本田将严重亏损归咎于中国汽车品牌,其在亚洲的销量持续下滑
Honda Blames Chinese Car Brands For LOSSES as Sales Keep Falling in Asia
译文简介
本田年度核心盈利指标同比大幅下滑,暴露成本控制失效与业务结构失衡的深层问题。上半年销售收入10.6万亿日元,基本持平,营业利润只有4381亿日元,暴跌了41%,归母净利润也大降19.7%,每股收益从去年同期的103.25日元降至76.30日元,股东收益随之缩水。尽管营收未出现大幅波动,但盈利额减少近四成,意味着本田核心业务的赚钱能力已出现明显衰退。
正文翻译

本田年度核心盈利指标同比大幅下滑,暴露成本控制失效与业务结构失衡的深层问题。上半年销售收入10.6万亿日元,基本持平,营业利润只有4381亿日元,暴跌了41%,归母净利润也大降19.7%,每股收益从去年同期的103.25日元降至76.30日元,股东收益随之缩水。尽管营收未出现大幅波动,但盈利额减少近四成,意味着本田核心业务的赚钱能力已出现明显衰退。
汽车业务是这次财报的重灾区,从去年同期的盈利转为亏损,直接拉低了本田整体利润水平。尽管该板块上半年销售收入达6.86万亿日元,是摩托车业务的3倍多,但部门利润亏损730.6亿日元,去年同期则盈利2580亿日元,营业利润率更是降至-1.0%,核心业务陷入亏损状态。
Honda is pointing fingers at fast-rising Chinese automakers for its dwindling sales and mounting losses across Asian markets. With competitive pricing, rapid EV adoption, and aggressive expansion, Chinese brands are squeezing Honda’s market share—and the pressure is only increasing.
本田将亚洲市场销量下滑和亏损不断扩大归咎于快速崛起的中国汽车制造商。凭借极具竞争力的价格、电动汽车的快速普及和积极的扩张策略,中国品牌正在挤压本田的市场份额——而且这种压力还在不断加剧。
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Honda should first start blaming HONDA ! Seriously, back in the day, you buy a Honda, you're getting a reliable vehicle. They've gone downhill SO MUCH lately! I hear Honda Pilots, the engine sounds screwed up. Honda Oddessy is a disaster compared to the Toyota version! Honda doesn't build the good cars anymore. That's just a fact.
本田应该先怪自己!说实话,过去买本田,你得到的是一辆可靠的车。最近它们下降得太厉害了!
我听说本田Pilot的引擎声音乱七八糟。相比丰田版本,本田奥德赛简直是灾难!本田已经不再生产好车了,这是事实。
@andrewlim7751:
Oddessy has been a disaster since ancient times.
奥德赛从古至今就是一场灾难。
@ChickensAndGardening:
Not sure what this poster is on about. Honda makes great cars. Just not EVs.
不确定这个帖子说的是什么。本田造车很棒,只是电动车做得不行。
@ay21.21:
Same with Toyota. You know why? Because its been Westernized
丰田也是一样。你知道为什么吗?因为它已经西方化了。
@Spiritdiver:
@ChickensAndGardeningNo man I've been in the industry since the 70's. Honda used to be great. Now they buy cheaper parts from the same factory supplier vs even Suzuki
不,不是的,我从70年代就一直在这个行业。本田以前是很棒的。现在他们从同一家供应商那里买便宜的零件,比铃木还差。
@shivamarya5225:
Thats bs. Honda Pilots have a bulletproof V6 not a 4 banger
那是胡说八道。本田Pilot有一台防弹的V6引擎,而不是四缸的。
@blcheah2672:
Honda declined rapidly in the past 10 years. Did they get an Indian CEO or something?
本田在过去10年急剧下滑。他们是不是换了一个印度CEO?
@229andymon:
Of all the car making peoples in the world, you’d think the Japanese would recognise a global disruption. The disrupters disrupted!
在全球所有汽车制造民族中,你可能会以为日本最能识别真正的全球性变革。而如今,曾经的颠覆者竟反被颠覆!
@ncgn13:
The Japaneses have similar mind-set/thinking as the Americans/Europeans.
日本人和美国人/欧洲人有相似的思维方式。
@chucknorris8704:
Their Honda CRV doesn't even have a 360 camera. No wonder their sales are falling. Their cars have so many missing features that are standard now in 2025.
他们的本田CRV甚至没有360度摄像头。难怪他们的销量下滑。到2025年,他们的车缺少了许多现在已经是标配的功能。
@gembligg4448:
Honda is the next Nokia
本田是下一个诺基亚。
@hermesliteratus882:
Nissan is not too far off either.
日产也差不多。
@ChickensAndGardening:
By 2027, Honda plans to be selling at least 4 types of EVs in North America. Toyota same.
到2027年,本田计划在北美至少销售四种类型的电动车。丰田也一样。
@ZweiZwolf:
Honda is the next AMC Eagle.
