Group 1 - Honda announced production halts and reductions at its factories in Japan and China from late December to early January due to semiconductor shortages, while North American plants have resumed normal operations but remain in a precarious state [1] - The joint venture factory with GAC Group in China will halt production for five days starting December 29, and Japanese factories will stop production on January 5 and 6, with reduced output from January 7 to 9 [1] - Honda's production adjustments will depend on the supply situation of semiconductors [1] Group 2 - In the North American market, Honda's sales exceeded 1.6 million units in the 2023 fiscal year, marking a 36.2% increase year-on-year, and this region accounted for 40% of Honda's global sales in the 2024 fiscal year [2] - Honda is taking measures to minimize the impact of chip shortages, including reassessing supply chain conditions and potentially seeking alternative components, although technical validation may delay replacements [2] - The semiconductor supply issues have affected the global automotive supply chain, with warnings from European and U.S. automotive organizations about potential production disruptions [2] Group 3 - The Dutch government has frozen operations of Nexperia, a semiconductor company, citing national security concerns, and has suspended the former CEO's duties [3] - Nexperia's Chinese operations continue normally despite the Dutch government's unilateral decisions, and the company is seeking constructive dialogue to resolve governance issues [5][6] - Honda's financial outlook has been impacted by semiconductor shortages, with a projected operating profit reduction of 150 billion yen (approximately 6.8 billion RMB) due to lower-than-expected production [6]

Core Viewpoint - Honda is facing production halts and reductions due to semiconductor shortages, impacting its global sales targets and operational plans for the upcoming months [3][4][5]. Group 1: Production Impact - Honda announced that its joint venture factory with GAC Group will halt production for three days starting December 29 due to semiconductor supply issues [3]. - Japanese factories, including Suzuka and Saitama, will also implement production halts and reductions in early January 2026, although specific reduction scales have not been disclosed [4]. - The semiconductor shortage is expected to affect Honda's operating profit by 150 billion yen and reduce North American vehicle sales by 110,000 units for the fiscal year ending March 2026 [4]. Group 2: Sales Adjustments - Honda has revised its global four-wheeler sales target for the fiscal year from 3.62 million units to 3.34 million units, reflecting a 10.1% year-on-year decrease [4]. - The company had previously implemented production halts in its Mexican factory, which is crucial for exporting vehicles to the U.S., with an annual production capacity of 200,000 units [4]. Group 3: Industry Responses - Other automakers have responded variably to semiconductor shortages, with some like Mercedes-Benz and General Motors reporting no immediate impact, while others like Nissan and Bosch have faced production disruptions [6][7]. - Nissan reduced production of its Rogue SUV by approximately 900 units in November due to chip shortages, with further reductions occurring later in the month [7].

Core Viewpoint - Honda has announced production halts and reductions at its factories in Japan and China due to semiconductor shortages, with previous disruptions in North America still affecting operations [1][2][3]. Group 1: Production Adjustments - Honda's joint venture with GAC Group will halt production for five days starting December 29, while Japanese factories will stop production on January 5 and 6, with reduced output from January 7 to 9 [2]. - The specific Japanese factories affected have not been disclosed, but Saitama and Suzuka plants are likely candidates [2]. - Honda's production adjustments will depend on the semiconductor supply situation moving forward [2]. Group 2: Impact of Semiconductor Supply - The semiconductor supply issues are primarily linked to Nexperia, a semiconductor supplier affected by export controls, which has led to production halts in Honda's Mexican factory and reductions in North American plants [3]. - The Mexican factory, which produces the Honda HR-V, has an annual output of approximately 200,000 units and is crucial for both local and U.S. markets [3]. - North America has been a significant market for Honda, with sales exceeding 1.6 million units in the 2023 fiscal year, a 36.2% increase year-on-year, and accounting for 40% of Honda's global sales in the 2024 fiscal year [3]. Group 3: Broader Industry Implications - The semiconductor supply crisis has broader implications for the global automotive industry, with warnings from the European Automobile Manufacturers Association about potential production interruptions if trade and intellectual property disputes surrounding Nexperia are not resolved [4]. - The U.S. automotive industry has also expressed similar concerns regarding the impact of these semiconductor supply issues [4]. Group 4: Financial Outlook - Honda's operating profit for the second fiscal quarter was reported at 193.97 billion yen, with a full-year operating profit forecast revised down to 550 billion yen from a previous estimate of 700 billion yen [8]. - Due to semiconductor shortages, Honda expects a reduction of 150 billion yen (approximately 6.8 billion RMB) in operating profit for the fiscal year ending March 2026 [9]. - As of December 18, Honda's stock price fell by 2.53%, closing at 1,543 yen, with a market capitalization of 8.15 trillion yen [9].

