$HMC

HONDA MOTOR CO LTD

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HMC 的最新研究是什么?

最新研究 · 2 观点
STSolving The Money Problem — YouTube finance analystSolving The Money Problem12d ago
业务观察$HMC短线叙事

“2032 Accord”EV设计像旧自动驾驶

“2032 Accord”EV 造型被拿来类比自动驾驶车,主要反映审美吸引力偏弱而非产品叙事有力。

市场讨论聚焦“2032 Accord”被指像旧自动驾驶车。反应更多是在挑外观无感,缺少销量或盈利细节支撑。

"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"