日前有消息指出，广汽本田工厂复工时间将继续推迟。 1月6日，广汽本田相关人士向南都·湾财社记者确认，综合考虑半导体供应及生产线技术改造等因素， 广汽本田决定对2026年1月生产节奏进行调整。据了解，自1月5日起，广汽本田工厂将继续停产两周， 即10个工作日。有消息人士表示，此次调整由本田方面决定。 针对此次短期停产，广汽本田明确表示，本次短期生产调整的影响台数相对可控，预计全年可挽回损失 的产量，不会影响对客户的产品交付。广汽本田将合理调整生产节奏，对全年生产安排做好准备。 据参考消息，去年12月，本田曾透露由于半导体短缺，计划从12月下旬到明年1月上旬，日本和中国工 厂的整车生产将暂停或减产。其中，中国广汽本田工厂从12月29日起停产5天，东风本田不受影响。回 溯来看，此次停产并非孤例。因相同原因，去年10月和11月，本田曾暂停了墨西哥工厂生产，并对美国 和加拿大工厂减产。 半导体短缺的影响或将传导至企业业绩层面。本田去年11月发布的财报预期显示，受半导体短缺导致产 量不及预期影响，公司主营业务营业利润将缩水1500亿日元，约合人民币68亿元。 ...

Core Viewpoint - Honda Motor announced an extension of a production halt at three car plants in China by two weeks due to a semiconductor shortage, indicating ongoing supply chain challenges for the company [1] Company Summary - Honda Motor is facing persistent supply chain strains, particularly related to semiconductor availability, which has led to the decision to halt production at three facilities in China for an additional two weeks [1] Industry Summary - The automotive industry continues to experience significant disruptions due to semiconductor shortages, affecting major manufacturers like Honda Motor and highlighting the fragility of supply chains in the sector [1]

Core Viewpoint - Honda is initiating temporary production reductions and stoppages at its North American factories this week [1] Group 1 - The production adjustments are a response to current market conditions [1] - These changes may impact Honda's overall output and supply chain dynamics in the region [1]

Toyota Motor is weighing plans to bring American-manufactured models into the Japanese market, public broadcaster NHK reported. The news came ahead of US President Donald Trump’s visit to Japan this week. Trump is scheduled to meet Japanese business leaders during a three-day visit beginning today (27 October). As per the report, Toyota is preparing for Toyoda to communicate the company’s import plan to US officials. Toyota president Sato Koji told reporters that the company is considering importing mo ...

Core Viewpoint - Ford is expected to face a significant earnings impact, potentially up to $1 billion, due to a fire at a key supplier's aluminum factory, with the F-150 trucks being the most affected model [1][9]. Group 1: Incident Details - A fire on September 16 destroyed parts of the Novelis aluminum factory in Oswego, New York, and is anticipated to keep the facility down until early 2026 [1][4]. - The fire required the efforts of 175 firefighters and involved 26 fire departments to extinguish, with the cause still under investigation [12]. Group 2: Impact on Ford - Ford is the largest user of the Novelis plant, which primarily supplies aluminum for its F-150 trucks, leading to a projected earnings hit of $500 million to $1 billion [2][9]. - Production of the F-150 electric pickup at Ford's Dearborn, Michigan plant will be paused next week due to the fire, affecting the supply of aluminum through the end of the year [5]. Group 3: Broader Industry Context - The incident adds to the challenges faced by American automakers, who are already dealing with rising costs from tariffs on aluminum and steel, a global semiconductor shortage, and supply chain disruptions [10][11]. - Novelis produces over 350,000 metric tons of sheet aluminum annually for various automakers, including Ford, Toyota, and Stellantis [11].

Group 1 - The US is potentially finalizing a $10 billion deal with Intel, which would represent a 10% stake in the company, marking a significant government investment in a private entity [1][2] - Intel's stock price increased by over 6% following the announcement of the potential deal, indicating positive market sentiment [2] - The investment could position the US as the largest shareholder in Intel, which has been facing declining market share due to competition from foreign companies like Taiwan Semiconductor Manufacturing Company [2][9] Group 2 - Discussions between President Trump and Intel's CEO Lip-Bu Tan have shifted from criticism to a more collaborative tone, with Trump expressing support for a partnership with the US [3][4] - The potential deal aligns with the Biden-era Chips and Science Act, which Intel was expected to benefit from, suggesting a strategic move to convert federal funding into equity [7] - The US government's stake in Intel would reflect a broader trend of increased intervention in the private sector, similar to previous actions taken with other companies [10]