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「単独では生き残れません」 日産国内15%減、ホンダ中国24%減――欧州BYDに追い抜かれ、両社が選ぶ生き残りの道とは_我的网站

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    Illustration: Liu Rui/GT
China strongly deplores Japan's negative moves related to the Yasukuni war shrine, and has lodged serious protests against Japan, a Chinese Foreign Ministry (FM) spokesperson said in a statement on Saturday, in response to Japanese politicians paying respects to the Yasukuni war shrine, which honors Class-A war criminals, on the 81st anniversary of Japan's unconditional surrender in World War II.
On such a sensitive day, Japanese Prime Minister Sanae Takaichi sent a ritual offering to the notorious Yasukuni shrine, while Defense Minister Shinjiro Koizumi and several senior executives of the ruling Liberal Democratic Party (LDP) visited in person, prompting Chinese experts to warn that Japan's increasingly brazen moves signal a dangerous shift toward neo-militarism.
Takaichi made a "tamagushi" ritual offering to the notorious shrine using her private funds in her capacity as LDP president, Japan's Kyodo News reported Saturday, citing LDP Secretary-General Shunichi Suzuki. Takaichi did not visit the shrine in person. Koizumi, however, visited the notorious shrine Saturday morning. Hitoshi Kikawada, a member of Takaichi's Cabinet, also visited the shrine.
Meanwhile, Suzuki, LDP General Council Chairperson Haruko Arimura and Election Strategy Committee Chairperson Yasutoshi Nishimura visited the shrine together on Saturday, according to Kyodo News and the Xinhua News Agency. 
Japan's Mainichi Shimbun on Saturday described the collective August 15 visit by senior LDP executives as "unusual."
Chinese media including state broadcaster CCTV reported that it marked the first collective visit to the shrine by senior LDP executives.
Yasukuni Shrine, located in central Tokyo's Chiyoda Ward, honors 14 convicted Japanese Class-A war criminals from World War II. It has long been a source of diplomatic friction between Japan and its neighbors. For a long time, visits and ritual offerings made by Japanese officials to the controversial shrine have consistently sparked criticism and opposition both at home and abroad, hurting the feelings of the people of China, South Korea, and other countries and regions victimized by Japan's wartime aggression, according to Xinhua.
An affront to historical justice
"No pretext whatsoever can hide the Japanese politicians' true intention which is to change the verdict on the war criminals, cover up Japan's war crimes, distort the historical facts, and pave the way for accelerating remilitarization. This is an affront to historical justice, a challenge to the foundational norms of civilization, and a provocation against the postwar international order. Such behaviors have been firmly rejected by the overwhelming majority of the international community," the Chinese FM spokesperson's statement said on Saturday.
This year marks the 80th anniversary of the opening of the Tokyo Trials. To view and treat history correctly is an important prerequisite for Japan's postwar return to the international community, the political foundation for Japan's ties with neighboring countries, and more importantly, a key measure for Japan's commitment to peaceful development, the statement noted.  
"We urge the Japanese side to do serious soul-searching on its history of aggression, make a clean break with militarism, and earn trust from its Asian neighbors and the rest of the world with concrete actions," the spokesperson said.
Lü Chao, an expert on East Asian studies and a professor at the Liaoning Academy of Social Sciences, told the Global Times on Saturday that attitudes toward the notorious Yasukuni shrine on this very day have long served as an important "touchstone" for the international community to judge whether Japanese political forces genuinely recognize the country's wartime aggression and responsibility. 
"What is particularly alarming this year is how openly these political signals are being sent," Lü said. "The combination of an offering by the prime minister, a visit by the sitting defense minister and a coordinated appearance by senior ruling-party executives means the issue can hardly be dismissed merely as individual acts of mourning."
Although Takaichi stayed away in person, Lü said the offering still clearly demonstrated her political attitude. "Not visiting personally does not fundamentally change the political nature of the gesture," Lü said, noting that diplomatic and domestic pressure may have affected the form Takaichi chose, but not necessarily her underlying position.
Particular attention required
"The collective actions of senior figures in the ruling party deserve particular attention," he said. "They raise the question of whether Japan's political establishment has truly developed a correct understanding of its aggression and wartime crimes."
Chinese military affairs expert Song Zhongping told the Global Times on Saturday that visits by Japanese conservative lawmakers and government officials to the notorious shrine are not new and should not be treated as an isolated development unique to the Takaichi administration.
Former prime minister Junichiro Koizumi repeatedly visited the shrine and went there as prime minister on August 15, 2006. Shinzo Abe visited as sitting prime minister in December 2013. Shinjiro Koizumi himself visited on August 15, 2025, when he was agriculture minister.  
"The important point is that this tendency has persisted within Japanese right-wing politics for decades," Song said. "What we are seeing now is not its sudden emergence, but its increasingly overt expression." 
Song further noted that the political significance of Koizumi's visit is amplified by his current position as defense minister. "A defense minister's understanding of wartime history cannot simply be regarded as a private attitude," he said. "It inevitably leads people to ask what kind of direction Japan's defense policy and Self-Defense Forces may take."
Such concern comes as the Takaichi government pushes to strengthen Japan's military capabilities and pursue constitutional revision.
Song stressed that Japan has already expanded defense spending, developed so-called counterstrike capabilities and eased restrictions on defense equipment transfers under the existing Constitution, meaning constitutional revision should not inaccurately be portrayed as a legal prerequisite for all such measures.
What deserves greater scrutiny, he said, is whether historical revisionism, constitutional revision and military expansion are increasingly reinforcing one another.
"The issue surrounding the notorious Yasukuni Shrine is not simply one of mourning," Song said. "When political forces refuse to squarely confront the history of aggression while simultaneously seeking greater military capabilities and fewer postwar restraints, neighboring countries have every reason to remain vigilant."
。    日産とホンダの経営統合が破談となってから、丸1年が経過した。両社はそれぞれの道を進んできたが、自動車を取り巻く環境は変わらず厳しいままである。1年前、年間販売800万台を目標に掲げた提携は市場に大きな期待をもたらした一方で、OSの差異や現場の矜持が統合を阻む現実も露呈した。2026年を迎え、競争の軸は「量」から「知能」へと移りつつあるなかで、両社に残された選択は組織の合流か、機能別の共闘か。ブランドの誇りを保ちつつ、開発費を大胆に圧縮する新たな道は開けるのか。

