骄傲之后，需要清醒 出品|虎嗅汽车组 作者|杨杰 头图|视觉中国 3月21日，日本《日经新闻》报道称：2025年，中国汽车制造商全球销量约2700万辆，有史以来首次超越日 本车企约2500万辆的总成绩，登顶全球第一。 本期《车圈脉动》Vol.26，为你详细解读。 日本跌得太狠 先看两组核心数据。 中国车企：2025年全球销量约2700万辆（ 仅中国品牌 ）。中国汽车工业协会2026年1月14日发布的数据显 示，2025年全年汽车产销分别为3453.1万辆和3440万辆（ 含中国品牌、合资以及外资车企 ），同比分别增 长10.4%和9.4%。 日本车企：2025年全球销量约2500万辆，较上年小幅下降。 再看具体车企层面。 2700万辆对2500万辆。这个数字差距本身或许不算大，但它象征的意义远超数字本身。 对此，日本瑞穗银行商务解决方案部主任研究员、汽车问题专家汤进表示： "中国车企总销量超过日本并非 简单的排名变化，而是标志着全球汽车影响力版图已开始重构。" 换而言之，日本汽车工业称霸全球25年的纪录，被中国终结了。 此举固然值得庆贺，但在一片欢呼声中，一个更扎心的问题浮出水面：日本汽车败了，但我们真的赢了 ...

4月正式上市新款SUV"NX8"。除纯电动汽车外，还推出续航里程达1450公里的增程式电动 车。日产在快速发展的新能源汽车转型中已落后，因此希望通过NX8扩充新能源汽车产品 线，遏制在华销量持续下滑的态势…… 日产汽车3月20日发布消息称，已在中国启动SUV新款车"NX8"的预售。除纯电动汽车 （EV）外，还推出了配备全新电动系统、续航里程达1450公里的版本。计划借此满足对纯电 动车的续航存在顾虑的消费者的需求。 NX8将由日产在中国的合资品牌"东风日产"于4月正式上市。将销售两个版本：一是纯电动汽 车（EV），二是配备小型的发电用发动机、延长续航里程的增程式电动车（EREV）。这是日 产首次推出增程式电动车。NX8利用满充电的车载电池和发电的合计续航里程（中国自主的 CLTC模式）可达1450公里。 日产在快速发展的新能源汽车转型中已落后。 在中国开启预售的日产SUV"NX8"（3月20日、广州市） 日产的在华销量从2018年的156万辆下滑至2025年的65万辆，降幅接近6成。日产希望通过 NX8扩充新能源汽车产品线，遏制在华销量持续下滑的态势。 日本经济新闻（中文版：日经中文网）田边静 广州报道 版权 ...

Core Viewpoint - Nissan Motor is set to introduce a new type of hybrid vehicle in the U.S. market, known as "e-Power," which operates like an all-electric vehicle but is powered by a traditional gas engine acting as a generator [1][2]. Group 1: Product Overview - The e-Power system is classified as a series hybrid, where the gas engine generates power for the electric motors that drive the vehicle, differing from traditional hybrids that use the gas engine for propulsion [2][3]. - The e-Power hybrid system is expected to debut in a new version of Nissan's popular Rogue compact SUV later this year [3]. Group 2: Market Context - The introduction of the e-Power hybrid comes at a time of rising gas prices and slower-than-expected adoption of electric vehicles (EVs), with a projected increase in hybrid vehicle sales [4]. - S&P Global Mobility forecasts that hybrids will account for 18.4% of new vehicle sales in the U.S. this year, a significant increase from 12.6% last year and 7.3% in 2023, while pure EV sales are expected to decrease to 7.1% [5]. Group 3: Unique Selling Proposition - The e-Power hybrid offers a unique powertrain for the U.S. market, functioning as an electrically driven vehicle without the need for a plug, allowing users to refuel it like a conventional car [6].

【文/观察者网 潘昱辰 编辑/高莘】据《日本经济新闻》报道，日本经济产业省对2026年第一季度购买 纯电动车型时的补贴金额进行了调整。其中丰田、日产、铃木等日本品牌车型及特斯拉的补贴额被大幅 增加，而中国品牌比亚迪在日本销售的4款车型均未增加补贴，因此引发了诸多质疑。 在比亚迪日本公司社长东福寺厚树看来，新的补贴政策对比亚迪"压倒性不利"。目前，比亚迪在日本销 售的所有车型补贴金额在35万—45万日元（约合人民币1.52万—1.95万元），与丰田的补贴差额达到95 万日元（约合人民币4.12万元）。 在日本，比亚迪由知名影星长泽雅美代言 比亚迪 日本政府对电动汽车补贴的评定标准主要由两部分组成，其一是涉及车辆性能等的"车型评估"；其二是 涉及充电基础设施建设和维修人才培养等的"企业评估"。其总分为200分，最终根据车企的得分确定补 贴金额。 但东福寺厚树表示，比亚迪在日本经济产业省处获得的评分很低。例如，比亚迪明明正在日本推进快速 充电桩的建设，但在充电基础设施完善方面的得分却是0。反倒是其他一些没有推进快充桩建设的厂 商，最终也获得了评分。 对此， 比亚迪日本公司向日本经济产业省询问了评分的理由，后者却回应 ...

