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全球上半年新车销量:两家中企超日产跻身前10
日经中文网· 2025-08-26 08:00
2025年1~6月的全球新车销量排行榜中,日产汽车首次跌出前十。日产的销量同比减少 6%至161万辆,为16年来的最低水平。排名还首次被两家中国车企超越。销量榜首是…… 2025年1~6月的全球新车销量排行榜中,日产汽车首次跌出前十。日产的销量同比减少6%至161万辆, 为16年来的最低水平。排名还被比亚迪(BYD)和铃木超越。日产计划2025年内在日本推出纯电动汽 车(EV)"LEAF(中国名:聆风)"的新款车型以扭转局面,但如果销售能力无法恢复,经营重建将面 临严峻挑战。 日本经济新闻(中文版:日经中文网)对各公司发布的信息以及调查公司MarkLines的数据进行了汇 总。日产销量同比减少6%,仅161万辆。跌至2009年雷曼危机(154万辆)以来,16年来的最低水平。 自2004年有数据以来首次跌出全球销量前十。 日产2025年4~6月的合并财报显示,最终损益为亏损1157亿日元(2024年同期为盈利285亿日元),连 续四个季度出现亏损,经营状况持续低迷。日产的销量下滑导致工厂等固定成本对收益造成压力。 日产在主力的中国市场明显低迷。销量同比减少18%,仅27万辆,与高峰时期的2018年(72万辆)相 ...
日系车为何不赚钱了?
Hu Xiu· 2025-08-25 07:50
对于利润下滑,日系三强均将矛头指向美国的关税措施。今年4月,特朗普政府宣布对日本输美商品征 收25%关税(原为2.5%)。虽然7月美日协议又将税率降至15%,但这仍远高于历史平均水平,对汽车 等大宗日本输美商品造成重大打击。 日本财务省公布的贸易统计数据显示,4月至6月,受美国政府关税政策的影响,日本对美出口连续3个 月同比下降,且降幅呈现扩大之势。其中,6月日本对美汽车出口额锐减,同比下降26.7%。 美国是丰田、本田、日产的核心市场之一,关税对其业绩影响明显。丰田预计,美国关税将导致财年营 业利润下降1.4万亿日元,其中4月至6月间减少4500亿日元;本田则表示,美国关税政策使其第一财季 营业利润减少约1250亿日元。 本文来自微信公众号:智通财经,作者:陈小同,题图来自:视觉中国 曾经"躺着赚钱"的日系车开始迎来阵痛。近期,日系车三巨头相继发布的本财年一季度(2025年4月1日 ~6月30日)财报显示,三家车企均面临不同程度的利润下滑问题。 作为全球最大汽车制造商,丰田本季度虽然销量和营收均有增长,但却陷入了增收不增利的局面。当季 营业利润同比下降11%至1.17万亿日元,净利润更是同比大降37%至84 ...
财报“透视”:日系车企三强的喜与忧
Core Viewpoint - The Japanese automotive industry, particularly the "Big Three" (Toyota, Honda, Nissan), is facing significant profit contraction due to U.S. tariff pressures and the transition to electric vehicles, despite some revenue growth [1][2][3]. Financial Performance - Toyota's net profit for Q1 of FY2025 decreased by 36.9% to 841.4 billion yen (approximately 40.7 billion RMB), while operating profit fell by 11% to 1.17 trillion yen (approximately 56.6 billion RMB) [1][3]. - Honda's net profit dropped by 50.2% to 170.4 billion yen (approximately 8.24 billion RMB), with operating profit down by 49.6% to 244.2 billion yen (approximately 11.89 billion RMB) [1][4]. - Nissan reported a loss of 79.1 billion yen (approximately 3.83 billion RMB) in operating profit, a significant decline from a profit of 1 billion yen (approximately 48.1 million RMB) in the previous year [5]. Impact of U.S. Tariffs - The U.S. government's imposition of a 25% tariff on imported vehicles and additional tariffs on core components has severely impacted the profitability of Japanese automakers [4][7]. - Toyota estimated a loss of 450 billion yen (approximately 21.8 billion RMB) in operating profit due to tariffs for Q1, with an annual forecast of 1.4 trillion yen (approximately 67.7 billion RMB) [3][4]. - Honda also projected a loss of 450 billion yen (approximately 21.8 billion RMB) in operating profit for FY2025 due to U.S. tariffs [4]. Market Performance in China - Despite challenges in the U.S. market, Toyota's sales in China increased by 6.8% to 837,700 units in the first half of the year, marking its first year-on-year growth in nearly four years [8][11]. - Nissan's sales in China rose by 21.8% in July, driven by the success of its new electric model, the N7 [9][10]. - Honda's performance in China lagged behind, with a 14.75% decline in July sales, reflecting struggles in both traditional fuel and new energy vehicle segments [10][11]. Strategic Responses - Toyota is focusing on local partnerships and expanding its hybrid and electric vehicle offerings in China to adapt to market demands [8][11]. - Nissan plans to invest 10 billion RMB in electric vehicle development in China and aims to launch 10 new electric models over the next two years [6][9]. - Honda is attempting to strengthen its position in the electric vehicle market with new product launches, although initial sales have been underwhelming [10][11].
