◆ 电池 ◆ 华域汽车拟以2.06亿元 签署储能项目合作协议 02 8月26日，海辰储能宣布，公司已与沙特电力公司（Saudi Electric Company, SEC）、沙特公 用事业巨头阿尔法纳集团（Alfanar Projects）签署重大储能项目合作协议，将在沙特北部塔布克 省和哈伊勒省建设两座大型储能项目，总规模达1GW/4GWh。此次沙特项目，采用海辰储能自主 研发的∞Cell 1175Ah千安时长时储能专用电池及∞Power 6.25MWh沙漠之鹰系统解决方案。项 目计划2026年投运。 日产汽车与LiCAP合作 全固态电池电极生产工艺技术 03 8月26日，据日产汽车消息，日产汽车公司已与美国LiCAP科技公司达成合作，共同开发全固态电 池正极电极的生产工艺技术。据介绍，日产汽车已于2025年1月启动全固态电池试产线运营。公 司计划在2028财年推出搭载自主研发全固态电池的电动汽车，并正加速推进相关研发工作以实现 该目标。 清陶能源进入内蒙古 半固态电池储能项目中标候选 收购上汽清陶49%股权 01 华域汽车公告，公司计划以2.06亿元人民币收购控股股东上汽集团持有的上海上汽清陶能源科技 有 ...

Group 1 - BYD and Geely ranked among the top ten global new car sales for the first half of 2025, with sales growth of 33% and 29% respectively, while Nissan fell out of the top ten for the first time [1][3] - Chery, ranked 12th, also showed a significant year-on-year sales increase of 14% [1] - Chinese automakers are gradually moving towards profitability amidst global competition and are increasingly gaining influence in the market, as evidenced by their improved rankings in the Fortune Global 500 list [3][6] Group 2 - Nissan's global sales dropped to 1.61 million units in the first half of the year, the lowest since the 2009 financial crisis, marking a significant decline [3][5] - The company faced an 18% decrease in sales in China, with only 270,000 units sold, a nearly 60% drop from its peak in 2018 [5] - Nissan's financial struggles are compounded by insufficient hybrid model offerings in the U.S. and challenges in Southeast Asia due to competition from Chinese electric vehicle manufacturers [5][6] Group 3 - The automotive industry is undergoing a transformation led by Chinese manufacturers, with a shift from technology to market presence, resulting in a reshuffling of global sales rankings [6]

8月26日，据日产汽车消息，日产汽车公司已与美国LiCAP科技公司达成合作，共同开发全固 态电池正极电极的生产工艺技术。据介绍，日产汽车已于2025年1月启动全固态电池试产线运营。 公司计划在2028财年推出搭载自主研发全固态电池的电动汽车，并正加速推进相关研发工作以实 现该目标。 ...

IT之家 8 月 27 日消息，据《华尔街日报》今天报道，梅赛德斯-奔驰昨天确认，已作价 478.7 亿日元（IT之家注：现汇率约合 23.24 亿元人民币）出售公司 所持有的全部日产汽车股份。 梅赛德斯-奔驰表示，他们以每股 341.3 日元（现汇率约合 16.6 元人民币）的价格出售了公司持有的 1.401 亿股日产汽车股票，奔驰还对此置评道，此次出 售是为了"清理投资组合"，这些股票自 2016 年起被转入养老金资产，并非战略性投资。 研究机构 LSEG Refinitiv 的数据显示，截至今年 3 月末，梅赛德斯-奔驰共持有日产汽车 3.77% 的股份。值得注意的是，本次出售股份发生在日产与第一大 股东雷诺修改合作协议之后，当时两家公司修改了合作协议，将雷诺的持股要求从 15% 降到 10%。 截至IT之家发稿，日产拒绝对此发表置评。 ...

一季度，日产合并净收入为2.7万亿日元，同比下降9.7%；合并营业亏损为791亿日元，去年同期营业盈利9.95亿日元；净亏损1157.6亿日元，去年同期则 为净利润285.6亿日元。 分市场看，美国市场仍是日产最大的市场，净销售额1.08万亿日元，同比下降10.23%。亚洲市场（除中国）净销售额为1356亿日元，同比下滑超25%，占 全球市场份额仅5%。 当前，日产受美关税影响仍为显著，尽管特朗普此前宣布将对日关税降低到15%，但日产预计2025财年最多将减利3000亿日元（约合人民币146亿元）。 根据日产推出的新复苏计划，该公司计划降低成本以实现盈亏平衡；重新定义产品和市场战略，更加明确重点；加强合作伙伴关系。三项举措的目标是实 现约5000亿日元的成本节约，具体降本措施包括关闭工厂和裁员：到2027财年，日产将在全球范围内把生产工厂从17个减少至10个，产能降至250万辆。 同时，日产计划裁员2万人，其中约65%来自制造部门，18%来自销售及一般管理部门，17%来自研发部门，并且主要是合同工。 作者 | 第一财经 黄琳 美东时间周二早盘，日产汽车ADR出现下滑，跌幅近3%。消息面上，梅赛德斯﹣奔驰宣布计 ...

