Core Viewpoint - The article discusses the significant shift in the Chinese automotive market, where domestic electric vehicle (EV) manufacturers are rapidly gaining market share at the expense of joint venture brands, which are struggling to adapt to the changing landscape [1][4]. Market Share Dynamics - BYD's chairman Wang Chuanfu predicted that the market share of joint venture brands in China would drop from 40% to 10% over the next 3-5 years due to the accelerated launch of new energy products by domestic manufacturers [1]. - As of Q1 2025, domestic automakers captured 62.9% of the passenger car market in China, while joint ventures and wholly foreign-owned brands fell to 27.1%, a significant decrease from 52.7% at the end of 2022 [4]. Competitive Strategies - Joint venture brands are increasingly engaging in price wars, with more models being discounted and fixed pricing strategies being adopted [4]. - The article highlights the challenges faced by joint venture brands in creating competitive products, as they have historically relied on accumulated technology and components [6][5]. Product Innovations - GAC Toyota's "Platinum 3X," an electric SUV equipped with advanced laser radar technology, has received over 20,000 orders shortly after its launch, indicating strong market demand [9][10]. - The introduction of the "Platinum 7," a new D-class sedan featuring similar technology, further demonstrates the shift in product offerings among joint venture brands [11]. Collaboration with Local Suppliers - Joint venture companies are increasingly open to utilizing local technology, leveraging the experience of domestic manufacturers in the EV sector while maintaining their strengths in brand value and design [18]. - The article notes that several joint ventures are now directly communicating with local suppliers, reflecting a shift in business architecture and a move towards more localized decision-making [29]. Strategic Upgrades - Nissan's strategy has evolved to focus on "in China, for China, and towards the world," with plans to invest 10 billion yuan in R&D and expand its technical center [27]. - Porsche has also announced a strategic upgrade of its R&D center in China to enhance its capabilities in electric and intelligent components [28]. Industry Trends - The article emphasizes that the competition in the EV market will intensify as joint venture brands adapt to the changing landscape, leading to increased collaboration between domestic and foreign companies [30][32]. - The establishment of new joint venture sub-brands, such as the AUDI brand under SAIC, signifies a higher level of collaboration and integration of local expertise in product development [34].

Core Insights - Chinese consumers are defining the future of the global automotive industry, with Nissan adjusting its strategy to launch 10 new energy vehicles by the end of 2026, up from the original plan of 8 [1][9] - Nissan's shift from technology input to standard output reflects its strategic evolution in the Chinese market, emphasizing local innovation and development [1][9] Group 1: Product Development and Innovation - Nissan's new electric sedan N7 and the first plug-in hybrid pickup Frontier Pro PHEV showcase the company's commitment to a "China, for China, and to the world" strategy, featuring advanced technologies and safety measures [3][6] - The N7 has been recognized by consumers as a new benchmark for mainstream family electric sedans, highlighting its innovative features and emotional value [3][6] - Nissan aims to shorten its R&D cycle to within 24 months while maintaining high safety standards, demonstrating a focus on product quality throughout its lifecycle [6][14] Group 2: Market Strategy and Investment - Nissan plans to invest 10 billion RMB in new energy R&D in its joint venture with Dongfeng by the end of 2026, expanding its technical workforce to 4,000 [12][9] - The N7 received over 10,138 orders shortly after its launch, indicating strong market demand and consumer interest [12][9] - The Frontier Pro PHEV is designed to meet Chinese consumers' dual demands for performance and practicality, featuring impressive specifications such as over 410 horsepower and a maximum towing capacity of 3.5 tons [6][12] Group 3: Localization and Supply Chain - Nissan has transitioned to a model of "China R&D, China production, global sales," marking a significant shift in its operational strategy [9][12] - The company has established a localized R&D system that allows for rapid development and integration of consumer feedback into product design [14][15] - Nissan's collaboration with Dongfeng Group has strengthened its supply chain and adaptability to diverse market needs, enhancing its strategic resilience [15][17] Group 4: Long-term Vision - Nissan's approach to electric and intelligent transformation is characterized by a long-term commitment to sustainable development rather than short-term trends [20][17] - The company emphasizes the importance of listening to user feedback and maintaining strong partnerships to enhance its market position [17][20]

