Group 1 - Nissan has formed a new joint venture with Dongfeng Motor Group, with a registered capital of 1 billion RMB, where Nissan (China) Investment Co., Ltd. holds 60% and Dongfeng holds 40% [2] - The joint venture aims to expand Nissan's automobile export business, positioning China as a key export base for the company [2][5] - Nissan plans to leverage resources from its joint ventures in China to enhance its global revival strategy, with a focus on exports, product development, and brand enhancement by 2025 [2][5] Group 2 - Nissan's electric vehicle model N7, developed locally in China, has shown strong sales performance, with 6,189 units sold by June 2025 and over 10,000 units delivered since mid-May [3] - The company aims to accelerate its electric vehicle development in China, with plans to invest over 10 billion RMB by the end of 2026 to enhance R&D capabilities [4] - The "Re:Nissan" revival plan includes cost optimization strategies, targeting a total cost reduction of 500 billion JPY by the fiscal year 2024 [5]

在企业发展战略上，东风日产将继续坚持"双线并进"的路径：一方面巩固燃油车的市场根基，另一方面 加速布局新能源赛道。副总经理高政浩表示，东风日产将在燃油车领域保持领先地位，同时稳步推进电 动化转型。 7月2日，东风日产正式推出全新奇骏·荣誉车型，共计两款，官方指导价分别为16.08万元和16.68万元， 限时诚意价下探至11.98万元与12.58万元，性价比显著提升。 据东风日产汽车销售有限公司总经理刘新宇介绍，此次新车升级广泛吸纳用户反馈，在科技配置、内部 空间和外观设计等方面全面优化。作为日产全球战略车型，奇骏基于CMF平台打造专业级SUV底盘， 搭载Nissan Connect超智联2.0+系统，实现语音控制、远程监测、远程启停等智能功能，软硬件协同升 级，科技感显著提升。 在产品开发方面，日产计划大幅缩短研发周期：首款车型开发周期将压缩至37个月，家族化车型进一步 缩短至30个月。尤其针对中国市场，研发周期将缩减至24个月，并在保证品质与安全的前提下加快产品 迭代。同时，日产将通过70%的零部件复杂度削减、平台架构整合等手段，到2035财年将平台数量从13 个压缩至7个。 在销量表现方面，日产汽车在中国 ...

7201.JP 250.00 JPY 9 June 2025 Japan Autos & Auto Parts Nissan Motor Co Ltd Rating Underperform Price Target Tomohiro Kashimoto +81 3 6777 6975 tomohiro.kashimoto@bernsteinsg.com Nissan: Q1 profits might look better than guidance, but the path to a turnaround is going to be a tough climb What has changed and is unchanged. While we have lowered our forecasts by incorporating company feedback following the FY3/25 results and the impact of US tariffs, we have maintained our price target at ¥250 after making ad ...