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Honda's Bigger Threat Comes from China's EV Makers, Not Tariffs or Chips

2025-11-10T132315Z_823981776_RC2JLHA31GLX_RTRMADP_3_HONDA-RESULTS

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Reuters

12:10 JST, November 11, 2025

TOKYO, Nov 10 (Reuters) – Honda’s 7267.T downgrade to its full-year profit outlook underscores the immediate pressure from U.S. tariffs and global chip shortages – but the deeper, longer-term challenge lies in intensifying competition from Chinese electric vehicle makers.

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