Core Viewpoint - The article highlights the challenges faced by Japanese automakers, particularly Nissan and Toyota, in establishing domestic EV battery production facilities, while Chinese companies continue to dominate the global EV battery market [1][2][3]. Group 1: Nissan and Toyota's Battery Plans - Nissan has announced the abandonment of its plan to build its first EV battery factory in Japan due to poor performance and the inability to make significant investments, despite having signed a site agreement just three months prior [1][2]. - Toyota has also decided to postpone the construction of its battery factory originally planned for spring 2025 in Fukuoka Prefecture, which was intended to produce batteries for next-generation EV models [2][3]. Group 2: Investment Challenges - The investment burden for EV batteries is substantial, with Nissan's planned investment amounting to approximately 153.3 billion yen, seeking a subsidy of up to 55.7 billion yen from the Japanese Ministry of Economy, Trade and Industry [2]. - The failure of Nissan and Toyota to proceed with their battery factory plans poses significant implications for the growth strategies of Japanese automakers and the Japanese government's goal of establishing a domestic battery supply chain [2]. Group 3: Market Position and Competition - In 2024, CATL, a Chinese company, is projected to hold a 37.9% share of the global automotive battery market, with six out of the top ten companies being Chinese, while Panasonic ranks sixth among Japanese firms [3]. - Japanese companies are currently lagging behind Chinese firms in the battery materials sector, with Chinese companies holding dominant market shares in key components such as cathodes (89.4%) and anodes (93.5%) [4]. Group 4: Broader Industry Implications - The Japanese government has set a target to increase domestic battery production capacity to 150 GWh by 2030, but the recent setbacks from Nissan and Toyota make achieving this goal more challenging [2]. - The article draws parallels between the current situation in the Japanese automotive industry and past struggles in the Japanese electronics sector, suggesting that prioritizing short-term gains over long-term investments could lead to similar declines [6].

Group 1 - Panasonic plans to establish a second battery factory in the U.S., facing significant challenges in Kansas due to local work culture and natural disasters [1] - The Kansas factory's production is expected to start as early as July, but this timeline has been affected by multiple delays and uncertainties, including tariffs imposed by the Trump administration [1] - Panasonic is adjusting the installation of production equipment at the Kansas factory, aiming for mass production readiness in the first half of the fiscal year 2026 [1] Group 2 - Due to rising demand for electric vehicles, Panasonic initially planned a third battery production facility in the U.S., but this has been postponed due to issues with charging infrastructure and battery costs [2] - The company announced a significant workforce reduction of 10,000 employees, approximately 4% of its global workforce, indicating a major strategic shift [2] - Panasonic is focusing on restructuring its business, divesting from loss-making segments, and shifting its strategic emphasis towards electric vehicle batteries and artificial intelligence [2]

【文/观察者网 潘昱辰 编辑/高莘】"对于事情在短时间内变成这样，我感到非常抱歉。"据《日本经济新 闻》报道，由于业绩不佳，日产汽车于5月9日宣布将放弃在日本国内建设首座动力电池工厂的计划；因 此，日产执行董事平田祯治同日前往福冈县向地方政府汇报情况时表示了歉意。 日本经济产业省曾设定一个雄心勃勃的目标：到2030年将国内电池生产能力提升至150GWh/年，并为约 30个相关项目提供补贴。经济产业省曾估计，当前承诺可确保120GWh的年产能，但日产的退出使这一 目标备受威胁。 在《日本经济新闻》看来，日本汽车制造商优先考虑短期利润而非长期投资，将使其重蹈在半导体和液 晶显示器领域的覆辙，最终在电动汽车和电池领域将市场完全让给中国。 日产汽车 路透社 特别是在新任CEO伊万·埃斯皮诺萨于4月上任后，日产开始了大刀阔斧的降本计划，目标降低5000亿日 元（约合人民币243.9亿元）的成本。 具体来看，到2027财年，日产将在全球范围内把制造工厂从17个减少至10个，年产能降至250万辆，并 备用50万辆产能的冗余及裁员2万人，而北九州磷酸铁锂工厂的暂停自然也包括其中。 业绩坍塌的后果 就在今年1月，日产才宣布将在 ...

