虽然没有公开具体功能，但在已安装该系统的中国车上，开关车窗、调节车内温度和座椅位置均 可通过车内显示屏，如同智能手机一样进行操作。如果实现车辆的智能手机化，车内的舒适度将 大幅提高。 丰田在其投放的中国专用EV上首次搭载了华为的鸿蒙系统，本田也将在中国专用EV系列上搭载 DeepSeek的服务。日本车企认为仅凭一己之力难以在智能化竞争激烈中国市场取胜，因此将吸 收中国的最尖端技术…… 丰田等日本汽车厂商将与中国的IT企业合作，投放中国市场专用的纯电动汽车(EV)。丰田在其操 作系统(OS)上采用了华为的系统。在中国，汽车智能化竞争激烈，仅凭一己之力难以取胜。日本 企业将吸收中国的最尖端技术，谋求生存。 "为了在中国提供存在需求的汽车，借助中国人的大脑和技术推进汽车开发不可或缺"，在上海市 举行的上海国际车展上，丰田的当地法人总经理李晖这样强调。 丰田在全球首次披露的纯电动轿车"bZ7"正是中国专用车。为了实现在驾驶席等处显示各种信息 的"智能座舱"，首次搭载了华为的鸿蒙"HarmonyOS"。 丰田在驾驶辅助方面也在与中国企业合作。将采用与自动驾驶新兴企业北京初速度科技 （Momenta）联合开发的先进驾驶辅 ...

Group 1 - BMW leads the automotive sector with a revenue of 525.57 billion, showing a growth of 10.46% [2] - Porsche follows with a revenue of 483.05 billion, reflecting a slight increase of 1.16% [2] - General Motors reports a revenue of 455.21 billion, with a growth of 2.22% [2] - Honda's revenue stands at 437.69 billion, marking a growth of 1% [2] - Maruti Suzuki's revenue is 436.15 billion, but it has seen a decline of 9.13% [2] - Mahindra's revenue is 407.7 billion, down by 5.16% [2] - Ford's revenue is 400.04 billion, with a minor decline of 0.8% [2] - Hyundai's revenue is 326.96 billion, down by 1.61% [2] - Tata Motors reports a revenue of 287.67 billion, down by 6.23% [2] - Seres has a revenue of 286.56 billion, with a decline of 2.17% [2] - Stellantis reports a revenue of 271.34 billion, showing an increase of 2.58% [2] - SAIC Motor's revenue is 247.15 billion, down by 2.22% [2] - Kia's revenue stands at 245.62 billion, with a growth of 1.39% [2] - Li Auto reports a revenue of 236.88 billion, down by 3.44% [2] - Great Wall Motors has a revenue of 229.53 billion, down by 1.99% [2] - Suzuki's revenue is 226.11 billion, down by 1.75% [2] - Geely's revenue stands at 205.77 billion, down by 1.83% [2] - Xpeng's revenue is 194.06 billion, with a significant decline of 6.96% [2] Group 2 - Renault's revenue is 153.4 billion, with a decline of 0.43% [3] - Changan's revenue stands at 145.73 billion, down by 1.43% [3] - Rivian reports a revenue of 141.71 billion, showing a growth of 5.95% [3] - Subaru's revenue is 135.46 billion, with an increase of 2.64% [3] - GAC Group's revenue is 107.63 billion, down by 4.03% [3] - JAC Motors reports a revenue of 105.35 billion, with a growth of 0.9% [3] - Hozon Auto's revenue is 104.71 billion, down by 0.17% [3] - Isuzu's revenue stands at 96.04 billion, with a growth of 1.19% [3] - NIO's revenue is 88.28 billion, down by 3.29% [3] - Ford Otosan's revenue is 84.71 billion, with a slight increase of 0.55% [3] - Nissan's revenue is 83.36 billion, showing a growth of 2.02% [3] - VinFast's revenue is 77.65 billion, down by 1.92% [3] - Leapmotor reports a revenue of 76.44 billion, with a growth of 2.1% [3] - Lucid Motors' revenue is 75.79 billion, showing an increase of 1.52% [3] - Volvo's revenue stands at 55.76 billion, down by 0.25% [3]