日产汽车第一财季净收入为2.7万亿日元 财务表现好于预期
近日,日产汽车发布2025财年第一季度财报,报告期内,日产汽车其净亏损1157.6亿日元,同比由盈转 亏,利润率降至-2.9%。合并营业亏损为791亿日元,优于此前预测的2000亿日元。日产汽车全球销量为 70.7万辆,合并净收入为2.7万亿日元。 对此,日产汽车方面对《中国经营报》记者表示,通过Re:Nissan计划的稳步推进,当前财务表现好于 预期。 日产汽车公司代表执行官、总裁兼首席执行官伊凡·埃斯皮诺萨(Ivan Espinosa)表示:"这些数据提醒 着我们Re:Nissan计划背后的紧迫性。在过去这一个季度,我们坚决地实施了各项初步举措——削减成 本、重新定义产品和市场战略,以及加强关键合作伙伴关系。而现在,我们必须走得更远、更快,才能 实现盈利。日产全体员工齐心协力,共同实现重振目标,确保公司拥有可持续且盈利的未来。" 第一季度节省300多亿日元 在上一财年,日产汽车交出了一份亏损财报,公司全球销量334.6万辆,净亏损6709亿日元。 从短期来看,日产汽车对未来销售前景仍不乐观。公司调整了半年度的预期,预计净销售额为5.5万亿 日元,亏损1800亿日元。这意味着,对于今年7—9月份的第二财季, ...
日系车为何都不赚钱了:本田净利润腰斩,日产巨亏,丰田增收不增利
21世纪经济报道· 2025-08-18 15:16
Core Viewpoint - Japanese automakers are facing significant challenges, with Toyota showing resilience while Honda and Nissan struggle with declining profits and sales [1][5][10]. Group 1: Financial Performance - Toyota reported a global delivery of 2.411 million vehicles in Q1 2025, a 7.1% increase year-on-year, making it the only Japanese automaker to achieve sales growth [3][4]. - Honda's net profit halved to 170.4 billion yen, a 50.2% decline, while its operating profit dropped by 49.6% to 244.17 billion yen [7]. - Nissan experienced a net loss of 115.76 billion yen, marking a significant downturn from profitability, with an operating loss of 79.1 billion yen [7][10]. Group 2: Revenue Trends - Toyota's revenue reached 12.25 trillion yen, a 4% increase, while Honda's revenue slightly decreased by 1.2% to 5.34 trillion yen, and Nissan's revenue fell by 9.7% to 2.7 trillion yen [4][5]. - The disparity in revenue reflects the broader challenges faced by Honda and Nissan compared to Toyota's robust performance [4][10]. Group 3: Impact of Tariffs - The U.S. tariff policy has significantly impacted profits, with Toyota estimating a profit reduction of 450 billion yen due to tariffs, leading to a downward revision of its annual profit forecast [10]. - Nissan's losses were exacerbated by U.S. tariffs, which are expected to reduce its annual operating profit by up to 300 billion yen [10]. - Honda's operating profit was also affected, with a reduction of approximately 125 billion yen attributed to U.S. tariffs [10]. Group 4: Market Dynamics - The North American market remains crucial for Japanese automakers, contributing around 40% to their revenues, but it has also been the primary target of U.S. tariffs [9][10]. - In China, Toyota showed positive growth with a 6.8% increase in sales, while Nissan and Honda faced declines, highlighting the competitive pressures in the Chinese market [12][15]. Group 5: Electric Vehicle Transition - Toyota's electric vehicle sales accounted for 47.6% of its total sales in the first half of 2025, driven by hybrid models, and it plans to build a new manufacturing plant for electric vehicles [16][17]. - Honda is in a challenging phase of its electric vehicle transition, expecting a loss of 650 billion yen this fiscal year, while reducing its investment in electric vehicle development [17]. - Nissan's electric vehicle strategy is heavily reliant on the performance of its new model N7, with a slower overall transition pace compared to its competitors [17].