本田是下一个AMC Eagle。
@JamesKennedy-zs8go:
All Japanese car companies are £ucked
所有日本车企都完蛋了。
@Gabor-y3h:
the EV hype is already going out the window.... Living in one of the most developed and highest EV selling western country BUT I got a mail from the power grid operator ( not from the energy provider company, but from the grid operator itself ! ) about during this winter citizens are asked to reduce power usage during peak times at the morning and at the late afternoon due the grid might not able to handle the load.... The last 10 years the government subsidized everything to replace it for green, so we changed our gas combi boiler/heat for 1 heatpump and 1 electric boiler , also insalled an EV charger ( but did not buy EV due the prices were crazy 2 years ago ) and would like to buy an EV now when prices came down to earth or close by on the used market, BUT i'm getting told by the grid operator they might shut down the power in my region ( and many other regions affecting millions of people ) during cold winter days because they might not be able to produce enough power.................. wtf G10 industrial country ????? On top of this the AI hype gravy train is pumping out Data centers with tens of thousands of GPUs for cloud and computing that also need a lot of power.... Microsoft is already openly saying they have more GPUs than power supply ..... literally any GPU they buy since summer time none of them are plugged in due power limitations.... We are hitting the green wall because our technology needs more power but we are not willing to build nuclear power plants in masses to cover the demand...
电动汽车的炒作已经逐渐消退了……我住在一个最发达、销售电动车最多的西方国家,但我收到了电网运营商的邮件(不是来自能源供应公司,而是来自电网运营商!),告知我们在这个冬天,市民被要求在早高峰和晚高峰时减少用电,因为电网可能无法承受负荷……
过去十年,政府为取代传统能源提供了补贴,于是我们更换了燃气锅炉/热水器,安装了一台热泵和一台电锅炉,还装了电动车充电器(但两年前价格太贵没有买电动车),现在价格降到合理范围,准备买二手电动车,但电网运营商告诉我,在寒冷的冬季,他们可能会停电(还会影响到其他很多地区,波及百万民众),因为他们可能无法生产足够的电力……
这是什么鬼?G10工业国家??而且,AI炒作的热潮还在推动着数据中心的建设,成千上万的GPU云计算中心也需要大量电力……微软已经公开表示,他们有更多的GPU而不是电力供应……自夏天以来,他们买的每个GPU都没有插上,都是因为电力限制……我们碰到了绿色壁垒,因为我们的技术需要更多的电力,但我们不愿意大量建设核电厂来满足需求……
@clintonfong1958:
US automakers were blaming Japanese for loss of their car sales in the 1980s. Pathetic.
1980年代,美国汽车制造商指责日本车导致他们的销售下降。真可悲。
@tolbertbeadle:
Japanese car makers are in the same boat as US makers in 70-80s when the Japanese disrupted the US market. They don’t appear to have learned anything from history.
日本车企和70-80年代的美国车企一样,曾经是日本车打乱了美国市场。他们似乎没有从历史中学到任何东西。
@ChickensAndGardening:
True except that Japanese cars are way better quality than anything else on the market including Chinese EVs. Even today, the socials in China are full of comments about how shoddy domestic EVs are and how terrible the customer support is. I suppose the export models are better.
没错,除了日本车的质量比市场上任何其他车都要好,包括中国的电动车。即使是今天,中国的社交媒体上也充满了对国内电动车质量差、客户支持差的评论。我猜出口车型可能会更好。
@juhao356:
@ChickensAndGardening, when Chinese cars are low quality, Chinese don’t buy them at all. Now Chinese are buying domestic brands because of quality. If you can’t compete, just admit it.
当中国车质量差的时候,中国人根本不会买。现在中国人买国产品牌是因为质量。如果你竞争不过,就承认吧。
@applebee9060:
@juhao356same in the European market. If Chinese cars are crap, they won’t even be able to enter that market. Guess chicken and gardening should just stick to, well, chicken and gardening.
在欧洲市场,如果中国汽车是劣质产品,它们根本不可能进入这个市场。看来某些外行评论者还是应该老老实实守着自己的本行,别对不懂的领域指手画脚。
@chisauking:
The motor industry is a "fast" moving industry that's also extremely competitive. If your finger's not on the pulse, you will be left behind. Honda used to make brilliant cars, but times have moved on. Unless they embrace new technology, they will fail for sure. When I used to visit China, it was sometimes difficult to breathe because of all the exhaust emissions by all the vehicles, which was especially noticeable during summer times. However, now China has adopted EVs, the air quality is immediately discernable. It. Has made a huge difference. If anyone doesn't believe me, just hop over to HK where they still have lots of internal combustion engines and you will immediately find the truth for yourself. I like Japanese cars because they are extremely reliable, but so are the new EVs that's also far less polluting. If you don't innovate, you will stagnate. Look at Sony's Trinitron TVs, they were once the best TVs money can buy, but where are they now?
