In shortThe global industrial AI market reached $43.6 billion in 2024 and is expected to grow at a CAGR of 23% to $153.9 billion by 2030, according to the Industrial AI Market Report 2025–2030 (published August 2025).Although Industrial AI spending today only represents 0.1% of revenue, most manufacturers now have a CEO-driven AI strategy with several industrial AI focus areas emerging: industrial data management/architectures, AI for quality & inspection, edge AI, industrial copilots, and employee training ...

Toyota Motor will consolidate production of its luxury Lexus brand cars in the United States into a single location from two in the face of high tariffs imposed by the Trump administration, the Nikkei... ...

以下文章来源于金错刀车评 ，作者茴香拿铁 金错刀车评 . 视频号Top 100汽车博主/未来智能出行第一评论/搜索【金错刀车评】关注视频号 如果把时间往回数，从魏建军到何小鹏，都曾直接在打造自家产品的时候直接对标丰田埃尔法。 魏建军本人更是透露，在打造魏牌高山时，曾经一口气买了好几辆埃尔法进行拆解研究。 这辆丰田的MPV，在中国一度是高端商务车的代表，也是诸多土豪老板的梦中情车，更是不少国产车的追赶目标。 但明白车的都知道，丰田埃尔法，其实在原产地日本并不是一辆商务高端定位的车，它的高端身份，更像是在中国市场的刻意为之。 加价神车是时候跌下神坛了。 文 ｜ 茴香拿铁 来源｜ 金错刀车评（ID：jincuodaocheping） 封面来源 ｜ IC photo 要说哪辆车最让中国车圈大佬又爱又恨，非丰田埃尔法莫属。 在8月份的一次采访中，蔚来李斌就因为丰田埃尔法曾经要加价30万才能购买一事，大肆吐槽丰田的饥饿营销策略。 而如今，埃尔法加价30万的神话正在慢慢崩塌，据消息称，如今的埃尔法虽然还是一车难求，但加价幅度已经掉到了2、3万左右。 想要搞清楚埃尔法为何会跌落神坛，就得从它走上神坛开始讲起。 日本"大金杯" ...

Accessibility StatementSkip Navigation PLANO, Texas, Sept. 5, 2025 /PRNewswire/ -- Toyota's SmartPath digital retail solution reached a milestone moment when Dorianne Malone, a Philadelphia-area mom and school administrator, became the 1 millionth customer to purchase a Toyota using the innovative retail technology. Â On Aug. 19, Malone arrived at Ardmore Toyota in suburban Philadelphia to purchase her brand-new RAV4 through SmartPath. What she didn't know was that Toyota representatives were waiting with a ...

Market Performance - The Hang Seng Index closed at 25,058, down 1.12% for the day but up 24.92% year-to-date [1] - The Hang Seng Tech Index fell 1.85% to 5,578, with a year-to-date increase of 24.86% [1] - The A-share market saw significant declines, with the ChiNext Index dropping over 4% [5] Currency and Commodity Trends - The Renminbi Index stood at 96.570, showing a 0.90% increase over the past month but a 3.33% decrease over six months [2] - Brent crude oil prices decreased by 1.51% to $67.00 per barrel, while gold prices rose by 5.02% to $3,542.73 per ounce [2] Economic Indicators - U.S. labor productivity increased by 3.3% in Q2, marking the largest gain of 2023 [9] - The U.S. trade deficit widened to $78.3 billion in July, the highest in four months, driven by a 5.9% increase in imports [12] - The ISM Services PMI rose to 52 in August, indicating expansion in the services sector [13] Company-Specific Developments - FWD Group reported a more than 100% year-on-year increase in new business annualized premium in Hong Kong and Macau [17] - New World Development's basic profit increased by 0.5% year-on-year, with a dividend payout remaining stable [19] - The company reported a significant drop in property development gross margin to 12% from 26% the previous year [20] IPO and Market Activity - Recent IPOs showed varied performance, with some stocks like Jiaxin International Resources seeing a first-day gain of 177.84% [31] - The upcoming IPO of Daxing Technology is set for September 9, 2025, with a proposed offer price of 49.5 HKD [31]

