本田、日产、三菱拟合并成为全球第三大车企，共同应对比亚迪与特斯拉？

时代财经12-18 14:04

本文来源：时代财经据中新经纬引用日经中文网报道，日本第二和第三大汽车制造商本田和日产正在谈判合并。消息人士称，“此举显然是为了组建汽车联盟，挑战行业领先的美国特斯拉和比亚迪等中国电动汽车制造商”。如果加上日产的合作伙伴三菱，这三家日本车企将有望合并成全球第三大车企，每年汽车销量超过800万辆。这一规模仅次于日本丰田汽车（2023年销量量1123万辆）和德国汽车制造商大众汽车（2023年销量为924...

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）。此次合并也将成为自2021年1月菲亚特克莱斯勒与法国标致雪铁龙集团合并组建Stellantis以来，汽车行业最大的并购案。但合并谈判的落地还需要时间。据新京报，本田方面回应称，本田和日产汽车株式会社、三菱汽车工业株式会社，三方根据各公司的优势，共同讨论未来合作的各种可能性，目前尚未作出任何决定，将在适当的时候发布更新信息。双方的谈判始于今年3月，当时本田和日产同意启动一项可行性研究，探讨在电动汽车生产和软件技术方面建立战略合作伙伴关系，以降低成本、提高竞争力。今年8月，日产的合作伙伴三菱汽车也加入谈判。日产汽车是三菱的最大股东，持股比例为24%。本田和日产各有各的困境，日产的困境相对更深。本田此前宣布计划到2040年在主要市场只销售零排放汽车，但由于油价相对较低、充电基础设施不足以及竞争加剧，公司转型进展缓慢。今年，由于中国市场销量低于预期，本田将截至2025年3月份的本财年净利润预期下调至9500亿日元（62亿美元），较上年下降14.2%。而日产汽车则是自从其前任首席执行官卡洛斯·戈恩逃离日本返回黎巴嫩后，就一直未能恢复。戈恩于2018年在东京因涉嫌财务不当行为被捕，其本人一再否认这些指控。戈恩的下台动摇了日产、雷诺和三菱之间的汽车制造联盟，雷诺大幅削减了其在日产的持股比例，削弱了这家日本汽车制造商的实力。日产表示，今年3月至9月，其营业收入较去年同期下降了90％。由于经营状况惨淡，日产汽车已宣布将全球产能削减20%，并计划裁员10%，约9000人。因此，此次合并若成功，将对日产汽车尤其有利。市场反应也印证了这一点，截至发稿，日产美股股价最新交易上涨22.1%，而本田股价下跌2.3%。（时代财经刘沐轩 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