ʻOi aku ka kakaikahi o nā transcripts o nā ʻoihana ʻekolu o Iapana i kahi kaiapuni kahi i hoʻopilikia nui ʻia ai ka ʻoihana kaʻa honua i ka hana a me ke kūʻai ʻana.
Ma ka mākeke kaʻa kūloko, ʻo nā kaʻa Iapana kahi ikaika hiki ʻole ke mālama ʻia.A ʻo nā kaʻa Iapana a mākou e kamaʻilio nei, ua kapa ʻia ʻo "ʻelua kahua a me hoʻokahi hana", ʻo ia hoʻi ʻo Toyota, Honda, a me Nissan.ʻOi aku ka nui o nā hui kūʻai kaʻa kaʻa kūloko, hopohopo wau i ka nui o nā mea nona nā kaʻa a i ʻole nā mea kūʻai kaʻa i manaʻo ʻia e hana i kēia mau hui kaʻa ʻekolu.I ka hoʻolaha ʻana o ka poʻe ʻekolu o Iapana i kā lākou transcripts no ka makahiki fiscal 2021 (ʻApelila 1, 2021 - Malaki 31, 2022), ua loiloi pū mākou i ka hana o nā ʻekolu kiʻekiʻe i ka makahiki i hala.
Nissan: Loaʻa nā transcripts a me ka electrification me "ʻelua kahua"
Inā he 8.42 trillion yen (e pili ana i 440.57 biliona yuan) i ka loaʻa kālā a i ʻole 215.5 biliona yen (e pili ana i 11.28 biliona yuan) i ka loaʻa kālā, ʻo Nissan kekahi o nā mea ʻekolu.ʻO ke ola o "lalo".Eia nō naʻe, ʻo ka fiscal 2021 kahi makahiki o ka hoʻi hou ʻana mai Nissan.No ka mea ma hope o ka "Ghosn hanana", ua loaʻa ʻo Nissan i nā poho no ʻekolu mau makahiki kālā ma mua o ka makahiki kālā 2021.Ma hope o ka piʻi ʻana o ka loaʻa kālā ma ka makahiki i ka 664%, ua loaʻa pū kekahi i ka huli ʻana i ka makahiki i hala.
Hoʻohui ʻia me ka Nissan ʻehā makahiki "Nissan NEXT hoʻolālā hoʻololi ʻoihana" i hoʻomaka i Mei 2020, ʻo ia ka hapalua o kēia makahiki.Wahi a ka ʻikepili kūhelu, ua kōkua kēia ʻano Nissan o ka hoʻolālā "hōʻemi a me ka hoʻonui ʻana i ka maikaʻi" iā Nissan e streamline 20% o ka mana hana honua, hoʻonui i ka 15% o nā laina huahana honua, a hoʻemi i ka 350 billion yen (ma kahi o 18.31 billion yuan).), ma kahi o 17% kiʻekiʻe ma mua o ka pahuhopu mua.
No ke kuai ana, Ua hāʻule ka honua holoʻokoʻa o Nissan i 3.876 miliona mau kaʻa ma kahi o 4% makahiki-ma-makahiki.I ka noʻonoʻo ʻana i nā mea e like me ke kaiapuni lako o ka hapa o ka chip honua i ka makahiki i hala, ua kūpono kēia hāʻule.Eia naʻe, he mea pono e hoʻomaopopo i loko o ka mākeke Pākē, kahi kokoke i hoʻokahi hapakolu o kāna mau kūʻai aku, hāʻule ke kūʻai aku o Nissan ma kahi o 5% makahiki-ma-makahiki, a ua hāʻule hoʻi kona mākeke mai 6,2% a 5,6%.I ka makahiki 2022, manaʻo ʻo Nissan e ʻimi i nā wahi ulu hou i nā mākeke US a me ʻEulopa aʻo ka hoʻopaʻa ʻana i ka manawa hoʻomohala o ka mākeke Kina.
ʻO ka electrification ka mea nui o ka hoʻomohala hou a Nissan.Me nā mele kahiko e like me ka Leaf, ʻaʻole ʻoluʻolu nā hopena o Nissan i kēia manawa ma ke kahua electrification.Wahi a ka "Vision 2030", hoʻolālā ʻo Nissan e hoʻomaka i nā hiʻohiʻona electrified 23 (me 15 mau hiʻohiʻona uila maʻemaʻe) ma ka makahiki kālā 2030.I ka mākeke Kina, manaʻo ʻo Nissan e hoʻokō i ka pahuhopu o nā hiʻohiʻona kaʻa uila e helu ana ma mua o 40% o ka nui o nā kūʻai i ka fiscal 2026.Me ka hiki ʻana mai o nā hiʻohiʻona ʻenehana e-POWER, ua hoʻopiha ʻo Nissan i ka pono o ka neʻe mua ma luna o Toyota a me Honda ma ke ala ʻenehana.Ma hope o ka hoʻokuʻu ʻia ʻana o ka mana o ke kaulahao hoʻolako i kēia manawa, e loaʻa anei ka mana hana o Nissan i nā "ʻelua kahua" ma ke ala hou?
