2025第8周 行业简讯 Week8 News

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| 日产计划中国削减50万辆产能

Nissan plans to cut production capacity by 500000 vehicles in China

 

日产汽车公布旨在恢复业绩的详细的结构改革计划。计划显示,除在泰国等地关闭三家工厂之外,还将中国的产能缩小三成。针对中国市场,日产将削减50万辆的产能,使中国市场的年产能降至100万辆。此外,公司将在其他地区再削减50万辆的产能,使全球总产能降至400万辆。

Nissan has announced a detailed structural reform plan aimed at restoring performance. The plan shows that in addition to closing three factories in Thailand and other places, China's production capacity will also be reduced by 30%. For the Chinese market, Nissan will reduce production capacity by 500000 vehicles, bringing the annual production capacity in the Chinese market to 1 million vehicles. In addition, the company will further reduce production capacity by 500000 vehicles in other regions, bringing the total global production capacity to 4 million vehicles.

 

(来源:日经新闻)

. (Source: Nikkei News)

 

 

 

| 长安汽车2025海外市场计划:欧洲市场登陆,泰国罗勇工厂投产等五大目标

Changan Automobile's 2025 Overseas Market Plan: Five Major Goals including Landing in the European Market and Production of the Rayong Factory in Thailand

 

2月18日消息,长安汽车公布了2025年海外市场的具体规划和未来新品规划。长安汽车计划在2025年完成以下海外市场发展目标:一是泰国罗勇工厂投产,标志着长安全球化策略进入2.0阶段;二是召开欧洲品牌发布会,正式进入欧洲市场;三是在独联体区域如哈萨克斯坦、乌兹别克斯坦等国家的KD项目投产;四是在中南美完成巴西子公司设立;五是在中东非地区全面导入长安、深蓝、阿维塔三大品牌。此外,长安汽车还透露,未来三年将推出35款数智新汽车。其中,长安启源将推出包括经济代步小型SUV、中型SUV、中大型MPV在内的10款产品;深蓝汽车将推出紧凑型轿车、大六座SUV、全新硬派等10款产品;阿维塔将推出中大型五座、大六座SUV、中大型轿车等7款产品。

On February 18th, Changan Automobile announced its specific plans for overseas markets in 2025 and future new product plans. Changan Automobile plans to achieve the following overseas market development goals by 2025: firstly, the commissioning of the Rayong factory in Thailand, marking the entry of Changan's globalization strategy into the 2.0 stage; The second is to hold a European brand launch event and officially enter the European market; Thirdly, KD projects will be put into operation in countries such as Kazakhstan and Uzbekistan in the CIS region; The fourth is to establish a subsidiary in Brazil in Central and South America; The fifth is to comprehensively introduce the three major brands of Chang'an, Shenlan, and Avita in the Middle East and Africa region. In addition, Changan Automobile also revealed that it will launch 35 new digital intelligent vehicles in the next three years. Among them, Changan Qiyuan will launch 10 products including economical small SUVs, mid size SUVs, and medium to large MPVs; Deep Blue Automobile will launch 10 products including compact sedans, large six seater SUVs, and all-new rugged models; Avita will launch 7 products including mid to large size five seater and six seater SUVs, as well as mid to large size sedans.

 

(来源:第一电动)

(Source: diev.com)

 

 

| 吉利和雷诺正式签署巴西合作协议

Geely and Renault officially sign Brazil cooperation agreement

 

2月18日,吉利汽车在港交所公告,公司已获悉吉利控股与雷诺S.A.S.于2025年2月17日签署了一份框架协议,根据该协议,双方将通过Renault do Brasil(雷诺巴西)扩大其在零排放和低排放车辆开发和生产方面的战略合作,条件是根据框架协议的条款。吉利控股将投资并成为雷诺巴西的少数股东,以获得本地化生产、服务网路和管道资源。于本公布日期,公司谨此澄清,其并非该建议交易之订约方,且就该建议交易而言并无与吉利控股合作或向吉利控股提供融资。鉴于与雷诺合作的潜在协同效应以及拉丁美洲市场的巨大潜力,集团正积极探索不同选项(包括但不限于成为合资协议和业务合作协议的缔约方)参与该建议交易。

On February 18th, Geely Automobile announced on the Hong Kong Stock Exchange that the company has learned of Geely Holding and Renault S A. S. signed a framework agreement on February 17, 2025, under which both parties will expand their strategic cooperation in the development and production of zero emission and low emission vehicles through Renault do Brasil, subject to the terms of the framework agreement. Geely Holding will invest and become a minority shareholder of Renault Brazil to obtain localized production, service network, and pipeline resources. On the date of this announcement, the company hereby clarifies that it is not a party to the proposed transaction and has not cooperated with or provided financing to Geely Holding in relation to the proposed transaction. Given the potential synergies of cooperation with Renault and the enormous potential of the Latin American market, the group is actively exploring different options (including but not limited to becoming a party to joint venture agreements and business cooperation agreements) to participate in the proposed transaction.

