Core Viewpoint - Honda is considering relocating some automotive production from Canada and Mexico to the U.S. to align with President Trump's tariffs and aims for 90% of U.S. sales to be from domestically produced vehicles [1][2] Group 1: Honda's Production Plans - Honda is specifically looking to move production of its CR-V and Civic models to the U.S. to support its goal of increasing domestic production [2] - The company plans to increase U.S. production by 30% over the next couple of years by adding more employees and shifts for its CR-V and Civic models [2] Group 2: Industry Context and Tariffs - The Trump administration has imposed a 25% tariff on all imported passenger vehicles and auto parts, aiming to boost U.S. manufacturing [5][6] - The tariffs are seen as a response to perceived unfair subsidies and aggressive industrial policies from foreign automobile industries [3] - Experts argue that these tariffs may worsen affordability issues in the automotive market, as no vehicles are made with 100% domestically sourced parts [8] Group 3: Other Automakers' Responses - Hyundai announced plans to invest $20 billion in U.S. manufacturing, with part of the investment allocated to building a next-generation steel plant [9] - Nissan's CEO indicated that the tariffs could compel the company to shift production outside of Mexico [10]

Core Viewpoint - Honda is planning to significantly expand its manufacturing operations in the US in response to new auto tariffs imposed by the Trump administration, aiming for 90% of its US sales to be produced domestically [1][4]. Group 1: Manufacturing Expansion - Honda intends to increase its US production capacity by up to 30% over the next two to three years [2]. - The company plans to shift production of key models, including the CR-V SUV from Canada and the HR-V SUV from Mexico to US facilities [6]. - Honda is also set to manufacture the next-generation Civic hybrid in Indiana instead of Mexico [6]. Group 2: Market Importance - The US market is crucial for Honda, accounting for approximately 40% of its global sales, with around 1.4 million vehicles sold in the US last year [5]. - In the first quarter of this year, Honda's US sales increased by 5% to nearly 352,000 vehicles [5]. Group 3: Industry Response - Honda's strategy reflects a broader trend among automakers to adjust production plans due to the 25% tariff on imported vehicles, with other companies like General Motors and Nissan also ramping up US production [4][7]. - The reshuffling of production is part of a larger reshoring trend in the US manufacturing sector, driven by rising costs and supply chain concerns [14][15].

Honda Motor (HMC) shares rallied 9.5% in the last trading session to close at $27.62. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 12.9% loss over the past four weeks.Honda stock surged yesterday amid a broader market rebound following Trump’s 90-day pause in reciprocal tariffs on most countries (except China). The move came in response to steep market declines and growing fears that tariff increases could ...

Core Viewpoint - Asian auto stocks are experiencing declines due to concerns over U.S. tariffs on imported vehicles and parts, which are expected to significantly increase prices for consumers [1][2][3]. Group 1: Market Reactions - Japanese automakers Toyota and Honda saw declines of 4.29% and 4.24%, respectively, while Nissan, Mazda, and Mitsubishi also experienced losses [1]. - South Korean automakers Kia Motors and Hyundai Motor fell by 2.66% and 3.53%, respectively [2]. - Chinese electric vehicle maker Nio's shares dropped by 7.83%, with Xpeng and Li Auto also seeing slight declines [2]. Group 2: Tariff Details - New tariffs will take effect on April 2, targeting imported passenger vehicles, light trucks, and key automobile parts such as engines and transmissions [2][4]. - Analysts predict that these tariffs could raise prices for U.S. buyers by thousands of dollars, with imported car prices potentially increasing by $5,000 to $15,000 and locally made vehicles by up to $8,000 [3]. Group 3: Trade Relations and Retaliation - Concerns about a "protracted trade war" have escalated, with the EU, Canada, and other trading partners indicating intentions to retaliate against U.S. tariffs [4]. - President Trump has threatened to impose larger tariffs on Canada and the EU if they respond to U.S. trade measures [4]. Group 4: Implementation Challenges - The implementation of tariffs will require a process to apply duties specifically to non-U.S. content in auto parts, as stated by political consultancy Eurasia Group [4][5]. - Importers under the United States-Mexico-Canada Agreement (USMCA) will have the opportunity to certify their U.S. content, with the 25% tariff applying only to non-U.S. content [5].

Core Insights - Honda Aircraft Company has received the William (Bill) O' Brien Aviation Maintenance Technician (AMT) Award for the fourth consecutive year, highlighting its commitment to excellence in aircraft maintenance [1][2] - The company is expanding its associate human factors training, which enhances situational awareness and collaboration across teams, contributing to a high-quality and safe work environment [2][3] - The training initiatives have also facilitated the renewal of the European Union Aviation Safety Agency (EASA) maintenance certification, allowing Honda Aircraft Company to service HondaJet aircraft in Europe [4] Company Overview - Honda Aircraft Company is a wholly owned subsidiary of American Honda Motor Co., Inc., responsible for the research, development, sales, marketing, customer service, and manufacture of the HondaJet Elite II [5] - The company announced plans in 2023 to develop and produce the HondaJet Echelon, a new 11-occupant aircraft, alongside the HondaJet Elite II [5] - Cumulative deliveries of HondaJet aircraft surpassed 250 globally in 2024, reflecting the company's growth and market presence [5]

Read This Next: On Feb. 13, the company reported results for nine months and disclosed the termination of business integration talks with Nissan Motor Co., Ltd. NSANY. The company disclosed the cancellation of the previously inked memorandum of understanding (MOU) for business integration with Nissan Motor. The company's stock gained around 12% over the past month and has a 52-week high of $37.90. RSI Value: 71.5 HMC Price Action: Shares of Honda Motor gained 1.4% to close at $30.41 on Tuesday. On March 10, ...

