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本田在广州的发动机产能减半,靠EV反攻
日经中文网· 2025-03-11 03:00
Core Viewpoint - Honda is significantly reducing its engine production capacity in China, shifting focus towards electric vehicle (EV) development in response to the rapid growth of EVs in the market [1][2][3]. Group 1: Production Capacity Changes - Honda's engine factory in Guangzhou will cut its annual production capacity from 520,000 units to 260,000 units, which represents 30% of the cars sold in China that are equipped with engines [1]. - The overall production capacity in China will decrease from 1.49 million units at the beginning of 2024 to 960,000 units [2]. - Honda has already halted production at one of its engine assembly plants, which had an annual output of 240,000 units, and is offering voluntary departures to employees at two other plants [1][2]. Group 2: Shift to Electric Vehicles - Honda plans to launch its first dedicated EV factory in Wuhan, Hubei Province, in 2024, and another dedicated factory in Guangzhou, ensuring an annual production capacity of 240,000 EVs [2][3]. - The company aims for 70% of its new models in 2024 to be electric vehicles, with expectations that this percentage will increase by approximately 10 percentage points in 2025 [4]. Group 3: Software Development and Innovation - Honda will establish a new organization in April 2024 in China focused on automotive intelligence and software development to enhance its EV competitiveness [3]. - The company is advancing the development of software-defined vehicles (SDVs) and plans to incorporate technologies from local firms like Huawei and iFlytek into its new EV brand "Yue" [3][4]. Group 4: Market Challenges and Competition - Honda's sales in China have dropped significantly, with 2024 sales projected at 850,000 units, a one-third decrease from 2023, marking a return to below 1 million units for the first time in nine years [2]. - The price competition in the EV market is intense, with local companies like BYD performing strongly, leading to a 13% price drop for engine vehicles, which exceeds the 8% drop for new energy vehicles [4][5].
世界第三大车企即将被迫诞生
投资界· 2024-12-23 03:28
以下文章来源于巨潮东北亚 ,作者老鱼儿 巨潮东北亚 . 向北开放第一新媒 本田+日产+三菱。 作者 | 老鱼儿 编辑 | 夏秋春 来源 | 巨潮东北亚 (ID:juchaoDBY) 新能源汽车扇起的翅膀,终于在传统车商的地盘上刮起了更加猛烈的旋风。 根据日经中文网的报道,本田与日产汽车将就业务整合展开磋商,将就成立控股公司并 将两家企业纳入旗下的方向推进协调。根据目前的口径,本田和日产将于近期签署谅解 备忘录(MOU),今后将确定控股公司的持股比例等详细内容。 报道中还提到,本田和日产从3月就开始探讨合作事宜,8月开展全面业务合作——这是 一次接近一年时间的长时间讨论,双方就车载软件及零部件的通用化等进行了协商。并 且,由于日产同时也是三菱汽车的最大股东,三菱汽车也表明了加入本田和日产联盟、 开展合作的方针。 根据公开的数据, 这三家车企在全球的整体销量超过800万辆。如果三家企业统合,将 超过现代汽车起亚,成为世界第三大汽车集团。 世界第三的名号非常炫目,不过这样的合作在如今的产业形势下,很难称得上是强强联 合,更像是抱团取暖。 数据显示,日本的8大车企2024年上半年度(4月至9月)全球产量为1187.8 ...