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]

作 者丨胡慧茵 编 辑丨包芳鸣 4月9日，引发全球关注的美国"对等关税"政策正式生效。 在美国进口汽车关税措施落地之前，美国市场呈现出奇特景象：一边是日韩车企急忙把汽车 和大量核心零部件运往美国，另一边是美国消费者掀起了购置外国品牌汽车的热潮。 这些场景都能够在数据中得到验证。据日本财务省数据，今年2月，日本汽车对美出口同比增 长1 0 . 5％，增加的部分主要是汽车和电气设备。韩国产业通商资源部的数据也显示，今年2月 韩国向美国的汽车出口量同比增长1 4 . 8％。 另外，日本六大车企公布的数据显示，今年一季度六大车企在美国的新车销量近1 5 0万辆，同 比增长4 . 5%，销量创新高。 不过，多位业内人士均表示这只是"昙花一现"。奥纬咨询董事合伙人张君毅向2 1世纪经济报 道记者表示，日本车企一季度销量增加主要是美国消费者赶在美国进口汽车关税政策落地前 抢购，如今该政策已落地，后续的销量肯定会受到影响。 黄河科技学院客座教授张翔向2 1世纪经济报道记者表示，日韩汽车在美国畅销，除了质量优 良的因素外，很重要的一点是售价更实惠，但后续涨价后，日韩汽车很有可能就会失去这个 优势。 在此之前，全球汽车贸易就已迎 ...

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]

Core Viewpoint - The article highlights a significant downturn in the Japanese stock market, driven by rising trade tensions and uncertainty regarding U.S. tariffs, particularly on Japanese automobiles, which are crucial to the economy [2][4][10]. Market Reaction - The Japanese stock market experienced a sharp decline, with the Nikkei 225 index falling over 8% and the Topix index dropping by as much as 9%, marking new lows for October 2023 [2][4]. - The Osaka Exchange implemented a "circuit breaker" to halt trading in Nikkei 225 futures due to the drastic market drop [4]. - Goldman Sachs revised its target for the Topix index down to 2500 points for three months and 2775 points for twelve months, citing increased uncertainty in trade policies and economic outlook [4][5]. Economic Impact - Japan's Prime Minister, Kishida Fumio, expressed the need for the government to take all available measures to mitigate the economic impact of U.S. tariffs, including financial support for domestic companies [7]. - The automotive sector, a key component of Japan's exports, is projected to face severe challenges due to U.S. tariffs, with estimates suggesting a potential profit reduction of 27% for Toyota, 28% for Honda, and even 300% for Nissan [11][10]. Investor Sentiment - Investor sentiment on Wall Street has turned negative, with the VIX index reaching its highest closing price since the COVID-19 pandemic, indicating heightened fear in the market [13]. - Analysts have expressed concerns that unless there is a resolution regarding tariffs, the U.S. economy may be heading towards recession [15][16]. - The uncertainty surrounding tariff rates is complicating corporate planning and investment decisions, leading to increased anxiety among investors [16].

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 ...

编译 / 钱亚光 设计 / shelly 来源 / www.asahi.com, oilprice.com, apnews.com 2025年3月26日，美国总统唐纳德·特朗普（Donald Trump）宣布，自 4 月 2日起，对所有汽车进口征收 25%的关税，此举对全球经济产生了深远影 响，而且是对自由贸易原则的重大打击。尤其是日本，势必会面临严重的后果。 日本汽车业将面临什么 由于美国总统唐纳德·特朗普宣布从 4 月 2 日起对进口汽车和轻型卡车征收 25%的关税，日本汽车制造商的股票大幅下跌。 日本民间信用调查公司帝国数据银行（Teikoku Databank）指出，这将导致从墨西哥或日本出口到美国的日本汽车公司成本大幅增加，如果更高的价 格转嫁给消费者，可能会导致销售额下降。它还会影响供应零件的小型公司，以及钢铁、半导体和机床等其他行业的公司。 彭博社(Bloomberg) 指出，世界上许多最知名的汽车制造商很快都将因特朗普对汽车进口及关键零部件征收的新关税而面临更高的成本。这是因为在 美国销售的新车中约有 46%是进口车。 "赢家寥寥无几。"AutoForecast Solutions 公司负责全 ...

