【环球网科技综合报道】4月22日消息，据日经亚洲报道，丰田汽车旗下子公司日野汽车（Hino Motors）与德国戴姆勒卡车集团旗下的三菱扶桑卡客 车株式会社（Mitsubishi Fuso Truck and Bus Corporation，简称MFTB）正加速推进合并进程，计划最早于5月敲定最终协议。 若交易达成，双方将成立一家控股公司，整合卡车业务，并计划于2026年4月在东京证券交易所Prime市场上市。 日经亚洲援引知情人士消息称，此次合并计划涉及为卡车业务成立一家控股公司，完全控股日野汽车和三菱扶桑卡客车。此前，两家公司于2023年5 月达成初步协议，原计划在2024年底前完成合并，但因"市场环境变化"于2024年2月宣布无限期推迟。此次重启合并谈判，正值日本公平贸易委员会 （JFTC）的反垄断审查接近完成阶段，为交易扫清了关键障碍。 近年来，全球卡车制造商面临日益严峻的环保法规、供应链成本压力及电动化转型需求，行业整合趋势显著。日野汽车和三菱扶桑卡客车均为亚洲地 区重要的卡车制造商，合并后有望通过规模效应降低成本、加速技术研发，并提升在电动卡车市场的竞争力。 数据显示，日野汽车2024财年全球销量 ...

Core Insights - Toyota is reconsidering its production plans for the RAV4 SUV to mitigate the impact of President Trump's tariffs, potentially producing the next version at its Kentucky factory alongside Canada and Japan [1][5][8] - The RAV4 was the best-selling vehicle in the US last year, surpassing Ford's F-150, with over 475,000 units sold, accounting for about 20% of Toyota's total US vehicle sales [2][3] Production Plans - The final production plans for the RAV4 have not been confirmed, and Toyota is evaluating its options in light of the tariffs [4][10] - If production at the Kentucky plant proceeds, it is expected to start in 2027 [7] Tariff Impact - The current 25% tariff on foreign vehicle imports is expected to expand to include auto parts, significantly affecting production costs and vehicle prices in the US [8][11] - Other automakers, including General Motors and Nissan, are adjusting their production strategies in response to the tariffs, with some halting production plans and others increasing US manufacturing [9][10][13] Market Dynamics - The introduction of tariffs has led to panic-buying among US consumers, resulting in a rapid decline in the supply of new and used vehicles available at dealerships [10] - President Trump has indicated a potential temporary pause on the auto tariffs to assist car companies in adjusting their production [12][14]

Toyota Motor Corporation (TM) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since ...

Core Insights - Toyota is leveraging its partnership with the NFL to promote the 2025 Grand Highlander during the NFL Draft, highlighting future superstars and their support systems [1][2][3] Group 1: Marketing and Promotion - Toyota will sponsor the NFL Draft Red Carpet and create a fan fest area, focusing on the excitement of a grand entrance into stardom [2] - The campaign features Jordan Love, quarterback for the Green Bay Packers, and aims to spotlight top Draft prospects while celebrating their journeys [2][6] - The 2025 Grand Highlander will be prominently featured in a new commercial debuting on April 21, showcasing young flag football players arriving in style [8] Group 2: Community Engagement - Toyota is supporting young athletes in the Green Bay area by covering registration fees for NFL FLAG teams, building on its previous support of over 182,000 players nationwide [7][8] - The initiative aims to inspire young athletes to visualize their future success and engage them in the sport [8] Group 3: Brand Positioning - The 2025 Grand Highlander is positioned as a stylish SUV suitable for various occasions, from NFL Draft events to local flag football games [9] - Toyota has been a significant player in North America for nearly 70 years, focusing on sustainable mobility and offering a wide range of electrified vehicles [10][11]

Core Insights - JM Family Enterprises announced executive leadership changes at Southeast Toyota Finance to enhance operations and customer experiences through the SPARK initiative [1][4] - The company aims to modernize its services and position itself for long-term success while maintaining high dealer satisfaction [7][8] Leadership Changes - Bill Shope retired after 35 years, leaving a legacy of advancing analytics and launching the SPARK project [2] - Casey Gunnell Jr. was appointed president, bringing 27 years of experience within JM Family and a strong commitment to the company's values [3][4] - Charles Gruszczynski and Michael Hollis were promoted to Group Vice President roles, aligning leadership with strategic goals of the SPARK initiative [4] SPARK Initiative - The SPARK initiative focuses on four key areas: evolving customer experience, competitive financing solutions, leveraging technology for efficiency, and developing a future-ready workforce [9] - The initiative aims to enhance dealer and customer satisfaction, ensuring Southeast Toyota Finance remains a leader in the industry [8][10] Company Overview - Southeast Toyota Finance is a captive financial services company serving 177 Toyota dealers across five southeastern states, offering a range of financing products [10] - The company is recognized for its strong dealer relationships and customer service, consistently ranking high in market share and dealer satisfaction [10][11]