Honda: Ma waho aʻe o nā kaʻa wahie, hiki ke hilinaʻi ka electrification i ke kahe koko kaʻa
ʻO ka lua o ka wahi ma ka transcript ʻo Honda, me ka loaʻa kālā o 14.55 trillion yen (e pili ana i 761.1 biliona yuan), kahi hoʻonui makahiki-ma-makahiki o 10.5%, a me ka hoʻonui makahiki-ma-makahiki o 7.5% i ka loaʻa kālā i 707. biliona yen Kepanī (ma kahi o 37 biliona yuan).Ma ke ʻano o ka loaʻa kālā, ʻaʻole hiki i ka hana a Honda i ka makahiki i hala ke hoʻomau i ka emi nui o nā makahiki kālā 2018 a me 2019.Akā ke piʻi mau nei ka loaʻa kālā.Ma lalo o ke kaiapuni o ka ho'ēmi kumukūʻai a me ka hoʻomaikaʻi maikaʻi ʻana o nā hui kaʻa nui ma ka honua, ʻo ka emi ʻana o ka loaʻa kālā a me ka piʻi ʻana o ka loaʻa kālā me he mea lā ua lilo i kumuhana nui, akā aia nō ʻo Honda i kāna ʻano ponoʻī.
Ma waho aʻe o nā yen nāwaliwali a Honda i kuhikuhi ai i kāna hōʻike kālā e kōkua ai i ka loaʻa kālā o ka ʻoihana hoʻopukapuka, ʻo ka loaʻa kālā o ka hui i ka makahiki kālā i hala ma muli o ka ulu ʻana o ka ʻoihana kaʻa kaʻa a me nā ʻoihana lawelawe kālā.Wahi a ka ʻikepili pili, ua hoʻonui ʻia ka loaʻa kālā o ka ʻoihana kaʻa kaʻa ʻo Honda ma 22.3% makahiki i ka makahiki i ka makahiki kālā i hala.Ma ka hoʻohālikelike ʻana, ʻo ka ulu ʻana o ka loaʻa kālā o ka ʻoihana kaʻa he 6.6% wale nō.ʻO ka ʻoihana kaʻa ʻo Honda he haʻahaʻa loa ma mua o ka ʻoihana kaʻa.
ʻO ka ʻoiaʻiʻo, e hoʻoholo ana i ke kūʻai ʻana i ka makahiki kūlohelohe o 2021, ʻoi aku ka maikaʻi o ka hana kūʻai ʻana o Honda ma nā mākeke nui ʻelua o Kina a me ʻAmelika Hui Pū ʻIa.Eia naʻe, ma hope o ke komo ʻana i ka hapaha mua, ma muli o ka hopena o ke kaulahao hoʻolako a me nā hakakā ʻāina, ua ʻike ʻo Honda i kahi emi nui o nā kumu kumu ʻelua i luna.Eia nō naʻe, mai ka hiʻohiʻona o nā hiʻohiʻona macro, ʻo ka lohi o ka ʻoihana kaʻa a Honda e pili nui ana i ka piʻi ʻana o nā kumukūʻai R&D ma kāna ʻāpana electrification.
Wahi a ka hoʻolālā electrification hou loa o Honda, i nā makahiki he ʻumi e hiki mai ana, hoʻolālā ʻo Honda e hoʻolilo i 8 trillion yen i nā lilo noiʻi a me ka hoʻomohala ʻana (ma kahi o 418,48 biliona yuan).Inā helu ʻia e ka loaʻa kālā o ka makahiki fiscal 2021, aneane like kēia me ka loaʻa kālā ʻoi aku ma mua o 11 mau makahiki i hoʻokomo ʻia i ka hoʻololi.Ma waena o lākou, no ka ulu wikiwiki ʻana o ka mākeke Kina o nā kaʻa ikehu hou, Hoʻolālā ʻo Honda e hoʻolauna i 10 mau hiʻohiʻona uila maʻemaʻe i loko o 5 mau makahiki.ʻO ke kumu hoʻohālike mua o kāna hōʻailona hou e: N moʻo ua ʻike ʻia a mākaukau paha e kūʻai ʻia ma Dongfeng Honda a me GAC Honda.Inā hilinaʻi nā hui kaʻa kuʻuna ʻē aʻe i ka hoʻokahe koko wahie no ka electrification, a laila pono ʻo Honda e hoʻolako i ke koko mai ka ʻoihana kaʻa.
