日产告别戈恩路线，不再重视全球南方

Group 1 - Nissan is considering closing two factories in Mexico and two in Kanagawa, Japan, along with one factory each in South Africa, India, and Argentina, as part of a global strategy to reduce production capacity [2][3] - The company aims to shift focus from emerging markets to core markets such as Japan, the US, Europe, and China, marking a significant change in its previous growth strategy [2][3] - In the fiscal year 2024, Nissan plans to produce 3.1 million vehicles, with Mexico contributing 670,000 units (20%), India over 150,000 units, Argentina nearly 20,000 units, and South Africa 10,000 units [2] Group 2 - The company is facing intense competition in China, particularly from local firms like BYD, and is focusing on improving production efficiency while launching new AI-equipped electric vehicles [4] - In the US, Nissan is struggling with sales due to its inability to launch hybrid vehicles, while also facing challenges from tariffs that necessitate increased local production [4] - Nissan plans to reduce the number of vehicle platforms from 13 to 7 by 2035, aiming to streamline its global product strategy [4] Group 3 - The company intends to cut the number of components by 70% to enhance development efficiency, with a target to reduce fixed and variable costs by 500 billion yen by fiscal year 2026 [5] - The planned layoffs will increase to 20,000, aligning with the scale of the previous revival plan proposed by former chairman Carlos Ghosn [5] - The company’s president, Ivan Espinosa, emphasizes the need to leverage the brand's popularity while balancing corporate strength and product appeal [5]