英国 自动驾驶初创公司Wayve发布声明称， 日产汽车将于2027财年推出搭载日产地面实况感知技术、 下一代 激光雷达和Wayve AI Driver软件的下一代ProPILOT自动驾驶技术。 ...

Nissan Motor Co., Ltd. (NSANY) is preparing a major comeback in the electric space, 15 years after pioneering the U.S. EV market with the first mass-produced electric vehicle. The company is developing a new EV platform that will support the production of crossovers, sedans and possibly a compact pickup, all built in the United States.Per Ponz Pandikuthira, head of product planning for Nissan Americas, the flexible new platform can accommodate up to five EVs in the compact and nearby segments. Its adaptabil ...

Japan’s automaker Nissan Motor (NSANY) has inked a $661 million battery supply deal with South Korea’s SK On. The agreement ensures Nissan’s access to roughly 100 GWh of U.S.-made electric vehicle (EV) batteries between 2028 and 2033, enough to power around 1 million midsize electric models. This deal supports Nissan’s goal of ramping up EV production in North America. The batteries will be deployed in NSANY’s upcoming EVs manufactured at the Canton, MS facility, which is undergoing a $500 million upgrade f ...

Nissan Motor Co., Ltd. (NSANY) has unveiled its latest breakthrough in autonomous driving by successfully testing a driverless vehicle on a public road in Japan for the first time. The specially equipped Serena MPV navigated Yokohama’s Minato Mirai district, which marks Nissan’s significant step toward its goal of launching a mobility service in the country. The test vehicle is outfitted with 14 cameras, nine radars and six Lidar sensors. The elevated positioning of the sensors on the Serena’s roof improves ...

Nissan Motor Co. (NSANY) shares have sunk 26.4% over the trailing 12-month period, underperforming the Zacks Auto, Tires and Trucks sector’s loss of 1.5% and the S&P 500 index’s gain of 17.1%.NSANY is currently facing one of the most challenging periods in its history, struggling with financial instability, declining sales, leader uncertainty and increased competition in the global automotive market. The company is trying to stay afloat as it also battles mounting debt, operational inefficiencies and an ina ...

据彭博社报道，有知情人士透露，日产汽车正在制定更换首席执行官的计划。 此前，该公司的财务业绩不尽人意，且与本田汽车的合并谈判破裂。 彭博社的报道称，一位不愿具名的知情人士透露，日产董事正在衡量潜在候选人的兴趣，以接替自2019 年底以来担任日产首席执行官的内田诚（Makoto Uchida）。 对此消息，日产拒绝置评。 2月18日，《金融时报》曾援引知情人士的消息报道称，如果内田诚离任，本田将重启与日产的谈判， 因为本田更愿意与一位能够更有效地管理内部反对意见的日产首席执行官重新展开谈判。 根据《金融时报》的报道，虽然内田诚打算留任至2026年，但在日产与本田的谈判失败后，内田诚面临 的内外部压力正在增加，日产董事会成员和雷诺集团要求内田诚在未来几个月内辞职。 内田诚曾向媒体表示，如果被要求辞职，他将准备辞职，但他不想在日产业务尚未稳定之际辞职。 在截至今年3月份的财年中，日产预计将出现800亿日元（约合5.36亿美元）的净亏损，与内田诚九个月 前3,800亿日元的净利润预期相去甚远。 日产汽车明年将有创纪录债务账单到期，而且继上周两次被下调评级后，三大信用评级机构已将日产的 评级下调至垃圾级。 去年年底，内 ...

Core Viewpoint - Nissan is in a precarious financial situation and is seeking investment, but Tesla is unlikely to be a viable option despite initial speculation [1][5][6]. Group 1: Financial Situation of Nissan - Nissan's credit rating was downgraded to junk status by Moody's, following the collapse of a proposed $50 billion merger with Honda [5]. - The company is projected to incur an annual loss of 80 billion yen ($519 million) due to declining sales in China and the US, exacerbated by competition from Chinese EV companies [5]. - CEO Makoto Uchida has announced plans to cut 9,000 jobs globally and reduce vehicle production to stabilize the company [6]. Group 2: Tesla's Position and Response - Reports suggested that a consortium of Japanese investors was interested in approaching Tesla for potential investment in Nissan's factories [2]. - Elon Musk quickly dismissed the idea, emphasizing that Tesla's factory design is unique and not compatible with Nissan's operations [3][4]. - Tesla has shifted its focus towards autonomous vehicles and robotics, making it an unlikely partner for Nissan's traditional manufacturing needs [7]. Group 3: Market Dynamics - Tesla's production strategies, including advanced manufacturing techniques like gigacasting, would complicate any potential conversion of Nissan's factories [7]. - The US EV market is facing challenges, including a decline in Tesla's annual sales and the rollback of federal support for electric vehicles under the Trump administration [8].

