日产汽车7月从日本出口到北美的汽车数量同比增长16%，达到14416辆。 ...

Battery - Huayu Automotive plans to acquire 49% equity of SAIC Qingtao for 206 million RMB, aiming to enhance its "smart power" platform and synergize solid-state battery business with electric drive and thermal management [2] - Hichain Energy signed a major energy storage project cooperation agreement with Saudi Electric Company and Alfanar Group to build two large-scale energy storage projects in Saudi Arabia, totaling 1GW/4GWh, using Hichain's self-developed energy storage batteries [3] - Nissan has partnered with LiCAP Technologies to develop production technology for all-solid-state battery electrodes, with plans to launch electric vehicles equipped with self-developed solid-state batteries by the fiscal year 2028 [4] - Suzhou Qingtai New Energy won a bid for a 200MW/800MWh semi-solid lithium iron phosphate battery energy storage system project in Inner Mongolia, with a bid amount of 440 million RMB, equivalent to approximately 0.55 RMB/Wh [6] - Baishike's zero-carbon factory project for high-value utilization of power batteries in Huai'an, Jiangsu, has commenced, with an annual processing capacity of 300,000 tons of waste power batteries and an investment of 3.2 billion RMB [8] Materials - Jiuwu High-Tech won a bid for a lithium extraction membrane treatment system project from Guotou Xinjiang Lithium Industry, with a bid amount of 81.5 million RMB, accounting for 15.28% of the company's audited revenue for 2024 [7] Overseas - The German automotive industry has seen a net reduction of approximately 51,500 jobs over the past year, representing nearly 7% of total jobs, largely due to high tariffs imposed by the U.S. affecting German goods [10][11]

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]

Core Insights - Nissan has partnered with US-based LiCAP Technologies to develop production process technology for all-solid-state battery cathodes [1] - The company has initiated pilot production line operations for all-solid-state batteries starting January 2025 [1] - Nissan plans to launch electric vehicles equipped with its self-developed all-solid-state batteries in the fiscal year 2028 and is accelerating related R&D efforts to achieve this goal [1]

Core Points - Mercedes-Benz confirmed the sale of its entire stake in Nissan for 47.87 billion yen, approximately 2.324 billion yuan [1] - The shares were sold at a price of 341.3 yen per share, totaling 140.1 million shares, and the sale is part of a strategy to "clean up the investment portfolio" [1] - The Nissan shares had been transferred to pension assets since 2016 and were not considered a strategic investment [1] Company and Industry Summary - As of the end of March this year, Mercedes-Benz held a 3.77% stake in Nissan [3] - The sale occurred after Nissan and its largest shareholder, Renault, modified their cooperation agreement, reducing Renault's shareholding requirement from 15% to 10% [3] - Nissan declined to comment on the sale at the time of reporting [3]

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 ...

Group 1 - Mercedes-Benz plans to sell its approximately $346 million (about 2.47 billion RMB) stake in Nissan, leading to a significant drop in Nissan's stock price by about 6%, the largest decline since early July [1] - Nissan reported a loss of 79.1 billion yen (approximately 3.83 billion RMB) in the first quarter of fiscal year 2025, marking the fourth consecutive quarter of losses [1][3] - The sale of Nissan shares is not considered strategically important by Mercedes-Benz, which aims to clean up its investment portfolio [1] Group 2 - Under the new CEO Ivan Espinosa, Nissan has launched a cost-cutting plan called "Re:Nissan" to restore profitability and achieve positive free cash flow by fiscal year 2026 [3] - In the first fiscal quarter, Nissan achieved global sales of 707,000 units and consolidated net revenue of 2.7 trillion yen (approximately 130.71 billion RMB), with operating losses significantly lower than the previously forecasted 200 billion yen (approximately 9.68 billion RMB) [3] - Nissan has made progress in reducing fixed and variable costs, saving over 30 billion yen (approximately 1.45 billion RMB) in the first fiscal quarter alone [3] Group 3 - Nissan's new vehicle deliveries decreased by approximately 10.2% year-on-year in the first fiscal quarter, with sales declines observed in major markets including North America and Japan [4] - The company faces challenges in brand rebuilding and market restructuring amid global cost-cutting efforts, with some key models entering a replacement window [4] - The penetration rate of Nissan's new energy vehicles, based on pure electric and e-Power technology, has not yet reached stable growth levels in key markets like China and the U.S. [4]

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].