SAIC Motor vs Nissan Motor Co.: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

SAIC Motor Corp Ltd (600104.CG)

Q3 202616 Jul – 7 Oct 2026

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SAIC's overseas surge and profit rebound offset by JV slump and leadership shake-up

Overseas sales and EU expansion SAIC's overseas sales jumped 52%, EU registrations rose 19.1%, and battery-electric sales climbed 40.5%. Spain approved an MG plant, helping avoid EU tariffs and supporting further growth.
This is a major new growth driver for SAIC, showing strong international demand and a way around trade barriers.
Profit surge and margin improvement 2025 net profit surged 507% to $1.41 billion on $91.3 billion revenue. First-half core profit rose 72% with better margins and cash flow, signaling a strong financial turnaround.
This shows a dramatic improvement in profitability, a key factor for investor confidence and stock price.
GM joint venture extension and NEV push GM extended its joint venture with SAIC to 2047, targeting 30 new energy vehicles by 2030. This secures a long-term partnership and focuses on the growing electric vehicle market.
This is a strategic positive that ensures continued collaboration and positions SAIC for future NEV growth.
JV sales slump and leadership reshuffle Core JV sales fell sharply: SAIC Volkswagen down 42% and SAIC GM down 18%, pressuring earnings amid domestic weakness and price wars. A major four-unit leadership reshuffle adds execution uncertainty.
This highlights the main risks dragging on SAIC's performance and creating uncertainty for investors.

August 202622 Jul – 7 Oct 2026

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SAIC gains on Spain plant, profit jump, overseas sales; JV declines weigh

Spain approves MG plant, enabling European production and tariff avoidance Spain approved SAIC's MG plant, allowing local production and avoiding EU tariffs. This supports European expansion and protects margins, a clear positive for future earnings.
New development that directly boosts SAIC's European strategy and profitability.
First-half core profit rises 72% with improving margins and cash flow SAIC's first-half core profit rose 72%, with better margins and cash flow. This signals stronger financial health and operational efficiency, supporting investor confidence.
New financial data showing improved profitability, a key driver for the stock.
Overseas sales jump 52%, EU registrations up 19.8% Overseas sales surged 52%, with EU registrations up 19.8%. This demonstrates SAIC's growing global footprint and success in international markets, boosting revenue outlook.
New sales figures highlighting strong overseas momentum, a major growth driver.
SAIC Volkswagen and SAIC GM sales decline sharply, weighing on earnings SAIC Volkswagen sales fell 42% and SAIC GM 18%, major profit sources. These declines, amid weak domestic market and price war, pressure group earnings and the share price.
New data on JV declines, a significant negative factor affecting profitability.

Latest22 Jul – 7 Oct 2026

▲3▼1

SAIC's overseas surge and EV investment lead offset weak joint ventures

Overseas sales jump 52% as Europe demand strengthens SAIC sold 1.166 million vehicles overseas in the first three quarters, up 52.4% from a year earlier, while its EU registrations rose 19.8% to 163,707 units. Europe is a key growth engine, and rising demand there supports future profit and the share price.
This is the biggest new demand driver, showing SAIC's overseas expansion is translating into real sales growth.
SAIC outspends Detroit rivals on EV investment SAIC invests $1,700–$2,750 per vehicle in EV research and production, far above the under-$400 spent by Ford, GM and Stellantis. This capital advantage helps SAIC develop better electric cars and compete globally, supporting long-term growth.
It shows a structural competitive edge that could drive future market share and profits.
UBS sees SAIC among likely global winners UBS forecasts Chinese automakers will capture 37% of the global market by 2030 and names SAIC as one of the most likely to become a major overseas player. This independent endorsement boosts investor confidence in SAIC's global strategy.
It provides analyst validation of SAIC's overseas potential, which can lift sentiment and valuation.
Joint ventures slump drags overall sales SAIC Volkswagen and SAIC General Motors both posted sharp July declines, with Volkswagen down 42% and GM down 18% year-on-year. These joint ventures remain a large profit source, so their weakness weighs on group earnings and the share price.
It is the main counterweight, showing that not all parts of SAIC are growing.

