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。 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）。 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 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。 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o ...

Core Viewpoint - The ongoing semiconductor supply crisis, exacerbated by geopolitical tensions surrounding Nexperia, has led Honda to temporarily halt production in Japan and certain Chinese factories, highlighting the persistent impact of the "Nexperia incident" on the automotive industry [1][2][4]. Group 1: Honda's Production Impact - Honda plans to suspend automobile production in Japan on January 5 and 6, with its joint venture in China, Guangqi Honda, also set to halt operations from December 29 to January 2 [1]. - The company has revised its sales forecast down from 3.62 million units to 3.34 million units due to the semiconductor shortage caused by Nexperia [2]. - Honda's stock price fell over 3% in Tokyo, reflecting investor concerns about the ongoing supply chain disruptions [1]. Group 2: Geopolitical Factors - The Dutch government initiated measures against Nexperia, citing governance issues and concerns over the availability of critical chip production capabilities, which led to a significant disruption in the supply chain [3][4]. - Following the Dutch intervention, China imposed export controls on Nexperia, further complicating the supply chain and leading to shortages of essential automotive components [3]. Group 3: Structural Supply Chain Issues - The automotive industry is characterized by a "just-in-time" production model, where the absence of even a single component can halt production lines, amplifying the impact of the semiconductor shortages [4][5]. - The current situation reflects a dual state of "structural surplus and structural shortage" within the automotive semiconductor supply chain, complicating recovery efforts [4]. - Short-term alternatives for semiconductor sourcing are limited due to the need for revalidation and certification of components, which adds to the complexity of the supply chain [5].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月18日消息，据日媒报道， 本田公司表示，因芯片短缺，位于日本、中国的工厂将在年末年初 期间进行停产、减产措施！ 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 其中，日本的埼玉制作所和铃鹿制作所将在2026年1月5-6日停工2天、1月7-9日期间将减产。 此前同样因芯片短缺的北美工厂虽已恢复正常运转，但产线仍随时面临芯片供应不足的情 况。 根据计划，本田与广汽的中国合资工厂将从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。本田表示，此后的生产将视芯片的供应情 况等作出判断。 此前由于中资半导体企业安世半导体（Nexperia）的零部件出口受到影响，本田在10月和11月暂停了墨 西哥工厂的生产，其在美国和加拿大的工厂也被迫减产。但本田没有说明导致此次减产的短缺半导体零 件是否也是安世产品。 但因半导体零件短缺导致的减产已经给本田带来了切实的损失。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 ...

日本共同社12月17日报道，本田公司当天透露，由于半导体零部件短缺，本田在日本和中国工厂的整车 生产计划从12月下旬到明年1月上旬期间暂停或减产。 本田方面称，与中国的广汽集团的合资工厂将从 12月29日起停产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。（观察 者网） ...

智通财经APP获悉，来自日本的汽车制造领军者本田汽车公司(Honda Motor Co.)将在未来几周暂停其日 本与中国某些大型工厂的汽车生产进程，凸显出地缘政治博弈引发的"安世半导体(Nexperia)事件"所导 致的全球汽车芯片短缺风波仍在某些大型汽车制造商持续上演。 这家日本车企的一位发言人当地时间周四表示，本田将于1月5日和1月6日在日本暂停汽车产出，但未说 明将受影响的是哪些汽车工厂。其在中国的合资企业广汽本田汽车 (Guangqi Honda Automobile Co.)的三 家工厂则初步计划将于12月29日至1月2日全部停工。 本田"缺芯"的本质更偏地缘政治/贸易摩擦引发的供应中断 在一些半导体分析师看来，本田暂时停产绝对不是"全球汽车芯片全面短缺"回归，而是与安世半导体相 关汽车芯片重要链条在特定时间段、特定品类与特定出货路径上的"结构性断点"，在汽车"缺一颗料就 停线"的特性下被放大为车企生产扰动大事件。 在9月30日，荷兰经济事务部援引一项罕见使用的紧急法律 《物资可得性法》(Goods Availability Act)， 对总部在荷兰奈梅亨的半导体公司 Nexperia(安世半导体) ...