Toyota: Loaʻa kālā = ʻekolu manawa o Honda + Nissan
ʻO ka luna hope loa he Toyota.I ka makahiki fiscal 2021, ua lanakila ʻo Toyota i 31.38 trillion yen (e pili ana i 1,641.47 biliona yuan) i ka loaʻa kālā, a hopu i ka 2.85 trillion yen (ma kahi o 2.85 trillion yen).149 biliona yuan), piʻi 15.3% a me 26.9% makahiki i kēlā me kēia makahiki.ʻAʻole hoʻi e ʻōlelo ʻia ua ʻoi aku ka nui o ka loaʻa ma mua o ka huina o Honda a me Nissan, a ʻoi aku ka nui o ka loaʻa kālā ma mua o nā mea ʻelua ma luna.ʻOiai ke hoʻohālikelike ʻia me ka Volkswagen hoʻokūkū kahiko, ma hope o ka loaʻa ʻana o kāna waiwai kālā i ka makahiki 2021 i hoʻonui ʻia e 75% makahiki-ma-makahiki, he 15,4 biliona euros wale nō (ma kahi o 108,8 biliona yuan).
Hiki ke ʻōlelo ʻia he mea koʻikoʻi ka palapala hōʻike a Toyota no ka makahiki fiscal 2021.ʻO ka mea mua, ʻoi aku ka nui o kāna waiwai hana ma mua o ke kumukūʻai kiʻekiʻe o ka makahiki kālā 2015, e kau ana i kahi moʻolelo kiʻekiʻe i ʻeono makahiki.ʻO ka lua, ma ke kani o ka emi ʻana o ke kūʻai aku, ua ʻoi aku ka nui o ke kūʻai ʻana o Toyota i ka makahiki kālā ma mua o ka 10 miliona hōʻailona, a hiki i ka 10,38 miliona mau ʻāpana, kahi hoʻonui makahiki-ma-makahiki o 4,7%.ʻOiai ua hōʻemi pinepine ʻo Toyota a hoʻōki paha i ka hana ʻana i ka makahiki kālā 2021, ma kahi o ka emi ʻana o ka hana a me ke kūʻai aku ma kāna mākeke home o Iapana, ua hana ikaika ʻo Toyota i nā mākeke honua me Kina a me ʻAmelika Hui Pū ʻIa.
Akā no ka ulu waiwai o Toyota, hoʻokahi hapa wale nō kāna hana kūʻai.Mai ka pilikia o ka hoʻokele waiwai ma 2008, ua lawe mālie ʻo Toyota i ka ʻōnaehana CEO kūloko a me kahi hoʻolālā hana kokoke i ka mākeke kūloko, a ua kūkulu ʻo ia i ka manaʻo "hōʻemi a me ka hoʻonui ʻana i ka pono" e hoʻokō nei nā hui kaʻa he nui i kēia lā.Eia kekahi, ua hoʻokumu ka hoʻomohala ʻana a me ka hoʻokō ʻana i ka hale hoʻolālā TNGA no ka hoʻomaikaʻi piha ʻana i kāna mau huahana a me ka hana koʻikoʻi i nā palena waiwai.
Eia nō naʻe, inā hiki i ka depreciation o ka yen i 2021 ke komo i ka hopena o kekahi piʻi ʻana o ke kumukūʻai o nā kumu waiwai, a laila ma hope o ke komo ʻana i ka hapaha mua o 2022, piʻi ka skyrocketing i nā mea maka, a me ka hopena mau o nā ʻōlaʻi a me nā geopolitical. nā paio ma ka ʻaoʻao hana, e hana i ka Kepani ʻekolu ikaika, ʻoi aku ka nui o ka Toyota e hakakā nei.Ma ka manawa like, hoʻolālā ʻo Toyota e hoʻolilo i ka 8 trillion yen i ka noiʻi a me ka hoʻomohala ʻana me ka hybrid, wahie cella me nā hiʻohiʻona uila maʻemaʻe.A e hoʻololi iā Lexus i kahi hōʻailona uila maʻemaʻe ma 2035.
e kakau ma ka hope
Hiki ke ʻōlelo ʻia ua hāʻawi ʻia nā kula kiʻekiʻe ʻekolu o Iapana i nā transcripts nānā maka i ka hōʻike makahiki hou loa.ʻOi aku ka laha o kēia ma kahi kaiapuni kahi i hoʻopilikia nui ʻia ai ka ʻoihana kaʻa honua i ka hopena o ka hana a me ke kūʻai aku.Eia nō naʻe, ma lalo o ka mana o nā mea e like me ka hoʻomau ʻana i nā hakakā geopolitical a me nā paʻi paʻa paʻa.No nā hui ʻekolu o Iapana e hilinaʻi nui nei i ka mākeke honua, pono paha lākou e hoʻokau i ke koʻikoʻi ma mua o nā hui kaʻa ʻEulopa, ʻAmelika a me Kina.Eia kekahi, ma ke ala ikehu hou, ʻoi aku ka nui o nā ʻekolu o ka poʻe hahai.ʻO ka hoʻopukapuka R&D kiʻekiʻe, a me ka hoʻolaha ʻana i nā huahana a me ka hoʻokūkū hoʻi, ke hoʻohālikelike nei ʻo Toyota, Honda, a me Nissan i nā pilikia mau i ka holo lōʻihi.
Mea kākau: Ruan Song
Ka manawa hoʻouna: Mei-17-2022