries, using Chery's factories, supply chain and service network. It is a small business today, but shows Chery can commercialise new technology and diversify beyond cars.

  Signals a new revenue stream and technology credibility that can support valuation over time.

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  Overtakes Tesla in China exports In August, Chery ranked ahead of Tesla China in passenger electric-vehicle exports, behind only BYD and Geely. Tesla's China exports fell 45.5% month on month. Chery's rising export rank shows it is gaining share in the global EV trade even as competition intensifies.

  Direct evidence Chery is out-competing a major rival in export volumes, a key growth metric.

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  Canada low-tariff EV quota exploration Chery is among four Chinese automakers exploring Canada's low-tariff EV import quota and considering joint ventures. This could open a new developed market, boosting future sales and profit, though initial volumes are small and rules require Canadian control.

  New market access with potential upside, directly relevant to growth outlook.

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  LEPAS brand launches in Thailand and Indonesia Chery's premium NEV brand LEPAS launched the L6 EV in Thailand and L8 PHEV in Indonesia, with more models planned for Europe, Australia, Africa, and the Middle East. This expands global sales and leverages Chery's ecosystem, supporting revenue growth.

  New product launches in key Southeast Asian markets signal expanding global footprint.

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  OMODA & JAECOO AI cockpit debut and South Africa plant OMODA & JAECOO debuted the OMODA 4 SUV and AI cockpit in Indonesia, and broke ground on its first South African plant for the JAECOO 5. These moves boost technology leadership and local production, supporting demand in emerging markets.

  Combines technology differentiation and local manufacturing, both key growth drivers.

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  Investment in KG Mobility and 20 million sales milestone Chery invested $75 million in South Korea's KG Mobility via convertible bonds, gaining ~10% stake and potential production collaboration. Chery also surpassed 20 million cumulative sales, with H1 exports up 71.5% year-on-year, confirming strong global demand.

  Capital deployment and record export data reinforce growth trajectory and market confidence.

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  Canada market entry Chery is actively entering Canada, holding dealer meetings and planning Q4 sales. This opens a new market for its vehicles, though the initial quota is small. It signals progress in a developed market and a practice run for the US, supporting future growth.

  New market entry expands Chery's addressable demand and shows strategic progress.

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  South Africa plant opening Chery opened its Rosslyn plant in South Africa, retaining all 692 employees and planning production for mid-2027. This local manufacturing boosts presence in Africa, reduces import costs, and supports long-term demand growth.

  Local production capacity enhances competitiveness and market share in a key region.

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  LEPAS global deliveries begin Chery's new energy brand LEPAS shipped nearly 1,500 L8 PHEVs to Europe and its first batch to the Middle East. These initial deliveries mark the start of global sales for the premium brand, indicating strong export demand and expansion into new markets.

  First shipments of a new brand demonstrate execution and open additional revenue streams.

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  EU registrations surge Chery's EU registrations jumped 268.7% to 84,987 units in the first half of 2026, far outpacing the overall market. This rapid growth shows strong consumer acceptance and increasing market share in Europe, a key high-margin region.

  Triple-digit growth in a major market directly boosts revenue and brand strength.

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  Fuel economy rollback saves Ford $5.8 billion The Trump administration finalized much looser fuel economy rules, cutting Ford's projected compliance technology costs by $5.8 billion through 2031. Ford can build more of the profitable gas trucks and SUVs buyers want, without spending heavily to chase strict mileage targets. Lower costs and a friendlier mix support profit and the stock.

  This is the period's biggest new regulatory change directly cutting Ford's costs and freeing it to sell high-margin trucks.

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  Q3 US sales fall 6.6%, Hyundai outsells Ford Ford's third-quarter US sales dropped 6.6% to 509,764 vehicles, and Cox Automotive projected Hyundai would outsell Ford in the US for the first time. Ford says excluding its planned Escape phase-out, volume was roughly flat and retail share rose. Still, losing ground to Asian brands signals weakening demand and pressures the stock.

  It is the period's clearest new evidence on Ford's demand and competitive position, the core worry for investors.

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  Ford's EV spending far below Chinese rivals An analyst found Ford spends under $400 per vehicle on EV research and production, versus $1,700–$2,750 for Chinese makers like BYD and Geely, after Ford's $19.5 billion EV pullback. Ford is saving cash now but risks falling permanently behind in electric cars and batteries, a long-term competitive threat that weighs on the stock.

  It quantifies the strategic risk behind Ford's EV retreat, a new and important counterweight to the cost savings.

