当中国新能源汽车月渗透率逼近50%，以燃油车为代表的日系车企在华正面临严峻考验。8月18日，东 风汽车集团股份有限公司（下称"东风集团股份"）拟将持有的东风本田发动机有限公司（以下简称"东 本发动机"）50%股权全部转让，该项目已在广东联合产权交易中心预挂牌。 基于东本发动机的良好合作，东风与本田于2003年共同出资成立东风本田汽车，将合作从发动机等零部 件业务延伸至整车业务，并建立了整车和配套的发动机产线。从业务划分来看，东本发动机与东风本田 汽车相互独立。而关于东本发动机是否会被广汽本田接盘，广汽本田暂未表态。 近年来，本田在华主要的两大合资伙伴东风集团、广汽集团频频加码自主新能源品牌建设。在东本发动 机即将易主前，本田在华两大合资整车公司广汽本田、东风本田已在2024年停产休业两条燃油车生产 线，并在广州、武汉建起全新的电动车工厂。此番调整后，本田在华汽车产能降至144万辆。 彼时，本田公司发言人表示，上述调整是本田响应中国市场变化的一部分，随着中国新能源汽车市场快 速发展，本田正面临来自中国自主品牌的强烈竞争压力。今年上半年，本田在华已陆续推出烨品牌首发 车型：广本P7、东本S7，但两款电动车未能给本 ...

本田在华销量已连跌5年。 东风集团股份相关人士告诉第一财经记者，基于有关部门对汽车央企新能源业务单独考核，东风对新能 源盈利的压力稍缓，将更多资源倾向自主新能源，从体制机制层面大胆创新，同时帮助合资品牌电动化 转型。现阶段，东风集团股份对东本发动机发展的历史任务已经暂告一段落。 东本发动机发展历程，与广州汽车产业和本田在华发展密不可分。1998年，广州轿车项目通过"一个项 目，两家公司，三方合作"的合作模式，开启整车及发动机事业。具体而言，广汽本田负责整车业务， 东本发动机负责发动机总成及其零部件业务。两家公司为合作配套关系，由前者向后者供应发动机及零 部件。 基于东本发动机的良好合作，东风与本田于2003年共同出资成立东风本田汽车，将合作从发动机等零部 件业务延伸至整车业务，并建立了整车和配套的发动机产线。从业务划分来看，东本发动机与东风本田 汽车相互独立。而关于东本发动机是否会被广汽本田接盘，广汽本田暂未表态。 近年来，本田在华主要的两大合资伙伴东风集团、广汽集团频频加码自主新能源品牌建设。在东本发动 机即将易主前，本田在华两大合资整车公司广汽本田、东风本田已在2024年停产休业两条燃油车生产 线，并在广 ...

Core Insights - The retail sales of new energy vehicles in Xuzhou increased by 72.7% year-on-year in the first quarter, driven by the effective implementation of the vehicle trade-in policy, indicating strong consumer preference and a green transformation in the automotive market [1][2][7] Policy Collaboration - The vehicle trade-in policy has emerged as a key driver for upgrading automotive consumption, with national and local policies promoting the transition to new energy vehicles [2][3] - The Jiangsu provincial government has set a unified maximum subsidy standard for vehicle trade-ins, providing incentives for consumers to switch from traditional fuel vehicles to new energy vehicles [2][3] Market Response - Xuzhou has actively responded to national policies by refining its vehicle trade-in measures and offering attractive subsidies, resulting in significant improvements in automotive consumption [2][3] - The city has allocated 10 million yuan in municipal funds for automotive consumption subsidies, further stimulating demand for new energy vehicles [3][4] Consumer Trends - The popularity of new energy vehicles is rising, with many consumers willing to replace traditional fuel vehicles for more environmentally friendly options, supported by the cumulative effects of various policies [3][5] - Data shows that consumers are increasingly opting for mid-to-high-end models and new energy vehicles, reflecting a trend towards consumption upgrading [7] Sales Performance - The automotive consumption subsidy policy has led to a positive market response, with significant applications for vehicle scrapping and trade-in subsidies reported [7] - The Xuzhou International Auto Show highlighted the dominance of new energy vehicles, showcasing various smart models and attracting consumer interest [5][6] Future Outlook - The combination of policy support and market dynamics is expected to drive further breakthroughs in automotive consumption in Xuzhou, establishing a model for nationwide automotive consumption upgrades [7]

Group 1 - GAC Group reported a revenue of 19.65 billion yuan and total vehicle sales of 371,100 units in Q1 2025, with a month-on-month growth rate of 76.2% in March [1] - The company has implemented a valuation enhancement plan, completing the repurchase of 299 million shares by the end of Q1 [1] - GAC's integrated reform has significantly improved operational efficiency, with new models launched including AION UT, GAC Trumpchi Xiangwang S7, and others, achieving substantial order volumes [1] Group 2 - AI technology and applications are becoming key factors influencing the future competitive landscape of the global automotive industry [2] - GAC showcased its AI+ layout for the first time in Q1, focusing on core elements of "computing power, data, and algorithms" [2] - The company announced the expansion of collaborations with leading tech firms like Huawei and Tencent to build an AI smart ecosystem called Golink [2]