撰 文 | 杜 咏 芳 编 辑 | 黄 大 路 设 计 | 甄 尤 美 来 源 | N i k k e i A si a ， T h e J a p a n Ti m e s ， A u t o m o t i v e N e w s 等 中东危机的冲击波，正越过重洋直击日本汽车工业。 丰田汽车将在2026年3月底前削减约2万辆销往中东的车辆产量，其中包括广受欢迎的兰德酷路泽。预计在4月底前的两个月内，总减产幅度将达到 约4万辆。 日产也紧随其后。日产汽车表示，2026年3月将削减位于日本福冈县的子公司日产汽车九州工厂约1200辆汽车的产量。该工厂生产Serena小型货车 和X-Trail运动型多用途车。 日产汽车在福冈县的另一家工厂生产面向中东市场的途乐。由于近期中东局势的影响，日产汽车无法向该地区运送途乐车型，目前已生产的车辆 都存放在日本。 由于途乐利润丰厚且市场需求强劲，日产汽车目前仍维持该车型的正常生产，同时减少利润较低的车型产量，以确保有足够的仓储空间。 左图为日产途乐 SUV ，右图为丰田兰德酷路泽，这两款车在中东地区都很受欢迎 如果冲突长期化，各公司可能被迫重新评估甚至放弃这一关键市场的扩张计 ...

Core Insights - Nissan Motor Co., Ltd. will begin exporting the midsize Nissan Murano, manufactured in Smyrna, TN, to Japan starting early next year, marking the first U.S.-built Nissan model sold in Japan since the 1990s [2][8] - This move follows similar actions by Toyota and Honda, which are also exporting U.S.-made vehicles to Japan due to revised import rules under a trade agreement with the Trump administration [1][3] - The overall volume of these exports is expected to remain modest, as approximately 95% of Japan's auto market is dominated by domestically produced vehicles, leaving fewer than 250,000 units annually for imports [4] Trade Agreement Impact - The updated Japanese regulations allow U.S.-manufactured vehicles to comply with American standards instead of Japan-specific certification requirements, facilitating easier imports [6][8] - Nissan's Murano models will retain left-hand drive, which is common in the U.S. but unusual in Japan, indicating a shift in product offerings to cater to different market preferences [6] Market Dynamics - Other Japanese automakers, including Toyota and Honda, are also preparing to export U.S.-made models, such as the Toyota Camry and Honda Passport, although these exports are likely to target niche segments with relatively low sales volumes [3][5] - Currently, U.S. brands account for a small share of Japan's auto market, with imports primarily coming from Germany [4]

日产途乐（左）与丰田兰德酷路泽 日本车企基本上是把在日本等地区以外制造的整车利用汽车运输船出口到中东。由于霍尔木兹海峡被事 实上封锁，物流陷入停滞，日产和丰田开始在日本减产。中东局势的影响恐将扩大至汽车零部件…… 中东局势紧张的影响正在日本汽车行业扩大。日产汽车将在3月内在日本国内减产1200辆。这是由于霍 尔木兹海峡被事实上封锁，物流陷入停滞。丰田也开始减产。用于汽车零部件的原料采购变得困难，今 后对生产的影响可能进一步加强。 日产将在生产小型MPV"赛瑞纳"和SUV"奇骏(X-Trail)"的子公司日产汽车九州（福冈县苅田町）减产。 面向中东的主力车型的运输停滞，为确保存储空间，将减少面向中东以外的车型。 日产在位于福冈县内的旗下其他工厂生产面向中东的大型SUV"途乐（Patrol）"。据称利润率高，需求 强劲，目前不会减产，继续正常生产。 丰田也将在3月底之前减产受欢迎的SUV"陆地巡洋舰"等的面向中东的约2万辆。在截至4月底的2个月 内，预计减产规模约为4万辆。 故障少的日本车在中东地区很受欢迎。标普全球汽车（S&P Global Mobility）的数据显示，2025年日本 厂商在阿联酋（UAE）和 ...