12 Aug – 11 Sep 2026

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SAIC's global expansion, GM tie-up and profit surge drive gains

Spain clears SAIC's MG plant, opening Europe production Spain's Defence Ministry will approve SAIC's planned car plant in Galicia, removing a security hurdle. The plant will build up to 120,000 MG vehicles a year from 2028, letting SAIC make and sell cars in Europe and avoid import tariffs, which supports future sales and profit.
This is a new regulatory green light that directly enables SAIC's overseas expansion and earnings.
GM extends SAIC joint venture for 20 more years GM and SAIC agreed to extend their joint venture another 20 years, deepening work on smart electric cars and global expansion. This secures a major long-term profit source for SAIC and signals GM's commitment to China, even as GM ends Chevrolet sales and Ford moves Lincoln output out of China.
The JV extension is a new, concrete commitment that underpins SAIC's earnings and EV strategy.
First-half core profit jumps 72% on stronger margins SAIC's first-half net profit was 5.15 billion yuan, with core profit up 72% to 7.87 billion yuan. Gross margin rose to 12.6% and operating cash flow more than doubled to 54.3 billion yuan. The results show SAIC is becoming more profitable and cash-generative, which supports the share price.
The earnings report is new hard evidence of improving financial health and profitability.
China's 2030 plan backs EVs and global champions China's new five-year auto plan targets 70% of new car sales being electric or hybrid by 2030 and wants several Chinese makers in the world's top 10. SAIC is already among the top 10, so policy support for EVs and industry consolidation favors it, though a weak domestic market and price war remain risks.
The plan is a new regulatory tailwind that benefits SAIC's EV lineup and global position.

July 202616 Jul – 5 Aug 2026

▲3

SAIC's global sales rise, GM extends JV, but product glut and leadership shake-up weigh

EU registrations climb 19% as EV demand accelerates SAIC's European registrations rose 19.1% to 127,585 units in H1 2026, helped by a 40.5% jump in EU battery-electric sales. This shows its overseas push is gaining traction, supporting revenue and profit expectations.
Directly shows growing demand for SAIC vehicles in a key export market, a positive price driver.
Fortune China 500: profit surges 507%, revenue ranks second SAIC's 2025 net profit jumped 507% to $1.41 billion and revenue reached $91.3 billion, second in the auto sector. The sharp profit rebound signals stronger financial health, which can lift investor confidence and the stock price.
A major improvement in profitability is a core fundamental driver for the share price.
Largest-ever management reshuffle across four core units SAIC replaced leaders at VW, GM, Passenger Vehicle, and Huayu to tackle price wars and JV weakness. The overhaul aims to cut costs and boost own-brand models, but execution risk and uncertainty could keep the stock volatile until results appear.
A major strategic change that could reshape the company but with unclear near-term impact.
GM extends SAIC joint venture to 2047, focuses on NEVs GM and SAIC extended their 50-50 JV for 20 more years, narrowing to Buick and Cadillac and planning 30 new energy vehicles by 2030. This secures long-term JV income and export opportunities, a clear positive for SAIC's earnings outlook.
A concrete long-term commitment that reduces uncertainty around a key profit source.

16 Jul – 5 Aug 2026

▲3

SAIC's global sales rise, GM extends JV, but product glut and leadership shake-up weigh

EU registrations climb 19% as EV demand accelerates SAIC's European registrations rose 19.1% to 127,585 units in H1 2026, helped by a 40.5% jump in EU battery-electric sales. This shows its overseas push is gaining traction, supporting revenue and profit expectations.
Directly shows growing demand for SAIC vehicles in a key export market, a positive price driver.
Fortune China 500: profit surges 507%, revenue ranks second SAIC's 2025 net profit jumped 507% to $1.41 billion and revenue reached $91.3 billion, second in the auto sector. The sharp profit rebound signals stronger financial health, which can lift investor confidence and the stock price.
A major improvement in profitability is a core fundamental driver for the share price.
Largest-ever management reshuffle across four core units SAIC replaced leaders at VW, GM, Passenger Vehicle, and Huayu to tackle price wars and JV weakness. The overhaul aims to cut costs and boost own-brand models, but execution risk and uncertainty could keep the stock volatile until results appear.
A major strategic change that could reshape the company but with unclear near-term impact.
GM extends SAIC joint venture to 2047, focuses on NEVs GM and SAIC extended their 50-50 JV for 20 more years, narrowing to Buick and Cadillac and planning 30 new energy vehicles by 2030. This secures long-term JV income and export opportunities, a clear positive for SAIC's earnings outlook.
A concrete long-term commitment that reduces uncertainty around a key profit source.

