三菱汽车讨论与日产、本田在美国联合生产

Core Viewpoint - Mitsubishi Motors is facing significant challenges in the U.S. market due to high tariffs and lack of local production facilities, prompting discussions for collaboration with Nissan and Honda to enhance cost competitiveness [1][7]. Group 1: Current Situation - Mitsubishi Motors does not have a production base in the U.S., relying entirely on exports from Japan, which is increasing operational costs due to high tariffs [1][7]. - Nissan has factories in the U.S., but low sales are leading to reduced operating rates, negatively impacting profitability [1][7]. - Honda operates five factories in the U.S. but lacks the capacity to increase production due to high utilization rates [1][7]. Group 2: Collaborative Efforts - Mitsubishi's President Takao Kato indicated that discussions are ongoing regarding joint production with Nissan and Honda in the U.S. [3][7]. - The three Japanese automakers are exploring collaboration to improve cost competitiveness in response to high tariffs and market challenges [1][7]. - A joint production initiative for SUVs at Nissan's U.S. factories has already been announced, although specific models and factories have not been detailed [7]. Group 3: Future Plans - Kato emphasized that decisions regarding collaboration will be made before the next mid-term business plan is released, expected in spring of the following year [3]. - Mitsubishi's sales in the U.S. for 2024 are projected at 113,000 units, representing only about 10% of Nissan and Honda's sales [7]. - The three companies collectively hold over 15% of the U.S. new car market share, surpassing Toyota, indicating potential for significant cost advantages through joint production [7]. Group 4: Broader Collaboration - Mitsubishi is also discussing potential collaborations with Nissan and Honda outside the U.S., including production orders in the Philippines and supply agreements in Oceania [8]. - Ongoing negotiations for comprehensive business cooperation among the three companies have been in progress since February 2025, following the breakdown of merger talks between Nissan and Honda [9].