面对供应过剩、价格战以及欧盟、印度、巴基斯坦和巴西等主要出口市场日益增长的保护主义威胁，中国领先的光伏出口商——包括天合光能、隆基绿能和通威股份——承诺停止在海外市场的价格下调竞争。这一举措旨在稳定出口市场，推动行业可持续发展。 主要动态 行业协作： 由 中国机电产品进出口商会 牵头成立了由 22家光伏企业 组成的“自律”委员会，致力于促进健康竞争，稳定出口价格。 政策调整： 自 12月1日 起，硅片、电池片和组件的出口退税率将从 13% 降至 9% ，旨在鼓励出口高附加值产品，减少反倾销调查风险。 产能过剩危机： 过度生产导致价格下滑，造成大量亏损、裁员，甚至企业破产，给中国光伏企业带来沉重压力。 全球影响： 中国在光伏出口市场的主导地位受到越来越多的关注，外国市场可能采取反补贴措施，这为行业增加了更多的不确定性。 专家观点 大和证券分析师Dennis Ip： 退税率下调可能对光伏组件公司的短期财务状况产生负面影响，但从长期来看影响有限。 隆基绿能的观点： 行业领导者认为，这一举措是中国光伏行业的“转折点”，强调合作对于维持全球竞争力的重要性。 展望 随着中国光伏企业努力实现市场稳定，向高附加值产品和合作战略的转型有望改善行业的全球形象和长期韧性。然而， 产能过剩 和 退税减少 的直接挑战依然严峻。在国际市场压力下，如何平衡短期财务影响与长期发展需求，将成为行业关键议题
Nissan Motor Co shares fell 3.6% on Tuesday after news of production cuts in the US and potential tariffs on imports from Mexico and Canada, adding to the automaker’s struggles in a challenging year.
Key Developments
US Production Cuts:
- Nissan plans to produce 100,000 fewer vehicles at its Mississippi and Tennessee plants in the fiscal year ending March 2025.
- Affected models include the Frontier, Rogue, Pathfinder, and Infiniti QX60.
Trump’s Tariff Threats:
- President-elect Donald Trump proposed a 25% tariff on imports from Mexico and Canada to curb illegal migration and drug flow.
- Nissan, which builds cars and engines in Mexico, faces increased pressure on US operations.
Dire Financial Outlook:
- Earlier this month, Nissan announced it would:
- Eliminate 9,000 jobs globally.
- Cut production by 20%.
- Slash its full-year operating income guidance by 70%.
- The company continues to battle cratering profits and an outdated product lineup.
Market Reaction
- Nissan’s stock initially dropped 4.9% in Tokyo trading, briefly recovering after a Financial Times report suggested the company is seeking a long-term anchor investor.
- The rebound was short-lived, with shares closing down 3.6%.
Seeking a Lifeline
- Nissan is reportedly exploring new strategic investors, including banks or insurance firms, to replace some of Renault SA’s equity holding.
- Speculation includes a possible stake purchase by Honda Motor Co.
Expert Insights
- Production Cuts: Bloomberg Intelligence analyst Tatsuo Yoshida noted that while production cuts may seem negative short term, they could reduce long-term inventory costs, offering financial relief.
- Credit Concerns:
- Fitch Ratings downgraded Nissan’s outlook from stable to negative, citing weaker North American performance.
- However, Fitch expects US consumer demand to recover as interest rates fall and election-related delays ease.
Challenges Ahead
- Nissan is navigating a turbulent market with:
- Shrinking profit margins.
- Tariff uncertainties.
- Operational challenges in the US and Mexico.
The automaker’s success in securing a new investor and streamlining production will be critical in what is shaping up to be a make-or-break year for the company.
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