Nissan Motor Co., Ltd. (7201.JP)

Latest27 Sep – 9 Oct 2026

▼4

Nissan's core car business is losing money as tariffs and China crush output

Core auto business is losing money; finance arm is the only thing keeping profit positive Nissan's actual car-making business lost ¥292.8 billion last fiscal year, and only its car-loan/finance arm (¥297.9 billion profit) kept the company in the black. This is the second straight year of the same pattern, so investors see the car business itself as broken, not just having a bad year.
This is the single clearest new fact showing why Nissan's profit is weak and the stock is under pressure.
Nissan's global production plunged 19.5% in August, worst of the big automakers Nissan's worldwide factory output fell 19.5% in August, far worse than Toyota's 5.9% drop, with China especially weak. Falling production means fewer cars to sell and less revenue, and it confirms Nissan is losing ground faster than rivals in a shrinking market.
It shows the scale of Nissan's output collapse versus peers, a direct driver of weak sales and profit.
US tariffs hit Nissan's Mexico exports hard Mexico's auto exports fell 12% in September, the biggest drop this year, and Nissan was among the hardest hit. Mexican-built cars still face a 25% US tariff, so Nissan's Mexico plants — a key source of US-bound vehicles — are becoming a cost and volume problem.
Tariffs on Mexico directly raise Nissan's costs and cut its US sales volumes, a core profit driver.
EU plan would lock Nissan EVs out of European subsidies A draft EU law would require electric cars to have 70% EU-made parts and be assembled in Europe to get subsidies. Nissan builds EVs in the UK, not the EU, so its European EV sales could lose price support and become less competitive against local brands.
It is a new regulatory threat to Nissan's European EV business, adding to its regional headwinds.

Q3 202628 Jun – 22 Sep 2026

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Nissan returns to profit, but China collapse and tariffs bite

Robotaxi and Honda partnership Nissan advanced robotaxi plans with Uber and Wave, and deepened its partnership with Honda. These moves aim to share costs and speed up self-driving car development, positioning Nissan for future mobility growth.
New strategic partnerships that could drive future revenue and cost savings.
Return to quarterly profit Nissan posted a ¥77.9 billion operating profit, returning to profitability. This signals that cost cuts and restructuring are starting to pay off, giving investors confidence in the turnaround.
Key financial milestone showing improved profitability.
China sales collapse Nissan's China sales plunged 51.9% in August, the fifth straight monthly decline. The company cut its full-year sales forecast to 3.15 million vehicles, reflecting weak demand in the world's largest auto market.
Major negative factor impacting sales and outlook.
US tariffs and supply disruptions US tariffs squeezed Nissan's Mexico-built models and Japanese hybrid imports, while the Kumamoto earthquake halted production. A stronger yen and Iran war also raised costs, adding pressure on margins.
External shocks that hurt costs and production.