Group 1: Hong Kong Stock Market Highlights - China Tobacco Hong Kong (06055) rose over 2% after announcing exclusive distribution agreements for brand cigars with Hubei and Shandong Tobacco [1] - Sportswear stocks generally increased, with Li Ning (02331) up nearly 1% and Tmall (06110) up nearly 2%, following a government directive to enhance the modern sports industry and boost consumption [1] - He Yu-B (02256) surged over 3% as the company announced multiple positive developments, including the approval of oral PD-L1 combined with Gorai Leisai for Phase II clinical trials [1] - Gold stocks collectively rose, with Lingbao Gold (03330) up over 4%, China Gold International (02099) up over 1%, and Zijin Mining (02899) up over 3%, amid expectations of a U.S. interest rate cut [1] - UBTECH (09880) increased over 2% after Citigroup reported that the company has received 400 million RMB in humanoid robot orders and secured a $1 billion strategic investment from a Middle Eastern fund [1] - Huimai Technology (01860) surged over 12%, reaching a historical high, with a year-to-date stock price increase of over 110% due to the continuous iteration of its AI-driven smart bidding system [1] Group 2: Other Notable Stocks - Wanka Yilian (01762) rose over 11% after announcing a comprehensive cooperation memorandum with Alibaba Cloud to create an AI marketing ecosystem [2] - Longpan Technology (02465) increased over 10%, with Citic Securities indicating potential opportunities in the battery sector due to an upcoming significant meeting [2] - Juzi Bio (02367) rose over 4%, with institutions optimistic about the recovery of live streaming during the upcoming Double Eleven shopping festival [2] - Shoucheng Holdings (00697) increased over 8% after its subsidiary announced additional investment in Songyan Power amounting to several million RMB [2] Group 3: U.S. Stock Market Highlights - Salesforce (CRM.US) fell 4.85% after reporting a 9.8% year-over-year revenue growth for Q2, with Q3 revenue guidance slightly below expectations [3] - American Eagle (AEO.US) surged 37.96% after exceeding expectations in its Q2 earnings report [3] - Hewlett Packard Enterprise (HPE.US) rose 1.49% with a 19% year-over-year revenue growth in Q3, marking a record high [3] - United Microelectronics (UMC.US) increased 3.46%, reporting a 1.86% year-over-year sales growth for the first eight months of the year [3] - ZTO Express (ZTO.US) continued to rise by 0.94%, with the logistics industry index in China at 50.9%, up 0.4 percentage points from the previous month [3] - Bilibili (BILI.US) rose 0.99%, with research indicating high growth in the gaming industry supported by policy, expecting continued quarter-over-quarter improvement [3] - Waterdrop (WDH.US) increased 2.25%, reporting nearly a 120% growth in net profit attributable to shareholders, driven by AI model empowerment [3] Group 4: Additional U.S. Stock Movements - Sanofi (SNY.US) fell 9.14% despite achieving all primary and secondary endpoints in a Phase III study for Amlitelimab, as results did not meet market expectations [4] - Toyota (TM.US) rose 2.40% after announcing plans to produce a pure electric vehicle model at its Czech factory, marking its first electric vehicle production in Europe [4] - Baidu (BIDU.US) increased 1.88% following the release of an action plan by the Ministry of Industry and Information Technology to enhance intelligent cloud services [4] Group 5: Earnings Reports and Forecasts - C3.ai (AI.US) fell 7.31% after reporting Q1 results and revenue guidance for FY2026 that fell short of expectations [5] - Samsara (IOT.US) rose over 10% with a 30% year-over-year revenue growth in Q2 [5] - UiPath (PATH.US) increased nearly 5%, reporting Q2 revenue of $362 million, a 14% year-over-year growth, and projecting FY2026 revenue between $1.571 billion and $1.576 billion [5] - DocuSign (DOCU.US) rose nearly 9% after reporting Q2 revenue of $800.6 million, a 9% year-over-year increase, with GAAP gross margin at 79.3% [5]

Core Points - The U.S. President Trump signed an executive order ending months of trade negotiations with Japan, reducing tariffs on Japanese imported cars from 27.5% to 15% and covering multiple sectors including investment, agricultural procurement, and defense cooperation [1][3] - The new tariff rate will take effect seven days after the announcement, with some reductions retroactive to August 7 [1] Group 1: Tariff Adjustments - The new tax rate follows a "high not low" principle, maintaining the original higher rates for goods above 15%, establishing 15% as the de facto benchmark rate, aligning with the treatment received by the EU [3] - Toyota has projected a nearly $10 billion loss due to the global automotive tariffs initiated by the U.S. in April [3] Group 2: Agricultural and Defense Commitments - Japan has committed to purchasing $8 billion worth of U.S. agricultural products annually, including a 75% increase in rice imports, along with expanded purchases of corn, soybeans, and bioethanol [3] - In return, Japan will receive "minimum tax rate protection" for its chips and pharmaceuticals in the U.S., and zero tariffs on commercial aircraft and parts [3] Group 3: Defense Spending and Aircraft Purchases - Japan will increase its defense spending in the U.S. from $14 billion to $17 billion annually and has committed to purchasing 100 Boeing aircraft [3] Group 4: Concerns and Historical Context - There are concerns within Japan regarding a $550 billion investment, fearing excessive capital outflow could impact domestic industry upgrades [3] - The tariff adjustments, while avoiding a full-scale trade war, still exceed Japan's desired tariff level of 5% [3]