Core Viewpoint - Honda is transitioning towards electric and intelligent vehicles in China, emphasizing local partnerships and technology integration to adapt to the rapidly changing market [1][2][3]. Group 1: Transition to Electric Vehicles - Honda's strategy for 2024 focuses on accelerating the shift to electric vehicles, with a significant reliance on fuel vehicles still present [2][3]. - The company is currently in a "transition period," facing challenges as the fuel vehicle market contracts while electric vehicle production ramps up [2][3]. - Honda has launched its "Yay" brand with the introduction of two electric models, S7 and P7, which are now in production and sales [2][3]. Group 2: Collaboration and Localization - Honda plans to deepen collaborations with local Chinese companies, leveraging local speed and technology to enhance product offerings [1][3]. - The company has established partnerships with tech firms like Momenta, DeepSeek, and CATL to facilitate its transition to "smart electric integration" [1][3]. - Honda aims to utilize its existing technological expertise while integrating local resources to create competitive products tailored to the Chinese market [3][4]. Group 3: Safety and Performance - Safety remains a top priority for Honda, especially in electric vehicles, with significant focus on battery design and vehicle structure to enhance safety [5][6]. - The new GT model is designed to offer superior handling and performance, drawing on Honda's racing technology while ensuring driver safety and enjoyment [4][5]. - The vehicle incorporates advanced safety features, including 11 airbags, with careful consideration of deployment timing and conditions to maximize occupant protection [6][7].

此次合作标志着本田汽车在新能源和智能化领域的进一步拓展。与宁德时代的合作将聚焦于电池技术的创新与应用，旨在提升车辆的续航能力和 安全性。同时，与梦腾智驾的合作将助力本田在自动驾驶技术领域的竞争力，推动其智能化发展。 （ 来源：观点网） 01 ｜ 习近平主席：中国建成了全球最大、最完整的新能源产 业链 02 ｜ 又有锂电项目落地马来西亚！ 03 ｜ 创新高！国轩高科海外营收破百亿 04 ｜ 2025起点轻型动力电池及两轮车换电大会7月10-11日无锡 举办 往 期 回 顾 are 全球领导 的电子 2 2 2 台 服 务 内 容 FT 品牌服务 研究咨询 资本服务 政府服务 品牌 论坛 研究 数据 融资 Ibo 规划 招商 宣传 报告 调研 咨询 报告 服务 展会 服务 雷 销 会员 品牌 旋滑 豐拔 国专 政府 投资 定位 顾问 顾问 合作咨询 邱先生 189 3802 3176 2 12 2 1 1 1 1 2 - 2 1 - 2 - 2 1 - 2 T-T-TRULE 点轻型动力电池技术高峰论 20 品 ILT 25 第五届起点两轮车换甲7 果 系统 上 - 拓展新兴应用市场 码上参会 * 4月23日，本 ...

日本对美国的出口中 杉本贵司：美国特朗普政府对进口汽车加征关税对于日本汽车厂商来说是前所未有的逆风。 日本汽车产业曾三次遭遇美国兴起的保护主义，但之前每次都能将危机转化为发展的原动 力。第四次试炼也能"化危为机"吗？ 杉本贵司：美国特朗普政府已对进口汽车加征25%的关税。这对很多以美国为主要市场的 日本汽车厂商来说是前所未有的逆风。日本汽车产业曾三次遭遇美国兴起的保护主义，但之 前每次都能实现明显的进步。第四次试炼能否再次成为增长的动力呢？ 位于美国俄亥俄州马里斯维尔的本田工厂目前正忙于准备建立纯电动汽车（EV）和汽油 车的混流生产线。虽然设想将其作为纯电动汽车的枢纽基地，但目前纯电动汽车正遭遇逆 风。即便眼前的需求难以预测，本田仍在为能源转换做好充分准备。 汽车占到3成（川崎市） 第二次试炼是1995年。克林顿政府根据美国《贸易法》301条款决定对日本高档车征收 100%的关税。日本政府主张这违反了世界贸易组织（WTO）规则，虽然最终达成了协议，但 美国对日本汽车的警惕感之根深蒂固令人印象深刻。 在这一时期，由于泡沫经济的崩溃直接打击日本经济等原因，日本汽车厂商开始转向全球 化。2007年的海外产量首次超过 ...

Core Viewpoint - Honda has mandated a return-to-office (RTO) policy for its US-based employees, requiring them to work on-site at least 80% of their work week starting October 6, 2025, to foster collaboration and innovation in a competitive business environment [1][5][7]. Company Policy and Rationale - The decision for the RTO policy is driven by the need for increased collaboration and innovation, which Honda believes can be best achieved through in-person teamwork [5][7]. - The company emphasizes that spontaneous interactions among staff are critical for driving innovation and maintaining a customer-centric focus [2][7]. - Honda's leadership acknowledges the challenges associated with this workstyle change but believes it will strengthen the company for future competitiveness [4][10]. Implementation Timeline - Honda is providing a long timeline for associates to prepare for the transition, with the earliest date for reporting to the office being July 7, 2025 [3][9]. - The company is also evaluating how the RTO policy will impact facilities, including cafeterias and common spaces, to ease the transition for employees [3][9]. Employee Demographics - Honda employs approximately 30,000 associates in the US, with 75% working in manufacturing and 24% in sales, research and development, and finance [3].