汽车行业是一个“快速”发展的行业,而且竞争非常激烈。如果你的手指不按脉搏,你就会被甩在后头。本田曾经做出过非常出色的汽车,但时代已经变了。除非他们接受新技术,否则他们注定会失败。当我过去去中国时,有时因汽车排放的废气而难以呼吸,尤其是在夏季更为明显。
然而,现在中国已经采用了电动车,空气质量马上就能察觉到。变化很大。如果有人不相信我,可以去香港(特区)看看,那里的内燃机车依然很多,你马上就能发现真相。我喜欢日本车,因为它们非常可靠,但新的电动车同样可靠,污染也更少。如果你不创新,你就会停滞不前。看看索尼的Trinitron电视,它曾经是市场上最好的电视,但现在它们在哪里?
@ChickensAndGardening:
Sony innovated by moving into movie production and gaming. So, yes, they no longer are a big name in TV though they still have 5% of the market, but luckily for them they diversified.
索尼通过进军电影制作和游戏行业进行创新。所以,没错,他们不再是电视领域的大牌,尽管他们仍然拥有5%的市场份额,但幸运的是,他们进行了多元化发展。
@juhao356:
EV don’t have vibration like motor ones using mechanical engines.
电动车不像使用机械引擎的汽车那样有震动。
@luisarthurv.9442:
They cannot be blaming anyone else but themself. Manufacturing shitty vehicles with CVT, and small turbo engines full of problems, V6 with disconnecting cylinders failures, rebranding EVs, and increasing prices like if they were a premium brand.
他们谁都怪不了,只能怪自己。生产的车辆质量低劣——CVT变速箱问题频发、小排量涡轮增压发动机故障不断、V6发动机闭缸技术缺陷重重,电动车靠换标充数,却还像豪华品牌一样不断涨价。
@robertwang7825:
Honda on the road to extinction.
本田正在走向灭绝的道路。
@IKDesignUA:
“Honda is not making cars, Honda is making loss.” what a change in business strategy.
“本田不再造车,本田在制造亏损。”真是商业战略的巨大变化。
@mrg4847:
When Honda failed to progress and continue to line the pocket of executives, it blame the competitor.
当本田未能进步,继续让高管们口袋鼓起来时,却将责任归咎于竞争对手。
@Rubicon365:
In Malaysia Honda market share had been taken slowly but surely by Omoda, Jaecoo, Proton, BYDs. Their only sellable model is City, because of the price.
在马来西亚,本田的市场份额已被Omoda、Jaecoo、Proton、BYD慢慢但稳步地抢走了。他们唯一能卖的车型是锋范,因为价格原因。
@D_2_M:
Affordability is VERY IMPORTANT.
可负担性非常重要。
@hermesliteratus882:
That's just pathetic.
这真是可悲。
@pleongv1:
Their hrv and crv is doing well too
他们的HRV和CRV也做得不错。
@ZweiZwolf
Over the next few years, Honda City will lose to BYD Seagull and similar compact Chinese EVs, it's inevitable.
在未来几年,锋范将输给比亚迪海鸥和其他类似的紧凑型中国电动车,这是不可避免的。
@Fuq-b8h
Honda killed itself
本田自毁前程。
@asia911
Exactly. They didn't take EV seriously and are now fighting to catch up which is too late. They could be in a good situation like Hyndai IF they continue the trend with their Honda E but fade back to ICE vehicles.
没错。他们没有认真对待电动车,现在在拼命追赶,但为时已晚。如果他们继续像Honda E那样跟随电动车的趋势,他们本可以像现代一样处于一个不错的局面,但却又回归到了内燃机车。
@Richard-s1d5q
Toyota soon to follow...
丰田很快也会跟上...
@D_2_M
Yes all depends on their greed and stubbornness
是的,这一切都取决于他们的贪婪和固执。
@leonchow-j7h
We all can see it depends on how fast
我们都能看到,这取决于有多快。
@litesp
Toyotas are way, way over-priced.
丰田车的价格明显过高。
@deepseer
Toyota is trying to survive by building EVs in cooperation with Chinese companies. It seems that they are making a progress.
丰田正在通过与中国公司合作生产电动车来求生,看来他们在取得进展。
@Richard-s1d5q
@deepseerToyota's arrogance and dishonesty are leading it to its own demise.
丰田的傲慢和不诚实正导致它走向灭亡。
@deepseer
@Richard-s1d5q In Chinese market, Toyota is the least arrogant of these Japanese car makers.
在中国市场,丰田是所有日本车企中最不傲慢的。
@Richard-s1d5q
@deepseerBRAAAAAAAP!!! WRONG.
错了!
@deepseer
@Richard-s1d5q Evidence?
有证据吗?
@Richard-s1d5q
@deepseer It's everywhere if you bother to look....
如果你愿意看的话,到处都是。
@deepseer
@Richard-s1d5q Counter-evidence is everywhere in China, but you don't bother to learn. Or maybe you just refuse to take any information from China?
在中国,反证到处都是,但你不愿意学习。或者你根本拒绝接受任何来自中国的信息?