September 20261 Sep – 22 Sep 2026

▲2▼1

Nissan's global production overhaul meets China collapse and US tariff costs

China sales collapse deepens Nissan's China sales fell 51.9% in August, the fifth straight monthly decline, as Chinese EV makers win on price. This is a major profit drain and keeps pressure on the stock because China was once a key market.
It is the single largest negative force on Nissan's earnings and directly explains why the stock is under pressure.
US output nearly doubling with third shifts Nissan plans third shifts at US plants to lift American output to about 1 million vehicles a year from 487,000 in 2025, aiming to build 80% of US sales locally by 2030. This cuts reliance on imports and supports long-term profit.
It is a major new strategic shift that could reduce tariff exposure and boost US sales, a key driver for the stock.
First e-Power hybrid SUV launches in US Nissan will soon launch the Rogue e-Power hybrid in the US, its first there, to capture growing hybrid demand. The Rogue is about 30% of US sales, so a successful hybrid could lift volumes and sentiment.
It is a new product launch that directly targets a growing US demand segment and could improve Nissan's sales mix.
UK investment secures Sunderland but tariff risk remains Nissan will invest 170 million pounds to build the Kicks e-Power at Sunderland, securing the plant's future amid restructuring. However, early hybrid Rogue imports from Japan face a 15% US tariff, adding cost pressure.
It shows both a positive commitment to UK manufacturing and a negative tariff headwind that affects near-term costs.

1 Sep – 22 Sep 2026

▲2▼1

Nissan's global production overhaul meets China collapse and US tariff costs

China sales collapse deepens Nissan's China sales fell 51.9% in August, the fifth straight monthly decline, as Chinese EV makers win on price. This is a major profit drain and keeps pressure on the stock because China was once a key market.
It is the single largest negative force on Nissan's earnings and directly explains why the stock is under pressure.
US output nearly doubling with third shifts Nissan plans third shifts at US plants to lift American output to about 1 million vehicles a year from 487,000 in 2025, aiming to build 80% of US sales locally by 2030. This cuts reliance on imports and supports long-term profit.
It is a major new strategic shift that could reduce tariff exposure and boost US sales, a key driver for the stock.
First e-Power hybrid SUV launches in US Nissan will soon launch the Rogue e-Power hybrid in the US, its first there, to capture growing hybrid demand. The Rogue is about 30% of US sales, so a successful hybrid could lift volumes and sentiment.
It is a new product launch that directly targets a growing US demand segment and could improve Nissan's sales mix.
UK investment secures Sunderland but tariff risk remains Nissan will invest 170 million pounds to build the Kicks e-Power at Sunderland, securing the plant's future amid restructuring. However, early hybrid Rogue imports from Japan face a 15% US tariff, adding cost pressure.
It shows both a positive commitment to UK manufacturing and a negative tariff headwind that affects near-term costs.

August 20262 Aug – 28 Aug 2026

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Nissan returns to profit but cuts sales forecast as risks mount

Return to quarterly profit Nissan posted a quarterly operating profit of ¥77.9bn and net profit of ¥3.8bn, helped by Re:Nissan cost cuts and a weak yen, and kept its full-year target, showing its turnaround is working.
This is the main positive event of the period and directly supports the share price.
Sales forecast cut on China and Middle East weakness Nissan lowered its full-year sales forecast to 3.15 million vehicles due to tough competition in China and weak demand in the Middle East, raising doubts about the pace of recovery.
This is a new negative development that pressures future revenue and investor confidence.
Earthquake extends plant shutdowns The Kumamoto earthquake forced longer production halts at two Fukuoka plants, disrupting output and adding to supply-chain pressures, which could delay deliveries and increase costs.
This is a new operational setback that directly affects production and sales.
Cost pressures from yen and Iran war A stronger yen (1% move cuts operating profit ~2%) and the Iran war raised shipping, material, and motor-oil costs, forcing production cuts, though the weak yen had previously helped profits.
This captures the new cost headwinds that partly offset the profit recovery.

