The shocking news of the 'Honda-Nissan merger'! Even affiliate manufacturers with a trading halt! Are there 2 listed subsidiaries as 'dark horse'?

$Honda Motor (7267.JP)$and $Nissan Motor (7201.JP)$Reports from the Nikkei newspaper dated the 18th state that they are entering into discussions for management integration, including the EV shift."A once-in-a-century period of great transformation"is said to beThe restructuring of the automobile industry has entered a new stage.It made people realize this and had a significant impact on the market.
If the two companies merge, the number of passengers carried in 2023 will be 7.36 million units (Honda 3.99 million units, Nissan 3.37 million units), ranking third in the world after Toyota Motor's 11.23 million units and Volkswagen Group's 9.24 million units.。
In response to the report,Nissan rose by 23.7%、Honda fell by 3.0%It was reported that a merger is also being considered. $Mitsubishi Motors (7211.JP)$Rose by 19.7%.Toyota Motor, with a complex supply chain not limited to three companies, is a unique feature of the automobile industry. A Nissan-affiliated component manufacturer. $KASAI KOGYO (7256.JP)$Hit the daily limit up on the 18th.

In the future, Honda, Nissan's affiliated parts suppliers are expected to have their capital relationships and trade volumes reviewed as supply chain restructuring progresses through management integration.In particular, the listed subsidiaries of both companies have the potential to become the key to supply chain restructuring.However, there is a possibility that the upward trend will continue until the end of the year due to expectations for the Trump administration.
Summarized the stock price movements on the 18th of 17 major affiliated component manufacturers including Honda and Nissan's two listed subsidiaries.
Reference article:Crisis of the Setting Sun in Japanese Automobiles! Toyota and Honda decelerate rapidly, Nissan falls into deficit. With the revival of the "Trump stock" Tesla, the tables have turned defensively and offensively 【Summarization of Earnings】

Kawanishi Industries hit the daily limit up.Among the parts manufacturers affiliated with Nissan, Kawanishi Industries also has a high sales ratio of 19.1% within the Honda Group. In addition, the sales ratio of the Honda Group is $Univance (7254.JP)$18.7％、 $Yorozu (7294.JP)$11.9％、 $Unipres (5949.JP)$5.8%.

Focus on 2 listed subsidiaries.
Especially with movements including capital transfers, fluctuations in stock prices are expected within the Honda group. $Yutaka Giken (7229.JP)$And Nissan affiliates, $Nissan Shatai (7222.JP)$ They are respectively subsidiaries of Honda and Nissan. Both companiesThe parent company's revenue ratio exceeds 90%, and, as the supply chain is reorganized due to the integration, it is attracting attention to whether the transaction amount will increase or decrease, whether the capital relationship will strengthen or weaken.

Related stocks: $F-TECH (7212.JP)$、 $J-MAX (3422.JP)$、 $TS Tech (7313.JP)$、 $Musashi Seimitsu Industry (7220.JP)$、 $Tanaka Seimitsu Kogyo (7218.JP)$、 $F.C.C. (7296.JP)$、 $G-Tekt (5970.JP)$、 $H-ONE (5989.JP)$、 $Alpha (3434.JP)$、 $FALTEC (7215.JP)$、 $Piolax (5988.JP)$