B | 統合発表から破談に至る過程を振り返り、生存の壁を探る。【画像】「えぇぇぇ！」 これが日産自動車の「平均年収」です！（4枚） ※　※　※ 　現在の状況下で、日産とホンダが再び歩調をそろえる可能性は否定できない。ここでは、統合発表から破談に至る経緯を振り返りつつ、将来の方向性を考察する。今回は第4回（最終回）として、「全機能統合」か「機能別連携」か、2026年の時点での判断を示したい。　日産とホンダの統合か連携かの判断を行う前に、自動車市場の現状を俯瞰する。販売面では世界的な電気自動車（EV）需要の停滞とハイブリッド車（HV）の注目度上昇が顕著であり、市場戦略では生産拠点の現地化が進んでいる。EV販売は欧州、米国、中国で温度差があり、2024年以降は中国を除き世界的に需要が伸び悩む一方で、HVの販売は増加している。この傾向により、欧州の自動車メーカーはEV戦略の見直しを迫られ、欧州委員会も2035年までの内燃機関車禁止の方針を修正せざるを得なくなった。　ホンダも2025年5月に発表した「2025 ビジネスアップデート」で、2030年におけるグローバルでのEV販売比率が従来目標の30%を下回る見通しとし、需要の高いHVの比重を高める方針を示した。米国では、トランプ政権がガソリン車を優先し、2025年9月末でEV購入補助金が終了したことで、EV需要の伸びはさらに鈍化する見込みである。　一方、中国の自動車メーカーは関税政策や生産コストの優位を活かし、東南アジアや欧州に生産拠点を広げている。例えば比亜迪（BYD）はタイ、インドネシア、マレーシア、カンボジアに工場を持ち、欧州ではハンガリーに生産拠点を設置または建設中である。

C | リープモーターはステランティスのポーランド工場で製造し、シャオペンはオーストリアのマグナ・シュタイヤーに生産を委託するなど、欧州メーカーとの協業も進めている。このようにEV競争は、輸出中心の「量」の拡大から、現地生産を前提とした市場での受容を重視する「質」の勝負に変化しつつある。EV需要が伸び悩む状況で慎重になれば、中国メーカーに市場を先取りされるリスクがある。

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Published on:12:12:59