节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10
3月12日,日本汽车巨头本田公司发布警告,因电气化战略调整,公司未来两年或录得高达2.5万亿日元(约157亿美元)损失。本田周四进一步披露,宣布取消三款原计划北美生产的电动车型后,截至本月末的财年预计净亏损4200亿-6900亿日元(约26.45亿-43.45亿美元),此前预测为3000亿日元(约18.89亿美元)净利润;全年营收预测维持21.1万亿日元(约1328.7亿美元)不变。这将是本田自20世纪50年代上市以来首次年度净亏损。
受美国政策变动影响,特朗普政府取缔拜登时期电动车产业扶持政策(含税收抵免等),迫使福特、Stellantis等企业重审战略——前者计提195亿美元损失,后者计提260亿美元损失,本田成为最新受波及的汽车厂商。本田在声明中指出,汽车ĸ..极其严峻的盈利环境,核心原因包括未能灵活应对商业环境变化;社长三部敏宏补充,美国市场电动车需求仅为此前预期的一半。
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