Japanese automakers Honda and Nissan, which recently announced plans to join forces to form the world's third-largest automaker, signed a memorandum of understanding on the morning of December 23, with Nissan's smaller alliance member Mitsubishi Motors also agreeing to participate in negotiations. The partnership aims to combine resources, cut costs and make up for the lag in electric vehicles. As the industry moves away from fossil fuels, Japanese automakers have fallen significantly behind international rivals such as Tesla in the development of electric vehicles.
日本汽车制造商本田和日产近日宣布计划联合组建全球第三大汽车制造商，两家公司于12月23日上午签署了一份谅解备忘录，日产旗下的较小联盟成员三菱汽车也同意参与谈判。这一合作旨在通过合并资源、削减成本，并弥补在电动车领域的落后局面。在汽车行业逐渐远离化石燃料的大趋势下，日本汽车制造商在电动车发展方面显著落后于特斯拉等国际竞争对手。



However, the prospect of such a partnership has raised doubts among industry insiders. Analysts point to the lack of complementarity between Honda and Nissan in terms of industrial structure, and the two companies overlap heavily in many technology areas, making it difficult to achieve synergies. Although Honda is stronger than Nissan to some extent, overall, both companies face huge challenges in the transformation of the global automotive industry. Nissan has been plagued in recent years by mismanagement, a lack of clear strategy and an excessive pursuit of control that has led to billions of dollars in losses, plant closures and mass job losses.
然而，这一合作的前景却引发了业内人士的质疑。分析人士指出，本田和日产之间在工业结构上缺乏互补性，两家公司在许多技术领域重叠严重，难以实现协同效应。尽管本田在一定程度上比日产更具实力，但整体而言，两家公司都在全球汽车行业转型中面临巨大挑战。日产近年来因管理不善、缺乏清晰战略，以及过度追求控制权而陷入困境，导致数十亿美元的损失、多家工厂关闭以及大批员工失业。

In the global electric vehicle market, Tesla, Chinese automakers and Toyota, which is more forward-looking in dealing with the transformation, have shown stronger competitiveness. By contrast, the partnership between Honda and Nissan may be just two companies on the edge of survival trying to maintain their position in the industry. Nevertheless, if both sides can overcome internal management issues and focus on technological innovation and cost control, the alliance may still have some impact on the existing structure, but its challenges will be very serious.
在全球电动车市场，特斯拉、中国汽车制造商以及应对转型更具前瞻性的丰田都展现出了更强的竞争力。相比之下，本田和日产的合作可能仅仅是两个处于求生边缘的公司在努力维持行业地位。尽管如此，若双方能够克服内部的管理问题并专注于技术创新与成本控制，这一联盟仍有可能对现有格局产生一定冲击，但其挑战将异常严峻。

Judging from the current situation, the automotive industry is experiencing a wave of transformation from traditional internal combustion engines to electric vehicles, rapid technological iterations and increasingly fierce market competition require manufacturers to adopt more flexible and forward-looking strategies. The alliance between Honda and Nissan will not only need to address internal resource integration and strategic planning, but will also need to catch up with rivals in the electric vehicle segment and re-establish a competitive edge in the global market.
从当前形势来看，汽车行业正经历从传统内燃机到电动车的转型浪潮，快速的技术迭代以及日益激烈的市场竞争要求制造商采取更灵活、更具前瞻性的策略。本田和日产的联盟不仅需要解决内部的资源整合和战略规划，还需在电动车领域追赶对手，在全球市场中重新确立竞争优势。