突发！松下推迟在美建电池厂计划

Core Viewpoint - Panasonic is adjusting its battery production plans due to a slowdown in global electric vehicle demand, leading to delays in establishing a third battery factory in the U.S. and a focus on ramping up production at its second factory in Kansas [1][2]. Group 1: Production Plans and Adjustments - Panasonic's CEO Yuki Kusumi announced the postponement of the third battery factory in the U.S. and emphasized the focus on the second factory in Kansas [2]. - The company aims to expand its electric vehicle battery production capacity to 200 GWh by 2031 and is currently evaluating potential sites for the new factory [2]. - The production schedule for the DeSoto factory in Kansas has been delayed, with expectations to start production by March 2026, pushing back the timeline by another year [3]. Group 2: Financial Performance - Panasonic's fiscal year 2024 revenue is projected at 8.46 trillion yen, a slight decrease of 0.5% from the previous year, while net profit is expected to drop by 17.5% to 366.2 billion yen [3][4]. - The company is undergoing structural reforms to achieve profit growth by 2026, which includes workforce reductions of 5,000 employees and the termination of unprofitable business segments [4]. Group 3: Industry Impact - Other Japanese companies in the battery sector, such as Nissan, Toyota, and Honda, are also facing challenges, with Nissan canceling plans for a new battery factory in Kitakyushu and Toyota delaying its battery factory project in Fukuoka [5][6]. - Honda has postponed its electric vehicle investments in Canada by approximately two years [6].