@ShaopengChen
30 years ago, all the people I know either buy Honda or Toyota. now, none of the people I know buy these two brands anymore. Honda, instead of being innovative and making good cars and catching up with times, is playing the American way, i.e. passing the token.
30年前,我认识的所有人都买本田或丰田。现在,我认识的人中没有人再买这两个品牌了。本田没有创新,也没有做出好车,没跟上时代的步伐,反而在玩美国式做法——推卸责任。
@BruceSarbi
Honda is like a dying Japan after 4.5 lost decades (45 years).
本田就像一个经历了4.5个失落的十年(45年)后垂死的日本。
@johnbentley6925
‘One time ev cost write offs’…. Translation…..we incurred some front on engineering costs investigating engineering research and development of ev battery and related systems but it was too hard so we’re just writing it off and giving up!
“一次性电动汽车成本冲销”…… 翻译……我们在电动汽车电池及相关系统的工程研发上花了一些前期成本,但实在太难了,所以我们只能把它冲销,放弃了!
@IgorSilva-mz1lm
Honda deserves to fail.
本田应当失败。
@centralkingdom8141
The Chinese make good cars now.
现在中国人做出了好车。
@iamthemedici
Blame someone else for making better products?
怪别人做得更好吗?
@victorsvoice7978
Honda have overpriced their cars for years. The management of Honda better wake up to the new energy vehicle revolution.
If Honda doesn't get the pricing of the new N-One mini right. It won't sell. It had better be affordable and compete against the Chinese competition.
本田多年来将车定价过高。本田管理层最好能意识到新能源车的革命。如果本田不把新款N-One迷你车的价格定对,就卖不出去。它最好定价合理,与中国的竞争对手抗衡。
@NguyenTom-os8hy
I'm vietnamese living in Vietnam. 30 years ago car makers like Toyota, Honda(,... etc ) came to manufacture car in VN and promised to domesticalize car parts upto 50%. Now, they still CKD to maximize profit and take advantage of the sub-tax policy then sell very expensive car to consumers. I respect Japanese people but totally not agree with this business strategy.
我是一名住在越南的越南人。30年前,像丰田、本田(等等)这样的汽车制造商来到越南生产汽车,承诺将汽车零部件本地化达到50%。
现在,他们依然通过完全散件组装(CKD)来最大化利润,利用低税政策,随后将非常昂贵的汽车卖给消费者。我尊重日本人,但完全不同意这种商业策略。
@albback8176
Honda failed to read the landscape and geo circumstances. EVs and electrification are a strategic imperative to reduce oil supply vulnerability. Shipping bottlenecks on land and sea make oil transport susceptible to disruption, whether by social or environmental problems. Ships can be blocked. Pipelines can be sabotaged. Domestic power generation yields higher sovereignty and security. Foreign companies paid no attention to government messaging.
本田未能正确解读市场形势和地理环境。电动车和电气化是减少石油供应脆弱性的战略必然选择。
陆海运输瓶颈使石油运输容易受到社会或环境问题的干扰,船只可能被封锁,管道可能被破坏。国内电力生产能提供更高的主权和安全性。而外资公司对政府的政策信息视而不见。
@heavenbright2342
Like most things Japanese/Japan-related, they are a 1-century power. Just like for ALL times before 1850s, they will return to insignificance. Nothing racist or personal, just being realistic.
就像大多数与日本相关的事情一样,他们是一个百年大国。就像1850年前的所有时光一样,他们最终将回到无足轻重的地位。这不是种族歧视,也不带个人情感,只是现实而已。
@ジャーロn
Japan can no longer compete with China in any area.
日本在任何领域都无法再与中国竞争。
@arthurchu4491
Nah, they are still dominating in the AV industry.
不,他们在成人影片行业依然占据主导地位。
@liuminggee2573
@arthurchu4491 I am addicted to JAV every nights. i just can't stopped it.
我每晚都沉迷于日本动作片,无法停止。
@ZweiZwolf
@arthurchu4491 The San Ferndando Valley outside Los Angeles begs to differ.
洛杉矶外的圣费尔南多谷并不这么认为。
@deepone5005
I have been driving Honda cars the last 10 years. They were good till it went electronic. The electronic fare is super weak!!! Yet Honda refuses to recall , even as every other Honda car faces same electronic dashboard issue - it goes berserk! And Honda will only replace the PCB whc could cost " a few thousand dollars." No more Honda car for me, ever!
我过去10年一直开本田车。它们在变成电子化之前很好,但现在的电子系统非常差!
然而,本田拒绝召回,尽管其他每一辆本田车也面临同样的电子仪表板问题——它会疯掉!
而本田只会更换印刷电路板,费用可能高达“几千美元”。再也不会买本田车了!
@IKDesignUA
It is strange that they could figure out it is Chinese brands. I would not be surprised if they blamed wind on Mars for falling sales.
