Core Viewpoint - Nissan is facing a severe business environment, leading to significant losses and the implementation of a comprehensive restructuring plan called "RE: Nissan" to achieve recovery by the fiscal year 2027 [2][3][5]. Financial Performance - For the fiscal year 2024, Nissan reported a net loss of 670.9 billion yen (approximately 32.6 billion RMB), marking the worst fiscal year in over 20 years [4][5][9]. - Global sales decreased by 2.8% to 3.346 million units, with a notable 12.2% drop in the Chinese market, while North American sales grew by 3.3% [5]. - Consolidated net sales fell by 0.4% to 12.6 trillion yen (approximately 612.6 billion RMB), and operating profit plummeted by 88% to 69.8 billion yen (approximately 3.39 billion RMB) [5]. Restructuring Strategy - The restructuring plan aims to reduce costs by 500 billion yen (approximately 24.39 billion RMB) by the fiscal year ending March 2027, with equal contributions from variable and fixed costs [13]. - Key measures include closing 7 factories, laying off 20,000 employees (15% of the global workforce), and reducing annual production capacity from 4 million to 2.5 million vehicles [13][16][19]. - Nissan's production capacity utilization rates are significantly low, with 57.7% in the U.S., 45.3% in China, and 56.7% in Japan, far below the industry breakeven point of around 80% [16]. Market Strategy and Partnerships - Nissan plans to redefine its product and market strategy, including the integration of production facilities and optimizing the supply chain [21][22]. - The company is exploring partnerships beyond the automotive industry, particularly with Honda, despite previous merger talks being halted [26][30]. - Nissan aims to enhance local production in the U.S. to mitigate the impact of tariffs, which are expected to negatively affect the company by 450 billion yen [23][24]. Challenges and Outlook - The company has not provided performance forecasts for the new fiscal year due to uncertainties in the tariff environment [10]. - The ongoing challenges include rising variable costs and fixed costs exceeding current revenue levels, necessitating urgent action to avoid further deterioration [13].

Core Viewpoint - Nissan Motor Co. has reported a significant financial downturn, transitioning from profit to a comprehensive loss for the fiscal year ending March 31, 2025, primarily due to foreign exchange fluctuations, increased material costs, and declining sales performance [1][4]. Financial Performance - For the fiscal year 2024, Nissan's global sales reached 3.346 million units, a nearly 3% decrease year-on-year [1]. - The company's consolidated net sales amounted to 12.6 trillion yen (approximately 612.61 billion RMB), reflecting a year-on-year decline of 0.4% [1]. - Operating profit was recorded at 69.8 billion yen (approximately 3.39 billion RMB), with the operating profit margin dropping to 0.6% [1]. - Nissan reported a net loss of 670.9 billion yen (approximately 32.62 billion RMB) for the fiscal year [1]. Market Challenges - The decline in sales in the Chinese market has been a significant factor contributing to Nissan's overall sales drop, with sales in the China region approximately 690,000 units, nearly halving from 1.13 million units three years ago [4]. - Compared to Toyota's profit decline of nearly 200 billion yen over two fiscal years, Nissan's profit fluctuation exceeding 1 trillion yen highlights the severe market pressures it faces beyond foreign exchange issues [4]. Strategic Adjustments - New CEO Ivan Espinosa has indicated that Nissan is at a critical juncture and has announced a new adjustment plan focusing on three key measures: cost reduction for breakeven, redefining product and market strategies, and strengthening partnerships [9][10]. - The cost reduction plan aims to achieve approximately 500 billion yen (around 24.39 billion RMB) in savings, with equal contributions from variable and fixed costs [10]. - Specific measures include closing factories and laying off 20,000 employees, with 65% of layoffs coming from manufacturing [10]. Market Strategy and Collaborations - Nissan plans to consolidate its production of pickup trucks from Argentina to Mexico and has restructured its operations in India with Renault [10]. - The company is considering integrating Chinese suppliers into its manufacturing ecosystem outside of China to enhance performance [11]. - Despite the challenges, Nissan continues to maintain collaborations in vehicle intelligence and electrification with Honda, while exploring new partnerships with other Japanese automakers to address the U.S. market's tariff uncertainties [11].

