安世半导体出现发货延迟后，日本汽车制造商本田称因晶片库存不足，此前已停产的三家中国工厂 复工时间推迟两周至1月19日。 综合路透社和日经新闻报道，日本第二大汽车制造商本田发言人星期一（1月5日）宣布，受晶片 库存不足影响，三座与广汽集团共同运营的停产工厂，复工时间将从原计划的星期一推迟至1月19 日，凸显车商持续存在的供应链压力。 据悉，此次停产始于2025年12月29日，最初计划停产五天至今年1月2日，后因晶片供应问题未 缓解，复工时间两度延后，目前燃油车型生产线将持续停至1月16日。 本田此番宣布紧随闻泰旗下的荷兰安世半导体出现发货延迟，这一问题过去几个月已迫使部分汽车 制造商大幅削减产量。 不过，本田没有将此次复工延后直接归因于安世半导体。去年10月底至11月期间，本田也因为晶 片短缺，而令其在北美的工厂停产或减产。 作为本田在华核心生产基地，三家工厂的停摆时间延长预计将造成上万辆产能缺口，热门车型交付 周期已从原本的一至两周拉长至两至三个月，部分稀缺配置车型提车时间或超一个月。 资料显示，安世的总部位于荷兰，2019年12月被中国公司闻泰科技收购，此后一直向全球制造商 供应基础但不可或缺的芯片。 9月 ...

【文/观察者网 潘昱辰 编辑/高莘】据路透社报道，本田汽车1月5日表示，由于半导体短缺，其位于中 国的三家汽车工厂将延长停产时间两周，这凸显出这家日本第二大汽车制造商持续面临的供应链压力。 本田曾于去年12月17日宣布，其在日本和中国工厂的整车生产计划从12月下旬到1月上旬期间将暂停或 减产。其中中国广汽本田工厂将从12月29日起停产5天；日本的工厂将在1月5日、6日停产两天，7至9日 的产量也低于原计划。 由于芯片短缺，本田还从去年10月底至11月暂停或减少了北美工厂的生产，并已经带来了切实损失。本 田去年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）。 本文系观察者网独家稿件，未经授权，不得转载。 本田 路透社 此前，闻泰科技（维权）子公司安世半导体的芯片出货出现了延误，导致了供应链中断，迫使一些汽车 制造商在过去几个月里大幅减产。 不过，本田没有直接将此次调整归咎于安世。 本田原计划于1月5日重启工厂运营，但现已推迟至1月19日恢复。 ...

Group 1 - Honda's electric vehicle production in China is delayed by two weeks due to semiconductor supply issues, with plans to resume production on January 19 [2] - The joint venture with GAC Group, GAC Honda, has three factories affected by the delay, while the joint venture with Dongfeng Motor, Dongfeng Honda, continues production [4] - Honda's production in Japan is also impacted, with two factories halting operations on January 5 and 6 due to semiconductor shortages [4] Group 2 - The semiconductor shortage is primarily due to Nexperia, a semiconductor manufacturer, halting supply, which has led to insufficient inventory for Honda [4] - The expected impact on Honda's operating profit for the fiscal year ending March 2026 is a reduction of 150 billion yen due to the production cuts [5] - The production cuts have not yet been factored into Honda's financial performance [5]

格隆汇1月5日｜据日经新闻，本田计划于1月19日恢复与广州汽车合资的三家工厂的生产。 ...

Core Viewpoint - Honda Motor announced an extension of a production halt at three car plants in China by two weeks due to a semiconductor shortage, indicating ongoing supply chain challenges for the company [1] Company Summary - Honda Motor is facing persistent supply chain strains, particularly related to semiconductor availability, which has led to the decision to halt production at three facilities in China for an additional two weeks [1] Industry Summary - The automotive industry continues to experience significant disruptions due to semiconductor shortages, affecting major manufacturers like Honda Motor and highlighting the fragility of supply chains in the sector [1]

