叫停电动车研发，本田在打什么算盘？

Core Viewpoint - Honda's approach to electric vehicle (EV) transformation appears reactive rather than proactive, leading to concerns about its ability to keep pace with market changes and competition in the EV sector [1][3][4] Group 1: Honda's Strategy and Market Response - Honda has attempted to launch new electric vehicles but has been criticized for not having a clear strategy compared to competitors like Volkswagen and Toyota [1][4] - Recent news indicates Honda's decision to halt the development of new electric vehicles, which many interpret as a sign of losing touch with market dynamics [1][3] - The company is shifting focus from electric vehicles to hybrid models, reducing its planned investment in EV development from 10 trillion yen to 7 trillion yen [10][12] Group 2: External Market Influences - The cessation of the electric vehicle tax credit in the U.S. has influenced Honda's decision to stop developing certain EV models, reflecting a reaction to specific regional market conditions [3][6] - Honda's partnership with Sony in the mobility sector has faced challenges, with reported operational losses of 52 billion yen, indicating difficulties in achieving market traction [8] - The overall slowdown in electric vehicle support in Europe has prompted Honda and other automakers to reconsider their strategies, highlighting the impact of external market conditions on corporate decisions [6][9] Group 3: Focus on China Market - Honda's strategy in China is distinct, as the company aims to align more closely with local consumer demands and market trends, emphasizing the need for a more proactive approach in the Chinese EV market [10][16] - The company recognizes the importance of adapting to the rapidly changing consumer preferences in China, which may require a shift from traditional practices to more localized development strategies [14][16] - Honda's performance in the Chinese market is critical, as competitors like Toyota and Nissan have successfully launched models that resonate with local consumers, putting pressure on Honda to catch up [10][16]