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  Ford launches Michigan LIFT supplier program Ford, JPMorganChase and Michigan launched Michigan LIFT, a public-private effort to help innovative suppliers win manufacturing business. Ford, as anchor buyer, aims to award up to $1 billion in contracts over a decade, while JPMorgan may provide up to $1 billion in financing. A stronger supply base can cut costs and support future production.

  It is a new initiative that could improve Ford's supply chain and cost structure over time, a fresh positive for the investment case.

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  US market share forecast to fall sharply Cox Automotive forecasts Ford's US sales down 8.8% through three quarters, with market share dropping nearly a full point to 12.5%, while Asian brands take over half the market. Losing share means fewer vehicles sold and less revenue, which weighs on the stock.

  This is the clearest new evidence of weakening core demand for Ford's vehicles.

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  EU registrations collapse 17.7% year to date EU new car sales rose 4.5% in August, but Ford's registrations fell 17.7% year to date, badly trailing rivals like Volkswagen and Stellantis. Ford is losing European customers even as the overall market grows, which pressures future revenue and profit.

  It shows Ford losing ground in a growing market, a direct hit to sales and earnings.

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  EV tax credit repeal forces battery pullback Reuters reports the end of the $7,500 EV tax credit derailed US battery investment. Ford cut its Kentucky battery plant workforce to under half its planned size and took a $19.5 billion write-down, including $8.5 billion for canceled EV models. These losses and reduced scale hurt profit.

  It quantifies the financial damage from Ford's EV retreat, a major drag on earnings.

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  Ford Energy and quality gains offer offsets Ford launched Ford Energy to make grid batteries for AI data centers, with a $4 billion EDF framework deal and 20 GWh annual target. It also won J.D. Power's top mainstream quality award, its first since 2010, cutting warranty costs. New revenue and lower costs support profit.

  These are the main new positives countering the demand and EV setbacks.

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  2027 F-150 refresh with hands-free towing Ford unveiled the 2027 F-150 with hands-free BlueCruise towing, a V8 across the lineup, and new trims. A stronger flagship truck can revive F-Series sales after a 13.3% first-half drop, supporting revenue and profit.

  This is the period's biggest product news and directly addresses Ford's most profitable vehicle line.

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  Price cuts on high-end F-150 trims Ford cut prices on high-end 2027 F-150 trims: Raptor down $4,010 and Tremor down $5,270. Lower prices on the most profitable pickups pressure margins, and the stock fell over 2% on the reveal.

  It is the main counterweight to the F-150 launch and explains why the stock fell despite the new truck.

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  Hybrids to reach 34% of US market by 2030 An analyst predicts hybrids will hit 34% of US sales by 2030, up from 18% now. Ford is named among automakers adding hybrid variants at a modest $1,500-$2,000 upcharge, so this growing market can lift Ford's sales.

  It shows a structural demand shift that favors Ford's hybrid strategy over pure EVs.

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  Defense and energy storage expansion Ford is seeking US military contracts and selling out 20 GWh of energy storage capacity under a five-year EDF agreement. These new revenue streams can steady earnings beyond consumer vehicles, though GM is ahead in defense.

  It highlights Ford's diversification into steadier, non-consumer revenue, a key part of the period's story.

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  Ford raises 2026 profit guidance to $10–$11 billion Ford lifted its full-year adjusted EBIT forecast by $1 billion at the midpoint, signaling management sees a stronger core business despite tariff and commodity headwinds. Higher expected profit supports the stock because investors value future earnings, and the raise shows Ford can offset cost pressures with pricing and mix.

  This is the single biggest new fundamental driver of Ford's value this period.

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  August EV sales plunge 79%, total sales down 10% Ford's electric vehicle sales collapsed 79.4% year-over-year in August, and total vehicle sales fell 10.3%. Hybrid sales also dropped 19.9%, removing a key cushion. Weak demand raises doubts about Ford's heavy EV investments and could force more reliance on gas trucks, pressuring the stock.

  It directly shows weakening customer demand, a core risk to Ford's revenue and EV strategy.

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  US government warns Ford over China partnerships The Transportation Secretary sent a letter to Ford's CEO criticizing its battery technology ties with CATL, its European joint venture with Geely, and talks with BYD as national security concerns. The scrutiny could force costly changes to Ford's supply chain and partnerships, and the stock fell 4.7% on the news.

  This is a new regulatory and geopolitical threat that could disrupt Ford's low-cost EV sourcing and partnerships.