虽然没有公开具体功能，但在已安装该系统的中国车上，开关车窗、调节车内温度和座椅位置均 可通过车内显示屏，如同智能手机一样进行操作。如果实现车辆的智能手机化，车内的舒适度将 大幅提高。 丰田在其投放的中国专用EV上首次搭载了华为的鸿蒙系统，本田也将在中国专用EV系列上搭载 DeepSeek的服务。日本车企认为仅凭一己之力难以在智能化竞争激烈中国市场取胜，因此将吸 收中国的最尖端技术…… 丰田等日本汽车厂商将与中国的IT企业合作，投放中国市场专用的纯电动汽车(EV)。丰田在其操 作系统(OS)上采用了华为的系统。在中国，汽车智能化竞争激烈，仅凭一己之力难以取胜。日本 企业将吸收中国的最尖端技术，谋求生存。 "为了在中国提供存在需求的汽车，借助中国人的大脑和技术推进汽车开发不可或缺"，在上海市 举行的上海国际车展上，丰田的当地法人总经理李晖这样强调。 丰田在全球首次披露的纯电动轿车"bZ7"正是中国专用车。为了实现在驾驶席等处显示各种信息 的"智能座舱"，首次搭载了华为的鸿蒙"HarmonyOS"。 丰田在驾驶辅助方面也在与中国企业合作。将采用与自动驾驶新兴企业北京初速度科技 （Momenta）联合开发的先进驾驶辅 ...

Group 1 - Japanese automakers Toyota, Honda, and Nissan are collaborating with Chinese companies to develop smarter electric vehicles due to the rapid evolution of technology standards in China's electric vehicle market [1][2] - Toyota has designed its first electric sedan, the Platinum 7, specifically for the Chinese market, which features Huawei's HarmonyOS for its smart cockpit system [1] - Nissan and Honda are partnering with Chinese smart driving company Momenta to equip their new electric models, N7 and Ye, with advanced driver assistance systems tailored for the Chinese market [1] Group 2 - The three Japanese automakers began collaborating with Chinese companies in the 2000s, achieving record sales of 4.88 million units in China by 2020, but they are now lagging in the electric vehicle sector [2] - The total sales of these Japanese automakers in China have declined by approximately 30% from their peak as the demand for new energy vehicles grows [2] - The expertise gained in China is expected to help Japanese automakers compete better in other markets, as stated by Toyota's China General Manager [2]

撰 文 / 牛一龙 设 计 / shelly 在全球汽车产业的大棋盘上，皮卡一直占据着独特的位置，其每年约600万辆市场，约占全球汽车 年销量的十二分之一。它既有轿车的舒适，又具备强大的载货能力和越野性能，在欧美、东南亚市 场广受欢迎，是很多家庭和企业的得力伙伴。 在中国市场，皮卡的发展却历经波折，长期被定义为轻型商用车，受到诸多政策限制，发展速度较 为缓慢，其年销量约50万辆（含近半出口量），又约占全球皮卡市场的十二分之一。 但在今年的上海车展上，皮卡却成为了焦点，迎来了属于自己的高光时刻，展现出前所未有的活力 与自信。 2025上海车展上，有一个现象格外引人注目，众多洋面孔被中国车及其创新技术深深吸引。其中， 皮卡作为汽车领域的舶来品，在这届车展上的表现更是让人眼前一亮。 来自瑞士汽车行业的安娜，便是被中国皮卡吸引的洋面孔之一。她专程来到上海车展，深入了解中 国汽车产业的最新发展。在展会上，她注意到中国车企的车型大多为电动车，中国市场的电动化趋 势十分明显。 此前在墨尔本车展上邂逅的江淮汽车旗下首款插电式混动皮卡——悍途PHEV，更是让她印象深 刻。 得知这款车将在上海车展首次登陆中国市场，她毫不犹豫地前 ...

作为日产中国管理委员会主席、东风汽车有限公司总裁，马智欣明确表示，日产在中国的战略核心可概 括为 "在中国、为中国、向全球"。他强调，日产将依托中国在新能源和智能化领域的领先优势，加速 产品迭代："到2027年夏季，我们投放的新能源车型将从8款增至10款，其中9款为日产品牌车型。今天 展出的N7和Frontier Pro PHEV，未来都将出口全球，实现本土研发生产与全球市场共享。" 针对新能源研发投入，马智欣透露，未来3年东风日产计划投入100亿元，扩建技术中心至容纳4000名员 工，并将研发周期压缩至24个月："我们充分授权本地团队主导车型开发，在坚守日产安全质量标准的 前提下，实现'中国速度'的突破。" 这一策略打破了传统合资企业依赖总部决策的模式，凸显对中国市 场敏捷响应的决心。 凤凰网科技《浪潮对话》出品 在2025年上海车展期间，日产汽车多位高管围绕中国市场战略、新能源产品布局、本地化创新等核心议 题接受了凤凰网科技等媒体的专访，一场持续45分钟的访谈，揭开了这家日系车企在中国市场的战略转 型密码。 面对中国新能源渗透率突破42%的市场格局，日产汽车宣布到2027年夏季，将其新能源产品投放计划从 ...