在全球动力电池份额占比日渐式微的当下，日本曾寄希望于在下一代的固态电池上打一场"翻身仗"，在 固态电池上投入巨大，但如今中国正在加速迎头追赶。 第一财经记者从智慧芽数据获悉，截至2025年5月16日，全球固态电池领域的专利申请已超过4.6万件， 其中从技术来源（专利申请企业所属国别）看，全球固态电池领域的专利申请中，近37%来自日本，近 30%来自中国，两者差距进一步缩小；而从布局市场（专利申请所在国别）来看，中国已经赶超日本， 是全球固态电池专利布局最多的市场，约占35%。 中日固态电池之争 作为最早布局电池的国家之一，日本早在20世纪90年代便有了松下、三洋和索尼组成的初代"三巨头"。 到了21世纪初，日本企业生产的锂电池占到世界近9成的份额，几乎形成垄断。 | | | 全球固态电池专利申请占比(专利申请企业所属国别) | | | | | --- | --- | --- | --- | --- | --- | | | 日本 | 中国 | 美国 | 韩国 | 德国 | | 2022年9月 | 45% | | 21.80% - 13.70% | 5.50% | 7.10% | | 2024年5月 | 40% ...

Core Viewpoint - Panasonic announced a global layoff of 10,000 employees, reflecting its struggle and transformation in the face of changing market dynamics and a 17.5% year-on-year decline in net profit for the fiscal year 2024 [2][13]. Group 1: Company Performance and Strategy - The net profit for Panasonic in the fiscal year 2024 was 360 billion yen, significantly impacted by underperforming consumer electronics segments such as televisions and kitchen appliances [2]. - The company is shifting its focus towards high-growth areas, with its home appliance business now accounting for only 40% of total revenue, while 60% comes from B2B sectors like electric vehicle batteries and residential security [7][19]. - Panasonic's proactive adjustments indicate a commitment to optimizing its business philosophy in response to contemporary challenges [2][18]. Group 2: Historical Context and Business Philosophy - Panasonic was founded by Konosuke Matsushita, who emphasized a philosophy of "selfless service" and "water-like" pricing strategies, aiming to provide affordable products to enhance societal well-being [6][20]. - Matsushita's principles, including the "self-creation" philosophy and the importance of nurturing talent, have been foundational to Panasonic's growth from a small workshop to a global giant [4][9]. - The company has historically prioritized employee welfare, exemplified by its commitment to not laying off workers during economic downturns, fostering a strong organizational culture [10][11]. Group 3: Corporate Culture and Social Responsibility - Panasonic's corporate culture is built on principles such as social responsibility, integrity, teamwork, and continuous improvement, which guide its operations and employee relations [14][15]. - The company promotes a philosophy of "coexistence and co-prosperity," emphasizing the importance of mutual benefit among stakeholders [14][20]. - Matsushita's legacy continues to influence modern corporate practices, highlighting the significance of human-centric management and corporate social responsibility in achieving long-term success [20].

Group 1: Japanese Companies in China - Japanese companies are seizing opportunities in China's service industry due to rising consumer demand for high-quality services alongside goods [1][2] - Non-manufacturing Japanese enterprises' investment in China has increased from 26.1% in 2020 to 49% in 2023, with the wholesale and retail sector alone accounting for 21% of Japan's total direct investment in China in 2023 [1] - The aging population in China presents a significant market for elder care services, with projections indicating the silver economy will reach 19.1 trillion yuan by 2035, representing 27.9% of total consumption [2] Group 2: Toyota's Electric Vehicle Strategy - Toyota has launched several electric vehicle models in China, signaling a shift towards electrification, although its global electric vehicle sales remain low at 3% of total sales in 2024 [3][4] - Toyota's CEO expresses skepticism about the widespread adoption of electric vehicles, citing infrastructure challenges in regions with limited electricity supply [3] - In 2024, the average electricity price per kilowatt-hour in China is significantly lower at $0.075 compared to Japan's $0.258, which may influence electric vehicle adoption [3] Group 3: Mitsubishi Electric's Market Strategy - Mitsubishi Electric has introduced a sub-brand "Lingling" targeting the Chinese market with a 30%-40% price reduction on its products to compete with local brands [5][6] - The company is optimizing its local supply chain to reduce delivery times and enhance service responsiveness, indicating a strategic shift to maintain competitiveness [6] Group 4: Panasonic's Restructuring Efforts - Panasonic plans to restructure its operations, including a global workforce reduction of 10,000 employees, which is about 4% of its total workforce [6][7] - The company is exiting or selling its television business and reorganizing its home appliance divisions due to declining sales in key product areas like air conditioning and refrigeration [6][7] - Panasonic is increasingly relying on brand licensing for its products in China, which has led to quality control issues and a diluted brand image [7]