10 Aug – 28 Aug 2026

▲2▼2

Nissan's profit rebound faces yen, oil, and China headwinds

Stronger yen and Iran war squeeze profits Japan's yen-buying intervention after a 40-year low, plus Middle East conflict, threatens Nissan's profit. A 1% stronger yen cuts operating profit about 2%, and war raises shipping and raw material costs. This pressures the stock because overseas earnings convert back into fewer yen.
This is a new macro force that directly threatens Nissan's profit recovery and stock price.
Motor oil shortage cuts Nissan production The Iran war disrupted high-quality base oil supplies, and Nissan told dealers it will reduce production capacity for most lubricant products and limit high-quality motor oil. This constrains output and raises costs, weighing on near-term results and the stock.
A new supply-chain disruption that directly limits Nissan's production and adds costs.
Honda deal on shared vehicle OS advances Honda and Nissan are near a deal to jointly develop an in-vehicle operating system and computer platform, using Nissan's technology, for cars from 2029. This validates Nissan's software, spreads development costs, and strengthens its competitive position, supporting the shares.
A new concrete step in the Honda-Nissan software partnership that lowers costs and boosts competitiveness.
Nissan EVs join PG&E and Uber robotaxi programs Nissan EVs became eligible for PG&E's vehicle-to-everything program with up to $13,000 in incentives, and Nissan LEAFs will be used in Uber's Tokyo robotaxi pilot. These partnerships showcase Nissan's EV technology and could support future demand, lifting sentiment.
New partnerships that improve Nissan's EV visibility and potential demand, a positive for the stock.

2 Aug – 5 Aug 2026

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Nissan swings to profit, but quake halts and China weakness cap gains

Nissan returns to quarterly profit, keeps full-year target Nissan swung to an operating profit of 77.9 billion yen and net income of 3.8 billion yen, helped by cost cuts under its Re:Nissan plan and a weaker yen. It kept its full-year profit target unchanged, a sign the turnaround is working and a support for the shares.
This is the period's biggest new positive and directly lifts investor confidence in the turnaround.
Kumamoto earthquake keeps Nissan plants shut longer Nissan extended production halts at its two Fukuoka plants because of parts shortages after the Kumamoto earthquake, with no clear restart date. Lost output and uncertainty weigh on near-term results, though Nissan says some lines will restart on August 6.
The quake is the main new supply shock this period and directly pressures near-term production and earnings.
Nissan cuts annual sales forecast on China competition Nissan lowered its full-year sales forecast to 3.15 million vehicles from 3.3 million, blaming fierce competition from Chinese EV makers and weak demand in China and the Middle East. Fewer expected sales mean less revenue and profit, pressuring the stock.
The sales cut is a new, concrete downgrade that shows demand weakness beyond the quake.
BYD launches mini EV, squeezing Nissan's Sakura BYD launched its Racco mini electric vehicle in Japan, adding to a crowded field where even Nissan's top-selling Sakura sold only about 10,000 units. More rivals and likely price competition after subsidies end could erode Nissan's small-car profit.
New competitive entry directly threatens Nissan's mini EV franchise and future pricing power.

July 202628 Jun – 31 Jul 2026

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Nissan advances robotaxi and Honda ties, but tariffs and China weigh

Robotaxi push with Uber and Wave Nissan advanced robotaxi plans with Uber and Wave, a step toward future mobility services that could open new revenue streams and showcase its autonomous driving technology.
This is a new strategic move in July that could improve long-term growth prospects.
Deeper Honda partnership Nissan deepened ties with Honda, including Honda adopting Nissan's software for a joint operating system and talks on sharing US production and EV hardware, which could cut costs and speed development.
This new alliance progress may boost efficiency and competitiveness.
US production raised to 60% Nissan increased US production from 45% to 60%, reducing exposure to tariffs on imported vehicles and potentially lowering costs for models sold in America.
This new move directly addresses tariff pressures and could support margins.
Tariffs, China weakness, and quake halt output 25% US tariffs on Mexico-built models squeeze profits, China sales fell 15%, European registrations dropped 5.3%, and a Kumamoto earthquake forced production halts at two Fukuoka plants.
These new negative developments weigh on earnings and production.