Group 1 - The establishment of NEXTEER Automotive Parts (Changshu) Co., Ltd. has been officially registered with a legal representative named Li Jun and a registered capital of 20 million USD [1][2] - The company's business scope includes manufacturing and research of automotive parts and components, as well as wholesale of automotive parts [1][2] - NEXTEER Automotive Parts (Changshu) Co., Ltd. is wholly owned by NEXTEER (China) Investment Co., Ltd. [1][2] Group 2 - The company is classified under the automotive manufacturing industry and is registered as a foreign-owned limited liability company [2] - The business registration was completed on August 26, 2025, with an operational period extending until August 26, 2055 [2] - The registered address is located at 168 Hongqiao Road, Bixi Street, Changshu City, Jiangsu Province [2]

1.【 日产汽车宣布停止为日本市场生产R35 GT-R车型】8月26日，日产汽车宣布R35 GT-R车型正 式停产，因该车型最后销售区域日本国内市场的组装线已完成最终生产。日产汽车表示，该车型在18 年生产周期内累计产量约达4.8万台。（新浪财经） 2. 【梅赛德斯-奔驰计划抛售3.46亿美元股份，日产股价应声下跌6%】日产汽车的第二大股东梅赛德斯- 奔驰集团宣布将抛售其所持有的日产汽车3.8%的股份，价值约3.46亿美元，受此影响，周二日产股价下跌 约6%。日产在美国和中国等重要市场面临关税和销量下滑的困境，在截至6月的三个月里亏损5.35亿美 元。今年4月上任的日产首席执行官伊万·埃斯皮诺萨宣布了一项全面重组计划以恢复盈利。截至午盘，日 产股价报341日元，较周一363日元的收盘价下跌约6%，或将创下7月初以来的最大单日跌幅。日产拒绝置 评。（金融界） 3. 【何小鹏回应小鹏汽车人事大调整】《罗永浩的十字路口》视频播客8月26日发布了第二期，何小鹏讲 述从财富自由奔赴无尽地狱模式的创业故事。在播客中，罗永浩与何小鹏谈到了小鹏汽车去年的人事大 调整。当时何小鹏决定从一线开始全部亲自抓，在一年多的时间里替换了 ...

（文/观察者网 张家栋 编辑/高莘） 据路透社8月26日报道，梅赛德斯-奔驰将出售其持有的约3.46亿美元（约24.7亿元人民币）日产股份， 作为日产汽车在雷诺外的第二大股东，奔驰的这一计划导致日产当日股价一度下跌约6%，创下7月初以 来最大跌幅。 外媒表示，股价下跌凸显了投资者对日产扭亏为盈前景的怀疑，因为日产正面临关税压力及其主要市场 的销量下滑。其2025财年第一季度财报显示，今年4—6月，日产亏损791亿日元（约38.3亿元人民 币），连续第四个季度处于亏损状态。 根据该计划，日产将通过大幅削减成本、重新定义其产品和市场策略、加强合作伙伴关系三项关键举 措，到2026财年使汽车业务恢复盈利能力并实现正的自由现金流。 从业绩来看，日产在其第一财季实现全球销量70.7万辆，合并净收入2.7万亿日元（约1307.1亿元人民 币）。得益于产品组合优化与固定成本削减，营业亏损也远低于此前预测的2000亿日元（约96.8亿元人 民币）。 日产汽车表示，重振举措在固定成本和可变成本削减方面已经取得了进展：在可变成本方面，总交付成 本（TdC）转型团队已经产生了大约4000个节省成本的想法，其中约1600个已准备好实 ...

Core Viewpoint - Nissan's global new car sales have dropped significantly, leading to its first exit from the top ten rankings in 16 years, with a 6% year-on-year decrease to 1.61 million units [1][3][8]. Group 1: Sales Performance - Nissan's sales in the first half of 2025 reached 1.61 million units, marking a 6% decline compared to the previous year, the lowest level since 2009 [3][8]. - The company has been surpassed in sales by Chinese automakers BYD and Suzuki, with BYD's sales increasing by 33% to 2.14 million units [8][9]. - In the Chinese market, Nissan's sales fell by 18% to 270,000 units, a 60% decrease compared to its peak in 2018 [3][8]. Group 2: Financial Performance - Nissan reported a consolidated loss of 115.7 billion yen for the April to June 2025 period, a stark contrast to a profit of 28.5 billion yen in the same period of 2024, marking four consecutive quarters of losses [3][8]. - The decline in sales has put pressure on fixed costs, further exacerbating the company's financial difficulties [3]. Group 3: Market Challenges - In the U.S. market, Nissan's hybrid vehicle lineup is insufficient, and the company missed out on demand due to new tariffs on automobiles [6][9]. - The competitive landscape in China is intensifying, with price wars expected to escalate, impacting sales growth for companies like BYD [9]. - Nissan plans to launch a new version of its electric vehicle LEAF in Japan by the end of 2025, but many key models will not be available until 2026, indicating ongoing challenges in product offerings [9].

Core Insights - Nissan has fallen out of the top ten global best-selling automakers for the first time, indicating significant challenges for the company [1] Sales Performance - Nissan's global sales in the first half of the year decreased by 6% year-on-year to 1.61 million units, marking the lowest level in 16 years [1] - The company has been surpassed in rankings by Suzuki, BYD, and Geely [1] Market Specifics - In China, Nissan's sales dropped significantly, with 270,000 units sold in the first half of the year, a decline of 18% year-on-year [1] - This figure represents a staggering 60% decrease compared to the peak sales of 720,000 units in the first half of 2018 [1]