将资源向新能源倾斜,东风“清盘”与本田的合资发动机业务

Group 1 - Honda's sales in China have declined for five consecutive years, with a 23% drop in sales from 468,500 units in the same period last year to 360,000 units this year [3] - Dongfeng Motor Group plans to sell its 50% stake in Dongfeng Honda Engine Co., Ltd., which has seen a 60% decrease in revenue to approximately 3.8 billion yuan in the first half of the year, although it turned a profit of about 371 million yuan [1][2] - The shift in focus towards electric vehicles is driven by the rapid growth of the Chinese electric vehicle market, which is approaching a 50% penetration rate, prompting Dongfeng to optimize its fuel vehicle asset structure [1][2] Group 2 - Dongfeng Honda Engine was established in 1998 as a joint venture between Dongfeng Group and Honda, responsible for engine assembly and parts, and has been integral to Honda's operations in China [2] - Honda's two major joint venture partners in China, Dongfeng Group and GAC Group, are increasingly investing in their own electric vehicle brands, leading to the suspension of two fuel vehicle production lines in 2024 [2] - Honda's response to market changes includes launching new electric models, but these have not significantly boosted sales, indicating strong competition from domestic brands [3]