🇺🇸 SECHONDA MOTOR CO LTDQwen · 实盘不做把握 4/10不做原因:风险收益比不佳
北京时间·🕒 发布 18:01:35·⟳ 抓取 18:55:58 +54m23s·⚡ 决策 08-31 23:19:38 +4h23m·56.8 天前
日产与本田签署联合开发协议,标准化下一代SDV核心ECU与软件
该联合开发协议属于长期战略合作框架下的技术合作推进,6-K明确声明对当期业绩无重大影响,应用时点在2029财年以后,短期无收入/利润增量,不构成可交易的短线催化
📄 原文HONDA MOTOR CO LTD↗ 原文
----- d144170d6k.htm ----- 6-K 1 d144170d6k.htm FORM 6-K Form 6-K No.1-7628 SECURITIES AND EXCHANGE COMMISSION WASHINGT…
不做 本田技研工业(HMC.US)
6-K明确声明对当期业绩无重大影响,应用时点在2029财年以后,短期无收入/利润增量,不构成可交易的短线催化
不做 日产汽车(7201.JP)
联合开发协议属于长期战略合作框架下的技术合作推进,无具体金额披露,短期无业绩增量,风险回报比不支持短线交易
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
结论摘要
本田通过6-K向SEC披露与日产签署联合开发协议,标准化下一代SDV核心ECU与软件,计划2029财年起应用。文件明确声明对截至2027年3月31日财年合并业绩预计无重大影响。该协议属于战略合作框架下的技术合作推进,无具体金额披露,应用时点距今约3年,短期无收入/利润增量。对双方股价的短期催化强度不足,风险回报比不支持短线交易。
🔎 新鲜度:最早出现 2026-08-31 · 扩散 low · price-in 风险 low ↗
主要风险
- 协议无具体金额披露,应用时点在2029财年以后,短期无业绩增量
- 属于战略合作框架下的技术合作推进,非独立重大交易
先例如何影响了这次决策
对本次决策的影响:先例不足,无法校准涨幅量级
方向:无足够先例
涨幅量级:无足够先例
形态:无足够先例
原文全文
展开原文 · 4,978 字
----- d144170d6k.htm -----
6-K
1
d144170d6k.htm
FORM 6-K
Form 6-K
No.1-7628
SECURITIES AND EXCHANGE
COMMISSION
WASHINGTON, D.C. 20549
FORM
6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE
13a-16
OR
15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
FOR THE MONTH OF AUGUST 2026
COMMISSION FILE NUMBER:
1-07628
HONDA GIKEN KOGYO KABUSHIKI KAISHA
(Name of registrant)
HONDA
MOTOR CO., LTD.
(Translation of registrant’s name into English)
2-3,
Toranomon
2-chome,
Minato-ku,
Tokyo
105-8404,
Japan
(Address of principal
executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form
20-F
or Form
40-F:
Form
20-F ☒ Form
40-F ☐
Indicate by check mark if the registrant is submitting the Form
6-K
in paper as permitted by Regulation
S-T
Rule 101(b)(1): ☐
Indicate by check mark if the registrant is submitting the Form
6-K
in paper as permitted by Regulation
S-T
Rule 101(b)(7): ☐
Contents
Exhibit 1:
Nissan and
Honda Conclude Joint Development Agreement to Standardize ECUs and Software for Next-Generation SDVs
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this
report to be signed on its behalf by the undersigned, thereunto duly authorized.
HONDA GIKEN KOGYO KABUSHIKI KAISHA
( HONDA MOTOR CO., LTD. )
/s/ Koji Ito
Koji Ito
General Manager
Finance Division
Honda Motor Co., Ltd.
Date: August 31, 2026
[Translation]
August 31, 2026
To Whom It May Concern:
Company Name:
Honda Motor Co., Ltd.
Representative:
Toshihiro Mibe
Director, President and Representative Executive Officer
(Securities Code: 7267 Prime Market, TSE)
Contact Person:
Sumihiro Takahashi
Head of Accounting and Finance Unit
(TEL:
+81-3-3423-1111)
Nissan and Honda Conclude Joint Development Agreement to
Standardize ECUs and Software for Next-Generation SDVs
Honda Motors Co., Ltd. (“Honda”) today announced that Nissan Motor Co., Ltd. and Honda have entered into a joint development agreement to
standardize multiple electronic control units (ECUs) that form the core of next-generation software-defined vehicles (SDVs), along with the in-vehicle operating system and key parts of the middleware, and vehicle control software that run on these
ECUs.
For details, please see the attached press release.
This transaction is not anticipated to have a material impact on Honda’s consolidated financial results for the fiscal year ending March 31, 2027.
- End -
August 31, 2026
Nissan Motor Co., Ltd.
Honda Motor
Co., Ltd.
Nissan and Honda Conclude Joint Development Agreement to Standardize ECUs and Software for Next-Generation SDVs
Nissan Motor Co., Ltd. and Honda Motor Co., Ltd. have entered into a joint development agreement to standardize multiple electronic control units (ECUs)* that
form the core of next-generation software-defined vehicles (SDVs), along with the in-vehicle operating system and key parts of the middleware, and vehicle control software that run on these ECUs.
The E/E architecture incorporating the jointly developed ECUs and software is planned for application in both companies’ next-generation SDVs from
fiscal year 2029 onward.
As part of their strategic partnership, Nissan and Honda continue to explore opportunities for collaboration across a range of
areas to accelerate progress toward carbon neutrality and help realize a future with zero traffic fatalities involving their vehicles. In particular, the software domain centered on SDVs, which is key to vehicle intelligence and electrification, has
been identified as an important area of collaboration, given the rapid pace of technological innovation and the need to strengthen competitiveness through improved R&D speed and investment efficiency.
