安世芯片短缺，本田确认再次停产！

Core Viewpoint - Honda is facing production halts and reductions due to semiconductor shortages, impacting its global sales targets and operational plans for the upcoming months [3][4][5]. Group 1: Production Impact - Honda announced that its joint venture factory with GAC Group will halt production for three days starting December 29 due to semiconductor supply issues [3]. - Japanese factories, including Suzuka and Saitama, will also implement production halts and reductions in early January 2026, although specific reduction scales have not been disclosed [4]. - The semiconductor shortage is expected to affect Honda's operating profit by 150 billion yen and reduce North American vehicle sales by 110,000 units for the fiscal year ending March 2026 [4]. Group 2: Sales Adjustments - Honda has revised its global four-wheeler sales target for the fiscal year from 3.62 million units to 3.34 million units, reflecting a 10.1% year-on-year decrease [4]. - The company had previously implemented production halts in its Mexican factory, which is crucial for exporting vehicles to the U.S., with an annual production capacity of 200,000 units [4]. Group 3: Industry Responses - Other automakers have responded variably to semiconductor shortages, with some like Mercedes-Benz and General Motors reporting no immediate impact, while others like Nissan and Bosch have faced production disruptions [6][7]. - Nissan reduced production of its Rogue SUV by approximately 900 units in November due to chip shortages, with further reductions occurring later in the month [7].