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].

Core Viewpoint - Nissan plans to launch vehicles equipped with artificial intelligence-assisted driving features by the fiscal year 2027 [1] Group 1 - The introduction of AI-assisted driving technology is part of Nissan's strategy to enhance vehicle safety and driving experience [1] - This initiative aligns with the growing trend in the automotive industry towards automation and smart technologies [1]

Core Viewpoint - British autonomous driving startup Wayve announced that Nissan will launch its next-generation ProPILOT autonomous driving technology in the fiscal year 2027, featuring Nissan's ground reality perception technology, next-generation lidar, and Wayve AI Driver software [1] Group 1 - Wayve is collaborating with Nissan to integrate advanced technologies into autonomous driving solutions [1] - The next-generation ProPILOT technology will utilize Nissan's ground reality perception technology and next-generation lidar [1] - The launch is scheduled for the fiscal year 2027, indicating a long-term development strategy in the autonomous driving sector [1]

Core Insights - Nissan will integrate Wayve's self-driving software into its advanced driver assistance system (ADAS) starting in 2027, marking a significant partnership for Wayve, which has raised over $1.3 billion from major investors [1][2] Group 1: Nissan's Plans - Nissan's ADAS, known as ProPilot, will incorporate Wayve's software and additional sensors, including lidar from an undisclosed supplier, aiming to set a new standard for autonomous driving with advanced collision avoidance capabilities [2] - The system being developed will be a Level 2 system, which automates multiple driving tasks but requires driver supervision at all times [2] Group 2: Wayve's Technology - Wayve's self-learning automated driving system is designed to be data-driven rather than rules-based, similar to Tesla's approach, and aims to sell its "Embodied AI" to automakers and tech companies [3][4] - The system is appealing to automakers as it does not rely on specific sensors or HD maps, allowing it to work with existing sensors like cameras and radar [4] - Wayve's software can run on various GPUs, making it cost-effective for use in advanced driver-assistance systems, robotaxis, and robotics [5] Group 3: Collaboration Benefits - Wayve's Embodied AI foundation model is trained on extensive real-world driving data, enabling the software to adapt to different environments and vehicle platforms [6] - Nissan believes that leveraging its technology alongside Wayve's AI will allow future vehicles to closely mimic the judgment and actions of a skilled human driver in complex scenarios [6]

Core Insights - Nissan Motor Co., Ltd. is making a significant return to the electric vehicle (EV) market, 15 years after launching the first mass-produced EV in the U.S. [1] - The company is developing a new flexible EV platform that can support multiple vehicle types, including crossovers and sedans, with production based in the U.S. [2] EV Platform Development - The new platform can accommodate up to five EVs in compact and nearby segments, allowing for potential collaborations with other automakers to reduce production costs [2] - Upcoming models will feature more efficient electric motors and cost-effective lithium-ion batteries, but will not support solid-state battery technology planned for launch by 2028 [3] Market Strategy Shift - Initially, Nissan planned a sedan-first EV platform but pivoted to focus on crossovers due to weak demand for high-priced sedans [4] - The redesigned platform prioritizes popular crossover body styles, with at least one new electric crossover expected by mid-2028 [4] Vehicle Specifications - The new models will have longer wheelbases than the Rogue and match the Pathfinder in interior space, featuring a rugged design inspired by classic models [5] - Nissan is also developing a unibody, light-duty electric pickup truck aimed at weekend adventurers, potentially available by 2030 [6] Production Plans - The electric pickup is still under consideration, with Nissan evaluating its competitive pricing [7] - The company plans to end midsize sedan production at its Canton plant by 2025, although output may extend through 2027 [9]

