Sony Honda Mobility has decided to discontinue the development and launch of its first model, the Afeela 1, as well as a second vehicle that had been under development. ...

Sony Honda Mobility cancels EV development, to refund early buyers | Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Sony Honda Mobility's AFEELA is displayed during the Japan Mobility Show 2023 at Tokyo Big Sight in Tokyo, Japan October 25, 2023. REUTERS/Issei Kato Purchase Licensing Rights, opens new tab Companies Honda Motor Co Ltd Follow Given Honda's overhaulof its EV business announced earlier this month, Sony Honda "does not ...

骄傲之后，需要清醒 出品|虎嗅汽车组 作者|杨杰 头图|视觉中国 3月21日，日本《日经新闻》报道称：2025年，中国汽车制造商全球销量约2700万辆，有史以来首次超越日 本车企约2500万辆的总成绩，登顶全球第一。 本期《车圈脉动》Vol.26，为你详细解读。 日本跌得太狠 先看两组核心数据。 中国车企：2025年全球销量约2700万辆（ 仅中国品牌 ）。中国汽车工业协会2026年1月14日发布的数据显 示，2025年全年汽车产销分别为3453.1万辆和3440万辆（ 含中国品牌、合资以及外资车企 ），同比分别增 长10.4%和9.4%。 日本车企：2025年全球销量约2500万辆，较上年小幅下降。 再看具体车企层面。 2700万辆对2500万辆。这个数字差距本身或许不算大，但它象征的意义远超数字本身。 对此，日本瑞穗银行商务解决方案部主任研究员、汽车问题专家汤进表示： "中国车企总销量超过日本并非 简单的排名变化，而是标志着全球汽车影响力版图已开始重构。" 换而言之，日本汽车工业称霸全球25年的纪录，被中国终结了。 此举固然值得庆贺，但在一片欢呼声中，一个更扎心的问题浮出水面：日本汽车败了，但我们真的赢了 ...

Group 1 - Alibaba reported Q3 FY2026 revenue of 284.84 billion yuan, a 2% year-on-year increase, but adjusted net profit decreased by 67% to 16.71 billion yuan, slightly below market expectations. Alibaba Cloud revenue grew by 36%, with AI-related product revenue showing triple-digit growth for the tenth consecutive quarter. The term "AI" was mentioned 85 times in the report, and the cloud intelligence group's revenue also increased by 36% [3] - Samsung Electronics plans to invest over 110 trillion won in R&D and facilities by 2026, focusing on AI chip development and creating an integrated industry system for storage, foundry, and advanced packaging. The company will supply HBM4 chips to OpenAI for its self-developed AI processors [4] - Qatar Energy estimates a revenue loss of approximately 20 billion dollars due to damage to two LNG production lines and one GTL facility from recent attacks, with repairs expected to take up to five years [4] Group 2 - TSMC is accelerating its 2nm process capacity expansion in response to the growing demand for high-end chips driven by AI applications, anticipating that AI-related chip demand will be a core driver of its performance over the next three years [7] - Ant Group launched the "Ant Tianjian 2.0 - Lobster Guardian" AI security protection system, offering free services to the first 100 partner companies [7] - China National Offshore Oil Corporation (CNOOC) reported a 6.14% year-on-year decrease in revenue to 219.50 billion yuan for 2025, with net profit down 37.13% due to adjustments in the global container shipping market [7] Group 3 - Apple saw a 23% year-on-year increase in sales in the Chinese market in the first nine weeks of 2026, with the new iPhone 17e selling 23,000 units in the first five days, outperforming previous models [10] - Amazon launched its AI voice assistant Alexa+ in the UK, with a free trial period, and plans to invest 42 billion yuan in logistics and technology in Poland over the next three years [10] - Nvidia announced a long-term partnership with Qnity Electronics to develop advanced semiconductor manufacturing materials and packaging technologies for AI and high-performance computing [11] Group 4 - Toyota's GAC Toyota will launch the pure electric model Platinum 7 on March 29, with a starting price of 156,800 yuan and a maximum range of 710 km [15] - SK Hynix's stock price fell due to the Samsung strike and overall semiconductor market volatility, as the company advances AI chip factory construction [15] - LG Group will adjust production capacity at its joint battery factory with General Motors, shifting from automotive batteries to energy storage LFP batteries [15]

