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本田中止大型电动SUV开发,转向混动
3 6 Ke· 2025-07-07 04:34
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]
本田中止大型电动SUV开发,转向混动
日经中文网· 2025-07-07 02:38
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].
李子园:公司事件点评报告:业绩符合预期,盈利能力持续提升-20250513
Huaxin Securities· 2025-05-13 00:23
2025 年 05 月 13 日 业绩符合预期,盈利能力持续提升 买入(维持) 事件 | 分析师:孙山山 | S1050521110005 | | --- | --- | | sunss@cfsc.com.cn | | | 联系人:肖燕南 | S1050123060024 | | xiaoyn@cfsc.com.cn | | | 基本数据 | 2025-05-12 | | --- | --- | | 当前股价(元) | 13.15 | | 总市值(亿元) | 52 | | 总股本(百万股) | 394 | | 流通股本(百万股) | 394 | | 52 周价格范围(元) | 7.96-15.15 | | 日均成交额(百万元) | 107.21 | 市场表现 -40 -30 -20 -10 0 10 20 30 (%) 李子园 沪深300 资料来源:Wind,华鑫证券研究 相关研究 1、《李子园(605337):成本受益 叠加费投优化,盈利能力提升》 2024-10-30 2、《李子园(605337):费投力度 加大,利润承压明显》2024-08-28 3、《李子园(605337):利润略不 及预期,直销渠道 ...
李子园(605337):2024年报及2025年一季报业绩点评:收入符合预期,成本红利释放
Soochow Securities· 2025-05-02 01:38
证券研究报告·公司点评报告·饮料乳品 李子园(605337) 2024 年报及 2025 年一季报业绩点评:收入 符合预期,成本红利释放 增持(维持) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 1412 | 1415 | 1538 | 1643 | 1746 | | 同比(%) | 0.60 | 0.22 | 8.69 | 6.84 | 6.22 | | 归母净利润(百万元) | 236.96 | 223.80 | 253.51 | 279.52 | 305.20 | | 同比(%) | 7.20 | (5.55) | 13.27 | 10.26 | 9.19 | | EPS-最新摊薄(元/股) | 0.60 | 0.57 | 0.64 | 0.71 | 0.77 | | P/E(现价&最新摊薄) | 20.79 | 22.01 | 19.43 | 17.62 | 16.14 | [Table_Tag] [Table_S ...