Core Insights - The Suzhou Industrial Park has signed a memorandum of cooperation with Nexteer Automotive (China) to invest 1 billion RMB in establishing an Asia-Pacific headquarters, R&D center, and smart manufacturing base, focusing on electric vehicle steering systems and autonomous driving technology, expected to generate an annual output value exceeding 10 billion RMB post-2026 [1] - Bosch, the world's largest automotive technology supplier, has also signed a memorandum with the Suzhou Industrial Park to invest 10 billion RMB over the next five years in smart driving assistance and smart cockpit fields, aiming to foster key technological innovations and industrialization [1] - The automotive industry is a core component of high-end equipment manufacturing and plays a crucial role in promoting high-quality development in manufacturing, with significant foreign investment indicating the strong appeal of the Suzhou Industrial Park in the electric and intelligent connected vehicle sectors [1] Industry Developments - The Suzhou Industrial Park is accelerating the transformation and upgrading of the automotive industry towards electrification, intelligence, and connectivity, establishing a comprehensive industrial chain covering new energy vehicles, core components, and intelligent vehicle networking [2] - The park has attracted major foreign companies such as Bosch, Aptiv, BorgWarner, and TE Connectivity, while also nurturing innovative domestic enterprises like Zhixing Technology, Haige Electric Control, and Zhilv Technology, focusing on various fields including chassis electronic systems and electric vehicle controllers [2] - The park has developed a "vehicle-road-cloud integration" system, deploying 1,300 road testing facilities covering 114 kilometers, and creating a regional intelligent connected vehicle cloud control platform for data sharing and regulatory functions [2] Local Innovations - Domestic automotive brands are also establishing a presence in the Suzhou Industrial Park, with Great Wall Motors launching an intelligent platform R&D center focused on smart driving and intelligent cockpit technologies [3] - Local innovative companies are expanding internationally, with Zhixing Technology establishing a joint venture in Malaysia and Jiushi Intelligent partnering with Emirates Post to provide L4-level autonomous delivery services [3] - The park aims to leverage the automotive industry's advantages in supply scenarios and production services, enhancing collaboration with industries like integrated circuits and robotics to drive high-end development across the entire industry [3]

Core Insights - The electric vehicle (EV) market is experiencing significant growth, with over 400 electric model trims available, catering to diverse lifestyles [2] - National Drive Electric Month events are designed to promote EV adoption through test drives and educational experiences [1][3] - Federal tax credits for new, used, and commercial EVs are available until September 30, incentivizing potential buyers to act quickly [2][3] Industry Events - National Drive Electric Month features events across the United States, including locations in Hawaii and Alaska, with participation from various sponsors [4] - Notable sponsors include Nissan, which is launching the 2026 Nissan LEAF®, and other organizations supporting EV adoption [4] - Events include educational talks, test drives, and opportunities to interact with current EV owners, enhancing community engagement [6] Organizational Background - Plug In America is a leading nonprofit organization focused on promoting the use of plug-in electric vehicles through education and advocacy [5] - The organization has been active since 2008 and runs various programs, including National Drive Electric Month, to inform consumers and dealerships about EVs [5]

Group 1 - Nissan's CEO Ivan Espinosa emphasizes the need to accelerate the new car launch process to adapt to market trends, aiming to reduce the development time of new models from over 50 months to 37 months [2] - Nissan has a debt of over $5 billion maturing next year, with plans to raise funds, having already secured 850 billion yen, but denies obtaining a £1 billion loan guaranteed by the UK Export Finance Agency [2] Group 2 - Amazon's Zoox has launched a robotaxi service in Las Vegas, intensifying competition in the autonomous taxi sector against Tesla, Waymo, Uber, and others [2] Group 3 - Honda announced the release of its new micro EV "N-ONE e:" with a range of 295 kilometers, and will also introduce a new charging network service "Honda Charge" to support the EV launch [2] - Honda plans to deploy thousands of charging stations across its dealerships and commercial facilities by 2030 [2] Group 4 - Starting in 2026, China will reinstate vehicle purchase taxes on new energy vehicles (NEVs) at a reduced rate of 5%, with a maximum tax reduction of 15,000 yuan per vehicle [2] - The tax exemption for NEVs will end in 2025, but a half-rate tax will apply for purchases made between January 1, 2026, and December 31, 2027 [2] Group 5 - Yu Qiankun, former CTO of SAIC's Zhiqi Intelligent, has joined Hello Auto Driving as a co-founder, focusing on high-level autonomous driving technology [3] - Hello Auto Driving plans to launch robotaxi services in over 10 cities in China by 2026 [3]

日产目标是将新车型的开发时间从目前的超过50个月缩短至37个月，以便更快地将产品推向市场。另 外，明年有一笔超过50亿美元的债务到期，Espinosa表示，集资仍在按计划进行当中，目前已筹集8500 亿日元，但否认获得英国出口融资机构担保的10亿英镑贷款。（新浪财经） 日产汽车首席执行官Ivan Espinosa表示，老化产品线成为公司下一个调整的重点，公司已进入大量推出 新车的阶段，包括减少在新车型推出时的复杂行政程序以及大幅缩短开发流程，这将有助公司保持正确 的产品推出节奏，并更快应对市场趋势的变化。 ...