松下上周公布的重组计划包括削减或关闭表现不佳的业务，并整并过多的部门与办公室。据IT之家此前报道，裁员将主要在未来 10 个月内完成，涉及全球 范围的 1 万个岗位。 过去五年，松下试图通过转型提升盈利能力，但收效不彰，其营业利润率长期徘徊在 3.4% 到 5% 之间，明显落后于索尼、日立等日本同行。 在日本及东南亚市场，松下的冰箱、微波炉等标志性消费电子产品也面临高品质中国产品的强劲竞争，市场份额不断被蚕食。松下强调并未退出消费电子领 域，而是计划通过深化改革，使该业务成为利润核心。 此外，楠见还表示，公司将积极布局企业服务市场，包括供应链管理和能源管理等新领域。他进一步表示，中国的产品开发效率也更高，"我们应该把在中 国积累的成本优势，逐步反哺至日本的业务体系。"松下此前曾表示，将增加中国研发的产品对东南亚的出口，同时减少当地定制型号。 IT之家 5 月 15 日消息，据日经亚洲今日报道，松下控股将对持续亏损的电视业务采取更果断的改革措施，这是其大规模重组计划的一部分，该计划将裁撤 1 万个岗位。 松下首席执行官楠见雄规本周对媒体表示，公司一直在推动电视业务向轻资产模式转型，生产则由合作伙伴承担。他坦言， ...

Core Viewpoint - Panasonic is undergoing significant restructuring, planning to optimize over 10,000 employees, which represents approximately 4.4% of its global workforce of 228,000. This restructuring aims to enhance flexibility and competitiveness across its various business segments [2][5]. Group 1: Restructuring Plans - Panasonic plans to optimize a total of 10,000 employees, with equal distribution between domestic and international operations, to be implemented by the end of the fiscal year 2026 [2]. - The company intends to dissolve Panasonic Electric Company by the end of fiscal year 2025 and create three new subsidiaries: "Smart Living Company" for home appliances, "Air Quality and Food Distribution Company" for air conditioning, and "Electrical Engineering Company" for lighting [2][5]. - The restructuring is designed to allow each business unit to respond more flexibly to market changes and prevent challenges in one segment from affecting the entire group [5]. Group 2: Clarifications and Statements - Panasonic issued a statement clarifying that there are no plans to exit or sell its "industrial motors and automotive components" business, and that the optimization of personnel will occur between fiscal years 2025 and 2026, not by March 2029 as previously reported [3]. - The company emphasized that the restructuring is a response to significant challenges, particularly in the television sector, which is no longer profitable [4][5]. Group 3: Financial Performance - For the fiscal year 2024, Panasonic reported revenues of 8.46 trillion yen, a decrease of 0.5% from the previous year, and a net profit of 366.2 billion yen, down 17.5% year-on-year. However, operating profit increased by 18.2% to 426.49 billion yen [8]. - The company anticipates a loss of approximately 130 billion yen in the fiscal year 2025 due to the restructuring efforts, despite hopes for profit growth by fiscal year 2026 [8]. Group 4: Market Context - Panasonic, founded in 1917, has seen its television business decline significantly due to increased competition from Chinese brands, which now dominate the market. In 2024, Chinese brands accounted for over 70% of the market share in Japan, while Japanese brands' share fell to 18.7% [6][7].

Core Viewpoint - Panasonic Group has officially denied recent media reports regarding its business reform plans, clarifying that there are no intentions to exit or sell its industrial motor and automotive components businesses by 2025, and that personnel optimization will occur between 2025 and 2026 [1][3]. Group 1 - Panasonic plans to cut approximately 10,000 jobs, with half of these in Japan and the other half overseas, as part of its restructuring efforts [3]. - The company aims to achieve an operating profit exceeding 600 billion yen by the fiscal year 2026 through measures such as terminating unprofitable businesses and consolidating branches [3]. - For the fiscal year 2024, Panasonic reported a slight revenue decline of 0.5% to 8.46 trillion yen, with net profit dropping 17.5% to 366.2 billion yen, attributed to global economic slowdown and reduced demand for electric vehicles [3]. Group 2 - Panasonic emphasized that its motor product business has a positive development outlook and is considering increasing investments in research, services, and market expansion [1]. - The company refuted claims regarding the timeline for personnel optimization, stating that the plan will be implemented between 2025 and 2026, rather than by March 2029 as previously reported [1].

5月13日，针对关于"松下集团经营改革进展"的部分报道，松下电器(中国)有限公司发布声明称，部分 媒体的报道中存在错误信息。松下声明称，课题事业中不包含"工业用马达和车载零部件"，且不存 在"将在2025年度内退出或出售课题事业"的计划。马达产品业务发展前景良好，关于未来加大在研发、 服务、市场拓展等方面的投入正在研讨之中。此外，"人员的优化将于2029年3月内实施"为不实信息， 本计划将在2025年度～2026年度之间开展。 ...