Description
マツダとスバルの2026年3月期第1四半期決算に関する情報を提供しています。具体的には、米国での追加関税が両社の財務に与える影響、それぞれの生産体制と市場戦略、特に北米市場と中国市場でのアプローチの違い、そして電動化戦略の方向性について比較分析しています。マツダが大きな営業赤字に直面しつつ柔軟な戦術的対応を試みる一方、スバルは北米での現地生産比率の高さを活かして堅調な財務状況を維持していることが示されており、EV需要の減速とハイブリッド車需要の再燃という市場変化への適応についても言及しています。
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