这一车企巨头遭“清仓式”抛售

Core Viewpoint - Nissan's stock has declined significantly following Mercedes-Benz's announcement to sell its 3.8% stake in Nissan, valued at approximately $346 million, indicating a lack of strategic importance for Nissan in Mercedes-Benz's investment portfolio [3][4]. Group 1: Financial Performance - Nissan's global sales for the first quarter of the 2025 fiscal year were 707,000 units, a year-on-year decrease of 10.1% [4]. - The company's consolidated net revenue was 2.7 trillion yen, down 9.7% year-on-year, with a consolidated operating loss of 79.1 billion yen compared to an operating profit of 9.95 billion yen in the same period last year [4]. - Nissan reported a net loss of 115.76 billion yen, contrasting with a net profit of 28.56 billion yen in the previous year [4]. - In the U.S. market, Nissan's net sales were 1.08 trillion yen, a decline of 10.23% year-on-year, while the Asian market (excluding China) saw net sales drop over 25%, capturing only 5% of the global market share [4]. Group 2: Strategic Changes - Nissan is implementing a new recovery plan aimed at achieving cost savings of approximately 500 billion yen through measures such as factory closures and layoffs [5]. - The company plans to reduce its global production facilities from 17 to 10 by the 2027 fiscal year, decreasing capacity to 2.5 million vehicles [5]. - Nissan intends to lay off 20,000 employees, with about 65% from manufacturing, 18% from sales and general management, and 17% from R&D, primarily affecting contract workers [5]. Group 3: Market Challenges - Nissan's performance has been pressured by the rapid growth of electric vehicle manufacturers like BYD and Geely, which have surpassed Nissan in sales, causing Nissan to fall out of the top ten global automakers [4]. - The company is also facing significant impacts from U.S. tariffs, with an estimated profit reduction of up to 300 billion yen (approximately 14.6 billion yuan) expected for the 2025 fiscal year [4].