本田确认“将暂停部分中国工厂生产”，最新回应：因安世半导体短缺！此前其美国和加拿大工厂减产，墨西哥工厂停产

Core Viewpoint - Honda has announced production halts and reductions at its factories in Japan and China due to semiconductor shortages, with previous disruptions in North America still affecting operations [1][2][3]. Group 1: Production Adjustments - Honda's joint venture with GAC Group will halt production for five days starting December 29, while Japanese factories will stop production on January 5 and 6, with reduced output from January 7 to 9 [2]. - The specific Japanese factories affected have not been disclosed, but Saitama and Suzuka plants are likely candidates [2]. - Honda's production adjustments will depend on the semiconductor supply situation moving forward [2]. Group 2: Impact of Semiconductor Supply - The semiconductor supply issues are primarily linked to Nexperia, a semiconductor supplier affected by export controls, which has led to production halts in Honda's Mexican factory and reductions in North American plants [3]. - The Mexican factory, which produces the Honda HR-V, has an annual output of approximately 200,000 units and is crucial for both local and U.S. markets [3]. - North America has been a significant market for Honda, with sales exceeding 1.6 million units in the 2023 fiscal year, a 36.2% increase year-on-year, and accounting for 40% of Honda's global sales in the 2024 fiscal year [3]. Group 3: Broader Industry Implications - The semiconductor supply crisis has broader implications for the global automotive industry, with warnings from the European Automobile Manufacturers Association about potential production interruptions if trade and intellectual property disputes surrounding Nexperia are not resolved [4]. - The U.S. automotive industry has also expressed similar concerns regarding the impact of these semiconductor supply issues [4]. Group 4: Financial Outlook - Honda's operating profit for the second fiscal quarter was reported at 193.97 billion yen, with a full-year operating profit forecast revised down to 550 billion yen from a previous estimate of 700 billion yen [8]. - Due to semiconductor shortages, Honda expects a reduction of 150 billion yen (approximately 6.8 billion RMB) in operating profit for the fiscal year ending March 2026 [9]. - As of December 18, Honda's stock price fell by 2.53%, closing at 1,543 yen, with a market capitalization of 8.15 trillion yen [9].