Core Insights - Nissan's global sales in July 2025 exceeded the previous year's performance for the first time in 16 months, with a year-on-year increase of 1%, reaching 262,745 units [2] - The launch of the electric vehicle "N7" in China has significantly boosted sales, contributing to a 22% year-on-year increase in sales, totaling 57,359 units [4] - Despite improvements in sales performance, the domestic market in Japan and Europe remains sluggish, with Japan experiencing a 19% decline, the largest among the eight major Japanese automakers [4] Regional Performance - China has played a crucial role in driving sales growth, with a notable 22% increase [4] - North America saw a 4% increase in sales, totaling 107,929 units, despite a decline in the U.S. market [4] - Japan's domestic sales have decreased by 19%, indicating ongoing challenges in the local market [4] Future Outlook - Nissan plans to undertake a comprehensive improvement of the EV "LEAF" (known as "聆风" in China) for the first time in eight years, which is seen as a critical factor for reversing the current sales decline [4]

Core Points - Japan's manufacturing sector has experienced a significant decline in profits due to the impact of U.S. tariff policies, with overall regular profits dropping by 11.5% year-on-year for two consecutive quarters [1][4][7] - The non-manufacturing sector, particularly in tourism and services, has shown resilience with a profit increase of 6.6% compared to the previous year [3][4] Manufacturing Sector Impact - The manufacturing sector's regular profits fell sharply, particularly in the transportation machinery sector, which includes the automotive industry, with a decline of 29.7% [4][7] - Other affected industries include steel, which saw a profit drop of 48.2%, and metal products, which experienced a 36.6% decrease [4][7] - The overall regular profit for the manufacturing sector was recorded at 35.8338 trillion yen, marking a historical high for the quarter, but the decline in specific sectors overshadowed this achievement [3][4] Tariff Effects - U.S. tariffs imposed on imported automobiles and key components have significantly impacted Japanese exports, with tariffs on passenger cars rising from 2.5% to 27.5% [7][9] - The steel industry faced additional challenges as U.S. tariffs on steel and aluminum products increased from 25% to 50%, leading to losses in the Japanese steel sector [7][8] - In July, Japan's exports to the U.S. fell by 10.1% year-on-year, with automotive exports specifically declining by 28.4% [8][9] Company-Specific Impacts - Major Japanese automakers reported substantial profit losses due to U.S. tariffs, with Honda's net profit plummeting by 50.2% in the latest quarter [11] - Toyota estimated a loss of 450 billion yen in operating profit due to tariffs, with an expected total loss of 1.4 trillion yen for the fiscal year [11] - Other automakers, including Mazda, Nissan, Subaru, and Mitsubishi, also reported significant losses, prompting them to revise their profit forecasts downward [11]

（文/观察者网 张家栋 编辑/高莘） 据《汽车新闻》9月1日报道，近日，包含本田、日产、三菱在内的多家日系车企，正在全面扩大产品攻 势。 该报道称，由于今年一季度本田和日产之间的合并告吹，两家公司正在分别规划各自的发展道路。与此 同时，日产的合作伙伴三菱预计到2031年初其在美国的产品矩阵将增加近一倍。 其中，本田与其旗下高端品牌讴歌正在全力进军混合动力（HEV）产品。本田计划9月在美国推出停产 25年的经典轿跑Prelude车型，该车型将搭载油电混合动力系统，也将是本田目前产品线中售价最高的 车型之一，通过这款混动产品，本田将展示其对驾驶乐趣的新诠释。 本田0系概念车 汽车新闻 今年年初，本田还在CES展会上首次展示其0系列纯电汽车的原型车，其中一款电动跨界车和轿车都将 于明年首次亮相。本田美国公司可持续发展和业务发展部门副总裁杰伊·约瑟夫（Jay Joseph）彼时表 示，"我们相信，从长远来看，电气化对个人出行最有利，但如何实现 100% 的纯电动汽车普及率，将 取决于客户需求和市场条件。" 讴歌RDX 讴歌官网 讴歌则表示计划在其产品线中增加混合动力车型，虽然该品牌尚未公布将在哪款车型上率先搭载混合动 ...