Core Insights - Nissan Motor Co., Ltd. will begin exporting the midsize Nissan Murano, manufactured in Smyrna, TN, to Japan starting early next year, marking the first U.S.-built Nissan model sold in Japan since the 1990s [2][8] - This move follows similar actions by Toyota and Honda, which are also exporting U.S.-made vehicles to Japan due to revised import rules under a trade agreement with the Trump administration [1][3] - The overall volume of these exports is expected to remain modest, as approximately 95% of Japan's auto market is dominated by domestically produced vehicles, leaving fewer than 250,000 units annually for imports [4] Trade Agreement Impact - The updated Japanese regulations allow U.S.-manufactured vehicles to comply with American standards instead of Japan-specific certification requirements, facilitating easier imports [6][8] - Nissan's Murano models will retain left-hand drive, which is common in the U.S. but unusual in Japan, indicating a shift in product offerings to cater to different market preferences [6] Market Dynamics - Other Japanese automakers, including Toyota and Honda, are also preparing to export U.S.-made models, such as the Toyota Camry and Honda Passport, although these exports are likely to target niche segments with relatively low sales volumes [3][5] - Currently, U.S. brands account for a small share of Japan's auto market, with imports primarily coming from Germany [4]

2026.03.19 本 文字数：2388，阅读时长大约4分钟 作者 | 第一财经 黄琳 以北美市场为例，美国作为全球新能源汽车增长第三大市场，尽管起步发展较早，但渗透率并不高，这 主要与当地政策驱动较弱、基础设施薄弱、车型供给少等有关。根据ICCT（国际环保运输理事会）数 据统计，2020年美国市场销售的新能源车型为59款，而中国、欧洲供给的新能源车企分别为300款、180 款。 但2021年，美国重返巴黎协定，推出一系列新能源车及相关产业的激励政策，直接影响着本田、福特等 主要销量来自北美市场的车企，改变了这些跨国车企的战略。 然而，政策风向的改变也很快，当特朗普政府2025年终止了新能源汽车一系列的利好政策、欧盟放弃 2035年100%禁止销售新汽油和柴油汽车的激进计划，叠加中国车企在各市场新能源汽车的领先优势持 续扩大，本就大象转身的跨国车企遭到了不小的打击，在这场变革竞争中越发力不从心。 根据2025年销量数据，本田汽车全球电动化渗透率不足9%，与此前设定的目标相差较大；被寄予厚望 的福特电动车F-150Lightning和Mustang Mach-E在2025年下半年月销量骤降超70%、50%；通 ...

以下文章来源于差评X.PIN ，作者脖子哥 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 而在公告之前，本田本来还说预计有5500亿日元收益，这是一下来了个180°大掉头。 | 业绩预测进行修订 | | 对截至2026年3月31日止财政年度 (2025年4月1日至2026年3月31日) 的合并财务 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 销售收入 | 操作 | 利润前 | 盈利 | 利润份额 | 每 | | | (单位:十亿日元) | 利润 | 所得税 | 那一年 | (损失) | 应占份餐 | | | | (单位:十亿日元) | | | | | | | | | | 所有者 | | 交通 | | | | | (单位:十亿日元) | 归因于 | 投资 | 对所有え | | | | | | | 已计入 | | | | | | | 交昌 | 使用 | (日元) | | | | | | (单位:十亿日元) | 股权 | | | | | | | | 方法 (单位:十亿日元 ...