 

(来源:财联社)

(Source: Cailianpress)

 

 

 

| 理想纯电SUV整车工厂将落地江苏常州

Li Auto pure electric SUV vehicle factory will land in Changzhou, Jiangsu

 

近日,理想汽车正式宣布,搭载自研碳化硅功率模块及新一代电驱动系统的800V纯电SUV,将于江苏理想常州工厂正式量产。作为核心生产基地,常州已形成“电驱动研发-电机生产-整车制造”全链路布局,为家庭用户打造高性能纯电车型提供坚实保障。同时,理想汽车积极推进供应链近地化战略,预计到2026年,将有70%的关键零部件实现近地化供应。

Recently, Li Auto officially announced that the 800V pure electric SUV equipped with self-developed silicon carbide power modules and a new generation of electric drive system will be put into mass production at the Li Changzhou factory in Jiangsu. As a core production base, Changzhou has formed a full chain layout of "electric drive research and development - motor production - vehicle manufacturing", providing solid support for home users to create high-performance pure electric vehicle models. Meanwhile, Li Auto is actively promoting its supply chain localization strategy, and it is expected that by 2026, 70% of key components will be supplied in a localized manner.

 

(来源:即刻出行)

(Source: JIKE AUTO)

 

 

 

| 威马WM Motor复活

WM Motor Resurrected

 

近日,有知情人士透露,威马汽车WM Motor迎来最新的重组方案,有望在今年内迅速恢复生产活动,并同步启动品牌焕新战略。在未来两年间,威马汽车WM Motor将显著增强研发投资与产品线布局,确保每年至少推出1—2款全新量产车型。

Recently, informed sources revealed that WM Motor of WM Motor has received its latest restructuring plan, which is expected to quickly resume production activities within this year and simultaneously launch a brand rejuvenation strategy. In the next two years, WM Motor of WM Motor will significantly enhance its research and development investment and product line layout, ensuring the launch of at least 1-2 new mass-produced models every year.

 

(来源:中工汽车网)

. (Source: China MIIT's Auto Website)

 

 

| 日产关闭美泰三家工厂

Nissan closes three factories in Meitai

 

近日,日产汽车宣布关闭位于美国和泰国的三家工厂,在重组计划实施下,泰国工厂关闭后将减产22万辆,另外还将合并一家工厂生产线,预计到2026财年将削减4000亿日元的成本。

Recently, Nissan announced the closure of three factories in the United States and Thailand. Under the restructuring plan, the Thai factory will reduce production by 220000 vehicles after closure. In addition, a factory production line will be merged, and it is expected to reduce costs by 400 billion yen by the 2026 fiscal year.

 

(来源:泰国中华日报)

(Source: China Daily Thailand)

 

 

 

| 沙巴首座电动车厂要组装海格汽车

Sabah's first electric vehicle factory to assemble Hagrid cars

 

总部位于沙巴州的木材公司马克斯兰德集团(前身为普莱斯沃思国际集团),通过其子公司马克斯兰德汽车私人有限公司,计划投资1亿马来西亚林吉特,在山打根棕榈油产业集群(POIC)建设沙巴州首座电动汽车工厂。预计该项目在第三阶段将创造多达500个就业岗位。马克斯兰德汽车公司将在沙巴州首座电动汽车工厂组装海格电动巴士和厢式货车,并在东马来西亚分销海格汽车。

The timber company Maxland Group (formerly known as Presworth International Group), headquartered in Sabah, plans to invest RM100 million through its subsidiary Maxland Automotive Private Limited to build Sabah's first electric vehicle factory in the Sandakan Palm Oil Industry Cluster (POIC). It is expected that the project will create up to 500 job opportunities in the third phase. Maxland Motors will assemble Hagrid electric buses and vans at its first electric vehicle factory in Sabah, and distribute Hagrid cars in East Malaysia.