Group 1: Sales Performance of Japanese Automakers - In April, Toyota's new car sales in China increased by 20.8% year-on-year, reaching 142,800 units, marking three consecutive months of growth, driven by its focus on hybrid and electric vehicles [2] - In contrast, Honda's sales in China fell by 40.8% to 43,689 units, while Nissan's sales decreased by 15.7% to 46,295 units, with Honda experiencing a 15-month consecutive decline and Nissan a 13-month decline [2] - Nissan plans to cut 21,000 jobs, which is 15% of its total workforce, and will close three factories, acknowledging that management errors, particularly in electric vehicle strategy, contributed to its current challenges [2] Group 2: Global Electric Vehicle Market Trends - The global electric vehicle transition is an unstoppable trend, with traditional automakers in Europe, such as Volkswagen and Mercedes-Benz, accelerating their electrification efforts to secure a competitive position [3] - Tesla leads the U.S. market, driving technological advancements in electric vehicles and expanding its global presence, setting a benchmark for the industry [3] - In China, BYD is recognized as a leading electric vehicle manufacturer, with significant advancements in technology and product offerings [5] Group 3: Market Share and Industry Position - In 2022, China's market share of new energy vehicles reached 24.4%, the highest globally, followed by Europe at 17.3%, while India and Japan lag behind [7] - BYD's chairman emphasized that China's new energy vehicle sector is approximately 3 to 5 years ahead globally in terms of technology and product development, advocating for open innovation and international collaboration [9] - The challenges faced by Japanese automakers in the electrification transition serve as a warning for the global automotive industry, highlighting the need for timely strategic adjustments and increased investment in new energy and smart technologies [9]

销量承压、盈利骤降、"联姻"本田未果，日产汽车迎来"至暗"时刻。2024财年，日产汽车净亏损达6708 亿日元，同比由盈转亏，"动刀"调整已成必然。5月13日，日产官宣"Re:Nissan"复苏计划，内部启动系 统性"瘦身"与流程重塑，重新梳理产品开发优先级、压缩平台数量、加速产品推新节奏，力求用更快、 更精的架构追赶市场变革的速度。 同时，日产汽车还将调整全球市场战略，聚焦六大重点市场，其中在中国市场"重押"新能源车。对于日 产汽车来说，实现"复苏"不再是简单的成本账，而是一场从战略、产品、组织到思维的全域重构。 在"Re:Nissan"三年限期内，日产汽车背水一战，不容有失。 合并未果启动自救 合并搁浅，日产汽车艰难前行。财报显示，2024财年（2024年4月—2025年3月），日产汽车净亏损达 6708亿日元，2023财年盈利为4266亿日元，日产汽车业绩由盈转亏。"面对2024财年的业绩挑战、不断 上升的变动成本以及不确定的环境，日产汽车将力求摆脱单纯依靠销量的盈利方式。"埃斯皮诺萨坦 言，日产汽车的新管理层，将采取审慎的方式重新评估自身的目标，并积极寻求一切可能的机会来实施 并确保强劲的复苏。 裁员 ...

日产的颓势越发明显。 5月13日，日产汽车公布最新财报数据，截至2025年3月31日的2024财年全年，日产汽车由盈转 亏，净亏损6709亿日元，此前2023财年盈利4266亿日元。受销售竞争加剧的影响，日产汽车合并 净销售额为12.6万亿日元，同比下降0.4%，营业利润为698亿日元，营业利润率为0.6%。日产将业 绩下降的主要原因归咎于外汇、材料成本增加、销售业绩下降等。 从盈转亏的过程中，销量下降是日产不得不面对的现实。2024财年，日产汽车全球销量334.6万辆， 同比下降近3%。在中国市场，由于日产继续根据需求调整供应，并面临来自中国汽车品牌的激烈竞 争，零售销量下降约12%。根据日产中国公布的数据，2024年，日产中国区销量约为69万辆，而在 2021年，日产中国区年销量超过113万辆。3年时间，日产在中国市场销量几近"腰斩"。 2025财年，日产全球零售销量预计下降2.9%，至325万辆。这一预期下降的原因主要是预计中国市 场销量将下降，而日本、北美和欧洲的销量预计同比大致持平。日产全球产量预计为300万辆，且将 根据降低的产量展望进行了调整以管理库存。 日产还表示，在采取任何缓解措施之前，关税 ...

日产汽车今日公布的一则消息震惊了全球！ 到2027财年，将在日本国内外共裁员2万名员工，约占员工总数的15%，全球工厂数也将从17家缩减到10家 ，2024财年更是净亏损6708亿日元。 值得关注的是，这个决定由新任首席执行官伊万·埃斯皮诺萨（Ivan Espinosa）主导，也是其上任后的第一个大动作。 同日，日产汽车发布的2024财年财报显示，2024财年公司合并净销售额12.6万亿日元，同比下滑0.4%；营业利润698亿日元，同比下滑87.7%；净亏损6709亿 日元，同比下滑257.3%。 销量方面，受到销售竞争加剧的影响，2024财年日产汽车全球销量保持在334.6万辆。 | Yen in billions | FY 2023 | FY 2024 | Variance vs | | --- | --- | --- | --- | | | | | FY23 | | Revenue | 12,685.7 | 12,633.2 | -52.5 | | Operating profit | 568.7 | 69.8 | -498.9 | | Operating margin % | 4.5% | 0.6% ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 5月13日消息，据报道， 日产汽车公司为改善经营状况，决定在日本国内外削减约15%的员工，规模达 2万人！ 日产汽车预计将在13日的财报发布会上公布相关计划。去年11月，日产曾宣布全球削减20%产能并裁员 9000人的计划。 现在的日产距离倒闭真的不远了，或许你觉得这么说有些危言耸听了，但事实确实如此。 现年71岁的前日产CEO卡洛斯戈恩在接受法国媒体采访时表示，自己早就看到了日产的困境："我预见 到了日产的衰退和联盟的解体。"至于日产出了什么问题，戈恩直言不讳地指出，责任在于公司领导 层："决策太慢了。问题的根源在于日产的管理层。" 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 他称"公司已经奄奄一息"，并表示日产"不得不向日本的主要竞争对手乞求帮助。" 日产全球裁员2万人，迎92年最大亏损。日本广播协会报道，日产已决定追加裁员1.1万人，这是日本本 土首次明确日产的裁员计划。 加上去年11月计划的9000人，裁员规模将扩大到2万人，约占其现有13. ...