Core Viewpoint - Nissan Motor plans to export U.S.-produced vehicles, specifically the Nissan Murano, to Japan, marking a significant shift in its strategy following changes in Japanese vehicle import regulations [1][3]. Group 1: Company Plans - Nissan will begin importing the midsize Nissan Murano, manufactured in Smyrna, Tennessee, to Japan starting early next year, which is the first American-made Nissan sold in Japan since the 1990s [2]. - The introduction of the Murano aims to strengthen Nissan's product lineup in Japan and cater to the diverse needs of Japanese customers, as stated by Nissan CEO Ivan Espinosa [2]. Group 2: Regulatory Changes - The decision to import U.S.-made vehicles follows changes in Japanese regulations that allow easier importation of vehicles from the U.S., part of a trade deal that also reduced U.S. tariffs [3]. - Under the new regulations, U.S.-made vehicles are exempt from Japan's vehicle certification as long as they comply with American standards [3]. Group 3: Vehicle Specifications - The Murano will be imported with a left-hand steering wheel, which is standard for American vehicles but not typical in the Japanese market [4]. - Automakers usually need to modify vehicles to meet various safety and regulatory standards in different countries, which can include adjustments to lighting, side mirrors, and steering wheel placement [4].

Core Insights - Nissan Motor Co., Ltd., Wayve, and Uber Technologies, Inc. have signed a memorandum of understanding to jointly develop robotaxis and initiate efforts towards launching autonomous ride services, with a pilot rollout planned in Tokyo by late 2026 [1][7] Group 1: Vehicle Development - Nissan is designing vehicles with fully redundant systems suitable for robotaxi use, aiming to accelerate the creation of a scalable autonomous vehicle platform through collaboration with Wayve [2] - The vehicle utilizes NVIDIA Corporation's DRIVE Hyperion reference architecture, supporting Level 4 autonomy with dual NVIDIA DRIVE AGX Thor processors for real-time advanced AI model processing while ensuring automotive safety [3] Group 2: Integration and Operation - The initiative focuses on integrating Wayve's end-to-end autonomous driving system into Nissan vehicles, ensuring compatibility with Uber's ride-hailing network to match passengers with robotaxis [4] - In the initial phase, vehicles will operate on Uber's platform with a trained safety operator onboard, allowing passengers to experience robotaxi services during their daily travel [4][5] Group 3: Technology and Market Adaptation - The Wayve AI Driver is designed to learn from real-world driving data and adapt to new environments without relying on high-definition maps, facilitating expansion into global markets and operation in complex urban settings like Tokyo [6][7]

Core Viewpoint - A new strategic partnership has been established between Nissan, Uber, and Wayve to launch a pilot autonomous driving service in Tokyo by the end of 2026, marking Uber's first autonomous vehicle collaboration in Japan [3][5]. Group 1: Strategic Partnerships and Developments - Nissan will provide its Leaf electric vehicles integrated with Wayve's AI autonomous driving system for the pilot service [3]. - Wayve recently completed a $1.2 billion funding round to accelerate the commercialization of its autonomous driving technology, with investors including Uber, Nissan, SoftBank, Microsoft, Nvidia, and Mercedes-Benz [5]. - Other companies, such as Nuro, supported by Nvidia and Toyota, are also entering the Japanese autonomous driving market, indicating a competitive landscape [7][8]. Group 2: Market Dynamics and Growth Potential - The Japanese autonomous vehicle market is projected to grow from $4.02 billion in 2024 to $24.25 billion by 2033, with a compound annual growth rate (CAGR) of 22.1% [24]. - The global autonomous taxi market is expected to reach $189 billion by 2034, with a CAGR of 52.54% [21]. - Japan faces a significant shortage of drivers due to an aging population and labor laws, creating a pressing need for autonomous driving solutions [28][29]. Group 3: Regulatory Environment and Challenges - Japan's regulatory framework is cautious, requiring a driver to be present in autonomous vehicles, which may hinder the rapid commercialization of autonomous taxi services [36][38]. - The government aims to deploy 10,000 Level 4 autonomous vehicles by the fiscal year 2030 to address transportation capacity issues, although initial projections suggest fewer than 1,000 vehicles may be operational by 2027 [30][31]. Group 4: Business Models in Autonomous Driving - Two primary business models are emerging: the "heavy asset model," focusing on building and owning fleets, and the "light asset model," where technology companies provide AI solutions while outsourcing vehicle manufacturing and operations [41][47]. - Companies like Waymo and Uber are adopting hybrid strategies, combining self-operated services in high-demand areas with partnerships in emerging markets to optimize costs and operational efficiency [52]. Group 5: Competitive Landscape and Strategic Moves - Uber aims to become the largest autonomous vehicle service provider globally by 2029, leveraging its extensive user base and partnerships with various technology providers [57][58]. - Companies are increasingly adopting dual-platform strategies to mitigate risks associated with reliance on a single platform, enhancing their bargaining power in the market [61].