利润塌方、份额断崖:日系车的光环还剩几分?|钛度车库
Tai Mei Ti A P P· 2025-08-17 03:35
自2012年底起,为提振经济与制造业竞争力,日本政府强力推行货币宽松政策,推动日元大幅贬值。然 而,随着美国持续施压,指责日元被低估并要求日本加息升值,未来日元若继续大幅升值,不仅将重创 汽车产业,更将对整个日本制造业乃至宏观经济产生广泛的冲击。 与汇率冲击相比,美国关税政策更具杀伤力。据外媒报道,今年6月,日本汽车制造商将美国出口价格 下调了19%,创下2016年以来的最大降幅,牺牲了利润率以在关税风暴中保持竞争力。 然而受关税影响,丰田单季度就被削去4500亿日元利润,远超汇率损失的两倍,其预计本财年营业利润 将因此减少高达1.4万亿日元。 本田、马自达同样在关税重压下深陷泥潭。本田汽车公司称,美国对日本进口汽车征收的高额关税导致 该公司当季营业利润减少约1250亿日元。 日系车企的半年报,交出了一份刺眼的成绩单。 丰田汽车最新财报中的净利润下滑至8414亿日元,同比暴跌37%。值得关注的是,其销售额增长3.5%达 到12.25万亿日元的背景下,营业利润却下降11%至1.17万亿日元,利润率从11.1%下滑至9.5%。 日系阵营的寒意远未停止。本田的净利润1966.7亿日元,同比惨遭"腰斩",营业利润下滑 ...
日产将在中国推出插混轿车“N6”
日经中文网· 2025-08-15 03:01
Core Viewpoint - Nissan is actively launching new electric and plug-in hybrid vehicles in China, with the introduction of the N6 plug-in hybrid vehicle (PHV) following the successful launch of the N7 electric vehicle (EV) [2][4]. Group 1: Product Launch - The N6 plug-in hybrid vehicle will be launched between October and December through the joint venture "Dongfeng Nissan" [2]. - The N6 features a lithium iron phosphate (LFP) battery with a capacity of 21.1 kWh, which is larger than comparable models from BYD, such as the Qin L and Seal 06 [4]. - The N6's dimensions are similar to the recently launched N7 EV, indicating a strategic alignment in product offerings [4]. Group 2: Market Performance - As of the end of July, the N7 has achieved sales of 16,343 units, contributing to a 20% year-on-year increase in Nissan's new car sales in China for July [5]. - The N7 has been well-received due to its affordable pricing, consumer-oriented design, spacious interior, and advanced driving assistance features [5].
巨亏55亿,日产坠落:裁员2万人,关闭全球7家工厂
21世纪经济报道· 2025-08-01 06:38
Core Viewpoint - Nissan Motor Co. has reported significant financial losses, marking a continued decline in performance due to adverse market conditions and strategic missteps, particularly in the Chinese market [1][7][19]. Financial Performance - In Q1 of FY2025 (April 1, 2025 - June 30, 2025), Nissan's net sales amounted to 2.7 trillion yen, a year-on-year decrease of 9.7% [1]. - The company recorded a net loss of 115.76 billion yen (approximately 5.5 billion RMB), a stark contrast to a net profit of 28.56 billion yen in the same period last year [1]. - Operating losses reached 79.1 billion yen, also a shift from profitability in the previous year [1]. Sales and Market Performance - Global retail sales for Nissan fell to 707,000 units in Q1 FY2025, a decline of 10.1% year-on-year [7]. - The Chinese market saw a particularly steep drop in sales, down 27.5%, attributed to intense competition and a shrinking market for non-luxury joint venture brands [7][11]. - Nissan's sales in Asia dropped nearly 30%, with the region contributing only 5% to global sales [11]. Strategic Responses - Following the collapse of merger talks with Honda, Nissan has initiated a self-rescue plan, which includes laying off 20,000 employees and closing seven factories globally [6][15]. - The company plans to invest 100 billion yen in R&D for electric vehicles in the Chinese market and aims to launch 10 new energy models by 2027 [12][14]. - Nissan's restructuring plan, "Re:Nissan," focuses on cost optimization, including a target to save 500 billion yen in costs by FY2026 [17][18]. Future Outlook - Nissan has not disclosed profit forecasts for FY2025 but anticipates further losses, with operating losses potentially reaching 180 billion yen in the first half of FY2025 [16]. - The company expects a 2.9% decline in global sales to 3.25 million units, primarily due to an 18.2% drop in the Chinese market [17]. - Nissan is enhancing its collaboration with Dongfeng in China and exploring partnerships with other companies to strengthen its market position [18][19].