Core Viewpoint - The article highlights the decline of traditional Japanese automotive brands, exemplified by the discontinuation of Nissan's GT-R, while emphasizing the rapid growth and dominance of Chinese electric vehicle manufacturers in the market [6][9][17]. Group 1: Decline of Traditional Brands - Nissan's GT-R, a legendary model, has officially ceased production after 18 years, marking the end of an era for traditional high-performance gasoline vehicles [11][12]. - The decline in performance and sales of Japanese automakers is evident, with Nissan reporting a net loss of 115.76 billion yen and a 10% drop in global sales [12][16]. - Other Japanese brands like Mitsubishi and Subaru have also faced similar fates, with iconic models being discontinued due to the shift towards electric vehicles [13][16]. Group 2: Rise of Chinese Electric Vehicles - In contrast, China's new energy vehicle sales surged by 35.5% year-on-year, reaching 12.866 million units, maintaining its position as the world's largest market for ten consecutive years [8][9]. - Chinese brands accounted for 68.6% of passenger car sales in the first seven months of 2025, with a notable increase in domestic sales [8][17]. - Companies like BYD and Leap Motor have reported significant growth in sales, with BYD selling 373,600 vehicles in August alone, marking a 146.4% increase year-on-year [18][20]. Group 3: Market Dynamics and Future Outlook - The automotive market is undergoing a significant transformation, with traditional gasoline vehicles losing ground to electric and smart vehicles, leading to a "mid-life crisis" for many established brands [17][18]. - The shift towards electric vehicles is not just a trend but a necessity for survival, as companies like Volvo and Mercedes-Benz pivot their strategies to adapt to the new market realities [18]. - The competition among new energy vehicle manufacturers is intensifying, with a focus on product quality and profitability rather than merely increasing production [24][28].

Core Viewpoint - The discontinuation of the Nissan GT-R marks the end of an era for traditional high-performance gasoline vehicles, highlighting the shift towards electric vehicles and the challenges faced by Japanese automakers in the current market landscape [5][10][18]. Group 1: Nissan GT-R and Its Legacy - The last Nissan GT-R rolled off the production line after 18 years, symbolizing the end of a legendary model that achieved significant acclaim in motorsports and popular culture [5][14]. - The GT-R, known as the "East Japan War God," had a production volume of nearly 48,000 units, showcasing its popularity and performance over its lifespan [18]. - The discontinuation of the GT-R reflects broader trends in the automotive industry, where traditional gasoline vehicles are being overshadowed by the rise of electric vehicles [7][10][18]. Group 2: Chinese Automotive Market Growth - In contrast to the decline of traditional Japanese automakers, China's new energy vehicle sales grew by 35.5% year-on-year, reaching 12.866 million units, maintaining its position as the world's largest market for ten consecutive years [9]. - From January to July 2025, sales of Chinese brand passenger cars reached 10.873 million units, a 24.4% increase, with a market share of 68.6% [9]. - The rapid growth of domestic brands in China indicates a significant shift in consumer preferences and market dynamics, as traditional Japanese brands struggle to maintain their foothold [22][24]. Group 3: Challenges for Japanese Automakers - Japanese automakers, including Nissan, are facing severe financial difficulties, with Nissan reporting a net loss of 115.76 billion yen and a 10% decline in global sales [21][23]. - The overall profitability of Japanese car manufacturers is declining, with projections indicating a loss of approximately 2.7 trillion yen for the fiscal year 2025 [21]. - The shift towards electric vehicles and the inability to adapt quickly enough to market changes have led to a "mid-life crisis" for Japanese brands, as they lose market share to more agile domestic competitors [24][22]. Group 4: The Future of the Automotive Industry - The automotive industry is undergoing a significant transformation, with a focus on technology and ecosystem development as key strategies for survival [26]. - The rise of new energy vehicles is prompting traditional manufacturers to reconsider their strategies, as evidenced by the recent shifts in direction from companies like Volvo, Mercedes, and Audi [27][28]. - The competition in the electric vehicle sector is intensifying, with new entrants focusing on quality and profitability rather than merely scaling production [34][33].

Core Viewpoint - Nissan is facing significant financial difficulties, being the only Japanese automaker among the top three to report losses, with a net loss of 115.7 billion yen (approximately 5.6 billion RMB) in the first quarter of the fiscal year 2025, marking four consecutive quarters of losses [2][3][4]. Financial Performance - In the first quarter of fiscal year 2025 (April 1 to June 30), Nissan's net sales decreased to 2.706 trillion yen from 2.998 trillion yen in the previous year, while gross profit fell to 236.4 billion yen from 401.3 billion yen [4]. - The company reported an operating loss of 79.1 billion yen, compared to an operating income of 65.1 billion yen in the prior year [4]. - Non-operating income also declined significantly, dropping to 39.1 billion yen from 139.8 billion yen [4]. Market Challenges - The U.S. tariffs on Japanese automobiles, which remain as high as 27.5%, have severely impacted Nissan's performance, with an estimated loss of 68.7 billion yen attributed to these tariffs [5][7]. - In the first half of 2023, Nissan's sales in China fell by approximately 17.6%, reflecting a broader trend of declining market share as domestic brands gain prominence [8][14]. Competitive Landscape - The rise of domestic electric vehicle brands in China has eroded Nissan's traditional advantages of durability, fuel efficiency, and resale value, leading to a significant drop in sales [14]. - Nissan has fallen out of the top ten in global new car sales for the first time, overtaken by competitors including Chinese brands like BYD and Geely [9][10]. Strategic Responses - In response to its financial struggles, Nissan has initiated a revival plan called "Re:Nissan," aiming to cut costs by 500 billion yen through global layoffs and factory closures [15][16]. - The company is also focusing on reviving its presence in the Chinese market by launching new models, such as the N7, which achieved sales of over 6,000 units in June and July [18]. However, reliance on a single model is deemed insufficient for a sustainable turnaround [18].