如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 综合自日经 。 本田已在墨西哥停止生产汽车。本田于10月29日公布了这一消息。复产方面目前尚无眉目。由于 荷兰和中国围绕总部位于荷兰的中资半导体制造商安世半导体（Nexperia）产生对立，零部件出 现短缺。这是日本汽车制造商首次明确受到该问题的影响。 在墨西哥，本田于当地时间10月28日停止生产，在美国和加拿大也从27日开始调整生产。本田并 未公布减产规模和持续时间。北美占本田全球销量的4成，如果北美生产长时间受影响，可能会导 致业绩下滑。 此次停产的是位于墨西哥中部的塞拉亚工厂，该工厂是本田向美国出口汽车的重要基地。工厂的年 产能达到20万辆，主要生产SUV"HR-V"等车型。 本田在部分零部件中使用了安世半导体生产的通用半导体。据称在墨西哥生产摩托车的另一座工厂 仍在正常运转。 围绕中国企业旗下的安世半导体，荷兰政府以国家安全保障方面的问题为由接管了该公司。中国政 府对此进行反制，对安世半导体在中国生产的产品实施了出口管制。 全球车企因芯片短缺准备削减产量 因一家总部位于荷兰的中国半导体公司出口受阻，全球汽车供应链面临中断风险，世界各地的车企 正计划 ...

Core Viewpoint - Honda has halted production at its Mexican plant due to semiconductor shortages caused by geopolitical tensions surrounding Nexperia, a semiconductor manufacturer based in the Netherlands and owned by a Chinese company. This marks the first time a Japanese automaker has explicitly reported being affected by this issue [2][4]. Group 1: Production Impact - Honda stopped production in Mexico on October 28 and began adjusting production in the U.S. and Canada on October 27. The company has not disclosed the scale or duration of the production cuts [4]. - The Mexican plant, located in Celaya, is a crucial facility for Honda, with an annual production capacity of 200,000 vehicles, primarily producing the SUV model HR-V. North America accounts for 40% of Honda's global sales, and prolonged production disruptions in this region could lead to a decline in performance [4][5]. Group 2: Semiconductor Supply Chain Issues - Honda utilizes general semiconductors produced by Nexperia in some of its components. While the motorcycle production facility in Mexico continues to operate normally, the automotive production has been significantly impacted [5]. - The Dutch government has taken control of Nexperia citing national security concerns, while the Chinese government has responded with export controls on products manufactured by Nexperia in China [5].