预期亏损扩大,日产复苏计划“刻不容缓”
Core Viewpoint - Nissan has reported significant financial losses for the first quarter of the 2025 fiscal year, attributing these losses to currency fluctuations and U.S. tariff policies, alongside a decline in global sales, particularly in the Chinese market [1][3][11]. Financial Performance - Nissan's net sales for the first quarter amounted to 2.7 trillion yen, a year-on-year decrease of 9.7% [1]. - The company recorded a net loss of 115.76 billion yen, a shift from a net profit of 28.56 billion yen in the same period last year [1]. - Operating losses reached 79.1 billion yen, compared to an operating income of 9.95 billion yen in the previous year [1]. Sales and Market Performance - Global retail sales for Nissan fell to 707,000 units, a decline of 10.1% year-on-year [3]. - In the Chinese market, Nissan's sales dropped by 27.5%, highlighting intense competition and a shrinking non-luxury joint venture segment [3]. - The U.S. market remains Nissan's largest, contributing 1.08 trillion yen, but saw a year-on-year decline of 10.23% [6]. Regional Sales Breakdown - Sales in Asia, including China, saw the largest decline, with net sales of 135.6 billion yen, down nearly 30% [7]. - The company plans to integrate powertrain production capacity and export models manufactured in China to overseas markets [7]. Electric Vehicle Strategy - Nissan has launched its first self-developed pure electric model, the N7, in China, with a total of over 10,000 units delivered within a month and a half of its launch [8]. - The company aims to introduce 10 new electric models in China by summer 2027, expanding its product offerings across various vehicle types [8]. Cost-Cutting and Restructuring Plans - Nissan has initiated a revival plan named "Re:Nissan," which includes cost optimization measures such as laying off 20,000 employees and closing seven global factories [9][10]. - The company expects to save 500 billion yen in costs by the 2026 fiscal year [9]. - Specific factory closures include the Civac plant in Mexico and the shutdown of the Oppama plant in Japan by the 2027 fiscal year [10]. Future Outlook - Nissan has not disclosed profit forecasts for the 2025 fiscal year but anticipates further losses, with operating losses potentially reaching 180 billion yen and net sales of 5.5 trillion yen for the first half [8]. - The company projects a 2.9% decline in global sales to 3.25 million units, primarily due to an expected 18.2% drop in the Chinese market [8].
合资电车现在卖得怎么样?都是哪些人在买?
车fans· 2025-07-25 00:29
Group 1: Industry Trends - The feedback from joint venture brands has evolved, with many adopting strategies similar to new energy vehicle (NEV) companies, indicating a shift in market approach [1] - There is a growing recognition among joint venture brands that to succeed in the electric vehicle market, they must embrace younger customers and ensure transparent pricing [4][5] Group 2: Company Insights - FAW-Volkswagen's ID4 has limited sales, averaging about 2 units per month, with a customer base primarily consisting of older, loyal Volkswagen owners [3] - Nissan's N7 is performing well, with a diverse customer demographic, including both young and older buyers, who appreciate its comfort and driving experience [6][7] - Buick's electric models, such as the Weilan 6 and E5, are primarily targeted at family and business users, with a strong emphasis on brand trust and safety [9][10] - GAC Toyota's electric models, particularly the Platinum 3X, are selling better than the 4X, with a focus on quality and safety appealing to a customer base aged 30-50 [15] - GAC Honda's P7 has recently introduced cash incentives for loyal customers, but struggles to convert interest into sales due to competition from other brands [17][18]