Core Viewpoint - The merger attempt between Honda, Nissan, and Mitsubishi aimed to create a world-class mobility company with annual sales exceeding 30 trillion yen (approximately 1.46 trillion RMB) and annual operating profit exceeding 3 trillion yen (approximately 146 billion RMB), but it ultimately failed due to internal conflicts and strategic disagreements among the companies [1][3][4]. Group 1: Merger Attempt and Its Failure - The merger was initially seen as a potential turnaround for Japanese automakers [2]. - The negotiations collapsed quickly, leading to the termination of the memorandum of understanding by all three companies [3]. - Honda's desire to take a leading role in the merger was met with resistance from Nissan, contributing to the failure [4]. Group 2: Nissan's Financial Struggles - Nissan reported poor performance in the previous year, with projected losses for the 2024 fiscal year reaching a record high of 750 billion yen [5]. - In response to its financial difficulties, Nissan announced plans to cut costs, including laying off 20,000 employees and closing seven factories [5][8]. Group 3: Foxconn's Strategic Moves - Foxconn's parent company, Hon Hai, is in discussions with Nissan to share the production capacity of the Chuo plant, which is at risk of closure due to low utilization rates [9][18]. - Foxconn has been pursuing automotive manufacturing since 2020, aiming to capture 10% of the electric vehicle market within five years, although it has faced challenges in achieving this goal [10][11]. - Foxconn has already established a partnership with Mitsubishi to supply electric vehicles, indicating a strategy to leverage existing automotive channels and production capabilities [13][14][19]. Group 4: Industry Trends and Future Outlook - The automotive industry is undergoing significant transformation, with electrification and intelligence becoming irreversible trends [22]. - Japanese automakers must adapt and innovate rather than cling to past successes to survive in the evolving market [22][27]. - Collaborations should focus on finding truly complementary partners to achieve mutual benefits in technology and market access [24].

Core Viewpoint - Nissan is undergoing a significant restructuring by closing two domestic factories, aiming to improve operational efficiency and return to growth amidst declining sales and overcapacity [1][2]. Group 1: Factory Closures - Nissan announced the closure of the Zama plant by the end of the 2027 fiscal year, with production shifting to the Kyushu plant in Fukuoka [1]. - The Shonan plant will cease operations by the end of the 2026 fiscal year, marking the first major capacity reduction in Japan since the closure of the Murayama plant in 2001 [1][2]. - Out of five domestic factories, two will be closed while the remaining will continue operations [1]. Group 2: Impact on Workforce and Production - The Zama plant employs approximately 2,400 workers, who will continue working until the end of the 2027 fiscal year [2]. - The current operating rate of Nissan's domestic factories is around 60%, and the closures are expected to increase this rate to 100% and reduce production costs in Japan by 15% [2]. Group 3: Future Plans for Closed Facilities - Discussions are ongoing regarding the future use of the Zama plant, with potential sale negotiations with multiple partners, including Foxconn [2]. - The Zama plant currently produces the "Note" and "Note Aura" models, with plans to transfer the production of the upcoming SUV model "Kicks" to Kyushu [2]. - The Shonan plant is also exploring auxiliary business opportunities, prioritizing employment and considering various possibilities [2].

Group 1 - Geely Auto and Zeekr officially announced a merger, allowing Zeekr shareholders to choose between cash or exchanging for Geely shares as compensation [4] - Li Xiang, CEO of Li Auto, responded to the leak of the interior design of the Li One, stating it disrupted the release schedule and underestimated potential users' curiosity [6] - ByteDance is reportedly developing mixed reality glasses, codenamed "Project P," to compete with Meta's upcoming Phoenix glasses [8] - NVIDIA announced the resumption of H20 sales in China and the launch of a new GPU tailored for the Chinese market [9][10] - Xiaopeng Heavens completed a $250 million Series B financing round, bringing its total financing to approximately 5.4 billion RMB [23] Group 2 - The first foldable iPhone is expected to be priced between $1,800 and $2,000, with a projected profit margin exceeding 50% [37] - ByteDance has reformed its performance evaluation system, emphasizing the "M" rating for stable and good performance, while increasing the incentive range for this category [21][22] - JD Health has opened its first self-operated medical beauty clinic in Beijing, with plans for further expansion [23] - Jianghuai Automobile reported a loss of 680 million RMB in the first half of 2025, attributed to reduced sales and increased competition [28] - Tesla opened its first showroom in India, with the Model Y starting at approximately 499,000 RMB, facing high tariffs [43]

Group 1: Joint Software Development - Honda Motor Co., Ltd. and Nissan Motor Co., Ltd. are in discussions to jointly develop and share a foundational software platform for advanced vehicle control systems to compete with leading U.S. and Chinese automakers in the software-defined vehicles (SDVs) market [1][9] - The two companies aim to introduce vehicles utilizing the new software in the latter half of the decade, emphasizing the need for massive data inputs for development and operation, making collaboration crucial for innovation and cost reduction [2] Group 2: Strategic Manufacturing Agreement - Nissan may begin manufacturing pickup trucks for Honda at its U.S. plants under a proposed strategic agreement, allowing Honda to diversify its U.S. vehicle lineup and mitigate the financial impact of new tariffs [5][6] - The proposed manufacturing agreement could enhance profitability for both firms, especially as recent tariff increases on Japanese imports are projected to reduce Honda's operating profit by ¥650 billion and Nissan's by up to ¥450 billion in fiscal 2025 [6]

日产首席执行官：不会有其他削减、整合日本整车生产基地的情况。 ...

日产首席执行官：日本国内工厂的利用率保持在平均60%的水平。 ...

智通财经7月15日电，日产汽车CEO表示，预计不会关停日本其他工厂。 ...

Core Viewpoint - Nissan Motor announced the closure of its production facility in Yokosuka, Kanagawa Prefecture, Japan, by the end of the fiscal year 2027 as part of a global restructuring plan, with production being consolidated to its subsidiary, Nissan Motor Kyushu [1] Group 1 - The closure of the Yokosuka plant will lead to a transfer of vehicle production to Nissan Motor Kyushu [1] - Nissan is exploring various options for the future utilization of the Yokosuka plant after its closure [1] - Employees at the Yokosuka plant will remain employed until the end of the fiscal year 2027 [1]

日产汽车将于2027财年末停止位于日本神奈川追浜工厂的生产。 ...

日产：将生产转移至九州将大幅降低在日本的制造成本。 ...