奇怪的是,他们竟然发现是中国品牌的问题。如果他们把销量下滑归咎于火星的风,我也不会感到惊讶。
@elimlinrr6898
Flashback to 2023:
Honda's CEO, Toshihiro Mibe, has admitted that Chinese EV brands are ahead of Honda, stating that the company was "overwhelmed" by them at the Shanghai Auto Show in 2023. He acknowledged that Honda is "slightly lagging behind" in the EV space but is determined to "fight back" by accelerating its own EV plans, including introducing new models in China. This sentiment is also reflected in comments from other Honda executives.
回到2023年:
本田首席执行官三部敏博承认中国电动车品牌已经领先本田,并表示在2023年上海车展上公司被这些品牌“压倒”。
他承认本田在电动车领域“稍微落后”,但决心通过加速本田自己的电动车计划进行“反击”,包括在中国推出新车型。这一情绪也在其他本田高管的评论中得到了体现。
@brokeboy87
Sounds like Honda is in the same boat as Nissan and Toyota when it comes to embracing the future.
听起来,本田在迎接未来方面和日产、丰田处于同一个困境。
@ZweiZwolf:
The USDM simply isn't big enough to sustain Honda, Toyota, Nissan, and GM, Ford, Jeep, and VW, BMW, Mercedes and Hyundai Kia. Europe is similar, but will see Chinese cars assembled in Hungary and Turkiye competing strongly. Ultimately, Japanese OEMs will have to shrink operations to match their much reduced sales footprint.
美国市场根本不足以支撑本田、丰田、日产、通用、福特、吉普、大众、宝马、奔驰和现代起亚。欧洲也类似,但将会看到中国汽车在匈牙利和土耳其组装并激烈竞争。
最终,日本的原始设备制造商将不得不缩减业务,以适应它们大幅减少的销售足迹。
@lincolnteh1963:
Honda cars are fxxk up. I owned a new civic 2006. I don't find any improvement in the latest civic. Only the skin and shape changed.
本田车真烂。我曾拥有一辆2006年的新思域。我没有发现最新款思域有任何改进。只是外皮和外形发生了变化。
@briankorsedal:
Ev's are the most expensive and worst performance they will ever be. The price will just keep coming down and the performance will just get much, much better.
电动汽车现在是最贵的,而且性能最差。价格只会持续下降,性能只会越来越好。
@Seventh7Art:
The era of Vtec is over... The Age of Honda is over as well...
Vtec时代已经结束…本田的时代也结束了…
@c44490:
You have to be delusional if you believe explosions in a metal box is the future..
如果你认为金属盒里的爆炸是未来,那你一定是心态不正常。
@Richard-s1d5q:
You apparently haven't kept up with the advancements in Chinese BEV technology. Your mindset is still stuck in Tesla thermal runaway mode.
显然,你没有跟上中国电动汽车技术的进步。你的思维方式仍然停留在特斯拉热失控模式中。
@Pohara68.:
Breath taking ignorance
令人震惊的无知。
@ChickensAndGardening:
@Richard-s1d5q There are lithium fires all over C, though the news tends to be suppressed quickly.
C各地都有锂电池火灾,尽管新闻通常会迅速被压制。
@Richard-s1d5q:
@ChickensAndGardeningWow. You must believe everything you watch online.
哇。你一定相信你在网上看到的所有东西。
@tomhoulden1104:
@c44490: I agree! You have to be delusional if you believe the future is explosive petrol-powered cars.
我同意!如果你相信未来是爆炸性的汽油车,那你一定是心态不正常。
@ronnylim7907:
Honda prices are insane, keep on increasing years on years. It is good that there are finally some competition to keep check on their prices
本田的价格简直疯了,一年比一年贵。现在终于有一些竞争来抑制他们的价格,还是好事。
@seamack3:
Elbows up! Won't be buying an American EV rebadged as a Honda.
膝盖抬高!我不会买一辆以本田名义重新命名的美国产电动车。
@Richard-s1d5q:
Honda & Toyota don't understand or cope with failure well. They are like A+ students who cheated their way to the top, then fail the final exam. They go home and beat up the family dog and kick the cat. Nissan, on the other hand, has failed many times before, forcing itself to rise from the ashes.
本田和丰田不太懂得如何面对失败。他们就像那些靠作弊才考上好成绩的A+学生,最后却在期末考试中失败。
他们回家打狗踢猫。而日产则不同,它失败过多次,但每次都迫使自己从灰烬中重新崛起。
@ZweiZwolf:
Nissan is doomed. They don't have the volume to survive globally.
日产注定要失败。他们没有足够的销量来支撑全球生存。
@Marijuanak:
Well, car makers should reflect on how to stay competitive or even relevant these days instead of blaming others. It's market economy. Whoever has the best product for the cheapest price will win. It's that simple.
其实,车企应该反思如何保持竞争力或甚至保持相关性,而不是一味指责别人。现在是市场经济。谁的产品最好,价格最便宜,谁就能获胜。就是这么简单。
@Yoon-heuiSeo:
I am living in Province which had big oil industry. I will never buy EV to support local economy. Not Chinese EV especially. Unless gas price is more than 3 dollars per liter.