12 Jul – 31 Jul 2026

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Nissan's US tariff fix works, but China and EU sales slide

US production shift cuts tariff pain Nissan raised its US production mix from 45% to 60%, reducing exposure to tariffs and helping keep margins steady. It targets 80% local output in four to five years. This supports the stock by lowering costs and showing the turnaround plan is working.
This is the main positive force this period, directly improving profitability and investor confidence.
Honda picks Nissan tech for joint OS Honda and Nissan will jointly develop next-generation vehicle software based on Nissan's technology. This validates Nissan's software skills, cuts development costs, and strengthens its competitive position in smart cars, lifting the shares.
It is a new, concrete partnership win that boosts Nissan's technology standing and future cost savings.
China slump and EU share loss Nissan's China sales fell 15% in the first half, part of a broad decline among Japanese automakers. In Europe, its registrations dropped 5.3% while Chinese EV brands surged. These losses shrink future sales and pressure the stock.
It shows a key profit region still shrinking and new competition taking share, a real drag on the stock.
Earthquake halts Kyushu production A Kumamoto earthquake disrupted parts supply, forcing Nissan to partially suspend production at two Fukuoka plants through late July, with halts extended. Lost output and uncertainty weigh on near-term results and the stock.
It is a fresh supply shock that directly cuts production and adds uncertainty for Nissan.

28 Jun – 10 Jul 2026

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Nissan advances robotaxi and Honda tech ties, but tariffs and China slump bite

Robotaxi rollout with Uber and Wave Nissan will launch Leaf-based robotaxis in Japan and the UK this year with Uber and Wave, aiming for autonomous tech in up to 90% of its global lineup. This opens a new business-to-business revenue stream and shows faster decision-making, supporting the stock.
It is a new, concrete growth initiative that could improve future profits.
Honda partnership talks progress Nissan's CEO says talks with Honda are 'looking good' and may soon announce news on sharing US production, EV hardware, software, and hybrid batteries. A deal would cut costs and strengthen Nissan's competitive position, lifting the shares.
It signals a potentially value-adding alliance that addresses Nissan's scale and cost weaknesses.
25% US tariffs on Mexico-made models Nissan is paying 25% US tariffs on Mexico-built Sentra and Kicks, costing $2,500–$3,000 per vehicle. With these models over a third of US sales, profits are squeezed and affordability suffers, weighing on the stock.
It is a direct, ongoing cost and demand headwind for a key market.
China sales slump and South Africa plant loss Nissan's China sales fell 15% in the first half as tax incentives faded and gas prices rose. It also sold its South Africa plant to Chery, losing a manufacturing base. Both reduce future sales and production capacity, pressuring the stock.
These are new setbacks that shrink Nissan's sales and footprint in important markets.

Q2 202623 Jun – 26 Jun 2026

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Nissan's EV plans stall in UK, but yen and battery bets lift outlook

Nissan halts electric Qashqai at Sunderland Nissan suspended its electric Qashqai plan at Sunderland, waiting for UK government support and softer EV sales targets. This delays a key new model, keeps uncertainty over 6,000 jobs, and shows how cost cuts and cheap Chinese EVs are squeezing Nissan's electric rollout.
This is the biggest new negative for Nissan's UK production and EV strategy.
Valeo deal makes Nissan EVs earn money for owners Nissan signed with Valeo to sell bidirectional charging stations in Europe, starting in the UK. These let Nissan EVs send power back to the grid, cutting owners' electricity bills and making the cars more attractive, which supports demand and Nissan's vehicle-to-grid push.
A new partnership that improves the value of Nissan EVs and could lift sales.
Weak yen could add billions to Japanese automaker profits The yen near 161 per dollar is far weaker than the 150 Nissan and peers assumed in forecasts. Every 1 yen drop adds about 50 billion yen to Toyota's operating profit, and Nissan likely gets a similar currency boost, making its cars cheaper abroad and inflating overseas earnings.
A major outside force that directly lifts Nissan's reported profits.
Japan's $660 million solid-state battery push includes Nissan Japan approved five solid-state battery projects with $660 million in subsidies, and Nissan already runs a pilot line. Solid-state batteries promise longer range and faster charging, so this government backing helps Nissan compete in next-generation EVs, though Chinese low-cost batteries remain a threat.
Shows Nissan is getting state support for a key future technology.
Nissan in talks to buy Marelli cockpit assets Nissan is negotiating to reacquire cockpit and interior component assets from bankrupt supplier Marelli, its major parts provider. Securing these assets protects Nissan's supply chain and could lower costs, a positive as Marelli restructures $4.9 billion in debt.
A new move to shore up supply and control key interior parts.

