Wolong Electric vs Nissan Motor Co.: why the prices moved differently

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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