本田汽车将在未来几周暂停日本和中国部分工厂的生产，凸显出全球芯片短缺的持续影响。 该公司发言人周四表示，将于1月5日和6日暂停日本的生产，但未具体说明哪些工厂会受影响。在华合 资公司广汽本田的三家工厂均将于12月29日至1月2日停产。 本田汽车将在未来几周暂停日本和中国部分工厂的生产，凸显出全球芯片短缺的持续影响。 该公司发言人周四表示，将于1月5日和6日暂停日本的生产，但未具体说明哪些工厂会受影响。在华合 资公司广汽本田的三家工厂均将于12月29日至1月2日停产。 该公司此前预计从11月底开始受影响的生产将恢复，但部分工厂又将停产的消息表明供应链仍遭遇持续 性干扰。 本田股价周四早盘在东京一度下跌逾2.6%。 责任编辑：于健 SF069 该公司此前预计从11月底开始受影响的生产将恢复，但部分工厂又将停产的消息表明供应链仍遭遇持续 性干扰。 本田股价周四早盘在东京一度下跌逾2.6%。 责任编辑：于健 SF069 ...

Core Viewpoint - Honda has announced production halts and reductions at its factories in Japan and China due to a shortage of semiconductor components, impacting its vehicle production plans from late December to early January [1] Group 1: Production Impact - Honda's joint venture factory with GAC Group in China will halt production for five days starting December 29 [1] - Japanese factories will stop production for two days on January 5 and 6, with reduced output from January 7 to 9 [1] - Specific Japanese factories affected may include Saitama and Suzuka plants, although Honda has not disclosed the full scale of the production adjustments [1] Group 2: Financial Implications - The production cuts due to semiconductor shortages have already resulted in significant financial losses for Honda [1] - Honda's consolidated financial forecast for the fiscal year ending March 2026 indicates a reduction in operating profit by 150 billion yen (approximately 6.8 billion RMB) due to lower-than-expected production [1]

Core Viewpoint - Honda is recalling over 70,000 vehicles in the US due to a potential loss of brake function, which poses an increased risk of crashes or injuries [1][3]. Group 1: Recall Details - The recall affects certain 2016-2020 Honda Acura ILX vehicles as identified by the National Highway Traffic Safety Administration [1]. - Contaminated brake fluid may cause a seal in the brake master cylinder to swell and deform, leading to an internal brake fluid leak and impaired brake function [1][3]. - Honda estimates that approximately 0.3% of the recalled vehicles, equating to around 212 cars, may have the defect [3]. Group 2: Owner Notification and Remediation - Interim letters notifying vehicle owners of the safety risk are expected to be mailed by February 2, 2026, with additional letters sent once a remedy is available [4]. - Owners are advised to bring their vehicles to a Honda dealership for a free replacement of the brake master cylinder [3]. Group 3: Warranty Claims and Compliance Issues - Honda has received 192 warranty claims related to the recall, but there have been no reported crashes or injuries linked to the defect [4]. - The recall report indicates that Honda may have been aware of the defect more than five business days prior to filing a report with the NHTSA, which is a violation of federal law according to the safety agency [4].

Core Points - Honda is recalling 70,658 vehicles in the United States due to a brake function issue that can increase stopping distance, raising the risk of crashes or injuries [1] Group 1 - The recall affects a total of 70,658 vehicles [1] - The issue is related to reduced brake function, which can extend the distance required to stop [1] - This situation increases the risk of a crash or injury for drivers and passengers [1]

Group 1 - The BT share price has experienced a pullback in recent months, reversing some of the earlier gains made this year [1] - The current trading price of BT shares is 182.40p, which represents a 16% decline from the highest point reached in August this year [1]