日产：计划将生产从奥帕马工厂转移到日产汽车九州。将在2027财年前停止在奥帕玛工厂的生产。 ...

Core Viewpoint - The competition in the next-generation automotive sector will be significantly influenced by software updates that enhance driving performance and functionality, with companies like Tesla and Huawei leading the charge in software innovation [1][2]. Group 1: Collaboration between Honda and Nissan - Honda and Nissan are negotiating to standardize the basic software (operating system) for vehicle control, aiming to implement it in new models by the late 2020s [1]. - The two companies have been conducting joint research on software technology since August 2024, with plans to decide on mass production development based on the effectiveness of their collaboration [1][2]. - The collaboration is driven by concerns over data competition in the next-generation automotive field, where features like autonomous driving and enhanced in-car experiences are critical [2]. Group 2: Development of Operating Systems - Honda is developing its own operating system called "ASIMO," while Nissan is also advancing its proprietary system, aiming to create user-friendly systems akin to Apple's iOS and Google's Android [2]. - Both companies plan to launch vehicles equipped with their independently developed operating systems starting in 2026, with a joint system expected to debut in new models by the late 2020s [2]. - The collaboration aims to reduce development costs, which can reach trillions of yen, by sharing resources and technology [2]. Group 3: Competitive Landscape - Tesla, a leader in the industry, utilizes its own operating system, resolving approximately 40% of recall issues through software updates [2]. - Chinese tech companies like Huawei are also at the forefront of software innovation in the automotive sector [2].

日产汽车和本田将围绕车辆软件展开合作。（日经新闻） ...

据日经新闻：本田和日产将共同开发下一代汽车的操作系统。 ...

据日经新闻：本田和日产计划在本世纪20年代末推出配备新操作系统的车辆。 ...

Core Viewpoint - Nissan and Honda are in discussions to utilize Nissan's underutilized production capacity in the U.S. to manufacture pickup trucks for Honda, aiming to enhance operational efficiency and mitigate the impact of tariffs on their businesses [1][3][4]. Group 1: Collaboration and Production Capacity - Nissan is exploring the possibility of producing large vehicles for Honda at its Canton, Mississippi plant, which currently has a low utilization rate of 57% for 2024 [3][6]. - The collaboration could benefit both companies, as Nissan seeks to improve factory utilization while Honda aims to expand its product lineup in North America [3][4]. Group 2: Tariff Implications - The U.S. is Japan's largest automotive export market, accounting for 30% of total exports, making tariffs a significant concern for Japanese automakers [5]. - Honda anticipates a 70% drop in net profit for the fiscal year 2025, largely due to the impact of tariffs, while Nissan expects a loss of 450 billion yen from the same tariff policies [5][6]. Group 3: Financial Challenges - Nissan is facing severe financial difficulties, reporting a net loss of 670.9 billion yen for the fiscal year 2024, with significant debt obligations approaching maturity [6]. - The company is undergoing a restructuring process, including plans to lay off 20,000 employees and close seven factories, while also seeking to improve cash flow by negotiating payment extensions with suppliers [6].

Core Viewpoint - The report by the European Federation for Transport and Environment (T & E) highlights that the European automotive industry is at a critical juncture, where the advancement or delay of the "ban on combustion engines" proposal will significantly impact the industry's future direction [1][2]. Industry Impact - The report indicates a projected decline of 5.9% in electric vehicle sales in the EU for 2024, with the threat of tariffs from the Trump administration further complicating the situation [1][2]. - If the EU abandons the 2035 target to ban the sale of combustion engine vehicles, it could result in the loss of 1 million jobs in the automotive sector and a potential investment loss of up to two-thirds in the new energy sector [2][4]. Employment and Economic Contribution - T & E's report supports the continuation of the "ban on combustion engines," suggesting that adherence to the 2035 clean energy goals could lead to the automotive industry contributing an additional 11% to the European economy by 2035 [4]. - If the ban is enforced until 2030, job losses in traditional automotive manufacturing could be offset by the creation of over 100,000 jobs in battery and electric vehicle sectors, with a total of 120,000 jobs expected in the new energy sector by 2035 [5][6]. Battery Manufacturing and Investment - The report emphasizes that ensuring over 900 GWh of battery manufacturing capacity could create over 100,000 new jobs, with the economic output of the battery industry projected to increase fivefold to €79 billion by 2035 [6][14]. - T & E's analysis of 13 electric vehicle projects in Europe indicates that successful implementation could yield an annual production capacity of at least 2.1 million electric vehicles by 2027, meeting the growing market demand [9][12]. Risk Assessment of Projects - The report categorizes projects into low, medium, and high-risk levels based on various criteria, with low-risk projects expected to generate 390 GWh of capacity and create approximately 43,000 jobs [15][16]. - Medium-risk projects could provide 630 GWh of capacity and support 47,500 jobs, while high-risk projects, still in conceptual stages, could yield 410 GWh of capacity and 37,500 jobs, contingent on future policy decisions [15][16]. Regional Insights - Countries like Poland and Hungary show clearer development prospects in battery manufacturing, with Hungary potentially increasing its capacity by 90 GWh, positioning itself as a new hub for the electric vehicle industry in Europe [19][20].