June 202623 Jun – 26 Jun 2026

▲4▼1

Nissan's EV plans stall in UK, but yen and battery bets lift outlook

Nissan halts electric Qashqai at Sunderland Nissan suspended its electric Qashqai plan at Sunderland, waiting for UK government support and softer EV sales targets. This delays a key new model, keeps uncertainty over 6,000 jobs, and shows how cost cuts and cheap Chinese EVs are squeezing Nissan's electric rollout.
This is the biggest new negative for Nissan's UK production and EV strategy.
Valeo deal makes Nissan EVs earn money for owners Nissan signed with Valeo to sell bidirectional charging stations in Europe, starting in the UK. These let Nissan EVs send power back to the grid, cutting owners' electricity bills and making the cars more attractive, which supports demand and Nissan's vehicle-to-grid push.
A new partnership that improves the value of Nissan EVs and could lift sales.
Weak yen could add billions to Japanese automaker profits The yen near 161 per dollar is far weaker than the 150 Nissan and peers assumed in forecasts. Every 1 yen drop adds about 50 billion yen to Toyota's operating profit, and Nissan likely gets a similar currency boost, making its cars cheaper abroad and inflating overseas earnings.
A major outside force that directly lifts Nissan's reported profits.
Japan's $660 million solid-state battery push includes Nissan Japan approved five solid-state battery projects with $660 million in subsidies, and Nissan already runs a pilot line. Solid-state batteries promise longer range and faster charging, so this government backing helps Nissan compete in next-generation EVs, though Chinese low-cost batteries remain a threat.
Shows Nissan is getting state support for a key future technology.
Nissan in talks to buy Marelli cockpit assets Nissan is negotiating to reacquire cockpit and interior component assets from bankrupt supplier Marelli, its major parts provider. Securing these assets protects Nissan's supply chain and could lower costs, a positive as Marelli restructures $4.9 billion in debt.
A new move to shore up supply and control key interior parts.

23 Jun – 26 Jun 2026

▲4▼1

Nissan's EV plans stall in UK, but yen and battery bets lift outlook

Nissan halts electric Qashqai at Sunderland Nissan suspended its electric Qashqai plan at Sunderland, waiting for UK government support and softer EV sales targets. This delays a key new model, keeps uncertainty over 6,000 jobs, and shows how cost cuts and cheap Chinese EVs are squeezing Nissan's electric rollout.
This is the biggest new negative for Nissan's UK production and EV strategy.
Valeo deal makes Nissan EVs earn money for owners Nissan signed with Valeo to sell bidirectional charging stations in Europe, starting in the UK. These let Nissan EVs send power back to the grid, cutting owners' electricity bills and making the cars more attractive, which supports demand and Nissan's vehicle-to-grid push.
A new partnership that improves the value of Nissan EVs and could lift sales.
Weak yen could add billions to Japanese automaker profits The yen near 161 per dollar is far weaker than the 150 Nissan and peers assumed in forecasts. Every 1 yen drop adds about 50 billion yen to Toyota's operating profit, and Nissan likely gets a similar currency boost, making its cars cheaper abroad and inflating overseas earnings.
A major outside force that directly lifts Nissan's reported profits.
Japan's $660 million solid-state battery push includes Nissan Japan approved five solid-state battery projects with $660 million in subsidies, and Nissan already runs a pilot line. Solid-state batteries promise longer range and faster charging, so this government backing helps Nissan compete in next-generation EVs, though Chinese low-cost batteries remain a threat.
Shows Nissan is getting state support for a key future technology.
Nissan in talks to buy Marelli cockpit assets Nissan is negotiating to reacquire cockpit and interior component assets from bankrupt supplier Marelli, its major parts provider. Securing these assets protects Nissan's supply chain and could lower costs, a positive as Marelli restructures $4.9 billion in debt.
A new move to shore up supply and control key interior parts.