产能互补
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三菱、日产、本田联合在美造车?
Zhong Guo Qi Che Bao Wang· 2025-12-09 01:59
产能互补抗关税 这一合作探讨背后,是日系车企在北美市场的集体承压。美国政府今年4月起对进口车加征25%的关税,严重冲击倚重美国市场的日本车企。不少车 企为了保住市场份额暂缓提价,导致成本大幅上升、利润显著下降。 据《日本经济新闻》估计,2025上半财年(2025年4-9月),美国加征关税给日本七大车企(丰田、本田、日产、马自达、三菱、斯巴鲁、铃木)造 成总计1.5万亿日元(约合人民币686亿元)的损失。其中,日产净亏损2219亿日元,马自达净亏损452亿日元,三菱净亏损92亿日元。加藤隆雄在被问及 美国加征关税的后续影响时面露难色,表示"无法预测"。 与同行不同,三菱在美国没有整车生产基地,欧蓝德、奕歌等在美销售车型依赖进口,关税压力下北美业务亏损加剧。虽然后续美国与日本达成协 议,将日系车进口关税下调至15%,但较最初2.5%的税率依然有大幅攀升。规模方面,2024财年(2024年4月-2025年3月),三菱在美国的销量总计11.3万 辆,不及丰田或本田的1/10。加藤隆雄承认,仅凭三菱独立经营北美业务是绝对困难的。三菱急需借助他人的美国工厂生产来规避关税、降低成本。 至于日产,在美国密西西比州坎顿、田纳西 ...
“长沙制造”与“非洲禀赋”同频共振
Chang Sha Wan Bao· 2025-06-10 23:42
Traditional Sector Cooperation Enhancement - Changsha's construction machinery companies, led by Zoomlion, have deployed over 10,000 pieces of equipment across Africa, contributing to infrastructure projects such as bridges, roads, and mining [3] - Zoomlion has implemented a unique overseas business model in Africa, focusing on "end-to-end, digitalization, and localization" to enhance local operations and service support [3] Agricultural Collaboration - Hunan has made significant contributions to Africa's food security and agricultural industrialization, with Yuan's Seed Industry conducting hybrid rice trials in 21 African countries [4] - Longping High-Tech has provided over 200 agricultural technology training programs across more than 50 African countries, training numerous agricultural officials and technicians [4] - Meilan Group has developed a comprehensive supply chain model to address Africa's agricultural processing challenges, enhancing local industry and employment through projects in Côte d'Ivoire and Tanzania [4] New Field Cooperation Expansion - Changsha enterprises are expanding into new sectors such as renewable energy and digital economy, with SANY signing nearly 20 microgrid projects in seven African countries, investing approximately 1.7 billion yuan [5] - Zhanmei Automobile is introducing electric vehicles in Kenya, aiming to scale operations from nearly 100 vehicles to 40,000 within five years [5] - Changsha's non-trade enterprises are leveraging e-commerce platforms like Kilimall to provide millions of products to nearly 300 million African consumers [6] Modernization Efforts - Changsha enterprises are committed to modernizing Africa, with the Hunan Geological Institute establishing a comprehensive geological laboratory in Madagascar, conducting over 10,000 sample analyses [7] - Collaboration with Nigerian universities aims to enhance agricultural mechanization education, providing scholarships and practical training opportunities [7] Future Prospects - The ongoing cooperation between Changsha enterprises and Africa reflects a deepening friendship and commitment to mutual development, with plans to further strengthen economic ties and build a high-level China-Africa community [8]