1. 4月24日(周四)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.47%，标普500指数期货跌0.31%，纳指期货跌0.26%。 杰富瑞：美股"高光"不再，后市或继续下挫。杰富瑞全球股票策略主管克里斯托弗·伍德(Christopher Wood)表示，美股早已过了"黄金时期"，投资者应做好 准备，迎接美股、美债以及美元的进一步下跌。伍德指出，美股市值在明晟全球指数(MSCI All Country World Index)中的占比在去年12月末达到历史最高水 平。他认为"美股已见顶"，并将其与1989年的日本股市相提并论，"美元已开启长期贬值趋势，这将降低美股市值在全球股市中的占比" 。伍德建议投资者 在重新平衡投资组合时，考虑增加对中国、印度和欧洲资产的配置。这位资深策略师对美国市场的悲观态度与弥漫在全球的悲观情绪相呼应。 哈马克发声：美联储应继续缩表，货币政策需保持稳定。克利夫兰联储主席贝丝•哈马克周三表示，当前形势仍然支持美联储继续缩减资产负债表。她还表 示，在巨大的不确定性之下，现在不是改变货币政策的时候。哈马克表示，在货币政策上"现在不是先发制人的好时机"，并补充说，现在是时候保持耐心 ...

Core Viewpoint - Honda Motor (HMC) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which are a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which have a strong correlation with near-term stock price movements, particularly due to institutional investors adjusting their valuations based on these estimates [3][5]. - An increase in earnings estimates typically leads to higher fair value for a stock, prompting institutional investors to buy or sell, thus affecting stock prices [3]. Honda's Earnings Outlook - Honda's earnings estimate for the fiscal year ending March 2025 is projected at $4.31 per share, reflecting a year-over-year decline of 8.1%. However, the Zacks Consensus Estimate has increased by 0.6% over the past three months, indicating a positive trend in earnings revisions [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [6]. - The upgrade of Honda to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [9].

Core Viewpoint - The article emphasizes the importance of value investing and highlights Honda Motor Co. (HMC) as a strong value stock based on its financial metrics and Zacks Rank Group 1: Value Investing - Value investing is a popular strategy for identifying undervalued stocks that have potential for profit [2] - Zacks has developed a Style Scores system to identify stocks with specific traits, particularly in the "Value" category [3] Group 2: Honda Motor Co. (HMC) Financial Metrics - HMC has a Zacks Rank of 2 (Buy) and an A for Value, indicating strong potential [4] - The Forward P/E ratio for HMC is 6.41, which is lower than the industry average of 7.49, with a 52-week range of 5.17 to 7.87 [4] - HMC's P/B ratio is 0.50, compared to the industry's average of 0.79, with a 52-week range of 0.44 to 0.68 [5] - The P/S ratio for HMC is 0.32, which is lower than the industry's average of 0.41, indicating a potentially undervalued stock [6] Group 3: Investment Outlook - The financial metrics suggest that Honda Motor Co. is likely undervalued, making it an attractive investment opportunity [7]

Core Viewpoint - Honda Motor Co., Ltd. has denied reports about relocating vehicle production from Canada and Mexico to the United States in response to potential tariffs, asserting that no changes are currently being considered for its Mexican operations [1][2]. Group 1: Production Strategy - Honda aims to manufacture 90% of vehicles sold in the United States domestically and plans to increase its U.S. production capacity by nearly 30% over the next two to three years [2]. - Honda Canada stated that while it regularly assesses future production strategies, it remains confident in managing market challenges without any immediate changes [3]. Group 2: Market Performance - The United States is Honda's most critical market, with approximately 1.4 million vehicles sold in 2024, accounting for nearly 40% of its global sales, and about 40% of those vehicles are imported from Canada and Mexico [4]. - In the first quarter of the current year, Honda's U.S. sales increased by 5% to nearly 352,000 units [4]. Group 3: Industry Context - Nissan Motor Co., Ltd. plans to reduce Japanese production of its top-selling U.S. model, the Rogue SUV, while reviewing its manufacturing strategies to enhance efficiency [5]. - Recent comments from President Trump indicated a potential delay in new auto tariffs, allowing automakers more time to adapt, with General Motors and Nissan announcing plans to increase U.S. production [6]. - Nissan has decided to maintain two shifts at its Smyrna, TN, plant to strengthen its U.S. manufacturing presence amid rising tariffs on imported vehicles [7]. - Hyundai has opened a new electric vehicle plant in Ellabell, GA, with plans to produce 500,000 EVs annually and invest $21 billion in U.S. operations by 2028 [8].