Honda Motor(US:HMC) Mei Ri Jing Ji Xin Wen·2025-12-18 09:41Group 1 - Honda announced production halts and reductions at its factories in Japan and China from late December to early January due to semiconductor shortages, while North American plants have resumed normal operations but remain in a precarious state [1] - The joint venture factory with GAC Group in China will halt production for five days starting December 29, and Japanese factories will stop production on January 5 and 6, with reduced output from January 7 to 9 [1] - Honda's production adjustments will depend on the supply situation of semiconductors [1] Group 2 - In the North American market, Honda's sales exceeded 1.6 million units in the 2023 fiscal year, marking a 36.2% increase year-on-year, and this region accounted for 40% of Honda's global sales in the 2024 fiscal year [2] - Honda is taking measures to minimize the impact of chip shortages, including reassessing supply chain conditions and potentially seeking alternative components, although technical validation may delay replacements [2] - The semiconductor supply issues have affected the global automotive supply chain, with warnings from European and U.S. automotive organizations about potential production disruptions [2] Group 3 - The Dutch government has frozen operations of Nexperia, a semiconductor company, citing national security concerns, and has suspended the former CEO's duties [3] - Nexperia's Chinese operations continue normally despite the Dutch government's unilateral decisions, and the company is seeking constructive dialogue to resolve governance issues [5][6] - Honda's financial outlook has been impacted by semiconductor shortages, with a projected operating profit reduction of 150 billion yen (approximately 6.8 billion RMB) due to lower-than-expected production [6]