Core Viewpoint - Tesla CEO Elon Musk has downplayed reports regarding Tesla's interest in investing in Nissan's U.S. factories, following a report that a Japanese group is seeking Tesla's investment after Nissan's merger talks with Honda collapsed [1][3]. Group 1: Investment Plans - A group led by former Tesla board member Hiro Mizuno, with support from former Japanese Prime Minister Yoshihide Suga, is reportedly planning to attract Tesla as a strategic investor in Nissan [2]. - The group aims to form a "consortium of investors" with Tesla at the forefront, and Apple supplier Foxconn is expected to join as a minority investor [4]. Group 2: Market Reaction - Following the report of potential investment from Tesla, Nissan's shares surged over 12% in Tokyo trading, closing at $3.05 (JPY 459), which is nearly 9.5% higher than the previous day [5]. Group 3: Merger Talks Background - Nissan and Honda recently ended their merger discussions due to disagreements over the deal structure, with Honda proposing to make Nissan a subsidiary through a share exchange [6]. Group 4: Foxconn's Interest - Foxconn has shown interest in acquiring a stake in Nissan as part of its strategy to expand in the electric vehicle market, while emphasizing cooperation over acquisition [7].

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Financial Data and Key Indicator Changes - For the first nine months of fiscal year 2024, net revenue was JPY 9.1 trillion, operating profit decreased to JPY 64 billion, and net income decreased to JPY 5.1 billion [14][70]. - Consolidated net revenue was flat at JPY 9 trillion, with a negative operating margin of 1.8% [17][73]. - Auto free cash flow year-to-date was negative JPY 506 billion, with net cash in the auto segment at JPY 1.2 trillion [17][73]. Business Line Data and Key Indicator Changes - Global retail sales decreased by less than 2% to 2.4 million units year-to-date, with a slight increase in unit sales when excluding China [15][71]. - North America saw a growth of 2.4%, offsetting declines in Japan and Europe [15][72]. - Retail sales for Q3 alone, excluding China, increased nearly 2%, particularly with a close to 10% increase in North America [16][72]. Market Data and Key Indicator Changes - The market in China remains challenging, contributing to a decline in retail sales [15][72]. - The company maintains its outlook for retail sales of 3.4 million units and global production of 3.2 million units for fiscal year 2024, despite trimming net revenue outlook by JPY 200 billion [21][78]. Company Strategy and Development Direction - The company has decided to terminate discussions for business integration with Honda due to concerns over autonomy and maximizing Nissan's potential [9][12]. - The revised sales assumption for the midterm plan is now set at 3.5 million units for fiscal year 2026, down from 4.5 million units [27][84]. - The company aims to achieve a 4% operating margin by reducing variable expenses by JPY 100 billion and fixed costs by JPY 300 billion [30][86]. Management's Comments on Operating Environment and Future Outlook - Management acknowledges the competitive challenges in the industry but sees signs of progress with new vehicle launches contributing positively [20][77]. - The company expects to maintain or slightly increase operating profit compared to 2024 levels, despite boosting sales volume [85][86]. - Future risks include FOREX volatility, regulatory costs, and fixed costs, which could impact revenue and profit [85][86]. Other Important Information - The company plans to reduce headcount by 5,300 in fiscal year 2025 and 1,200 in fiscal year 2026 as part of its restructuring efforts [36][90]. - Global production capacity is expected to decrease by 20% from 5 million units to 4 million units by fiscal year 2026 [93][95]. - The company is focusing on launching new models, including a plug-in hybrid version of Rogue and a new energy vehicle in China [46][104]. Q&A Session Summary Question: What was the reason behind the unsuccessful business integration with Honda? - Management explained that the initial plan was to create a holding company to leverage strengths, but Honda's proposal to make Nissan a wholly-owned subsidiary raised concerns about autonomy and maximizing potential [120][124][126]. Question: What are the expected expenses related to the turnaround actions? - The CFO indicated that approximately JPY 100 billion is estimated for restructuring costs and impairments, with potential updates in the fourth quarter [130][131].