我住在一个有着油气产业的省份。我永远不会买电动车来支持本地经济,特别是不买中国的电动车。除非油价超过每升3美元。
@SunshineShane:
Just 25 years ago legacy automakers did not even sell 1 million cars in China. Than everybody started to invest heavily and bet on the fast growing Chinese market - while neglecting home markets and the rest of the World. Profits were made in China, not in Germany, not in Japan. Forget about China. Chinese will buy Chinese products in the future, rightly so. They copied and improved on every car technology available. Politicians need to stop focussing on saving the Planet and making World politics. It´s not working anyway. They need to focus and care about their own countries and the populations that elected them. Put money in the pockets of the Japanese, the Germans, the French, the English and they will buy cars. Do it before China takes over everything. For the next 10 years there is no chance of even trying to compete in the EV market without either Chinese base materials, batteries, products or partnerships. The dependency is total - and if just one part is missing You can´t finish the car. Focus on alternatives and strengthen domestic markets - or be doomed.
就在25年前,传统车企在中国的销量甚至不到100万辆。然后每个人开始大量投资,并押注于快速增长的中国市场——与此同时忽视了本土市场和其他国家。利润是在中国赚的,而不是在德国、不是在日本。忘掉中国吧。
中国人将来会购买中国的产品,这是理所当然的。他们复制并改进了所有可用的汽车技术。政治家们需要停止专注于拯救地球和搞世界政治。反正这些都没用。他们需要专注并关心自己的国家以及选举他们的民众。把钱放进日本人、德国人、法国人、英国人的口袋,他们就会买车。
在中国接管一切之前赶紧做。未来10年,如果没有中国的基础材料、电池、产品或合作伙伴,根本没有机会在电动车市场竞争。依赖性是完全的——如果其中一个部分缺失,你就无法完成这辆车。专注于替代方案并加强国内市场,否则就注定失败。
@keangwooichoo6138:
From Malaysia : in November 2025, we are launching our home ground ev model. Of course for now, the battery is from catl, and motor from China(not sure from which company). Proton already have JV with geely.
来自马来西亚:我们将在2025年11月推出我们的本土电动车型。当然,现在电池来自宁德时代,电机来自中国(不确定是哪家公司)。宝腾已经与吉利建立了合资企业。
Geely and byd will do assembly in Malaysia to avoid import tax next year for ev. Other car brands will do that including Volvo.
吉利和比亚迪将会在马来西亚组装电动车,以避免明年对电动车征收进口税。其他车品牌也会这么做,包括沃尔沃。
Since Japan is behind China now in ev models, south east Asia will be a killing field for Toyota and Honda and Mazda.
由于日本在电动车型上已经落后于中国,东南亚将成为丰田、本田和马自达的杀戮之地。
@dsinghr:
Honda has gone down the drain since 2014. Good riddance
自2014年起,本田就一直在走下坡路。终于快完蛋了。
@mijmijrm:
Honda says Chinese EVs are badly built junk. But people prefer Chinese badly built EVs to Honda. How bad must Honda EVs be?
本田说中国的电动车做工糟糕,但人们还是更喜欢中国做工差的电动车而不是本田的。那本田的电动车有多差呢?
@TUHANbukanorangARAB:
The phrase is a direct translation of the Chinese idiom "天下無不散的筵席" (tiān xià wú bù sàn de yán xí), which means "Everything will eventually come to an end" (literally, "There is no banquet in the world that does not end").
这个短语是中文成语“天下无不散的筵席”的直译,意思是“一切终将结束”(字面意思是“世界上没有不会散的宴席”)。
@tonyatgoogle6076:
Blame the customers for not buying Honda.
怪顾客不买本田。
@keithdow8327:
RIP Tesla.
特斯拉安息。
@copaloadofthis:
Tesla needs a big wake up call!
特斯拉需要一个大大的警钟!
@Prashant_Pandey4:
@copaloadofthis it's just tesla investors who need wakeup call .
只是特斯拉的投资者需要警觉。
@ChickensAndGardening:
wait, what? Tesla's the most profitable EV maker rn.
等一下,什么?特斯拉现在是最赚钱的电动车制造商。
@godwindracing6056:
They won’t be missed
他们不会被想念。
@PeterPete:
Bye bye Honda, it's been nice knowing you..........................
再见了,本田,认识你很高兴……
@ving3573:
Electricity made mobiles accessible. Now it time for cars .
电力让手机变得普及。现在是时候让汽车也变得普及了。
@farmingbrit4611:
Honda motorcycles turned into bland brand while the European makers advanced in style. Now Chinese brands like BSA with their thunderbolt are going to take over mimicking the car market.
