$HMC

HONDA MOTOR CO LTD

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STSolving The Money Problem — YouTube finance analystSolving The Money Problem12d ago
業務觀察$HMC短線敘事

「2032 Accord」EV設計像自駕車風格

「全新2032 Accord」EV 的想像外觀被嘲諷成自駕車風格,較像是美感吸引力不足,而非有說服力的產品故事。

討論重點落在「2032 Accord」這段被形容成類似舊自駕車的設計。回應偏向外觀不討喜,並未提供獲利或需求細節。

"Ferrari's NEW Electric Car: Is This the Ugliest Design EVER? #shorts"

EV-2040 target dropped in favor of hybrids, gas + EV “worst of both.”

Honda’s retreat from 100% EV by 2040 into more hybrids is a losing trade—hybrids keep gas complexity without meaningful EV-only range.

Honda is withdrawing its 100% electric-by-2040 goal as “not realistic,” instead targeting net-carbon neutrality by 2050 via hybrid powertrains. Planned investment is about 4.4 trillion yen (almost $28 billion) for 15 hybrid launches by March 2030, but the KOL argues hybrids add gas maintenance and still deliver limited EV-only range, creating opportunity cost versus a pure BEV push.

"Episode 563: A Long-Awaited Supercharging Feature Debuts"