汽车商业评论·2025-05-25 14:55Core Viewpoint - The automotive industry is adjusting its electric vehicle (EV) strategies due to slowing demand and rising costs, leading to a more cautious outlook on EV growth compared to previous optimistic projections [4]. Group 1: Industry Adjustments - Automakers are revising their EV production plans, with Nissan utilizing Ford's battery production facility in Kentucky to mitigate tariff risks associated with importing vehicles and parts [5][7]. - General Motors (GM) has sold its stake in a Michigan battery plant to LG Energy Solution, pausing construction due to a global slowdown in EV demand [9][10]. - Honda has reduced its planned investment in EVs and software from 10 trillion yen to 7 trillion yen (approximately $484 billion), postponing its Canadian EV production facility by two years [14][15]. Group 2: Market Dynamics - Ford's Model e division reported a loss of $850 million despite an increase in EV sales from 10,000 to 31,000 units, indicating challenges in meeting growth expectations [7]. - The U.S. market for EVs is experiencing a slowdown, with potential pressures from proposed tax credit eliminations for EV purchases [7]. - Honda anticipates that by 2030, pure electric vehicles may only account for about 20% of its total sales, down from a previous target of 30% [14]. Group 3: Strategic Partnerships - The collaboration between Ford and Nissan for battery production is seen as a strategic move for both companies, allowing Nissan to avoid tariffs while Ford adjusts its EV strategy [5][7]. - LG Energy Solution's acquisition of GM's stake in the Lansing battery plant is aimed at enhancing production efficiency and meeting market demand [10][13].