本田摩托车变成了一个乏味的品牌,而欧洲制造商在风格上不断进步。现在像BSA这样的中国品牌,凭借他们的雷霆车型,将接管市场。
@b4804514
Lazy lazy Honda Executives.... end of a company.... Japan is completely losing the EV message to say nothing about the pollution message and global warming. There is no money to be made in cars as it is a race to the bottom.
懒惰懒惰的本田高层……一家公司的终结……日本完全失去了电动车的方向,更不用说污染和全球变暖问题了。汽车行业已经没有钱可赚了,因为这已经变成了一场竞赛。
@filippoleombruno8624
Honda is a big company, cars just one of their products, but they specialise in ice engines not just cars, but motor bikes, stationary engines, agricultural applications, all of which are going electric.
本田是一家大公司,汽车只是他们的产品之一,但他们专注于内燃机,不仅是汽车,还有摩托车、固定式发动机、农业应用,所有这些都在向电动化转型。
@Lost_Johnny
Their Honda Chinese EV sold in very small numbers in China -- poor quality. I wonder who is buying their old ICE cars....
他们的本田中国电动车在中国的销量非常小——质量差。我想知道是谁在买他们的旧款内燃机车……
@ChickensAndGardening
I wonder how many of these commenters are China trolls.
我想知道这些评论者中有多少是中国的水军。
@victic2277
They don't have anything to offer. It's just a matter of times.
他们没有什么可以提供的。这只是时间问题。
@KonglengLee-t6l
The only way honda and the rest can only catch up with Chinese ev if they can make cars run on water.
本田和其他品牌唯一能追赶中国电动车的方法是让汽车可以用水运行。
@carzombieeatery3216
Every auto manufacturer is having to scale back a bit. This goes beyond Honda and electric. I mean, Chinese auto manufacturers are killing Chinese auto manufacturers... there are just too many, thus the reason for bankruptcies and more to come.
每个汽车制造商都必须适当缩减规模。这不仅仅是本田和电动车的问题。我是说,中国的汽车制造商正在杀死中国的汽车制造商……数量太多了,这也是导致破产的原因,未来还会有更多。
@grid-panda
Sam might not know that Honda has a decent EV, the Honda N7, in China. Although it doesn't sell well in the fiercely competitive Chinese EV market, it should be very competitive in other markets. I don't know why Honda doesn't do that.
你可能不知道,本田在中国有一款不错的电动车——本田N7。虽然它在竞争激烈的中国电动车市场销售不佳,但在其他市场应该非常具有竞争力。我不知道本田为什么不这么做。
@Pohara68.
Nah, international markets understand who is making the highest quality EV's and Honda most definitely is not. Hinging hopes on an underperforming car in the Chinese market seems too early optimistic.
不,国际市场清楚谁在制造最高质量的电动车,而本田显然不在其中。将希望寄托于一款在中国市场表现不佳的车似乎过于乐观。
@ZweiZwolf
Isn't that the Nissan N7?
那不是日产的N7吗?
@deepseer
Toyota, Honda and Nissan are all cooperating with Chinese companies to make EVs.
But Honda's latest model has become a joke in China - not because of its specifications, but because of its name. Its name 烨P7 (if you divide the Chinese character into basic radicals) and its style (font), give many negative impressions in Chinese language, such as "cremation plus" (火化+) and "corpse explode" (炸尸). Even if you know nothing about Chinese language, you can still see the similarities.
丰田、本田和日产都在与中国公司合作生产电动车。
但是本田的最新款车型在中国变成了笑话——不是因为它的规格,而是因为它的名字。
它的名字“烨P7”(如果把汉字拆分成基本部件)和它的风格(字体)给人留下了许多负面印象,比如“火化+”和“炸尸”。即使你对中文一无所知,仍然可以看到这些相似之处。
@vegamoonlight
KARMA COMES SOON AND IT STRIKES HONDA VERY HARD.
报应很快就来了,而且会狠狠地击中本田。
@diego2817
You Will laught, a simple Honda CR-V in Costa Rica cost 50k US$ with 50k you can almost get a Zeekr 7x, honda is crazy they also don't bring the civic anymore because it is super mega expensive jaja
你会笑的,一辆简单的本田CR-V在哥斯达黎加要50,000美元,50,000美元你几乎可以买到一辆极氪7x,本田真是疯了,他们甚至不再引进思域了,因为它太贵了,哈哈。
@DouglasW-s1b
Bye Bye BlackBerry Nokia
Next is Toyota and Nissan
再见,黑莓和诺基亚,接下来是丰田和日产。
@Mars6455-f7n
Japan no longer the cool kid of the East! I’ve seen a lot of Chinese car in my country they are everywhere now
日本不再是东方的酷孩子了!我在我的国家看到很多中国车,现在它们无处不在。
@Yoon-heuiSeo
Still Toyota makes more profit than all Chinese Auto combined
丰田的利润仍然超过所有中国汽车品牌的总和。
@stavroshadjiyiannis6283
Let's be real here, Honda can't compete with China nor hostile government legislation. China is meticulously destroying the biggest American ally in the Pacific.