日本经济新闻（中文版：日经中文网）获悉，本田将把位于中国广东省广州市的发动机工厂的产能减 半。这相当于中国市场销售的搭载发动机的汽车的30%。在中国，由于当地企业的攻势，纯电动汽车 (EV)正在迅速普及。在纯电动汽车方面薄弱的本田正陷入苦战，将加快结构改革。 丰田和日产汽车等日本汽车制造商在中国市场均遇到困难。日产也开始减少产能。本田的减产规模将成 为日系车企中最大的一家。 本田与中国东风汽车集团合资的"东风本田发动机"位于广州市的发动机工厂的产能将从每年52万台减少 至一半。3月底将停产一条生产线。 本田与中国广州汽车集团的合资公司运营的3家发动机汽车组装工厂中，有一家工厂也于1月停产。 年产量为24万辆。 2家工厂均征集了自愿离职员工。 本田在车展上展出的发动机汽车（2024年11月，广东省广州市） "东风本田发动机"位于广州市的发动机工厂的产能将从每年52万台减少至一半。这相当于本田在中国 市场销售的搭载发动机的汽车的30%。在缩小发动机汽车生产体制的同时将加强EV的开发，4月在中国 成立负责软件开发等的新组织…… 本田3月6日起上市了纯电动汽车新品牌"烨"系列。采用了在中国新研发的纯电动汽车底盘。该品 ...

Core Viewpoint - Carmakers like Honda, Toyota, and Geely are investing over $300 million in rocket design and satellite manufacturing, which raises questions about the strategic sense of such diversification in their core automotive business [2][3][4]. Investment in Space - Honda has been developing a proprietary reusable rocket since 2019, while Toyota invested $44 million in Interstellar Technologies, and Geely is investing $326 million in satellite manufacturing [3]. - The potential market for "connected vehicles" could reach $742 billion annually by 2030, although this estimate may be overly optimistic [5]. Concerns about Diversification - The investments in space may represent "diworsification," where companies spread themselves too thin by venturing into areas outside their expertise [4][6]. - The efficiency and profitability of established space companies like SpaceX and Rocket Lab, which have been in the industry for years, suggest that Honda and Toyota may struggle to compete effectively [8][9]. Recommendations for Carmakers - It is suggested that car manufacturers should focus on their core competencies in automobile production rather than pursuing space ventures [10]. - Outsourcing satellite design and rocket launches to specialized companies could be a more effective strategy for Honda and Toyota [10]. Current Financial Impact - Honda and Toyota's space ventures currently represent a negligible portion of their overall business, with Toyota's space business being part of a $9 billion "all other" category and Honda's likely under $3 billion [12][13]. - The involvement in space is more of a curiosity than a serious business initiative at this stage [14].

撰文 / 钱亚光 设计 / 师 超 2025年，美国电动汽车行业即将迎来一个重要里程碑，那就是将有超10家新的电池工厂投产。 据基准矿产情报公司（Benchmark Mineral Intelligence）的数据，这些设施得到了像 LGES、SK On、三星这样的行业巨头以及丰田、福特、本田、现 代、特斯拉和Stellantis等汽车制造商的支持，它们将使美国的电池制造能力增长至 421.5 GWh，几乎是之前的两倍。 据考克斯汽车公司《凯利蓝皮书（Kelly Blue Book）》的统计，2024年全年，电动汽车销量超过130万辆，同比增长了7.3%，而汽车市场整体同比增长 只有2%多一点。 2024年，电动汽车占据了8.1%的市场份额；2023年，美国所有新车销量的7.3%是全电动的；2022年，美国人购买的新车中有5.8%是全电动的，高于 2021年的3.2%。 通用、福特、现代等几家汽车制造商在过去两年中报告称，电动汽车销量强劲增长，在很大程度上得益于消费者激励措施和有利的融资。随着更多电池 产能即将在美国本土建成，人们对于减少美国对国外关键电动汽车零部件的依赖寄予了厚望。 其次，降低成本。随着电池 ...

In January, Toyota said its mobility software subsidiary "Woven by Toyota" was investing $44 million into Japanese rocket maker Interstellar Technologies. Rival Honda has been developing a proprietary reusable rocket since 2019 to launch low-earth orbit satellites to space. Chinese automaker Geely Holding Group, a Tesla competitor, has invested $326 million to manufacture its own satellites."What are those satellites going to be used for and what are they already being used for?" said Micah Walter-Range, pr ...