智通财经4月23日电，日产汽车中国区高管称日产将在2026年底前在中国再投资100亿元人民币。 ...

Group 1 - BMW and ByteDance deepen local cooperation by partnering on AI applications in automotive marketing services, enhancing user experience and dealer efficiency [1] - BMW has accelerated collaborations with local Chinese tech companies, including Huawei and Alibaba, to develop tailored products for the Chinese market [2] - The 360-degree AI strategy aims to empower digital production and enhance user experience, positioning China as a key part of BMW's future strategy [2] Group 2 - Avita denies rumors of diminishing collaboration with Huawei, affirming their close strategic partnership [3] - Avita, a luxury brand created by Changan Automobile, Huawei, and CATL, continues to utilize Huawei's HarmonyOS in its products [3] Group 3 - Renault's chairman Jean-Dominique Senard will resign from Nissan's board amid Nissan's performance challenges [4] - The Renault-Nissan alliance has undergone changes, including a reduction in cross-shareholding ratios and management restructuring [5] Group 4 - Mazda will temporarily halt exports of the CX-50 model to Canada due to U.S. tariffs, while continuing production for other markets [6] - Rising tariffs are expected to increase vehicle prices, impacting consumer purchasing power and shifting demand towards the used car market [6] Group 5 - Hyundai plans to suspend part of its electric vehicle production lines due to declining overseas demand and U.S. tariffs [7] - The global automotive industry is experiencing a shift, with electric vehicle demand slowing in key markets like Europe and North America [7]

2025年4月18日 星期五 驱动中国昨夜今晨 黄仁勋再访中国 强调合规发展深化合作 中国国际贸易促进委员会与英伟达公司于4月17日举行高层会谈，首席执行官黄仁勋在会谈中指出，美 国政府对H20芯片出口的限制已对企业经营产生显著冲击。他表示，中国市场的产业生态与创新能力为 英伟达提供了关键发展动力，公司将持续优化符合监管标准的产品线以服务本地需求。此次访问是黄仁 勋继三个月前表态深化合作后的再度行程，凸显中国市场在全球战略布局中的优先级。 腾讯启动三年技术人才储备计划 新增岗位超2.8万 腾讯集团宣布启动"青云计划"，未来三年将提供28,000个实习岗位，其中2025年计划招募10,000名应届 毕业生，技术类岗位占比达60%。岗位涵盖人工智能算法、云计算架构、数字内容开发等70余个细分领 域，覆盖深圳、北京及海外20余个研发中心。该计划同步推出专项培养体系，包括高管对话、全球课程 资源及前沿技术课题实践，旨在构建科技人才储备池。 日产董事会启动换届流程 雷诺代表退出核心层 日产汽车提名委员会已完成新一届董事会候选人筛选，相关名单将于6月股东大会提交表决。现任雷诺 集团董事长让-多米尼克·塞纳尔确认辞去日产董 ...

Core Viewpoint - Nissan Motor aims to maximize production at its largest American plant in response to President Trump's 25% auto tariffs, which are accelerating the need for increased domestic production to support the company's U.S. operations turnaround [1][4]. Group 1: Production Capacity - The Smyrna, Tennessee facility spans 6 million square feet and has the capacity to produce 640,000 vehicles annually across three shifts, but is currently operating on two shifts with around 5,700 employees [2]. - The company is focused on maximizing capacity at the Smyrna plant to restore it to its former productivity levels and profitability [3]. Group 2: Future Plans - Nissan plans to increase production of existing models in the U.S. and is committed to introducing new products to the U.S. market within the next two years, although changes cannot be implemented overnight [4]. - The timeline for reaching maximum production capacity at the Smyrna plant remains unspecified, as adjustments to production plans require time [3].