由盈转亏，日产多举措降本自救。 日产的颓势越发明显。 5月13日，日产汽车公布最新财报数据，截至2025年3月31日的2024财年全年，日产汽车由盈转亏，净亏 损6709亿日元，此前2023财年盈利4266亿日元。受销售竞争加剧的影响，日产汽车合并净销售额为12.6 万亿日元，同比下降0.4%，营业利润为698亿日元，营业利润率为0.6%。日产将业绩下降的主要原因归 咎于外汇、材料成本增加、销售业绩下降等。 从盈转亏的过程中，销量下降是日产不得不面对的现实。2024财年，日产汽车全球销量334.6万辆，同 比下降近3%。在中国市场，由于日产继续根据需求调整供应，并面临来自中国汽车品牌的激烈竞争， 零售销量下降约12%。根据日产中国公布的数据，2024年，日产中国区销量约为69万辆，而在2021年， 日产中国区年销量超过113万辆。3年时间，日产在中国市场销量几近"腰斩"。 5月12日，前日产 CEO 卡洛斯・戈恩表示，自己早已预见日产衰退的困境。他认为，日产已经奄奄一 息，且问题根源在于公司领导层决策太慢，并表示日产不得不向日本的主要竞争对手寻求帮助。 2025财年，日产全球零售销量预计下降2.9%，至325 ...

Core Viewpoint - Nissan Motor Company reported a significant net loss of 670.8 billion yen for the fiscal year 2024, indicating severe financial challenges ahead [1] Group 1: Financial Performance - Nissan's net loss for the fiscal year 2024 is 670.8 billion yen [1] - The company's stock price has decreased by 25.67% since the beginning of the year, closing at 356.8 yen per share on May 13 [5] Group 2: Workforce and Operational Changes - Nissan plans to lay off a total of 20,000 employees globally by the fiscal year 2027, which accounts for approximately 15% of its total workforce [1] - The company will reduce its global number of factories from 17 to 10 by the end of the fiscal year 2027 [1] Group 3: Management and Strategic Adjustments - Nissan's management underwent a significant change, with the current president Makoto Uchida being replaced by Chief Planning Officer Ivan Espinosa effective April 1 [2] - The failed merger talks between Honda and Nissan, which ended on February 13, highlight the challenges faced by traditional automakers in the evolving automotive landscape [3][4]

Core Viewpoint - The automotive industry, particularly Japanese automakers Honda and Nissan, is facing significant financial challenges due to the impact of U.S. tariffs on imported vehicles and parts, leading to disappointing earnings reports and grim future forecasts for profitability and revenue. Group 1: Honda's Financial Performance - Honda's Q4 operating profit plummeted over 70% year-on-year, with a full-year operating profit decline of 12.2% and a net profit drop of 24.5% [1][3][8] - For the fiscal year ending March 2026, Honda expects a nearly 59% decrease in operating profit, a 70.1% drop in net profit, and a 6.4% decline in revenue [9][10][11] - Honda's Q4 revenue was 5.36 trillion yen (approximately $47.26 billion), aligning with expectations, but the operating profit of 735 billion yen fell significantly short of the anticipated 2.755 trillion yen [4][5] Group 2: Nissan's Financial Challenges - Nissan announced it would not provide an operating profit forecast for the fiscal year ending March 2026, citing tariff impacts and plans to close several production plants, resulting in a workforce reduction of 20,000 employees by fiscal 2027 [1][15] - The company reported a full-year operating profit of 133.71 billion yen, below the expected 138.5 billion yen, with significant losses in North America and Europe [13][14] - Nissan's Q4 net loss was 676.05 billion yen (approximately $4.6 billion), far exceeding the forecasted loss of 128.85 billion yen [14] Group 3: Broader Industry Impact - The global automotive industry is experiencing widespread effects from tariffs, with European automakers like Mercedes-Benz and Stellantis also retracting their performance guidance due to supply chain disruptions and increased vehicle prices [1] - U.S. automakers General Motors and Ford are also facing substantial financial losses due to tariffs, with GM estimating a $5 billion exposure and Ford projecting an annual loss of $1.5 billion [2] - The uncertainty surrounding tariffs has made it difficult for companies to provide reliable forecasts for their business developments [1]