半导体的使用场景贯穿动力控制、驾驶辅助、车辆安全、人车交互等关键领域，因地缘因素、环境因素和行业产能问题，近年来已多次出现供应短缺的情 况。 据多家权威媒体报道，由于半导体短缺，日本汽车巨头本田汽车计划从2025年12月下旬到2026年1月上旬暂停或缩减日本和中国工厂的整车生产计划。 广汽本田随后对此事作出回应称，受半导体供应影响，12月30日-31日不安排生产，但不会影响对顾客的交付；本田中国补充回应，东风本田工厂暂不受 影响。对于半导体短缺是否会带来持续影响，本田中国则表示，情况是动态变化的，会最大程度调整供给，把影响降到最低。 剔除中国市场影响后，本田电气化车型零售销量同比实现显著增长，但中国市场产品呈现明显结构分化：油混车型（HEV）与插电混动车型（PHEV）零 售销量合计同比减少超1.8万辆，纯电车型销量则同比增长2000辆。但本田汽车在华纯电车型销量占比极低，其增长规模暂时难以抵消燃油车、油混及插 混车型的销量下滑。 | | | | | | QTD | | | | | | | Unit (thousand | | | --- | --- | --- | --- | --- | --- | --- ...

Car buyers, faced with the prospect of higher prices due to increased tariffs, flocked to dealership lots during the first half of the year to secure a purchase before the higher prices took effect. Car sellers, looking to capitalize on the increased demand, offered more incentives to buyers to keep them coming to dealership lots. U.S. 2025 new-vehicle sales forecast GM: 2.83 million vehicles (+5.1% year over year); 17.3% market share Toyota: 2.52 million vehicles (+8.4% YoY); 15.5% market share Ford ...

本田汽车宣布，受芯片短缺影响，未来几周日本和中国的工厂将暂停生产。本田发言人表示，日本工厂 将在1月5日和6日停产两天。此外，与中国 广汽集团的三座合资工厂，从12月29日到1月2日也将停产五 天。本田并未提及这次短缺的 半导体是否属于安世的产品。此前本田已将年度销售预测从362万辆下修 至334万辆。 ...

12月21日，广汽本田证实由于芯片短缺，将于12月末暂停生产两日。本田公司也由于产量不及预期，下 调了2026财年的汽车销售目标。现阶段，广汽本田的发展陷入低谷期：明星车型飞度11月交出了零销量 的成绩单，今年唯一一款纯电车型P7也正在降价清库存。 业内人士指出，缺芯只是导火索，广汽本田真正的病灶是需求塌方和电动化滞后。未来，企业要利用中 国供应链把成本打穿，再借助本田的品牌价值拉回溢价，这也成为合资品牌最后的窗口期。 工厂停工 针对近期本田工厂停产的消息，广汽本田向北京商报记者表示，广汽本田受半导体供应影响，12月30日 —31日两天不安排生产，但不会影响对顾客的交付。此外，东风本田的生产活动暂未受到影响。本田公 司也对外表示，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。 本田最新财报预期显示，受芯片短缺导致产量不及预期的影响，2026财年营业利润将缩水1500亿日元， 全球汽车销售目标也从362万辆下调至334万辆，预期同比下滑10.1%。 实际上，广汽本田早已拉响产能"警报"。最新产销数据显示，2025年前11个月，广汽本田累计产量达 31.76万辆，同比下滑 ...

