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本田押注混合动力车,将其作为2030年代初美国电气化的主力Honda bets on hybrids as mainstay of U.S. electrification into early 2030s

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本田汽车正在修正其此前高度侧重于电动汽车的业务计划。(杉浦昭寿摄)Honda Motor is revising its business plan, which had been heavily focused on EVs. (Photo by Akitoshi Sugiura)

东京——本田汽车预计,在未来十年的头几年里,混合动力车将继续成为美国电气化的主要推动力。这家日本汽车制造商正押注于该技术,同时仓促撤出代价高昂的电动汽车推进计划。

TOKYO -- Honda Motor expects that hybrid vehicles will continue to be the main driver of electrification in the U.S. into the early years of the next decade as the Japanese automaker is betting on the technology while making a hasty retreat from the costly electric vehicle push.

本田执行副总裁贝原典也周二在一次在线财报新闻发布会上援引燃油价格表示:“我们认为,在2030年代的前半期,特别是在北美和美国,混合动力车仍将是汽车电气化的主流形式。”

"We believe hybrids will remain the mainstream form of vehicle electrification" throughout the first half of the 2030s "particularly in North America and the U.S," Honda Executive Vice President Noriya Kaihara said during an online earnings news conference on Tuesday, citing fuel prices.

贝原典也表示:“原油价格一直保持高位,我们继续看到对小型车或省油混合动力车非常强劲的需求。”他补充说,该公司在北美得以维持了略低于10%的高市场份额。

"Crude oil prices have remained high, and we continue to see very strong demand for smaller cars or fuel-efficient hybrid vehicles," Kaihara said, adding that the company was able to retain a high market share of just under 10% in North America.

在美国和以色列对伊朗发动袭击后,在中东战争的背景下,美国的燃油成本一直居高不下。

Fuel costs have remained elevated in the U.S. amid the war in the Middle East following U.S. and Israeli attacks on Iran.

贝原典也发表上述言论之际,本田宣布投资30亿美元在俄亥俄州建设一座生产混合动力车的新工厂。该工厂计划于2029年投入运营,将是该公司大约二十年来在美国的第一座大型新总装厂。

Kaihara's comments came as Honda announced a $3 billion investment in a new plant in Ohio to produce hybrid vehicles. Scheduled to begin operations in 2029, it will be the company's first major new U.S. assembly plant in roughly two decades.

他表示,本田在北美的工厂正在“满负荷运转”,因为这家汽车制造商正艰难跟上需求,尤其是对大型混合动力车型的需求。他说,产能限制意味着本田尚未完全充分利用对该车型类别的需求。

He said that Honda's factories in North America are "running at full capacity" as the automaker struggles to keep pace with demand, particularly for large hybrid models. The capacity constraint means that Honda has yet to fully capitalize on demand for vehicle type, he said.

本田周二将其全年净利润预测从4000亿日元上调至5000亿日元(合31亿美元),因为持续疲软的日元缓冲了其代价高昂地撤出电动汽车所带来的影响。

Honda on Tuesday raised its full-year net profit forecast to 500 billion yen ($3.1 billion), up from 400 billion yen, as a persistently weak yen cushions the impact of its costly retreat from electric vehicles.

该公司对截至3月的财年的最新净利润前景预计将显示出快速转亏为盈,上一财年的净亏损为4239亿日元。

The company's latest net profit outlook for the fiscal year through March is expected to show a quick turnaround from a 423.9 billion yen net loss in the previous fiscal year.

预计营业收入为24.4万亿日元,比上年增长11.9%;而营业利润预计为7800亿日元,相比之下上年同期的营业亏损为4143亿日元。

Revenue is projected at 24.4 trillion yen, up 11.9% from the previous year, while operating profit is forecast at 780 billion yen, compared with an operating loss of 414.3 billion yen a year earlier.

日元走弱是此次上调业绩预期的因素之一。8月,这家汽车制造商将全年汇率假设从145日元兑1美元修正为155日元兑1美元,这意味着其在海外赚取的每一美元都可以多获得10日元。目前,该公司已进一步将该汇率假设上调至156日元兑1美元。周二上午,日元兑美元交易价格在158左右。

The weaker yen is factoring into the upward revision. In August, the automaker revised its full-year exchange-rate assumption to 155 yen to the dollar, from 145 yen, meaning an extra 10 yen for every dollar it earns overseas. It has now further raised the assumption to 156 yen per dollar. The yen was trading at around 158 to the dollar on Tuesday morning.

最新预测出台之际,这家日本汽车制造商正迅速取消一项雄心勃勃且代价高昂的电气化推进计划。2024年,本田承诺在3月31日前投资10万亿日元用于电动汽车和软件,随后在电动汽车需求放缓以及唐纳德·特朗普总统领导下的美国政策变化削弱了消费者转向电池动力车型的激励措施后,缩减了预算。

The latest forecast comes as the Japanese automaker rapidly unwinds an ambitious and costly electrification push. In 2024, Honda pledged to invest 10 trillion yen in EVs and software by March 31, then scaled back the budget after EV demand slowed and changes in U.S. policy under President Donald Trump weakened incentives for consumers to switch to battery-powered vehicles.

今年早些时候,本田取消了原定于北美开发的三个电动汽车型号。这一撤退导致上一财年产生了沉重的电动汽车相关费用,造成了1.5万亿日元的亏损。

Early this year, Honda scrapped the development of three EV models planned for North America. The retreat contributed to heavy EV-related charges the previous fiscal year, resulting in a 1.5 trillion yen loss.

该公司在中国也举步维艰,当地汽车需求疲软以及来自本土电动汽车制造商的激烈竞争正对外国汽车制造商构成压力。一名市场观察人士表示,丰田汽车相对强劲的混合动力车销量正在给其他日本和西方混合动力车型增加压力。

The company is also struggling in China, where sluggish auto demand and fierce competition from local EV makers are weighing on foreign automakers. A market observer said Toyota Motor's relatively strong hybrid sales are adding to the pressure on other Japanese and Western hybrid models.

4月至9月期间,本田在中国产量较去年同期暴跌约60%,至131,716辆。

Honda's China production in April-September plunged about 60% from the year-earlier period to 131,716 vehicles.

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