 

(来源:星报)

(Source: Star News)

 

 

 

| 梅赛德斯-奔驰出售其德国以外最古老的工厂

Mercedes Benz sells it’s the oldest factory what is outside of Germany

 

梅赛德斯-奔驰宣布将出售其位于阿根廷Virrey del Pino的工厂,新的买方为由阿根廷企业家Pablo Peralta领导的投资者集团。该工厂位于阿根廷首都布宜诺斯艾利斯周边。虽然奔驰阿根廷分公司并未披露此次交易的具体金额,但这一决定标志着该公司在面对财务压力时的一项重要战略调整。

Mercedes Benz announced that it will sell its factory in Virrey del Pino, Argentina, to an investor group led by Argentine entrepreneur Pablo Peralta. The factory is located around Buenos Aires, the capital of Argentina. Although Mercedes Benz Argentina did not disclose the specific amount of this transaction, this decision marks an important strategic adjustment for the company in the face of financial pressure.

 

(来源:欧洲并购与投资)

(Source: Industrie Consult International Euro Merger)

 

 

| 奔驰利润大幅下滑,将裁员并将更多生产转移到低成本国家

Mercedes Benz's profits have sharply declined, and it will lay off employees and shift more production to low-cost countries

 

为了应对当前的市场困境,奔驰宣布了大规模的成本削减计划,旨在通过优化生产、减少开支和提高效率来恢复财务健康。梅赛德斯-奔驰计划在未来三年内,削减生产成本10%,并计划在2027年前节省50亿欧元的开支。

其中,奔驰计划将生产重心逐步转移到成本较低的国家,尤其是东欧国家。奔驰方面已宣布,将在未来几年内将生产能力从德国转移至匈牙利等成本更低的国家,预计到2027年,这些低成本国家的生产占比将从15%提升至30%。

In response to the current market difficulties, Mercedes Benz has announced a large-scale cost cutting plan aimed at restoring financial health by optimizing production, reducing expenses, and improving efficiency. Mercedes Benz plans to reduce production costs by 10% over the next three years and aims to save 5 billion euros in expenses by 2027.

Among them, Mercedes Benz plans to gradually shift its production focus to countries with lower costs, especially Eastern European countries. Mercedes Benz has announced that it will transfer its production capacity from Germany to lower cost countries such as Hungary in the coming years. It is expected that by 2027, the production proportion of these low-cost countries will increase from 15% to 30%.

 

(来源:欧洲并购与投资)

(Source: Industrie Consult International Euro Merger)

 

 

| 雷诺CEO:不排除重返俄罗斯市场

Renault CEO: Cannot rule out returning to the Russian market

 

据外媒报道,近日,雷诺首席执行官Luca de Meo表示,随着美国总统特朗普推动俄乌两国迅速达成一项结束战争的和平协议,该公司不排除重返俄罗斯市场的可能性。

当被问及是否会重返俄罗斯市场时,Luca de Meo表示:“我更愿意专注于构建未来,而不是去弥补过去。但我们是商人,当看到商业机会时,我们会努力抓住它。”他对英国《金融时报》表示:“老实说,我还没有考虑过那种情况(重返俄罗斯市场),因为一切都在不断变化。但我们有选择权,且看事态如何发展吧。”

According to foreign media reports, Renault CEO Luca de Meo recently stated that as US President Trump pushes for a peace agreement to quickly end the war between Russia and Ukraine, the company does not rule out the possibility of returning to the Russian market.

When asked if he would return to the Russian market, Luca de Meo said, "I prefer to focus on building the future rather than making up for the past. But we are businessmen, and when we see business opportunities, we will work hard to seize them." He told the Financial Times, "To be honest, I haven't considered that situation (returning to the Russian market) yet because everything is constantly changing. But we have a choice, let's see how things develop

 

(来源:盖世汽车)

(Source: Gasgoo Auto)

 

 

| 俄罗斯成为汽车产量增长前三国家

Russia ranks among the top three countries in terms of automobile production growth

 

俄罗斯国家统计局统计数据显示,去年,在全球主要汽车生产国中,俄罗斯以轻型汽车的绝对增长量排名第三,仅次于中国和印度。俄罗斯去年的汽车生产增长量与印度相近,为21.3万辆,总量为75.6万辆。

According to statistics from the Russian National Bureau of Statistics, last year, Russia ranked third among the world's major automobile producing countries in terms of absolute growth in light vehicles, second only to China and India. Russia's car production growth last year was similar to India's, at 213000 units, with a total of 756000 units.

 

(来源:盖世汽车)

(Source: Gasgoo Auto)

 

 

 

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