Overview
- Ford has stopped exporting its F-150 Raptor, Mustang, Bronco, and Lincoln Navigator to China in response to significantly increased tariffs.
- Chinese tariffs on U.S.-built vehicles have risen as high as 150%, making exports economically unviable for Ford.
- Despite the suspension of assembled vehicle exports, Ford continues to ship U.S.-made engines and transmissions to China and imports China-built Lincoln Nautilus models to the U.S.
- Ford's vehicle sales in China have declined sharply over the past decade, falling from 1.3 million units in 2016 to 400,000 in 2024.
- The automaker relies on its joint ventures in China, which generated $900 million in operating profits in 2024, to sustain its position in the world's largest auto market.