Core Viewpoint - Nissan Motor plans to export U.S.-produced vehicles, specifically the Nissan Murano, to Japan, marking a significant shift in its strategy following changes in Japanese vehicle import regulations [1][3]. Group 1: Company Plans - Nissan will begin importing the midsize Nissan Murano, manufactured in Smyrna, Tennessee, to Japan starting early next year, which is the first American-made Nissan sold in Japan since the 1990s [2]. - The introduction of the Murano aims to strengthen Nissan's product lineup in Japan and cater to the diverse needs of Japanese customers, as stated by Nissan CEO Ivan Espinosa [2]. Group 2: Regulatory Changes - The decision to import U.S.-made vehicles follows changes in Japanese regulations that allow easier importation of vehicles from the U.S., part of a trade deal that also reduced U.S. tariffs [3]. - Under the new regulations, U.S.-made vehicles are exempt from Japan's vehicle certification as long as they comply with American standards [3]. Group 3: Vehicle Specifications - The Murano will be imported with a left-hand steering wheel, which is standard for American vehicles but not typical in the Japanese market [4]. - Automakers usually need to modify vehicles to meet various safety and regulatory standards in different countries, which can include adjustments to lighting, side mirrors, and steering wheel placement [4].

Group 1: Market Overview - New vehicle sales in Indonesia increased by 12% to 81,159 units in February 2026, up from 72,356 units a year earlier [1] - The local vehicle market expanded by almost 10% to 147,361 units in the first two months of 2026, compared to 134,440 units in the same period last year [3] - Overall vehicle production rose by 8% to 209,543 units year-to-date, supported by a 23% rise in exports of fully assembled vehicles to 86,588 units [6] Group 2: Consumer Sentiment and Economic Factors - Consumer sentiment has improved following a 150 basis points cut in the central bank's benchmark interest rate since September 2024, now at 4.75% [2] - GDP growth accelerated to 5.4% in the fourth quarter of 2025, the strongest annualized growth since 2022, driven by strong domestic consumption and investment [2] Group 3: Vehicle Segmentation - Sales of light passenger vehicles rose by 5% to 110,367 units, while commercial vehicle sales rebounded by 26% to 36,994 units [3] - Sales of small internal combustion engine (ICE) passenger cars under the government's 'Affordable Energy Saving Car' programme fell by 21% to 22,106 units, while deliveries of battery electric vehicles (BEVs) surged almost fourfold to 25,834 units from 7,569 units [4] Group 4: Company Performance - Toyota's sales declined by 8% year-on-year to 42,600 units in the first two months of the year, while Daihatsu's sales rebounded by 18% to 25,965 units [5] - Mitsubishi reported a 19% sales increase to 13,906 units, while Suzuki's sales rose by 28% to 12,422 units [5] - BYD's sales surged almost fourfold to 9,532 units, while Honda's sales plunged by 41% to 9,401 units [5] Group 5: Future Projections - GlobalData forecasts that sales of light vehicles in Indonesia will decline by almost 4% in 2026 to 721,000 units from 750,000 units in 2025, before rising by 7% to 771,000 units in 2027 [6]

以下文章来源于差评X.PIN ，作者脖子哥 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 来源丨差评（ID：chaping321） 作者丨 浩森 编辑丨 脖子右拧 & 面线糊君 图源丨Midjourney 上市 69 年，本田即将首次亏损。 日本经济 泡沫 破裂、08 年全球金融危机 + 日元升值都没让本田亏损，而就在去年大伙都没啥感觉 的时候，本田竟然亏麻了。 在前几天发布的最新财报预告里，本田预计 2025 财年经营亏损将达 2700-5700 亿日元 （折合人 民币 116亿-247亿） 。 | | 销售收入 | 操作 | 利润前 | 盈利 | 利润份额 | 每 | | --- | --- | --- | --- | --- | --- | --- | | | (单位:十亿日元) | 利润 | 所得税 | 那一年 | (损失) | 应占份諮 | | | | (单位:十亿日元) | (单位:十亿日元) | 归因于 | 投资 | 对所有非 | | | | | | 所有者 | 已计入 | 交通 | | | | | | 交围 | 使用 | ...