Core Points - Japan's manufacturing sector has experienced a significant decline in profits due to the impact of U.S. tariff policies, with overall regular profits dropping by 11.5% year-on-year for two consecutive quarters [1][4][7] - The non-manufacturing sector, particularly in tourism and services, has shown resilience with a profit increase of 6.6% compared to the previous year [3][4] Manufacturing Sector Impact - The manufacturing sector's regular profits fell sharply, particularly in the transportation machinery sector, which includes the automotive industry, with a decline of 29.7% [4][7] - Other affected industries include steel, which saw a profit drop of 48.2%, and metal products, which experienced a 36.6% decrease [4][7] - The overall regular profit for the manufacturing sector was recorded at 35.8338 trillion yen, marking a historical high for the quarter, but the decline in specific sectors overshadowed this achievement [3][4] Tariff Effects - U.S. tariffs imposed on imported automobiles and key components have significantly impacted Japanese exports, with tariffs on passenger cars rising from 2.5% to 27.5% [7][9] - The steel industry faced additional challenges as U.S. tariffs on steel and aluminum products increased from 25% to 50%, leading to losses in the Japanese steel sector [7][8] - In July, Japan's exports to the U.S. fell by 10.1% year-on-year, with automotive exports specifically declining by 28.4% [8][9] Company-Specific Impacts - Major Japanese automakers reported substantial profit losses due to U.S. tariffs, with Honda's net profit plummeting by 50.2% in the latest quarter [11] - Toyota estimated a loss of 450 billion yen in operating profit due to tariffs, with an expected total loss of 1.4 trillion yen for the fiscal year [11] - Other automakers, including Mazda, Nissan, Subaru, and Mitsubishi, also reported significant losses, prompting them to revise their profit forecasts downward [11]

| TM 丰田汽车 | | | | --- | --- | --- | | 193 0104 -0.560 -0.29% | | 收盘价 09/03 15:59 美东 | | 195.680 + 2.670 +1.38% | | 盘前价 09/04 04:42 美东 | | 三 7 24 8 × 9 月 ♥ 白 元 | | ● 快捷交易 | | 最高价 193.330 | 开盘价 192.560 | 成交量 31.7万 | | 最低价 192.470 | 昨收价 193.570 | 成交额 6115.67万 | | 平均价 192.908 | 市福率 M 8.79 | 总市值 2515.57亿(--) | | 振 幅 0.44% | 市盈率(静) 7.95 | 总股本 13.03亿 | | 换手率 0.03% | 市净率 1.033 | 流通值 1882.37亿 | | 52周景高 201.800 | 委 比 -90.48% | 流通股 9.75亿 | | 52周景低 155.000 | 量 比 1.21 | 每 手 1股 | | 历史最高 245.746 | 股息ITM 6.171 | | | 历史最低 2 ...

Core Viewpoint - The article highlights the decline of traditional Japanese automotive brands, exemplified by the discontinuation of Nissan's GT-R, while emphasizing the rapid growth and dominance of Chinese electric vehicle manufacturers in the market [6][9][17]. Group 1: Decline of Traditional Brands - Nissan's GT-R, a legendary model, has officially ceased production after 18 years, marking the end of an era for traditional high-performance gasoline vehicles [11][12]. - The decline in performance and sales of Japanese automakers is evident, with Nissan reporting a net loss of 115.76 billion yen and a 10% drop in global sales [12][16]. - Other Japanese brands like Mitsubishi and Subaru have also faced similar fates, with iconic models being discontinued due to the shift towards electric vehicles [13][16]. Group 2: Rise of Chinese Electric Vehicles - In contrast, China's new energy vehicle sales surged by 35.5% year-on-year, reaching 12.866 million units, maintaining its position as the world's largest market for ten consecutive years [8][9]. - Chinese brands accounted for 68.6% of passenger car sales in the first seven months of 2025, with a notable increase in domestic sales [8][17]. - Companies like BYD and Leap Motor have reported significant growth in sales, with BYD selling 373,600 vehicles in August alone, marking a 146.4% increase year-on-year [18][20]. Group 3: Market Dynamics and Future Outlook - The automotive market is undergoing a significant transformation, with traditional gasoline vehicles losing ground to electric and smart vehicles, leading to a "mid-life crisis" for many established brands [17][18]. - The shift towards electric vehicles is not just a trend but a necessity for survival, as companies like Volvo and Mercedes-Benz pivot their strategies to adapt to the new market realities [18]. - The competition among new energy vehicle manufacturers is intensifying, with a focus on product quality and profitability rather than merely increasing production [24][28].