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  Ford expands into energy storage and military truck sales Ford launched a battery energy storage business, repurposing Kentucky capacity to target 20 GWh annually by late 2027 with an EDF agreement for up to 4 GWh per year. It also began marketing Ranger pickups to NATO militaries. Both open new, steadier revenue streams beyond consumer vehicles.

  These are new business lines that diversify Ford's revenue and support future growth.

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  50% US tariff on Canadian vehicles and parts Trump announced 50% tariffs on all Canadian-made vehicles and parts from January 2027, after trade talks collapsed. Ford builds in Canada and exports to the US, so this raises costs on key models and parts, weighing on profit and the stock. Ford fell 4% on the news.

  This is the biggest new event of the period and directly threatens Ford's costs and sales.

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  Lincoln production shift to US avoids 52.5% China tariff Ford will move Lincoln Nautilus output from China to the US by 2030, phasing out Chinese imports. This avoids a 52.5% tariff on the Nautilus and cuts Ford's net tariff hit to about $1 billion, supporting profit and the stock.

  It is a concrete new move that reduces Ford's tariff exposure and cost pressure.

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  Bronco pickup and major portfolio refresh by 2029 Ford plans a Bronco hybrid in 2027, a Bronco-based pickup later, and a refresh of 80% of its North American lineup by 2029, including a $25,000 hybrid crossover and five vehicles under $40,000. New models can lift future sales and factory use.

  It shows Ford's product pipeline and future revenue drivers, which investors weigh for long-term value.

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  Ford named in AI data center pivot, but details thin Ford was named among manufacturers shifting toward AI data center opportunities, though it gave fewer specifics than Caterpillar or Cummins. This could open a new demand source, but without clear investment figures the near-term impact on Ford's profit is uncertain.

  It is a new potential growth angle, but the lack of detail makes its effect on the stock unclear.

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  Lincoln production shift from China to US raises costs Ford will move some Lincoln output from China to the US by 2030 because a 52.5% tariff makes the imported Nautilus too expensive. Reshoring protects sales but adds cost and supply-chain disruption, a drag on profit and the stock.

  This is the period's biggest new Ford-specific decision and directly affects costs and future profit.

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  Tighter USMCA parts rules could add $2B a year Ford and its Detroit rivals warn that raising North American parts-content requirements would add at least $2 billion in yearly costs. Ford already carries about $1 billion in net tariff costs, so more rules squeeze margins and weigh on the shares.

  A concrete new regulatory cost threat that changes Ford's future expense outlook.

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  US-Canada auto tariff cut to 15% under negotiation Washington is preparing to lower tariffs on Canadian-built vehicles to 15% from 25% if Canada drops retaliation. Ford builds in Canada and exports to the US, so lower tariffs cut costs and support profit, though the deal could still fall apart.

  A new trade development that directly lowers a cost Ford is currently absorbing.

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  Fathom EV plant and Blue Bird chassis deal progress Ford's $2 billion Louisville overhaul for the under-$30,000 Fathom electric truck stays on track for 2027, and Blue Bird will use Ford powertrains in a new commercial chassis line through 2033. Both add future volume and factory use, supporting revenue.

  New product and partnership news that shows Ford filling capacity and adding future sales.

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  Q2 beat and second 2026 guidance raise Ford beat Q2 profit expectations and raised its full-year 2026 earnings outlook for the second time, to $10–11 billion, with an extra $1 billion in free cash flow expected. Higher profit and cash flow make the stock more valuable, pushing shares up.

  This is the core new financial event of the period and the main reason the stock moved.

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  Citi upgrade and analyst optimism Citi upgraded Ford to Buy and raised its price target to $20, citing improving F-Series production, falling warranty costs, and better aluminum supply. Analyst upgrades bring in new buyers and support a higher share price.

  It explains the positive shift in investor sentiment during the period.

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  $1.3 billion tariff refund Ford received $1.3 billion in refunds after the Supreme Court struck down the IEEPA tariffs. This is a direct cash gain that boosts Ford's finances, though new tariffs under Section 301 could raise future costs.

  It is a new, concrete cash benefit that affects Ford's balance sheet and investor view.

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  Defense business expansion Ford is competing for a U.S. Army contract to build 600 tactical trucks and is in talks to supply trucks and software to defense departments in Europe and North America. New defense revenue could add billions and fill spare factory capacity.

  It is a new growth avenue that supports future revenue and margins.

