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Nissan is cutting jobs globally, Honda is delaying its investment in electric vehicles. Can the "Big Three" Japanese automakers come back to the table?
① Due to the current slowdown in electric vehicle demand, Honda Motor has decided to delay the plan announced on April 25 of last year to establish a comprehensive electric vehicle value chain in Canada by about two years; ② "The company has decided not to release the operating profit expectations for the fiscal year ending March 2026," said Nissan Motor; ③ In the fiercely competitive market in the USA, Japanese automakers are forced to bear high sales incentive costs, while they have not yet fully kept pace in the Chinese market.
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Undeterred by the "Trump shock"! Global electric vehicle sales surged in April, with the Chinese market experiencing a robust increase of 32%.
In April, Global sales of pure electric and plug-in hybrid autos grew by 29% year-on-year, reaching 1.5 million vehicles. Sales in the China market increased by 32% to 0.9 million vehicles, sales in the Europe market rose by 35% to 0.3 million vehicles, while sales in the North America market fell by 5.6% to 0.1 million vehicles. The Trump tariff policy had minimal impact on electric vehicle sales, but the trade agreements reached with the United Kingdom and China are positive signs for the industry.
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The large-scale deployment of 5G-A is accelerating! The low-altitude economy, smart parks, and others are ushering in a period of Gold development.
① In terms of B-end applications, AI parks, smart factories, low-altitude economy, and smart ports have become the first to be implemented scenarios. For C-end Consumer scenarios, operators focus on differentiated experiences in business travel, live streaming, and gaming. ② Currently, ultra-large uplink and downlink, Lightweight are the main focuses of the current 5G-A promotion, while low latency with determinism and integrated sensing will be the direction for further efforts.
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President Trump Announced Saudi Arabia's $600B Commitment To Invest In U.S.; DataVolt To Invest $20B In AI Data Centers And Energy Infrastructure In U.S.; Google, DataVolt, Oracle, Salesforce, AMD And Uber To Invest $80B