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日産東HD Research Memo(9):重点戦略は電動化リーダー、安全・運転支援技術、モビリティ事業

Nissan East HD Research Memo (9): The key global strategy is to be a leader in electrification, safety and driver support technology, and mobility business.

Fisco Japan ·  Jun 27 13:49

■Medium-term Management Plan

3. Key Strategies of the Mid-Term Management Plan

Nissan Tokyo Sales Holdings <8291> plans to expand sales of electric vehicles and cars equipped with advanced safety/driving support technology based on the premise of “CASE,” and implement long-term sustainability management through its corporate philosophy. There may be changes in numerical values such as targets for the three priority strategies of electrification leaders, safety/driver assistance technology, and mobility businesses developed in line with this idea, due to repurchase, but it seems that they will not change in the future.

(1) Electrification Leaders

Electrification leaders make use of their strengths as pioneers of electric vehicles such as EVs, spread the excitement of driving electric vehicles to the world, and directly contribute to the promotion of carbon neutrality. Despite the fact that domestic manufacturers have hardly entered the market in earnest other than Nissan Motor Co., Ltd., consumer interest in EVs is high, and their desire to buy EVs is growing. Therefore, the company decided to utilize EV know-how and infrastructure accumulated over 14 years, such as sales/sales systems, maintenance systems and equipment, quick charger networks, etc., and aim to achieve an electric vehicle sales ratio of 90% or more (which has already been achieved and there is a possibility of an upward correction) and achieve an annual sales volume of 10,000 EVs. Nissan Motor Co., Ltd. is also planning to introduce 15 new EVs globally in 10 years until fiscal 2030, and the company also plans to further strengthen sales of EVs such as the Sakura, Leaf, Aria, and new models scheduled to be introduced in the future. Furthermore, by selling EVs, the idea is to strengthen direct contributions to the environment and society by aiming to reduce CO2 emissions by 16,000 tons, respond to disasters through EV power supply, and build a store network using renewable energy.

(2) Safety/driving support technology

The company has a policy of providing safety and security through advanced safety and driving support technology to more customers, and also supporting daily safety and security with a maintenance system that supports it. Therefore, 1,400 test drives will be deployed to increase test drive opportunities at stores, and opportunities for customers to experience advanced driver support systems such as ProPilot will be expanded by utilizing “e-sharemobi”, etc. In addition, it is an idea to deploy vehicle-mounted fault diagnosis devices at all stores, introduce the latest maintenance equipment to obtain certification for specific maintenance systems, further improve the technical capabilities of mechanics who already have a long day, and proceed with the construction of an “electronic control system maintenance” system directly linked to a safe and secure car life. Also, the advanced driver assistance system “Pro Pilot” is standard equipment or set as an option for 97% of major vehicle models. Incidentally, the current ProPilot has evolved from version 1.0 to 2.0 where lane changes and hands-free driving etc. can be performed on expressways linked to car navigation systems. However, there are also restrictions*, such as the need for drivers to continue monitoring.

*See the company's or Nissan Motor's website for details.

(3) Mobility business

The policy is to accurately respond to the trend of shifting from ownership to leasing and sharing by strengthening the mobility business. The new car individual lease “P.O.P.,” which has been developed since 1997, makes use of that know-how as best practice company-wide, and by appealing benefits to customers, it leads to improvements in usage rates and retention rates and promotion of transfers. As a result, “P.O.P.” began rapid growth as a business contributing to the expansion of the company's new car sales through early replacements, and further growth is expected in the future. Also, in response to the strong sales of “P.O.P.,” they entered used car private leasing, and it seems that it was a smooth launch. In addition to the mobility business, rental cars were deployed at all stores, the number of cars operated was increased, and the deployment of EV cars Sakura and e-POWER car Serena etc. to the car sharing service “e-ShareMobi,” where you can experience Nissan Motor's advanced technology, has also expanded. Thus, the idea is to improve customer convenience, expand opportunities to drive electric vehicles, expand touch points for advanced driver support technology such as ProPilot 2.0, and promote the company's understanding of EVs and e-POWER.

(Written by FISCO Visiting Analyst Miyata Hitomitsu)

The translation is provided by third-party software.


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