本田汽车（HMC）今日盘中大跌5.13%，主要原因是公司发布的2026财年预期远低于市场预期，同时公司还公布了疲软的第四财季业绩。此外，美国关税政策的影响也给公司带来巨大压力。
根据公司最新发布的财报，本田汽车预计2026财年经营利润为5,000亿日元，远低于市场预估的1.35万亿日元。全年销售净额预计为20.30万亿日元，同样低于市场预期的21.59万亿日元。公司表示，预计本财年利润将同比下降59%，主要受到美国加征关税以及日元走强的影响。本田汽车预计，仅关税一项就将对2025/2026财年的营业利润造成6500亿日元的拖累。
除了令人失望的财年预期外，本田汽车还公布了疲软的第四财季业绩。2025财年第四财季经营利润为735.7亿日元，同比下降76%，远低于市场预估的2545.7亿日元。第四财季净利润为305.7亿日元，同比下降87%，也大幅低于市场预期。此外，公司还宣布将在加拿大建立全面电动汽车价值链的计划推迟约两年，这可能进一步打击了投资者对公司未来发展的信心。
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