恐慌情绪迅速蔓延。 今日早盘，日本股市全线暴跌，日经225指数盘中一度暴跌超8%，刷新2023年10月以来新低；日本东证 指数跌幅一度扩大至9%。日本大阪交易所启动"熔断机制"，暂停日经225指数期货交易，以应对市场的大 幅下跌。 崩盘、熔断 4月7日早盘，日本股市崩盘，日经225指数盘中一度暴跌超8%，刷新2023年10月以来新低；日本东证指 数跌幅一度扩大至9%。东证银行指数暴跌14.7%。软银集团股价盘中最大跌幅接近14%。 据日本共同社报道，日本大阪交易所启动"熔断机制"，暂时暂停日经225指数期货交易，以应对市场的大 幅下跌。该交易所还启动了"动态熔断机制"，暂时限制10年期日本国债期货主力合约6月期货的交易，以 遏制价格的快速波动。 消息面上，作为全球对等关税计划的一部分，美国总统特朗普对日本祭出24%关税，导致日本股市应声暴 跌。分析师预测，日元兑美元汇率走强则进一步拖累日本出口类股票表现，提高关税可能会使日本经济增 长率下降0.8%。 与此同时，高盛宣布，下调日本东证指数的目标点位，原因是贸易政策的不确定性高于此前的预期，且对 经济前景的担忧加剧。 具体来看，高盛将日本东证指数3个月目标点位下 ...

Core Viewpoint - The imposition of 25% tariffs on imported cars and parts by the U.S. government is expected to disrupt the supply chain, increase vehicle costs, and challenge affordability, potentially leading to decreased demand in the automotive market [1][6][7]. Group 1: Market Performance - In Q1 2025, U.S. vehicle deliveries were strong, driven by consumers purchasing vehicles ahead of anticipated price increases due to tariffs, with March's seasonally adjusted annual rate estimated at 15.9 million units, a 0.2 million increase from the previous year [2]. - General Motors (GM) sold 693,363 units in Q1 2025, marking a 17% year-over-year increase, with significant gains across its brands and a 94% rise in electric vehicle sales to 31,887 units, making GM the second-largest EV seller in the U.S. [3]. - Toyota, Honda, and Nissan reported modest sales increases of 1%, 5.3%, and 5.7%, respectively, with Toyota's electrified vehicles accounting for 50.6% of total sales [4]. Group 2: Competitive Landscape - Ford's sales declined by 1.3% in Q1 2025 to 501,291 units, attributed to rental fleet sales timing and model discontinuations, although retail sales grew by 5% [5]. - All major automakers, including GM, Toyota, Honda, and Nissan, hold a Zacks Rank of 3 (Hold), while Ford has a Zacks Rank of 5 (Strong Sell) [5]. Group 3: Future Outlook - The automotive industry faces uncertainty due to tariffs, with new vehicle prices nearing $48,000, and potential price hikes could further strain consumer affordability [6][7]. - S&P Global Mobility forecasts U.S. vehicle sales may decline to 14.5–15 million units in 2025 if tariffs persist, down from 16 million in 2024, due to economic uncertainty and inflation concerns [8].

412 成就新汽车人 回族 *** D ■ 8+ 82.2 一篇 | (1.7) E E I I 视 野 跨 界 实 战 團 际 / 撰文 / 孟 为 设计 / 师 超 2025年4月1日清晨，伊万·埃斯皮诺萨（（Ivan Espinosa））仍如往常一样，开着自己金属灰色的左舵日产Fairlady Z跑车来到公司，但他的身份已经从过 去的公司首席企划官，转变成了日本第三大车企——日产（Nissan）的首席执行官。 摆在他面前的，是一个已经千疮百孔的公司。 推 为公司筹措活下去的资金、寻找新的商业合作伙伴、提振公司员工的士气、重塑内部机制与流程、加速更新老旧过时的产品线、扭转北美和中国两大核 心市场的颓势、实现公司扭亏为盈、以及应对美国向进口汽车征收25%高额关税的新挑战。 埃斯皮诺萨戏言，大多数首席执行官在职业生涯中通常只应对一两个重大危机，但他却要 "同时应对四五个危机"。 现在，他必须从一个过去人们眼中对技术痴迷的汽车工程师，通过读书（埃斯皮诺萨在接受采访时表示自己正在读《新CEO》一书）和处理一个个棘手 的实际工作，来加速完成自己的角色转型。 尽管作为天性乐观的墨西哥人，埃斯皮诺萨正在积极应对这些挑战 ...