Nissan Motor(US:NSANY) 日经中文网·2025-05-19 06:44Group 1 - Nissan is considering shutting down two factories in Mexico and two in Kanagawa, Japan, along with one factory each in South Africa, India, and Argentina, indicating a shift in strategy towards focusing on markets in Japan, the US, Europe, and China [1][2] - The company plans to reduce its global production capacity, with a target of 3.1 million units for the fiscal year 2024, where Mexico contributes 670,000 units (20%), India over 150,000 units, Argentina nearly 20,000 units, and South Africa 10,000 units [1][2] - Nissan's previous strategy under Carlos Ghosn emphasized expansion in emerging markets, but the current approach reflects a pivot away from this focus, aiming to enhance efficiency and competitiveness in established markets [2][3] Group 2 - The company is facing intense competition in China, particularly from local firms like BYD, and is working to improve production efficiency while launching new AI-equipped electric vehicles [3] - In the US, Nissan is struggling with sales due to an inability to launch hybrid vehicles, and plans to shift some production from Japan to local facilities in response to tariffs imposed by the Trump administration [3][4] - Nissan aims to reduce the number of vehicle platforms from 13 to 7 by 2035, and cut the number of components by 70% to enhance development efficiency [4] Group 3 - The company plans to reduce fixed and variable costs by a total of 500 billion yen by the fiscal year 2026, and increase the scale of layoffs to 20,000, comparable to the restructuring plan proposed by Ghosn [4][5] - The restructuring is expected to increase the profitability of each product, as the company seeks to leverage its brand appeal while enhancing operational strength [4][5]