这一车企巨头遭“清仓式”抛售

Core Insights - Mercedes-Benz plans to sell its entire 3.8% stake in Nissan, valued at approximately $346 million, leading to a nearly 3% drop in Nissan's ADR and over 6% decline in its Japanese stock [2] - Nissan's performance has been under pressure, with a 10.1% year-on-year decline in global sales to 707,000 units in the first quarter of the 2025 fiscal year, causing it to fall out of the top ten global automakers [2] - Nissan reported a consolidated net income of 2.7 trillion yen, a 9.7% decrease year-on-year, and an operating loss of 79.1 billion yen, compared to an operating profit of 9.95 billion yen in the same period last year [2] Market Performance - Nissan's largest market remains the United States, with net sales of 1.08 trillion yen, down 10.23% year-on-year [3] - The Asian market (excluding China) saw net sales drop over 25%, accounting for only 5% of the global market share [2] Strategic Response - Nissan is implementing a recovery plan aimed at achieving a cost reduction of approximately 500 billion yen through measures such as closing factories and laying off 20,000 employees [3] - The company plans to reduce its global production facilities from 17 to 10 by the 2027 fiscal year, decreasing capacity to 2.5 million units [3] - Nissan anticipates a potential profit reduction of up to 300 billion yen due to U.S. tariffs, despite previous announcements to lower tariffs to 15% [3]