这些车型的消逝，不仅宣告了内燃机性能车与家用轿车的黄金时代终结，更折射出市场对智能化、新能源的狂热追逐——当"冰箱彩电大沙发"成为新 宠，燃油车时代的王者，难抵时代洪流的冲刷。 奔驰A级车将停产 奔驰已经确认A级车将停产，并且未来不会推出新一代车型。 撰文 / 路 行 设计 / shelly 全球汽车业接连传出标志性车型停产消息——诞生于1964年的迈锐宝，曾以千万销量铸就传奇，却因内饰老旧、品牌式微及生产线转型电动化而无奈 退场； "东瀛战神"GT-R R35终结18年征程，母公司处于风雨飘摇之中； 曾创下月销4万辆神话的福克斯，在自主品牌崛起与电动化战略的双重夹击下 走向沉寂。 除此之外，奔驰A级车、凯迪拉克XT4亦宣布退出历史舞台。这也是全球汽车产业剧变的缩影，燃油车时代的明星，在电动化与消费需求变革的浪潮 中渐行渐远。 这些车型的谢幕，表面看是销量持续低迷的直接结果，更深层的原因直指传统轿车市场的萎缩与电动化趋势的双重挤压：一方面，SUV热潮与消费偏 好转向大空间、高实用性车型，挤压了紧凑型轿车生存空间；另一方面，全球电动化进程加速，车企研发资源向电动平台倾斜，燃油车尤其是利润微 薄的入门级车型，逐渐 ...

Group 1: Battery Supply Agreement - Nissan Motor has signed a $661 million battery supply deal with SK On, securing access to approximately 100 GWh of U.S.-made EV batteries from 2028 to 2033, sufficient for around 1 million midsize electric models [1] - This agreement marks SK On's first collaboration with a Japanese automaker, enhancing its role in the EV supply chain with a projected U.S. production capacity exceeding 180 GWh annually [2] - The high-performance, high-nickel batteries from SK On are expected to improve the range and efficiency of Nissan's upcoming electric vehicles, which include 30 new models over the next three years [3] Group 2: Financial Performance and Challenges - Nissan's operating profit for the first nine months ending December 31, 2024, fell 87% to 64 billion yen, with a reduced operating margin of 0.7%, down 4.5 percentage points year-over-year [5] - The company has faced declining sales in key markets like the U.S. and China, struggling against competition from larger rivals and emerging EV makers, leading to aggressive discounts that erode profit margins [6] - Nissan is burdened with significant debt, resulting in downgrades to junk status by major credit rating agencies, which limits its investment flexibility [7] Group 3: Leadership and Strategic Initiatives - CEO Makoto Uchida is under pressure due to the company's performance, with calls for his resignation and failed merger negotiations with Honda [8] - Nissan has initiated a cost-cutting plan under "The Arc" strategy, aiming to reduce costs by approximately 400 billion yen ($2.6 billion) by fiscal 2026 through factory closures and labor cost reductions [9] - The company aims to lower its break-even sales point from 3.1 million units to 2.5 million units while targeting a stable 4% operating margin [10] Group 4: Market Outlook - Despite the positive step of securing a battery supply deal, Nissan's current financial struggles and competitive disadvantages in the EV market pose significant challenges [18] - The company's restructuring efforts may improve profitability over time, but it remains vulnerable with high debt and weak margins, leading to a recommendation to hold NSANY stock for now [19]

Group 1 - SK On has signed a battery supply contract with Nissan, marking Nissan as SK On's first Japanese automotive client [1] - The contract spans six years, from 2028 to 2033, with a total supply of 99.4 GWh of batteries, sufficient for approximately 1 million mid-sized electric vehicles [1] - The batteries supplied will be high-performance, high-nickel pouch batteries, produced in North America for four next-generation Nissan electric vehicle models [1]