Sou Hu Cai Jing·2026-02-13 09:10Group 1 - The overall performance of Japan's automotive industry has significantly weakened, with combined operating profit of seven major manufacturers declining by approximately 28% to 4.3 trillion yen (about 215 billion RMB) due to increased U.S. tariffs, electric vehicle investment impairments, and weakened global demand [1] - The U.S. tariffs alone have caused a negative impact of about 2.1 trillion yen (approximately 105 billion RMB), leading to a nearly 30% drop in operating profit [1] - Despite efforts by companies like Toyota to reduce costs, the burden of tariffs continues to exert heavy pressure on their performance [1] Group 2 - Nissan has projected a net loss of approximately 650 billion yen (about 32.5 billion RMB) for the fiscal year ending March 2026, marking its second consecutive year of losses [3] - For the period from April to December 2025, Nissan's sales are expected to be around 8.58 trillion yen (approximately 429 billion RMB) with a net loss of about 250 billion yen (around 12.5 billion RMB), alongside a global workforce reduction of about 20,000 employees and the closure of seven factories [3] Group 3 - Mazda reported an operating loss of approximately 231 billion yen (about 11.6 billion RMB), with tariff impacts accounting for about 119.2 billion yen (approximately 5.96 billion RMB) [5] - Honda's sales revenue for the period from April to December 2025 is projected to be 15.98 trillion yen (approximately 799 billion RMB), a year-on-year decline of 2%, with a net profit of 465.4 billion yen (about 23.3 billion RMB), down 42% [5] - Honda's four-wheeled vehicle business has reported an operating loss of 166.4 billion yen (approximately 8.3 billion RMB), marking its first loss in 14 years [5] Group 4 - Toyota has raised its full-year operating profit forecast to 4.9 trillion yen (approximately 245 billion RMB) while simultaneously lowering its annual sales target to 9.45 million vehicles [5][7] - The company has recently announced a change in its top management, promoting its CFO to CEO, emphasizing a business strategy focused on financial efficiency and capital returns [7] - The reliance on the U.S. market as a major profit source poses challenges for Japanese automakers, especially amid high interest rates, tariff fluctuations, and declining electric vehicle demand [7]