汽车复兴计划

Search documents
巨亏55亿,日产坠落:裁员2万人,关闭全球7家工厂
21世纪经济报道· 2025-08-01 06:38
Core Viewpoint - Nissan Motor Co. has reported significant financial losses, marking a continued decline in performance due to adverse market conditions and strategic missteps, particularly in the Chinese market [1][7][19]. Financial Performance - In Q1 of FY2025 (April 1, 2025 - June 30, 2025), Nissan's net sales amounted to 2.7 trillion yen, a year-on-year decrease of 9.7% [1]. - The company recorded a net loss of 115.76 billion yen (approximately 5.5 billion RMB), a stark contrast to a net profit of 28.56 billion yen in the same period last year [1]. - Operating losses reached 79.1 billion yen, also a shift from profitability in the previous year [1]. Sales and Market Performance - Global retail sales for Nissan fell to 707,000 units in Q1 FY2025, a decline of 10.1% year-on-year [7]. - The Chinese market saw a particularly steep drop in sales, down 27.5%, attributed to intense competition and a shrinking market for non-luxury joint venture brands [7][11]. - Nissan's sales in Asia dropped nearly 30%, with the region contributing only 5% to global sales [11]. Strategic Responses - Following the collapse of merger talks with Honda, Nissan has initiated a self-rescue plan, which includes laying off 20,000 employees and closing seven factories globally [6][15]. - The company plans to invest 100 billion yen in R&D for electric vehicles in the Chinese market and aims to launch 10 new energy models by 2027 [12][14]. - Nissan's restructuring plan, "Re:Nissan," focuses on cost optimization, including a target to save 500 billion yen in costs by FY2026 [17][18]. Future Outlook - Nissan has not disclosed profit forecasts for FY2025 but anticipates further losses, with operating losses potentially reaching 180 billion yen in the first half of FY2025 [16]. - The company expects a 2.9% decline in global sales to 3.25 million units, primarily due to an 18.2% drop in the Chinese market [17]. - Nissan is enhancing its collaboration with Dongfeng in China and exploring partnerships with other companies to strengthen its market position [18][19].