New Car Launches - Hongqi HS6 PHEV launched with a price range of 178,800 to 228,800 yuan, featuring a family design style and dimensions of 4925/1970/1740mm [3][4][6] - Ora 5 launched with a price range of 99,800 to 133,800 yuan, offering five models and a limited-time trade-in subsidy of 8,000 yuan [15][16][18] - Ford Mustang Mach-E launched with a price range of 229,800 to 282,800 yuan, available in both pure electric and range-extended versions [24][25][27] Company Developments - BYD's 15 millionth new energy vehicle rolled off the production line, achieving this milestone in 17 years, with the last 5 million produced in just 13 months [65][66][70] - Honda plans to suspend or reduce production at its factories in Japan and China due to semiconductor shortages [71][72][75] - Lantu Motors and CATL signed a ten-year deepening cooperation agreement to advance battery technology [76][77] - GAC Group announced the establishment of a new business unit combining its high-end brand Haobo and mass-market brand Aion for better resource synergy [80][81] - Li Auto is establishing an AI R&D center in Silicon Valley, focusing on smart driving technology [82][85] Industry News - The Ministry of Industry and Information Technology (MIIT) has issued new regulations limiting hidden door handles in vehicles, effective from January 1, 2027 [98][99][102] - The European Union has decided to relax its 2035 ban on internal combustion engines, allowing plug-in hybrid vehicles to continue being sold [103][105][107] - Japan plans to impose a weight-based tax on electric vehicles starting May 2028, with tax rates increasing based on vehicle weight [108][110][112]

12月21日，广汽本田证实由于芯片短缺，将于12月末暂停生产两日。本田公司也由于产量不及预期，下 调了2026财年的汽车销售目标。现阶段，广汽本田的发展陷入低谷期：明星车型飞度11月交出了零销量 的成绩单，今年唯一一款纯电车型P7也正在降价清库存。 业内人士指出，缺芯只是导火索，广汽本田真正的病灶是需求塌方和电动化滞后。未来，企业要利用中 国供应链把成本打穿，再借助本田的品牌价值拉回溢价，这也成为合资品牌最后的窗口期。 工厂停工 针对近期本田工厂停产的消息，广汽本田向北京商报记者表示，广汽本田受半导体供应影响，12月30日 —31日两天不安排生产，但不会影响对顾客的交付。此外，东风本田的生产活动暂未受到影响。本田公 司也对外表示，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。 本田最新财报预期显示，受芯片短缺导致产量不及预期的影响，2026财年营业利润将缩水1500亿日元， 全球汽车销售目标也从362万辆下调至334万辆，预期同比下滑10.1%。 实际上，广汽本田早已拉响产能"警报"。最新产销数据显示，2025年前11个月，广汽本田累计产量达 31.76万辆，同比下滑 ...

近年来，日本不断强调所谓的供应链多元化，但替代方案的推进速度却非常有限。问题也很简单，这些领域并不是能靠政策口号快速重构的，它们需要时 间、成本和市场规模的支撑，而这些恰恰是日本所不具备的。今年早些时候，日本的车企已经为此付出了代价。在相关管理措施调整后，一些零部件供应出 现中断，日本国内的小型车生产线被迫停产。那不是推测，而是已经发生的事实。当时，很多人选择将其视为个别事件，并安慰自己说影响只是暂时的，很 快就会过去。但结构性依赖并不会因短期停产就消失。石破茂真正担心的，并非是某个工厂停产几天，而是日本整个经济体系是否能承受与重要经贸伙伴长 期高摩擦状态的成本。事实证明，这种担忧并非多余。 日本政坛这些年一直把安全立场价值挂在嘴边，然而最先承受后果的，却不是那些做出决策的人，而是那些靠小时工薪水生活的工人，以及依赖稳定供应才 能运转的制造业体系。最近，本田在多个国家同步减产，看似是一起普通的芯片短缺事件，但如果深入分析，就会发现这背后其实是日本自己一步步将产业 推向了高风险区，而非某种突发事件。 如果仅从表面上看，很多人可能会认为这只是又一次的芯片不足，供应链出了问题。实际上，这一次的情况并非全球同步失速， ...