说实话,本田无法与中国竞争,也无法应对敌对的政府立法。中国正精心摧毁太平洋地区最大的美国盟友。
@pushpashrestha127
NIO Tech is the future. In 11K, you get Firefly with baas.
蔚来技术是未来。在1.1万的价格下,你可以获得带电池租用的萤火虫
@davidpetrie3880
If they could just supply and price the TypeR properly they’d be fine.
如果他们能正确供应和定价TypeR,他们就没问题了。
@Richard-s1d5q
Toyota & Honda (and Japan in general) failed miserably in not adopting Nissan's lead in BEVs well over a decade ago. Today, China & Korea have surpassed Japan in every BEV metric. Cultural and corporate arrogance has its pitfalls.
丰田、本田(以及日本整体)在十多年前没有跟上日产在BEV领域的领先步伐,结果失败得很惨。今天,中国和韩国在每一个BEV指标上都已经超越了日本。文化和企业的傲慢有其陷阱。
@colinnhl1414
Korea BEVs are too expensive.
韩国的电动车太贵了。
@Richard-s1d5q
@colinnhl1414 I don't trust anything from Hyundai/Kia. Their Theta engines are terrible. They hide their defects via their army of attornies: A page taken straight out of Toyota's playbook.
我不信任现代/起亚的任何东西。他们的发动机非常糟糕。他们通过一大批律师来掩盖缺陷:这简直就是丰田的惯用手段。
@DeanStevens-tj2rx
unless you make EVs your future of your car business is finished. easily fixed though, just go to China and buy a car company that already makes good electric cars then just slap a honda badge on it. in the uk i used to drive a Vauxhall pickup, but in reality it was an Isuzu. the old saying ....if you can't beat them ,join them.
除非你把电动车作为未来,否则你的汽车业务就完蛋了。不过很容易解决,直接去中国买一家已经生产出优秀电动车的公司,然后把本田的标贴上去就行了。
在英国,我曾开过一辆沃克斯豪尔皮卡,但实际上它是五十铃。老话说得好……如果打不败他们,就加入他们。
@bobbywilson5664
Honda needs to change their business plan and change their cost model.
was an excellent brand but they have lost their flame and innovation. Most of their cars are lacking in features and overpriced especially in Australia.
Wake up Honda I would change your CEO and reduced the management obviously is top heavy and they dont know what they doing. Soichiro Honda would be sad seeing what is happening to the company.
本田需要改变他们的商业计划和成本模式。曾经是一个优秀的品牌,但现在他们失去了热情和创新。他们的大多数汽车缺乏功能,而且定价过高,尤其是在澳大利亚。
本田醒醒吧,我会换掉你们的CEO,并削减管理层,显然他们的管理层过于臃肿,根本不知道自己在做什么。创始人本田宗一郎看到公司现在的样子一定会感到难过。
@asia911
Ev engines and batteries. It's is now on China playing field. That's why Honda isn't happy because their ICE cars dominant days are over and now they are playing catchup. Another thing could be to make EV you need proper earth materials/components and Japan doesn't have abundant of those materials/components so they won't be able to compete.
电动引擎和电池现在已经进入了中国的所有领域。这就是本田不开心的原因,因为他们的内燃机车主导地位已经结束,现在他们只能追赶。
另一个原因是,要制造电动车需要合适的地球材料和零部件,而日本并不拥有这些丰富的资源,所以他们无法竞争。
@sylvestertomcat8988
The better is biggest threat to the good, always
更好的事物永远是对优秀事物的最大威胁。
@jmnka
When you make uncompetitive products you face death…. Your business is failing as you did not embrace the future. China totally gets it and has embraced it.
当你生产无法竞争的产品时,你就面临死亡……你的生意在失败,因为你没有拥抱未来。中国完全理解这一点,并且已经拥抱了它。
@kebabkioski7024
Germans were late to the party but they're awake now at least. Japan is facing disaster, and it's hard not to think it is because of Japanese corporate culture where age and years served directly correlate with position/status. Leadership pos's filled with geriatric grand masters from the times of the samurais
德国人虽然晚到了,但至少现在已经清醒过来了。日本正面临灾难,很难不认为这是由于日本企业文化的原因,其中年龄和工作年限直接决定了职位和地位。领导岗位上充斥着从武士时代起的年老大师们。
@keangwooichoo6138
Look at the bright side, Japan can still sell motorbikes like Honda, Kawasaki.
看积极的一面,日本仍然能销售像本田、川崎这样的摩托车。
@jayceh
Actually the ebikes, escooter, and emotorbike markets in Asia were disrupted even before EVs
实际上,电动自行车、电动滑板车和电动摩托车市场在电动车之前就已经在亚洲遭遇了冲击。
@patrickbegley
Morden cars are over complicated.
现代汽车过于复杂。
@Jrs-05-Evr
Why not blame Toyota? Why not blame yourself for being stupid?
为什么不怪丰田?为什么不怪自己愚蠢?