Group 1 - The chairman of Renault, Jean-Dominique Senard, is reportedly set to exit the board of Nissan [1]

Core Viewpoint - Honda Motor Co., Ltd. has denied reports about relocating vehicle production from Canada and Mexico to the United States in response to potential tariffs, asserting that no changes are currently being considered for its Mexican operations [1][2]. Group 1: Production Strategy - Honda aims to manufacture 90% of vehicles sold in the United States domestically and plans to increase its U.S. production capacity by nearly 30% over the next two to three years [2]. - Honda Canada stated that while it regularly assesses future production strategies, it remains confident in managing market challenges without any immediate changes [3]. Group 2: Market Performance - The United States is Honda's most critical market, with approximately 1.4 million vehicles sold in 2024, accounting for nearly 40% of its global sales, and about 40% of those vehicles are imported from Canada and Mexico [4]. - In the first quarter of the current year, Honda's U.S. sales increased by 5% to nearly 352,000 units [4]. Group 3: Industry Context - Nissan Motor Co., Ltd. plans to reduce Japanese production of its top-selling U.S. model, the Rogue SUV, while reviewing its manufacturing strategies to enhance efficiency [5]. - Recent comments from President Trump indicated a potential delay in new auto tariffs, allowing automakers more time to adapt, with General Motors and Nissan announcing plans to increase U.S. production [6]. - Nissan has decided to maintain two shifts at its Smyrna, TN, plant to strengthen its U.S. manufacturing presence amid rising tariffs on imported vehicles [7]. - Hyundai has opened a new electric vehicle plant in Ellabell, GA, with plans to produce 500,000 EVs annually and invest $21 billion in U.S. operations by 2028 [8].

Group 1 - Nissan's production cut at its Kyushu plant will lead to a reduction in working hours [1] - The company plans to reassess its production situation later based on the outlook for tariffs [1]

Core Point - Nissan will reduce production of its Rogue SUV by 13,000 units in Japan from May to July [1] Group 1 - The decision to cut production is likely a response to market demand fluctuations [1] - The reduction in production may impact Nissan's overall sales performance in the short term [1] - This move reflects broader trends in the automotive industry regarding supply chain adjustments and inventory management [1]

Core Point - Nissan will reduce production of its Rogue SUV by 13,000 units domestically from May to July [1] Group 1 - The production cut is specifically for the Rogue SUV model [1] - The reduction period spans three months, indicating a significant adjustment in manufacturing plans [1] - This decision may reflect broader trends in demand or supply chain challenges within the automotive industry [1]

Core Viewpoint - The implementation of a 25% tariff on imported cars and key automotive parts in the U.S. is expected to significantly impact the automotive market, leading to production halts, price increases, and a restructuring of the industry [2][4][10]. Group 1: Tariff Implementation and Immediate Effects - The 25% tariff applies to imported passenger cars, light trucks, and key automotive components, with potential expansion to other parts [3]. - Following the tariff's enactment, international automakers have halted exports, closed factories, and raised prices in response [4][5]. - Audi has stopped deliveries to the U.S. and plans to maintain inventory for two months, while Volkswagen has suspended vehicle transport from Mexico and is holding new cars at ports until a new pricing strategy is established [6][7]. Group 2: Price Adjustments and Manufacturer Responses - Ferrari announced price increases of up to 10% on most models, reflecting the new tariff, with price hikes ranging from $25,000 to $350,000 depending on the model [8]. - Cox Automotive predicts that the tariff will increase the cost of U.S.-made cars by $3,000 and $6,000 for cars made in Canada or Mexico, potentially halting nearly all North American car production by mid-April [9]. Group 3: Long-term Industry Restructuring - Automakers with U.S. production facilities, like Mercedes and BMW, are absorbing some tariff costs and freezing prices for certain models to mitigate impacts [11][12]. - Toyota and Hyundai have also committed to freezing prices for their vehicles in the U.S. amid the tariff changes [12]. - Stellantis announced temporary shutdowns of production facilities in Canada and Mexico, affecting U.S. operations and leading to layoffs [14]. Group 4: Future Market Predictions - The overall expectation is that vehicle prices will rise due to the tariffs, with Cox estimating an increase of $6,000 for imported vehicles and an additional $3,600 for key components [15]. - The automotive industry is entering a long-term adjustment phase, shifting from short-term price competition to long-term capacity restructuring, with consumers likely facing higher prices as a result of these political and economic changes [14][15].