Core Viewpoint - Nissan and Honda are discussing collaboration to utilize Nissan's underutilized factories in the U.S. to produce vehicles for Honda, aiming to mitigate the impact of U.S. auto tariffs on Japanese automakers [1][2]. Group 1: Collaboration and Production - Nissan has begun negotiations with Honda to supply vehicles from its U.S. factories, particularly focusing on producing pickup trucks at the Canton plant in Mississippi [1][2]. - The collaboration is seen as a strategic move to increase local production and reduce the high import ratios of Japanese vehicles in the U.S., which are 47% for Nissan and 32% for Honda [2][3]. - Both companies face significant profit declines due to U.S. auto tariffs, with Honda projected to lose 650 billion yen and Nissan up to 450 billion yen in the fiscal year ending March 2026 [2]. Group 2: Market Conditions and Challenges - The Canton plant's utilization rate is projected to be only 57% in 2024, significantly below the breakeven point of around 80%, indicating a need for increased production to improve profitability [3]. - The U.S. government's strong stance on tariffs, including a 25% tariff set to take effect in April, adds pressure on Japanese automakers to enhance local production [3]. Group 3: Negotiation Dynamics - Previous discussions aimed at forming a global automotive alliance between Nissan and Honda collapsed due to disagreements, but both companies are now focusing on cooperation to rebuild their relationship [4]. - Following a management change at Nissan in April, regular discussions between the executives of both companies have resumed, although they have denied immediate plans to restart formal merger talks [4].

Group 1 - BYD reported a value of 1360.61 with a decrease of 21.7% [2] - Ferrari's value is 887.78, showing a decrease of 13.15% [2] - Mercedes-Benz has a value of 597.78, with no percentage change reported [2] - BMW's value increased by 1.19% to 566.63 [2] Group 2 - Volkswagen's value is 537.15, reflecting a decrease of 0.48% [3] - General Motors reported a value of 513.31, with an increase of 2.3% [3] - Ford's value decreased by 5.16% to 468.44 [3] - Maruti Suzuki's value is 461.17, showing a decrease of 2.36% [3] - Porsche's value decreased by 6.5% to 444.88 [3] - Mahindra Automotive's value is 441.38, with a decrease of 13.28% [3] - Honda's value is 421.94, reflecting a slight decrease of 0.55% [3] - Hyundai's value increased by 21.73% to 373.36 [3] - Stellantis reported a value of 305.14, with a decrease of 9.08% [3] - Seres' value is 296.65, showing a decrease of 4.03% [3] - Tata Motors reported a value of 294.36, with a decrease of 7.21% [3] - Kia's value increased by 3.72% to 291.71 [3] - SAIC Motor's value is 284.62, reflecting an increase of 9.68% [3] - Li Auto's value is 280.63, with an increase of 4.66% [3] - Geely's value is 227.12, reflecting an increase of 1.29% [3] - Great Wall Motors reported a value of 226.47, with a slight increase of 0.11% [3] - Suzuki Japan's value is 220.92, showing an increase of 2.36% [3] - Xpeng's value is 165.68, reflecting a decrease of 0.28% [3] Group 3 - Changan Automobile's value is 156.36, with a slight increase of 0.12% [4] - Rivian's value is 156.09, showing a decrease of 3.48% [4] - Renault's value is 138.89, reflecting a decrease of 2.23% [4] - Subaru's value is 129.85, with an increase of 1.62% [4] - JAC's value is 119.19, with an increase of 0.49% [4] - Hozon Auto's value is 105.63, showing a decrease of 1.14% [4] - Isuzu's value is 93.51, with an increase of 0.58% [4] - GAC Group's value is 88.01, reflecting a decrease of 0.83% [4] - Leapmotor's value is 85.88, with no percentage change reported [4] - Weimi Auto's value is 83.69, showing an increase of 4.51% [4] - Ford Otosan's value is 83.18, reflecting a decrease of 0.92% [4] - VinFast Auto's value is 83.03, with an increase of 0.47% [4] - Nissan's value is 75.25, reflecting an increase of 2.18% [4] - Lucid Motors' value is 69.85, showing a decrease of 1.22% [4] - Zeekr's value is 69.83, with an increase of 0.84% [4]

Group 1: Toyota - Toyota's sales in June reached 157,700 units, a year-on-year increase of 3.7% [2] - Cumulative sales for the first half of the year totaled 742,000 units, reflecting a year-on-year growth of 8.63% [2] - Toyota's strong performance is attributed to its continuous investment in electrification and intelligent technology, as well as a diverse product lineup [2] Group 2: Nissan - Nissan sold 53,800 vehicles in June, marking a year-on-year increase of 1.9%, ending a 15-month streak of declining sales [2] - Cumulative sales for the first half of the year were 279,600 units, a year-on-year decline of 21.02% [2] - The recovery in Nissan's sales is likely due to adjustments in product strategy and marketing, including new models that better meet Chinese consumer demands [2] Group 3: Honda - Honda's sales in June fell by 15.2% to 58,500 units, continuing a 17-month decline [3] - Cumulative sales for the first half of the year were 315,200 units, a year-on-year decrease of 24.2% [3] - Challenges for Honda include intensified market competition, slow product updates, and a lag in the transition to electric vehicles, impacting its competitiveness [3] Group 4: Overall Market Trends - The performance of the three major Japanese automakers in China shows a clear divergence, with Toyota maintaining growth, Nissan showing signs of recovery, and Honda facing significant pressure [2][3] - Future success in the Chinese market for these automakers will depend on their speed and effectiveness in transitioning to electrification and intelligent technologies [3]