Core Viewpoint - The Pasadena Tournament of Roses® is set to celebrate the 137th Rose Parade® on January 1, 2026, with the theme "The Magic in Teamwork," featuring a variety of performances that highlight collaboration and artistic excellence [1][8]. Group 1: Performances - The Opening Spectacular will feature artist Bishop Briggs and 24 dancers performing her hits "River" and "Champion," showcasing a blend of alternative, pop, and electronic music [2]. - The Mid-Parade Performance presented by Visit Mississippi will honor the state's artistic icons with a live performance by country music star Charlie Worsham on the float "Mississippi: Where Creativity Blooms" [3]. - Louisiana's Mid-Parade Performance will showcase the float "Gulf to Gumbo," featuring rising country singer John Foster, highlighting the state's storytelling and spirit [4]. - The Grand Finale will include a performance by Grammy-nominated artist Capital Cities and Nashville-based trio DEK of Hearts, featuring 24 dancers and classic cars, creating a celebratory atmosphere [5]. Group 2: Broadcast and Accessibility - The 2026 Rose Parade will be streamed on eight platforms, including Christmas Plus, Dooya, and Fubo, making it accessible to a global audience [6]. - The Parade will also be televised live on major networks such as ABC, CNN, and NBC, ensuring widespread viewership [6]. Group 3: Organizational Background - The Pasadena Tournament of Roses® is a volunteer organization that hosts the Rose Parade® and the Rose Bowl Game®, with over 80,000 volunteer hours contributed by its 935 members [8].

Core Insights - Honda Motor Co., Ltd. is acquiring a factory building and related assets in Ohio from LG Energy Solution for approximately $2.86 billion, excluding land and equipment, to enhance operational efficiency at their joint venture [1][7] - The acquisition is part of a broader strategy to support a $4.4 billion joint-venture battery plant in Ohio, allowing Honda to commit long-term to battery production for both electric and hybrid vehicles [2] - The transaction will be structured as a sale-and-leaseback, with Honda's U.S. subsidiary purchasing the facility and leasing it back to the joint venture, with full-scale operations expected to commence next year [3][7] Financial and Market Context - The deal's final price may be subject to changes based on due diligence and exchange-rate adjustments, with completion targeted for February 28 [1] - The acquisition follows LGES's recent announcement regarding the termination of an EV battery supply agreement with Ford Motor, valued at approximately 9.6 trillion won [3]

Group 1 - LG Energy Solution (LGES) is selling a plant and related assets in Ohio to Honda's subsidiary for $2.86 billion, excluding land and equipment, to enhance operational efficiency of their joint venture [1] - Honda and LGES previously announced a $4.4 billion investment to build a joint battery factory in Ohio, with production expected to start next year [1] - A spokesperson from Honda stated that acquiring these assets will support long-term investments in the battery sector, allowing flexibility to meet various battery demands, including for electric and hybrid vehicles [1] Group 2 - Ford announced a $19.5 billion asset impairment charge and plans to cut several electric vehicle models, following the termination of a battery supply agreement with LGES worth approximately 9.6 trillion KRW [2] - Another Korean battery manufacturer, SK On, has also terminated its joint project with Ford in the U.S., while other Korean companies are shifting production lines to focus on energy storage systems for data centers [2]

Core Viewpoint - Honda is set to acquire LG Energy Solution's facilities and assets from their joint battery plant in Ohio for approximately $2.9 billion, with the transaction expected to be finalized by the end of February [1] Group 1: Acquisition Details - The acquisition involves a Honda unit in the U.S. [1] - The total value of the acquisition is approximately $2.9 billion [1] - The deal is scheduled to be completed by the end of February [1]

Core Viewpoint - Honda plans to launch a pure electric version of its K-Car model by 2027 to compete with BYD, which has recently entered the K-Car market with its model Racco [2][3]. Group 1: Honda's K-Car Strategy - Honda's N-BOX model achieved impressive sales, reaching 200,000 units in 2024, making it the best-selling new car in Japan for three consecutive years [2]. - The N-BOX has a spacious interior and a price starting from 1.7 million yen, which has garnered strong consumer support [2]. - Since its launch in 2011, the cumulative sales of the N-BOX have reached approximately 3 million units [2]. Group 2: Market Context and Competition - The K-Car segment accounts for about 35%-40% of new car sales in Japan, with 1,202,100 units sold in 2024 [3]. - Currently, the K-Car market in Japan is dominated by local brands, with Suzuki holding a 38.8% market share, followed by Honda at 21.4% and Daihatsu at 18.3% [4]. - The introduction of BYD's Racco, which is designed specifically for the Japanese market and complies with local regulations, poses a significant threat to Japanese automakers [4]. Group 3: Electric K-Car Market Potential - The Japanese government offers subsidies for purchasing pure electric K-Cars, along with tax reductions in the second year of ownership, which could accelerate the adoption of electric vehicles if prices become comparable to gasoline cars [5].