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  Q2 earnings beat and raised 2026 guidance Ford reported Q2 adjusted EPS of $0.42, beating estimates, and raised full-year adjusted EBIT guidance to $10–11 billion from $8.5–10.5 billion. This shows profit is holding up better than feared, pushing the stock up.

  This is the period's biggest new positive event, directly driving the stock higher.

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  Largest Army truck contract since Cold War Ford won a contract to build F-Series based tactical truck prototypes for the U.S. Army, its largest military deal since the Cold War. This opens a new sales channel beyond consumer and commercial buyers, supporting future revenue.

  A new demand source that investors had not priced in, adding to the positive case.

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  CEO warns Chinese rivals could enter U.S. within 5–10 years CEO Jim Farley privately warned employees that Chinese automakers could enter the U.S. market within five to ten years, sending shares down 3.6%. This highlights a long-term competitive threat that could pressure Ford's market share and pricing.

  A real counterweight that explains why the stock didn't rise more despite strong earnings.

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  Jefferies upgrade and analyst optimism ahead of earnings Jefferies upgraded Ford to Buy with a $17.50 price target, calling Q2 a margin trough. Other analysts also grew more positive, helping lift the stock before and after earnings.

  Analyst upgrades are a new driver that boosted investor sentiment during the period.

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  Geely joint venture revives underused Valencia plant Ford and China's Geely will jointly build electric and multi-energy vehicles at Ford's Valencia plant, with Geely owning a third of the venture. The plant ran at only 26% capacity, so sharing capital and model risk with Geely should cut Ford's losses in Europe and improve returns.

  This is the period's biggest new positive for Ford, directly improving capital efficiency and European prospects.

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  USMCA annual reviews create tariff uncertainty The Trump administration refused a 16-year USMCA renewal, so the trade pact will now be reviewed every year. Ford builds trucks and parts across the US, Mexico and Canada, so constant renegotiation risk makes future costs and production planning harder and can weigh on the stock.

  New trade policy risk directly affects Ford's cross-border manufacturing and cost base.

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  Chinese EV brands surge in Europe as Ford registrations fall BYD, Chery and Leapmotor posted triple-digit EU sales gains in the first half of 2026, while Ford's registrations dropped 20.2%. Ford is losing European market share to cheaper Chinese electric cars, which pressures its sales and pricing in a region it is already trying to fix.

  Shows a concrete competitive loss that undermines Ford's European turnaround story.

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  US EV industry slump and China hardware ban add cost Ford's $10.7 billion in EV write-downs highlight how much money it has lost on electric vehicles. Separately, a federal ban on Chinese connected-car hardware forces Ford to seek exemptions and rework supply chains, adding costs and uncertainty to its EV and tech plans.

  Both items show ongoing financial drag and new regulatory cost pressure on Ford's EV strategy.

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  F-150 loses U.S. sales crown Ford's F-150 pickup lost its title as America's best-selling vehicle to the Honda CR-V in the first half of 2026. Aluminum supply shortages after supplier fires cost Ford an estimated $1.5–$2 billion in profit. Since the F-Series line generates about 90% of Ford's net profit, this is a major blow to earnings and investor confidence.

  This is a new, significant negative event that directly impacts Ford's most profitable product and overall financial health.

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  Ford secures long-term memory supply with Micron Ford signed a long-term agreement with Micron to secure memory and storage chips for its next-generation, software-driven vehicles. This ensures a stable supply of critical components, supporting Ford's production plans and its push into smarter, more connected cars. The deal strengthens Ford's U.S. supply chain and reduces risk of future shortages.

  This new partnership addresses supply chain concerns and supports Ford's technology roadmap, a positive for future production and investor sentiment.

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  Ford wins major UK dieselgate case A London court largely dismissed a multibillion-pound claim accusing Ford and other carmakers of cheating on emissions tests. The judge rejected most allegations, reducing potential liability for Ford. This removes a significant legal overhang and could save Ford from paying substantial damages, boosting investor confidence.

  This is a new legal development that eliminates a major risk, positively impacting Ford's financial position and stock price.

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  Ford's energy storage business gains traction Ford's new energy storage subsidiary, Ford Energy, secured a five-year agreement to supply up to 20 GWh of battery storage to EDF Renewables, targeting the booming AI data-center power market. This opens a new revenue stream and helps offset losses in Ford's EV unit, with first shipments expected in late 2027.

  This new deal highlights Ford's pivot to a profitable adjacent market, diversifying revenue and improving long-term growth prospects.