Group 1 - Nissan introduced the world's first plug-in hybrid pickup, Frontier Pro PHEV, and the all-electric sedan N7 at the 2025 Shanghai Auto Show, marking the beginning of a new product revival phase [1] - By summer 2027, Nissan plans to launch 10 new energy vehicles, increasing the Nissan brand offerings from 5 to 9 models, with more to follow [6] - Nissan aims to leverage its strong financial backing in China, planning to invest 10 billion yuan in new energy research and development over the next three years [6] Group 2 - The company emphasizes the importance of the Chinese market, stating that it is an essential part of Nissan's global strategy, particularly in electric and intelligent vehicle sectors [8] - Nissan is committed to shortening its product development cycle to within 24 months to keep pace with the fast-changing market [8] - The local R&D teams in China are given significant authority in vehicle development, ensuring that products meet local consumer expectations [8][9] Group 3 - Nissan maintains a commitment to safety and quality standards while accelerating its R&D processes, ensuring that product quality is not compromised [9] - The company aims to achieve significant breakthroughs in exports from China within the year, reflecting its strategy of "in China, for China, and towards the world" [7]

专题：聚焦2025上海车展 他表示，日产在中国拥有充足的资金支持各项运营，包括产品研发，特别是新能源产品研发、销售网络 和客户服务。未来3年，日产汽车在华合资企业东风日产计划投入100亿元用于新能源研发，并扩建技术 中心以容纳4000名员工。 "在中国，必须要保持中国节奏，我们把产品研发的周期缩短至24个月内，确保产品持续超越客户的期 待。我们在'中国速度'上采取了很多创新的方法，我们高度认可本地研发团队的能力，充分授权本地研 发团队主导车型开发，我们不会牺牲安全，'中国速度'是建立在日产质量安全标准之下实现的突破。" 新浪科技讯 4月25日晚间消息，2025上海车展期间，日产汽车举行媒体沟通会，日产中国管理委员会主 席、东风汽车有限公司总裁马智欣，日产汽车公司执行高管、东风汽车有限公司副总裁、东风日产乘用 车公司总经理关口勋，日产汽车公司执行高管阿方索·阿尔拜萨，日产（中国）投资有限公司总经理泉 信吉，郑州日产汽车有限公司执行副总经理毛力民与媒体对话，解读日产汽车在中国市场的发展战略。 2024年12月，日产汽车宣布了新的管理层团队成员任命，原首席财务官马智欣出任日产中国管理委员会 主席，主要负责制定符合中 ...

下一轮汽车业竞争周期，如何决胜群雄？日产汽车正在以更加本地化的战略承诺——"在中国、为中国、向全球"，加速电驱化、智能化转型。4月23日，日 产汽车携全新电驱产品亮相2025（第二十一届）上海国际汽车工业展览会。 编辑｜赵真 Frontier Pro PHEV作为日产首款在中国设计、研发和生产的全球皮卡车型，由郑州日产中日研发团队共同打造，是郑州日产"全球多元越野平台"推出的首款 全球化车型。它融合了全球最大新能源汽车市场的最新插电式混合动力技术"全场景电混科技"，更集成了日产全球和郑州日产数十年的皮卡经验。 加速智电转型 日产汽车早在两年前就与中国合作伙伴东风集团升级了"在中国、为中国、向全球"的中国战略。产品战略层面，日产汽车加快研发速度、投放更多新能源车 型；出海战略层面，将于一年内实现出口的重大突破；品牌提升层面，坚持创新驱动，全方位诠释"尽兴由NI"的品牌主张。 由此来看，敢为人先的技术日产，已然回归。 以升级战略为纲领，为持续满足中国消费者越来越多样化的出行需求，日产汽车也在不断导入更加均衡的产品组合，致力于向消费者提供涵盖轿车、SUV、 皮卡在内的多种车型、以及包括燃油、纯电、插混、增程在内的多 ...

Core Viewpoint - Nissan is facing significant financial challenges, with projected losses for the fiscal year 2024 reaching up to 750 billion yen, marking the highest loss in its history due to declining sales, particularly in North America, and the impact of U.S. tariff policies [1][2]. Financial Performance - For the fiscal year 2024, Nissan anticipates a consolidated loss of 700 to 750 billion yen, a stark contrast to the previous year's profit of 426.6 billion yen [1]. - The company's operating profit is expected to be 85 billion yen, a decrease of 85% year-on-year, and lower than previous forecasts by 35 billion yen [2]. - Global sales for fiscal year 2024 are projected to be 3.35 million units, a 3% decline compared to the previous year, falling short of the initial target by 50,000 units [1]. Structural Reforms - Nissan is undergoing fundamental structural reforms, including a plan to reduce production capacity by 20% (1 million units) and lay off 9,000 employees [2]. - The company plans to cut 2,500 jobs in global management and 6,500 in factories, along with the closure of three global plants [2][3]. Leadership Changes - The new CEO, Ivan Espinosa, who took office in April, emphasized the need for asset reassessment and the impact of restructuring costs on the company's financials [2][3]. - The previous president, Makoto Uchida, resigned in March due to poor performance and failed merger talks with Honda [3].