◆国内新闻 商务部：中欧双方正在就电动汽车案开展磋商 12月18日，商务部召开例行新闻发布会，介绍近期商务领域重点工作情况。发布会上，新闻发言人何亚东表示，中欧双方 正在就电动汽车案开展磋商。中方的原则和立场是一贯的，愿与欧方通过对话磋商妥善解决分歧。推进达成行业整体解决方 案，希望欧方与中方相向而行，切实落实中欧领导人会晤重要共识，真正拿出诚意。在前期努力的基础上，通过对话磋商，尽 早解决问题，相互照顾双方合理关切，为中欧产业发展营造开放、稳定的市场环境。 商务部：已批准部分稀土出口通用许可申请 12月18日，在商务部例行新闻发布会上，新闻发言人何亚东针对稀土相关物项出口管制的最新进展进行回应。何亚东表 示，对稀土相关物项实施出口管制以来，中方主管部门向中国出口商进行了政策宣介，随着相关出口和合规经验的积累，部分 中国出口商已初步达到申请通用许可的基本要求。目前已收到并批准了部分中国出口商提交的通用许可申请。 黑龙江开行首趟国产汽车配件中欧班列 据央视新闻，12月18日15时，在黑龙江哈尔滨国际集装箱中心站，一列编组55节集装箱，满载国产汽车配件的中欧班列缓 缓启程，经满洲里口岸出境，一路向西驶向欧洲。这是 ...

Group 1 - Honda plans to suspend production at its factories in China and Japan due to semiconductor shortages, with a five-day shutdown starting December 29 at its joint venture with GAC Group [5][6] - NIO is implementing a new channel cooperation model where users can open stores without authorization, with sales consultants present to sell cars, marking a shift from traditional sales models [10] - GAC Group announced significant internal personnel changes, including the establishment of a new business unit for its brands Aion and Haobo, aiming for a comprehensive integration of sales channels by March 31 [11] Group 2 - Xiaomi is set to launch the Xiaomi 17 Ultra next week, featuring a new optical system developed in collaboration with Leica, aiming to enhance its position in the high-end smartphone market [12][33] - Sony has closed its factory in Huizhou, Guangdong, providing substantial severance packages to employees, as part of a strategic shift in its operations in China [23] - iRobot has filed for bankruptcy, citing inability to compete with Chinese brands, with its largest creditor being a Chinese company, indicating a significant shift in the competitive landscape of the home robotics market [40][41] Group 3 - Volkswagen has confirmed it will no longer produce new small fuel vehicles, focusing solely on electric models, as part of its strategy to comply with stricter emissions regulations [36] - Micron Technology reported strong earnings driven by high demand for AI-related products, projecting significant revenue growth in the upcoming quarters [42][43] - Nvidia has reached a settlement with Valeo regarding a former employee's theft of trade secrets, highlighting ongoing issues related to intellectual property in the tech industry [44]

Group 1 - TikTok CEO Zhou Shuzi announced the establishment of a new joint venture, TikTok USDS Joint Venture LLC, to handle data protection and algorithm security in the U.S. while ByteDance retains control over e-commerce and advertising [1] - The new joint venture is expected to be finalized by January 22, 2026, and will focus on content review and software security [1] Group 2 - Hainan Free Trade Port officially launched its full island closure operation, leading to significant discounts on iPhone products, with prices reduced by over 2,000 yuan for certain models [3] - The iPhone 17 Pro Max 256GB version is priced at 9,299 yuan, which is 700 yuan cheaper than e-commerce platforms [3] Group 3 - OpenAI is in preliminary talks for a new funding round, aiming for a valuation of approximately $750 billion, with potential funding reaching hundreds of billions [3] - This valuation represents a 50% increase from the previous funding round in October 2022 [3] Group 4 - Elliott Investment Management has accumulated over $1 billion in shares of Lululemon and is advocating for a former Ralph Lauren executive to become the new CEO [12] - Lululemon's current market capitalization is around $25 billion [12] Group 5 - Apple announced adjustments to its iOS rules in Japan, allowing developers to use third-party app stores and payment methods, in compliance with new regulations [12] - This change enables developers to add alternative payment options within their apps [12] Group 6 - Honda confirmed a temporary suspension of production at its joint venture factory in China due to supply chain issues, specifically related to semiconductor shortages [16] - The suspension will last for three days starting December 29, 2023 [16] Group 7 - Xiaomi's founder announced the official release of the Xiaomi 17 Ultra next week, following leaked images of the device [7] - The new model is expected to generate significant consumer interest [7] Group 8 - Amazon is restructuring its AI team, integrating chip and model development under a new business unit led by a veteran from its cloud computing division [18] - This move aims to enhance Amazon's capabilities in artificial intelligence and maintain competitiveness in the market [18]