Group 1 - Honda has halted the development of a large SUV as part of its EV strategy due to a slowdown in EV demand in the U.S. market and potential delays in EV adoption caused by U.S. policies [2][3] - The company plans to reduce its EV-related investment from 10 trillion yen to 7 trillion yen by the fiscal year 2030, with the suspension of the large SUV development being a part of this adjustment [3] - Honda aims to increase production of hybrid vehicles (HV) and plans to launch 13 new models globally over the next four years, targeting a sales volume of 2.2 million units by 2030, which is 2.2 times the planned sales for 2025 [3] Group 2 - The global automotive industry is witnessing a trend of companies adjusting their EV plans, with Ford also withdrawing from large EV development and Nissan halting the development of two EV models intended for the U.S. market [3] - Toyota has postponed its plan to launch a pure electric SUV from 2026 to 2028, reflecting a broader industry shift in response to market conditions [3]

Core Viewpoint - Honda has halted the development of a large electric SUV as part of its EV strategy due to a slowdown in demand in the U.S. market and concerns over U.S. policies that may further delay EV adoption [1][2]. Group 1: Honda's Strategy Shift - Honda plans to reduce its EV-related investment from 10 trillion yen to 7 trillion yen by 2030, with the suspension of the large SUV development being a significant part of this adjustment [3]. - The company will increase production of hybrid vehicles (HV) that are expected to be more profitable, aiming to launch 13 new models globally over the next four years starting in 2027, targeting a sales volume of 2.2 million units by 2030, which is 2.2 times the planned sales for 2025 [3]. Group 2: Industry Trends - The trend of automakers adjusting their EV plans is widespread, with Ford also withdrawing from large EV development and Nissan halting the development of two EV models originally planned for production in the U.S. [3]. - Toyota has postponed its plan to launch a pure electric SUV from 2026 to 2028, reflecting similar strategic shifts in the industry [4].

6月3日在海上发生火灾，船员成功获救（美国阿拉斯加海域，美国海岸警卫队供图，Reuters） 该船5月从中国出发，原定于6月15日抵达墨西哥。共装载了3048辆汽车，其中70辆为EV，681 辆为HV。航行至阿拉斯加州海域时发生火灾，目前尚不清楚起火点是否来自EV…… 6月23日下午，一艘载有3000多辆包括纯电动汽车（EV）在内的汽车运输船在从中国驶往墨西哥 的途中，于美国阿拉斯加州海域沉没。该船于6月3日在海上发生火灾，22名船员成功获救。 美国海岸警卫队推测，该船载有约350吨天然气和约1500吨燃料油，目前正与运营公司合作，确 认沉没是否造成海洋污染。 根据国际能源署（IEA）的数据，2024年中南美的EV市场份额为4％。在巴西、哥斯达黎加、乌 拉圭、哥伦比亚等国家，EV不断普及，在这条沉没的运输船前往的目的地墨西哥，比亚迪 （BYD）等低价中国产EV的销量不断增长。 此次沉没的船只是总部位于英国伦敦的Zodiac Maritime公司运营的"Morning Midas号"（利比里亚 船籍），这是一艘全长约180米的大中型船。该船5月从中国出发，原定于6月15日抵达墨西哥的 拉萨罗·卡德纳斯港。 据美 ...

日产将通过减少新兴国家的产能来消除扩张路线的问题，重视在美欧、日本和中国等市场提高效率和扩 大销售，增强竞争力。 在作为最大市场的中国，日产与比亚迪等当地企业的竞争非常激烈。日产背负过剩的产能，在与合作企 业协商的基础上，能在多大程度上提高生产效率成为焦点。目前，该公司推出了搭载人工智能（AI） 技术的纯电动汽车（EV）新款轿车"N7"，还在推进向中国以外出口等进攻性战略。 印度南部的日产雷诺合资工厂（2024年3月） 日产考虑停产和关闭墨西哥的两家工厂和日本神奈川县的两家工厂，还将在南非、印度和阿 根廷各关闭一家工厂。在考虑减产的7家工厂中，除日本之外的其余5家位于"全球南方"。日 本将集中于日美欧中市场进行重建…… 日产汽车开始在全球战略方面进行选择和集中。已开始考虑停产和关闭作为北美出口基地的墨西哥的两 家工厂和日本神奈川县的两家工厂。还将在南非、印度和阿根廷各关闭一家工厂。在考虑减产的7家工 厂中，除日本之外的其余5个基地位于"全球南方"。日本将改变以新兴市场为增长引擎的方针，集中于 日美欧中市场进行重建。 日产在5月13日举行的财报说明会上宣布了在全球范围内减少工厂的方针。具体来说，除了印度和阿根 ...