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北京时间·🕒 发布 14:00:00(东京 15:00)时区推断·⟳ 抓取 08-27 12:04:05·⚡ 决策 07-30 22:29:09 −27d13h·88.8 天前
本田公布2026年6月产销出口月报，全球产量同比下降但日本本土销量增长
这是本田例行月度产销出口统计，全球产量同比下降6.1%、海外产量下降9.9%，但日本本土销量同比增长17.5%，方向并不单一。
📄 原文7267 本田↗ 原文
Production, Sales and Export Results for June, 2026
Honda Motor Co., Ltd. today announced a summary of automobile production, Japan domestic sales, and export results for…
不做 本田（7267.JP）
例行月度产销出口数据方向混合，未披露盈利指引或超预期量级，不能形成同向交易；全球产量下滑也不足以满足强空催化。
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研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是本田例行月度产销出口统计，全球产量同比下降6.1%、海外产量下降9.9%，但日本本土销量同比增长17.5%，方向并不单一。
- 数据没有披露订单、利润率、价格、指引或超预期信息，难以形成短周期可回测的正期望交易。
- 中国和亚洲产量下滑反映经营压力，但属于月度经营背景更新，不构成足够强的公司级做空催化。
主要风险
- 若后续公司或卖方把亚洲/中国产量下滑转化为盈利指引下修，需重新按财报或指引利空评估。
- 单月产量与实际销量、价格和利润率不完全一致，不能直接推导利润冲击。
原文全文
展开原文 · 2,969 字
Production, Sales and Export Results for June, 2026
Honda Motor Co., Ltd. today announced a summary of automobile production, Japan domestic sales, and export results for the month of June 2026.
World Production
| June 2026 | YOY | June 2025 | Jan.- Jun. 2026 | YOY | Jan.- Jun. 2025 | |
| Japan | 65,569 units | 107.8% | 60,804 units | 361,738 units | 110.9% | 326,141 units |
| Outside of Japan | 204,603 units | 90.1% | 226,979 units | 1,317,899 units | 93.5% | 1,410,240 units |
| Total | 270,172 units | 93.9% | 287,783 units | 1,679,637 units | 96.7% | 1,736,381 units |
Production in Main Regions
| North America | 139,739 units | 112.4% | 124,350 units | 871,963 units | 106.6% | 817,736 units | |
| USA | 85,437 units | 119.9% | 71,255 units | 543,655 units | 109.8% | 494,998 units | |
| Asia | 53,261 units | 54.9% | 96,931 units | 376,470 units | 69.2% | 544,043 units | |
| China | 20,139 units | 33.7% | 59,752 units | 197,874 units | 62.4% | 317,257 units |
June 2026
- Production in Japan: 7th consecutive month of YOY increase
- Production outside Japan: 6th consecutive month of YOY decrease
- Worldwide production: 5th consecutive month of YOY decrease
The First Half of Calendar Year 2026
- Production in Japan: 1st YOY increase in 2 years
- Production outside Japan: 3rd consecutive year of YOY decrease
- Worldwide production: 3rd consecutive year of YOY decrease
Sales in the Japanese Market
| June 2026 | YOY | June 2025 | Jan.- Jun. 2026 | YOY | Jan.- Jun. 2025 | |
| Total | 57,901 units | 117.5% | 49,263 units | 320,593 units | 100.3% | 319,695 units |
| Registrations | 32,672 units | 120.9% | 27,016 units | 183,356 units | 101.9% | 179,948 units |
| Mini-vehicles | 25,229 units | 113.4% | 22,247 units | 137,237 units | 98.2% | 139,747 units |
June 2026
- Total sales in Japan: 3rd consecutive month of YOY increase
- New vehicle registrations: 3rd consecutive month of YOY increase
- Sales of mini-vehicles: 2nd consecutive month of YOY increase
The First Half of Calendar Year 2026
- Total sales in Japan: 1st YOY increase in 2 years
- New vehicle registrations: 1st YOY increase in 2 years
- Sales of mini-vehicles: 3rd consecutive year of YOY decrease
Exports from Japan
| June 2026 | YOY | June 2025 | Jan.- Jun. 2026 | YOY | Jan.- Jun. 2025 | ||
| Total | 7,333 units | 61.0% | 12,012 units | 46,280 units | 89.1% | 51,944 units | |
| North America | 1,103 units | 40.1% | 2,754 units | 4,611 units | 34.4% | 13,413 units | |
| USA | 1,103 units | 43.5% | 2,538 units | 4,511 units | 35.2% | 12,806 units | |
| Asia | 607 units | 129.7% | 468 units | 3,511 units | 143.2% | 2,452 units | |
| Europe | 3,692 units | 69.3% | 5,325 units | 23,943 units | 114.4% | 20,937 units | |
| Others | 1,931 units | 55.7% | 3,465 units | 14,215 units | 93.9% | 15,142 units |
June 2026
- Total exports from Japan: 2nd consecutive month of YOY decrease
The First Half of Calendar Year 2026
- Total exports from Japan: 1st YOY decrease in 5 years
Honda Motor Co., Ltd. today announced a summary of automobile production, Japan domestic sales, and export results for the month of June 2026.
