HBFX(SZ:000926) Nan Fang Du Shi Bao·2026-01-06 08:08Core Viewpoint - GAC Honda's factory resumption has been delayed due to semiconductor supply issues and production line upgrades, with a two-week production halt confirmed [1] Group 1: Production Adjustments - GAC Honda will adjust its production schedule for January 2026, with a two-week shutdown starting from January 5, resulting in 10 working days of halted production [1] - The company stated that the impact of this short-term production adjustment is manageable, and it expects to recover the lost output over the year without affecting product delivery to customers [1] Group 2: Industry Context - Honda previously announced production halts or reductions in both Japan and China due to semiconductor shortages, with the GAC Honda factory halting production for five days starting December 29 [1] - Similar production halts occurred in Honda's Mexican factories in October and November of the previous year, along with reductions in U.S. and Canadian factories [1] Group 3: Financial Implications - Honda's financial forecast indicated that the semiconductor shortage would lead to a reduction in operating profit by 150 billion yen, approximately 6.8 billion yuan [1]