Core Viewpoint - Honda announced production halts and reductions at its factories in Japan and China due to semiconductor shortages, affecting operations from late December to early January [1] Group 1: Production Adjustments - Honda's joint venture factory with GAC Group will adjust production from December 29 to December 31 [1] - Honda's factories in Japan will halt production for two days from January 5 to January 6, with reduced output from January 7 to January 9 compared to original plans [1]

本田公司在华工厂将停产。 据共同社1 2月17日报道，本田公司1 2月17日透露，由于半导体短缺，计划从12月下旬到 明年1月上旬，日本和中国工厂的整车生产将暂停或减产。此前发生类似情况的北美工厂 虽已恢复正常运转，但生产体制岌岌可危的状态仍在持续。 据本田公司称，与中国国企巨头广汽集团的合资工厂1 2月29日起将停产5天。日本的工厂 将在明年1月5日、6日停产两天，7至9日的产量也低于原计划。 本田未公布具体涉及的日本工厂，但埼玉工厂和铃鹿工厂可能是对象。生产调整的整个规 模尚不清楚。本田说明称今后的生产将视半导体的供应情况等作出判断。 本田在10月和11月暂停了墨西哥工厂的生产，美国和加拿大的工厂也被迫减产，原因是 全球电子元件供应商安世半导体公司（总部位于荷兰，但由中国控股）受到出口管制。本 田未提及此次短缺的半导体是否为安世产品。 本田11月公布的截至2026年3月的财年合并财报预期显示，因半导体短缺导致产量低于预 期，反映主营业务盈利状况的营业利润将缩水1500亿日元（约合人民币6 8亿元）。 来源：参考消息 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 责编丨 ...

12月18日，本田回应第一财经称，受安世半导体供给影响，本田与广汽集团的合资工厂将自12月29日起 停产3天，东本工厂则不受影响。同时，据报道，本田日本的工厂将在2026年1月5日起停产两天，随后7 日至9日的产量也低于原计划。 责任编辑：江钰涵 12月18日，本田回应第一财经称，受安世半导体供给影响，本田与广汽集团的合资工厂将自12月29日起 停产3天，东本工厂则不受影响。同时，据报道，本田日本的工厂将在2026年1月5日起停产两天，随后7 日至9日的产量也低于原计划。 责任编辑：江钰涵 ...

12月18日，本田回应第一财经称，受安世半导体供给影响，本田与广汽集团的合资工厂将自12月29日 起停产3天，东本工厂则不受影响。同时，据报道，本田日本的工厂将在2026年1月5日起停产两天， 随后7日至9日的产量也低于原计划。 记者｜ 黄琳 编辑 ｜ 钉钉 ...

Core Viewpoint - Honda is facing production halts and reductions in Japan and China due to semiconductor shortages, impacting its overall production capacity and financial outlook [1] Group 1: Production Impact - Honda announced that from late December to early January, its vehicle production in Japan and China will be paused or reduced due to semiconductor shortages [1] - The joint venture factory with GAC Group in China will halt production for five days starting December 29, while Japanese factories will stop production for two days on January 5 and 6, with reduced output from January 7 to 9 [1] - The specific Japanese factories affected have not been disclosed, but Saitama and Suzuka factories are likely candidates [1] Group 2: Financial Outlook - Honda's production adjustments are expected to lead to a decrease in operating profit by 150 billion yen (approximately 6.8 billion RMB) for the fiscal year ending March 2026 due to lower-than-expected output caused by semiconductor shortages [1] - The company had previously suspended production in its Mexican factory and reduced output in its North American factories due to supply chain issues linked to semiconductor supplier Nexperia, which is under export controls [1]

（文章来源：第一财经） 12月18日，本田回应第一财经称，受安世半导体供给影响，本田与广汽集团的合资工厂将自12月29日起 停产3天，东本工厂则不受影响。同时，据报道，本田日本的工厂将在2026年1月5日起停产两天，随后7 日至9日的产量也低于原计划。 ...

本田未公布具体涉及的日本工厂，但埼玉工厂和铃鹿工厂可能是对象。生产调整的整个规模尚不清楚。 本田说明称今后的生产将视半导体的供应情况等作出判断。 本田在10月和11月暂停了墨西哥工厂的生产，美国和加拿大的工厂也被迫减产，原因是全球电子元件供 应商安世半导体公司（总部位于荷兰，但由中国控股）受到出口管制。本田未提及此次短缺的半导体是 否为安世产品。 本田11月公布的截至2026年3月的财年合并财报预期显示，因半导体短缺导致产量低于预期，反映主营 业务盈利状况的营业利润将缩水1500亿日元（约合人民币68亿元）。 （文章来源：中国基金报） 来源：参考消息 据共同社12月17日报道，本田公司17日透露，由于半导体短缺，计划从12月下旬到明年1月上旬，日本 和中国工厂的整车生产将暂停或减产。此前发生类似情况的北美工厂虽已恢复正常运转，但生产体制岌 岌可危的状态仍在持续。 据本田公司称，与中国国企巨头广汽集团的合资工厂12月29日起将停产5天。日本的工厂将在明年1月5 日、6日停产两天，7至9日的产量也低于原计划。 ...