Recognizing the need to strengthen competitiveness through faster development cycles and more efficient investment, the two companies have conducted extensive
studies on potential collaboration in the software domain. As a result of these discussions, Nissan and Honda have agreed to jointly develop and standardize the core ECUs and software that underpin next-generation SDVs.
Under the agreement, the companies will work together to establish common specifications for multiple core ECUs within the E/E architecture of next-generation
SDVs, as well the in-vehicle operating system and key parts of the middleware, and vehicle control software.
By standardizing these foundational
technologies, Nissan and Honda aim to leverage their combined engineering expertise and development resources to improve efficiency, accelerate innovation, and enhance competitiveness through reduced development costs and greater economies of scale.
Going forward, Nissan and Honda will continue to build on their respective strengths, explore opportunities to create new value, and deepen collaboration
to bring tangible benefits to customers and society.
*
High-performance main ECUs (High Performance Computers) that use SoCs, and zone ECUs that oversee each area of
the vehicle.
6-K
1
d144170d6k.htm
FORM 6-K
Form 6-K
No.1-7628
SECURITIES AND EXCHANGE
COMMISSION
WASHINGTON, D.C. 20549
FORM
6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE
13a-16
OR
15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
FOR THE MONTH OF AUGUST 2026
COMMISSION FILE NUMBER:
1-07628
HONDA GIKEN KOGYO KABUSHIKI KAISHA
(Name of registrant)
HONDA
MOTOR CO., LTD.
(Translation of registrant’s name into English)
2-3,
Toranomon
2-chome,
Minato-ku,
Tokyo
105-8404,
Japan
(Address of principal
executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form
20-F
or Form
40-F:
Form
20-F ☒ Form
40-F ☐
Indicate by check mark if the registrant is submitting the Form
6-K
in paper as permitted by Regulation
S-T
Rule 101(b)(1): ☐
Indicate by check mark if the registrant is submitting the Form
6-K
in paper as permitted by Regulation
S-T
Rule 101(b)(7): ☐
Contents
Exhibit 1:
Nissan and
Honda Conclude Joint Development Agreement to Standardize ECUs and Software for Next-Generation SDVs
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this
report to be signed on its behalf by the undersigned, thereunto duly authorized.
HONDA GIKEN KOGYO KABUSHIKI KAISHA
( HONDA MOTOR CO., LTD. )
/s/ Koji Ito
Koji Ito
General Manager
Finance Division
Honda Motor Co., Ltd.
Date: August 31, 2026
[Translation]
August 31, 2026
To Whom It May Concern:
Company Name:
Honda Motor Co., Ltd.
Representative:
Toshihiro Mibe
Director, President and Representative Executive Officer
(Securities Code: 7267 Prime Market, TSE)
Contact Person:
Sumihiro Takahashi
Head of Accounting and Finance Unit
(TEL:
+81-3-3423-1111)
Nissan and Honda Conclude Joint Development Agreement to
Standardize ECUs and Software for Next-Generation SDVs
Honda Motors Co., Ltd. (“Honda”) today announced that Nissan Motor Co., Ltd. and Honda have entered into a joint development agreement to
standardize multiple electronic control units (ECUs) that form the core of next-generation software-defined vehicles (SDVs), along with the in-vehicle operating system and key parts of the middleware, and vehicle control software that run on these
ECUs.
For details, please see the attached press release.
This transaction is not anticipated to have a material impact on Honda’s consolidated financial results for the fiscal year ending March 31, 2027.
- End -
August 31, 2026
Nissan Motor Co., Ltd.
Honda Motor
Co., Ltd.
Nissan and Honda Conclude Joint Development Agreement to Standardize ECUs and Software for Next-Generation SDVs
Nissan Motor Co., Ltd. and Honda Motor Co., Ltd. have entered into a joint development agreement to standardize multiple electronic control units (ECUs)* that
form the core of next-generation software-defined vehicles (SDVs), along with the in-vehicle operating system and key parts of the middleware, and vehicle control software that run on these ECUs.
The E/E architecture incorporating the jointly developed ECUs and software is planned for application in both companies’ next-generation SDVs from
fiscal year 2029 onward.
As part of their strategic partnership, Nissan and Honda continue to explore opportunities for collaboration across a range of
areas to accelerate progress toward carbon neutrality and help realize a future with zero traffic fatalities involving their vehicles. In particular, the software domain centered on SDVs, which is key to vehicle intelligence and electrification, has
been identified as an important area of collaboration, given the rapid pace of technological innovation and the need to strengthen competitiveness through improved R&D speed and investment efficiency.
Recognizing the need to strengthen competitiveness through faster development cycles and more efficient investment, the two companies have conducted extensive
studies on potential collaboration in the software domain. As a result of these discussions, Nissan and Honda have agreed to jointly develop and standardize the core ECUs and software that underpin next-generation SDVs.
Under the agreement, the companies will work together to establish common specifications for multiple core ECUs within the E/E architecture of next-generation
SDVs, as well the in-vehicle operating system and key parts of the middleware, and vehicle control software.
By standardizing these foundational
technologies, Nissan and Honda aim to leverage their combined engineering expertise and development resources to improve efficiency, accelerate innovation, and enhance competitiveness through reduced development costs and greater economies of scale.
Going forward, Nissan and Honda will continue to build on their respective strengths, explore opportunities to create new value, and deepen collaboration
to bring tangible benefits to customers and society.
*
High-performance main ECUs (High Performance Computers) that use SoCs, and zone ECUs that oversee each area of
the vehicle.
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