（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].

Core Viewpoint - The Nissan R35 GT-R, a legendary sports car with an 18-year lifespan, has officially ceased production due to rising development costs driven by stricter environmental and safety regulations [1][6][7]. Group 1: Historical Significance of GT-R - The GT-R series, originating from the Prince Motor Company in the mid-20th century, has a rich history, with the first GT-R model debuting in 1969 and achieving significant racing success [3][4]. - The R35 GT-R, launched in 2007, has seen production of approximately 48,000 units, with over 17,000 sold in Japan [4][6]. Group 2: Rising Costs and Market Challenges - The development costs for the R35 GT-R have nearly doubled, with the base model's price increasing from 7.77 million yen to 14.44 million yen due to regulatory changes [6][9]. - Nissan is currently undergoing a restructuring phase, facing a net loss of 115.7 billion yen for the April-June 2025 quarter and a total loss of 670.9 billion yen for the 2024 fiscal year [9][10]. Group 3: Industry Trends and Future Outlook - The automotive industry is experiencing a challenging environment for sports car development, with several manufacturers, including Mitsubishi and Subaru, also halting production of their performance models [10]. - Nissan's leadership is focused on cost reduction and improving product competitiveness, with plans to cut 500 billion yen in costs by the 2026 fiscal year [9][10].

Core Viewpoint - The article discusses the differences in succession practices between Japanese and Chinese family businesses, highlighting Japan's unique approach to inheritance and the cultural significance of family legacy in business continuity [6][29]. Group 1: Japanese Succession Practices - In Japan, succession is viewed as an obligation rather than a choice, with discussions focused on "who will succeed" rather than "whether to succeed" [6][14]. - The concept of "muko-iyashi" (婿养子) allows sons-in-law to inherit family businesses, integrating them into the family and ensuring continuity [16][22]. - Approximately 97% of Japanese small and medium-sized enterprises are family-owned, with about 66% being family-operated [13]. Group 2: Examples of Successful Succession - Toyota is a prime example of successful family succession, with multiple generations of the Toyota family and external leaders contributing to its growth [7][8]. - Nintendo's succession involved a son-in-law taking over, demonstrating the effectiveness of the muko-iyashi system in maintaining business stability [20]. - Companies like Uniqlo and Japan's largest courier service, Yamato Transport, have also seen successful transitions through family or external leadership [10][11]. Group 3: Cultural Factors Influencing Succession - Japanese culture places a strong emphasis on family legacy, with societal expectations for heirs to take over family businesses [28][29]. - The long-standing tradition of prioritizing family names and businesses contributes to a stable environment for succession [26][30]. - The average lifespan of Japanese companies is longer, making succession meaningful and culturally significant [29]. Group 4: Challenges and Considerations - While Japan has a robust succession framework, challenges such as internal conflicts and the need for modernization can arise [10][11]. - The article notes that Japan has fewer high-profile failures in succession compared to other countries, indicating a generally stable transition process [8][13]. - The high inheritance tax in Japan is mitigated by special provisions for business succession, encouraging continuity [29].

Core Viewpoint - Nissan's global sales in July reached 262,745 units, marking a 1% year-on-year increase, with significant growth in the Chinese market contributing to this performance [2][4]. Group 1: Sales Performance - In July, Nissan's sales in China grew by 22%, totaling 57,359 units, which helped offset declines in Japan and Europe [2][4]. - The launch of the pure electric sedan "N7" in China in late April has been a strong performer, compensating for the downturn in other markets [2][4]. - Despite a decline in U.S. sales, North America overall saw a 4% increase, reaching 107,929 units [4]. Group 2: Market Challenges - Japan's domestic sales fell by 19%, the largest drop among eight major automakers in the country [4]. - The overall production of Japan's eight major passenger car companies decreased by 2% year-on-year, totaling 1,978,949 units in July [4]. - Mazda experienced the largest decline, with a 23% drop in production, falling to 86,551 units, and a significant 28% decrease in domestic production [4].

Core Insights - Nissan has officially ceased production of the R35 GT-R model, marking a significant shift in the era of traditional high-performance gasoline vehicles [2] - The last R35 GT-R was produced at Nissan's Tochigi plant in Japan, with CEO Ivan Espinosa indicating that the GT-R may return in an evolved form in the future [2] - The R35 GT-R, which began production in 2007, has a total production volume of approximately 48,000 units over its 18-year lifespan and set a record with a Nürburgring lap time of 7 minutes and 29.03 seconds, making it one of the fastest production cars in the world [2] Financial Context - Nissan is currently in the early stages of a turnaround plan, with an expected operating loss of 180 billion yen during the period from April to September [2]

日产汽车7月从日本出口到北美的汽车数量同比增长16%，达到14416辆。 ...

Battery - Huayu Automotive plans to acquire 49% equity of SAIC Qingtao for 206 million RMB, aiming to enhance its "smart power" platform and synergize solid-state battery business with electric drive and thermal management [2] - Hichain Energy signed a major energy storage project cooperation agreement with Saudi Electric Company and Alfanar Group to build two large-scale energy storage projects in Saudi Arabia, totaling 1GW/4GWh, using Hichain's self-developed energy storage batteries [3] - Nissan has partnered with LiCAP Technologies to develop production technology for all-solid-state battery electrodes, with plans to launch electric vehicles equipped with self-developed solid-state batteries by the fiscal year 2028 [4] - Suzhou Qingtai New Energy won a bid for a 200MW/800MWh semi-solid lithium iron phosphate battery energy storage system project in Inner Mongolia, with a bid amount of 440 million RMB, equivalent to approximately 0.55 RMB/Wh [6] - Baishike's zero-carbon factory project for high-value utilization of power batteries in Huai'an, Jiangsu, has commenced, with an annual processing capacity of 300,000 tons of waste power batteries and an investment of 3.2 billion RMB [8] Materials - Jiuwu High-Tech won a bid for a lithium extraction membrane treatment system project from Guotou Xinjiang Lithium Industry, with a bid amount of 81.5 million RMB, accounting for 15.28% of the company's audited revenue for 2024 [7] Overseas - The German automotive industry has seen a net reduction of approximately 51,500 jobs over the past year, representing nearly 7% of total jobs, largely due to high tariffs imposed by the U.S. affecting German goods [10][11]