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  Q2 US sales fall 10.3% on EV slump and model phase-outs Ford's second-quarter US sales dropped 10.3% to 549,200 vehicles, with EV sales plunging 40.7% and F-Series trucks down 11%. This weak demand directly pressures revenue and profit, making investors worry about Ford's core business health.

  This is the most direct and recent negative demand signal for Ford's stock.

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  F-150 price nears $39,000 amid broader affordability crisis The F-150 now starts at $38,780, and average new-car prices exceed $51,000. Bain projects US new-car sales could plummet to 2 million by 2040. This affordability squeeze threatens demand for Ford's most profitable trucks and SUVs.

  It highlights a structural risk to Ford's profit engine and future sales volume.

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  Quality wins and LFP battery progress improve investment case Ford earned top mainstream brand in the 2026 J.D. Power Initial Quality Study and reached a milestone on lower-cost LFP batteries, targeting a ~$30,000 electric pickup in 2026. Better quality and cheaper EV tech could boost demand and margins.

  These are new operational improvements that could offset some negative sentiment.

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  CEO pushes USMCA changes favoring domestic production Ford CEO Jim Farley called for USMCA changes to penalize import-reliant automakers. Ford imports only 17% of its US sales, far less than GM (41%) and Toyota (47%). This could give Ford a competitive advantage if trade rules shift.

  It is a new regulatory push that could benefit Ford relative to peers.

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  Ford Energy storage business targets $500M profit by 2030 Ford launched Ford Energy, repurposing EV battery plants for grid storage, with a five-year EDF supply deal and potential $500M operating profit by 2030. This opens a new revenue stream from AI data center demand, helping offset Ford's $16B EV losses and supporting the stock.

  This is a major new business initiative that could add significant future profits, directly impacting Ford's valuation.

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  Ford raises full-year EBIT guidance and Pro software subscriptions jump 30% Ford increased its 2026 adjusted EBIT outlook to $8.5–10.5 billion and reported a 30% year-over-year rise in Ford Pro paid software subscriptions to 879,000. This shows stronger earnings visibility and a growing high-margin software business, boosting investor confidence.

  Guidance raise and software growth are key indicators of Ford's profitability and competitive execution.

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  Slate's $24,950 EV pickup undercuts Ford Maverick Startup Slate, backed by Jeff Bezos, priced its electric pickup at $24,950, below Ford's Maverick XL at $27,145. With over 180,000 reservations, this threatens Ford's affordable truck sales and could pressure pricing and market share in that segment.

  New competition in the affordable truck segment directly challenges Ford's Maverick sales and pricing power.

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  High fuel prices and costs soften demand for Ford's big trucks and SUVs Rising gas prices and vehicle affordability are shifting buyers away from profitable full-size trucks and SUVs, with GM already seeing a shrink in that segment. Ford's profit engine could be hit if this trend continues, though its upcoming $30,000 midsize EV truck may help.

  This demand shift directly threatens Ford's most profitable vehicle categories, a key risk to earnings.

Based on 9 stories →

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  Aluminum supply restart eases F-Series crisis Novelis restarted its Oswego aluminum plant after fires disrupted supply and threatened up to $2 billion in Ford earnings. This is a big relief because F-Series trucks are Ford's profit engine, and the restart lets Ford rebuild inventory and recover roughly half the lost profit this year.

  This is the single biggest new positive force on Ford's earnings and supply chain.

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  BYD overtakes Ford in global sales Chinese EV maker BYD sold 4.6 million vehicles, passing Ford to become the world's sixth-largest automaker, and aims to be number one globally within five years. This shows Ford losing ground in the global sales race, especially as BYD's cheaper, tech-heavy EVs expand into new markets.

  It directly signals rising competitive pressure that could cap Ford's long-term sales and pricing power.

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  Ford's EV sales slump despite US rebound US EV sales rebounded in May as prices fell for the 11th straight month, but Ford's year-to-date EV sales dropped 58% amid a strategy shift. Ford is betting on a new midsize EV truck in 2027, so this gap shows it is missing the current demand wave and ceding ground to rivals.

  It highlights a concrete weakness in Ford's EV business even as the overall market improves.

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  Canada labor talks and Europe EV fuel spike Ford started major contract talks with Canada's Unifor union, which could raise labor costs and set the tone for rivals. Meanwhile, war-driven fuel price spikes are boosting European EV interest, a mild positive, but Ford's Europe chief warns it may not last.

  These are the remaining new forces: a cost risk from labor and a tentative demand tailwind from Europe.

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