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北京时间·🕒 发布 00:00:01时区推断·⟳ 抓取 00:26:39·⚡ 决策 07-24 00:27:30 +51s·95.7 天前
本田确认Ridgeline皮卡将短暂停产并于美国生产下一代车型
Ridgeline年销量约4.1万至5.2万辆，相对本田全球汽车业务体量太小，难以形成短线可交易重定价。
📄 原文CNBC Top News↗ 原文
As Honda CR-V leads U.S. sales, automaker teases new American-built pickup truck
Honda Motor on Thursday confirmed a next-generation model of its Ridgeline pickup truck will be produced in the U.S. fo…
不做 本田汽车（HMC.US）
单一中型皮卡车型销量占本田整体业务比例很小，且消息为停产后换代生产安排，方向中性、短线无明确edge，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Ridgeline年销量约4.1万至5.2万辆，相对本田全球汽车业务体量太小，难以形成短线可交易重定价。
- 事件同时包含短暂停产与下一代车型继续美国生产，方向中性偏经营安排，不是订单、利润指引或监管处罚类硬催化。
- 新闻已给出原因背景为排放法规与产品换代，缺少明确的同向受益供应商或竞争替代标的。
主要风险
- 若后续披露停产范围扩大到其他车型或影响美国利润指引，需要重新评估。
原文全文
展开原文 · 2,092 字
Honda Motor on Thursday confirmed a next-generation model of its Ridgeline pickup truck will be produced in the U.S. following a temporary production stoppage later this year.
The future of the midsize pickup truck has been in flux amid reports that there could be a production pause coming due to the vehicle not meeting California emissions regulations.
The Japanese automaker on Thursday said there will be a temporary production stoppage for the pickup truck later this year at the Alabama plant that produces the vehicle, with assembly returning to the facility within two years, likely in 2028.
"The goal is to continue to serve those customers who've been loyal to the Ridgeline," Lance Woelfer, vice president of auto sales at American Honda Motor, told CNBC. "But one of the things that we want to bring forward in the future is increased ruggedness of that vehicle, even more capability."
Woelfer declined to comment on whether the more rugged capability will include the vehicle moving from a car-based production process to a more traditional truck assembly, known as "body-on-frame," which is how most trucks are built in the U.S.
"That's been an important part of its history. Whether or not it's part of its future, I won't get into that," Woelfer said. "This is a step forward for the Ridgeline that I think everybody will appreciate."
Expanding the capability of the Ridgeline, which is more known for smooth driving than ruggedness, could assist in expanding the vehicle's buyers.
Sales of the Ridgeline were down about 3% during the first half of the year. The company has sold between roughly 41,000 and 52,000 Ridgelines annually since 2021. That compares to more than 270,000 units sold of the segment-leading Toyota Tacoma in 2025.
Honda's confirmation of the new pickup comes as its CR-V compact crossover led U.S. auto sales through the first half of the year for the first time ever.
CR-V sales increased roughly 6% compared to last year as the Ford F-Series pickups and Toyota Rav4 crossover, which have led sales in recent years, dealt with production bottlenecks.
The future of the midsize pickup truck has been in flux amid reports that there could be a production pause coming due to the vehicle not meeting California emissions regulations.
The Japanese automaker on Thursday said there will be a temporary production stoppage for the pickup truck later this year at the Alabama plant that produces the vehicle, with assembly returning to the facility within two years, likely in 2028.
"The goal is to continue to serve those customers who've been loyal to the Ridgeline," Lance Woelfer, vice president of auto sales at American Honda Motor, told CNBC. "But one of the things that we want to bring forward in the future is increased ruggedness of that vehicle, even more capability."
Woelfer declined to comment on whether the more rugged capability will include the vehicle moving from a car-based production process to a more traditional truck assembly, known as "body-on-frame," which is how most trucks are built in the U.S.
"That's been an important part of its history. Whether or not it's part of its future, I won't get into that," Woelfer said. "This is a step forward for the Ridgeline that I think everybody will appreciate."
Expanding the capability of the Ridgeline, which is more known for smooth driving than ruggedness, could assist in expanding the vehicle's buyers.
Sales of the Ridgeline were down about 3% during the first half of the year. The company has sold between roughly 41,000 and 52,000 Ridgelines annually since 2021. That compares to more than 270,000 units sold of the segment-leading Toyota Tacoma in 2025.
Honda's confirmation of the new pickup comes as its CR-V compact crossover led U.S. auto sales through the first half of the year for the first time ever.
CR-V sales increased roughly 6% compared to last year as the Ford F-Series pickups and Toyota Rav4 crossover, which have led sales in recent years, dealt with production bottlenecks.
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