World Production
| June 2026 | YOY | June 2025 | Jan.- Jun. 2026 | YOY | Jan.- Jun. 2025 | |
| Japan | 65,569 units | 107.8% | 60,804 units | 361,738 units | 110.9% | 326,141 units |
| Outside of Japan | 204,603 units | 90.1% | 226,979 units | 1,317,899 units | 93.5% | 1,410,240 units |
| Total | 270,172 units | 93.9% | 287,783 units | 1,679,637 units | 96.7% | 1,736,381 units |
Production in Main Regions
| North America | 139,739 units | 112.4% | 124,350 units | 871,963 units | 106.6% | 817,736 units | |
| USA | 85,437 units | 119.9% | 71,255 units | 543,655 units | 109.8% | 494,998 units | |
| Asia | 53,261 units | 54.9% | 96,931 units | 376,470 units | 69.2% | 544,043 units | |
| China | 20,139 units | 33.7% | 59,752 units | 197,874 units | 62.4% | 317,257 units |
June 2026
- Production in Japan: 7th consecutive month of YOY increase
- Production outside Japan: 6th consecutive month of YOY decrease
- Worldwide production: 5th consecutive month of YOY decrease
The First Half of Calendar Year 2026
- Production in Japan: 1st YOY increase in 2 years
- Production outside Japan: 3rd consecutive year of YOY decrease
- Worldwide production: 3rd consecutive year of YOY decrease
Sales in the Japanese Market
| June 2026 | YOY | June 2025 | Jan.- Jun. 2026 | YOY | Jan.- Jun. 2025 | |
| Total | 57,901 units | 117.5% | 49,263 units | 320,593 units | 100.3% | 319,695 units |
| Registrations | 32,672 units | 120.9% | 27,016 units | 183,356 units | 101.9% | 179,948 units |
| Mini-vehicles | 25,229 units | 113.4% | 22,247 units | 137,237 units | 98.2% | 139,747 units |
June 2026
- Total sales in Japan: 3rd consecutive month of YOY increase
- New vehicle registrations: 3rd consecutive month of YOY increase
- Sales of mini-vehicles: 2nd consecutive month of YOY increase
The First Half of Calendar Year 2026
- Total sales in Japan: 1st YOY increase in 2 years
- New vehicle registrations: 1st YOY increase in 2 years
- Sales of mini-vehicles: 3rd consecutive year of YOY decrease
Exports from Japan
| June 2026 | YOY | June 2025 | Jan.- Jun. 2026 | YOY | Jan.- Jun. 2025 | ||
| Total | 7,333 units | 61.0% | 12,012 units | 46,280 units | 89.1% | 51,944 units | |
| North America | 1,103 units | 40.1% | 2,754 units | 4,611 units | 34.4% | 13,413 units | |
| USA | 1,103 units | 43.5% | 2,538 units | 4,511 units | 35.2% | 12,806 units | |
| Asia | 607 units | 129.7% | 468 units | 3,511 units | 143.2% | 2,452 units | |
| Europe | 3,692 units | 69.3% | 5,325 units | 23,943 units | 114.4% | 20,937 units | |
| Others | 1,931 units | 55.7% | 3,465 units | 14,215 units | 93.9% | 15,142 units |
June 2026
- Total exports from Japan: 2nd consecutive month of YOY decrease
The First Half of Calendar Year 2026
- Total exports from Japan: 1st YOY decrease in 5 years
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