Group 1 - Toyota currently sells 5 self-developed pure electric vehicles (EVs) globally and plans to expand production bases to 5 countries, including the US, Thailand, and Argentina, to mitigate exchange rate and tariff risks while shortening delivery times [1][2] - By 2027, Toyota aims to launch approximately 15 self-developed EVs and increase production to about 1 million units, which is 7 times the output in 2024 [1] - In Thailand, production of the electric version of the "Hilux" pickup truck will start in October 2025, with a maximum monthly output of around 500 units [1] - In the US, factories in Kentucky and Indiana will begin producing different models of 3-row SUVs starting in 2026 [1] - In Japan, the Takahama plant will start producing the SUV "C-HR +" around September 2025, with an estimated monthly output of about 10,000 units [1] - The Tahara plant plans to begin production of the next-generation pure electric vehicles under the luxury brand "Lexus" around August 2027 [1] Group 2 - Subaru's Yajima plant will start producing a new jointly developed SUV with Toyota around February 2026, with a production capacity of 15,000 to 20,000 units per month, targeting markets in North America, Europe, and Japan [2] - In the Chinese market, Toyota is focusing on low-priced vehicles, with the SUV "bZ3X" launched in early March priced at approximately 110,000 yuan, making it 30% cheaper than current electric vehicles [2] - The "bZ3X" is developed and produced in collaboration with GAC Toyota, sourcing core components from local suppliers to reduce costs [2]

Core Viewpoint - The implementation of a 25% tariff on imported cars and key automotive parts in the U.S. is expected to significantly impact the automotive market, leading to production halts, price increases, and a restructuring of the industry [2][4][10]. Group 1: Tariff Implementation and Immediate Effects - The 25% tariff applies to imported passenger cars, light trucks, and key automotive components, with potential expansion to other parts [3]. - Following the tariff's enactment, international automakers have halted exports, closed factories, and raised prices in response [4][5]. - Audi has stopped deliveries to the U.S. and plans to maintain inventory for two months, while Volkswagen has suspended vehicle transport from Mexico and is holding new cars at ports until a new pricing strategy is established [6][7]. Group 2: Price Adjustments and Manufacturer Responses - Ferrari announced price increases of up to 10% on most models, reflecting the new tariff, with price hikes ranging from $25,000 to $350,000 depending on the model [8]. - Cox Automotive predicts that the tariff will increase the cost of U.S.-made cars by $3,000 and $6,000 for cars made in Canada or Mexico, potentially halting nearly all North American car production by mid-April [9]. Group 3: Long-term Industry Restructuring - Automakers with U.S. production facilities, like Mercedes and BMW, are absorbing some tariff costs and freezing prices for certain models to mitigate impacts [11][12]. - Toyota and Hyundai have also committed to freezing prices for their vehicles in the U.S. amid the tariff changes [12]. - Stellantis announced temporary shutdowns of production facilities in Canada and Mexico, affecting U.S. operations and leading to layoffs [14]. Group 4: Future Market Predictions - The overall expectation is that vehicle prices will rise due to the tariffs, with Cox estimating an increase of $6,000 for imported vehicles and an additional $3,600 for key components [15]. - The automotive industry is entering a long-term adjustment phase, shifting from short-term price competition to long-term capacity restructuring, with consumers likely facing higher prices as a result of these political and economic changes [14][15].

"预想中最糟糕的情况成为了现实"，面对特朗普关税，丰田高管这样说。丰田每年从日本出口到美 国的汽车约占美国销量的20%。如果上调售价，在美销量将减少5～8%。如果转移生产，丰田日本 国内的供应链基础又将被动摇…… 特朗普政府的加征关税将动摇丰田在日本国内的生产体制。丰田每年从日本出口到美国的汽 车约53万辆车，约占美国销量的20%，加征关税将导致成本增加和销量减少。包括零部件制造 商等，丰田的日本国内供应链厂商累计达到约6万家。这些厂商受到的影响将难以避免，丰田 提出的"（日本）国内300万辆的生产体制"正站在十字路口。 "预想中最糟糕的情况成为了现实。将在全球范围内产生相当大的影响"，丰田高管这样表示。 丰田在2024年11月美国大选前后启动了应对关税的计划，并反复实施状况模拟。不过，除了 针对汽车和零部件的加征关税启动之外，特朗普还宣布了"对等关税"，这使事态变得更加不透 明。 丰田在美国的销量为233万辆(2024年)，而在美国当地的产量为127万辆，其余大量从日本、加 拿大和墨西哥进口。日本对美国的出口量相当于日本国内总产量(312万辆)的约17%。在对美 出口中，高档汽车品牌"雷克萨斯"预计占到约2 ...

Company Overview - Toyota Motor Corporation (TM) shares increased by 9.3% to close at $174.14, following a notable trading volume that exceeded typical levels, contrasting with a 13.7% loss over the past four weeks [1][2] - The stock surge is attributed to a broader market rebound after the Trump administration announced a temporary halt on reciprocal tariffs for most countries, addressing concerns over potential recession due to tariff increases [2] Earnings Expectations - Toyota is projected to report quarterly earnings of $2.92 per share, reflecting a year-over-year decline of 41.5%, while revenues are expected to reach $78.47 billion, marking a 5.2% increase from the previous year [3] - The consensus EPS estimate for Toyota has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - Toyota operates within the Zacks Automotive - Foreign industry, where Mazda Motor Corporation (MZDAY) also resides, having closed the last trading session up by 12.2% at $2.95, despite a -24.2% return over the past month [4] - Mazda's consensus EPS estimate for its upcoming report is $0.19, representing a 42.4% decline from the previous year, with a Zacks Rank of 3 (Hold) [5]

作 者丨胡慧茵 编 辑丨包芳鸣 4月9日，引发全球关注的美国"对等关税"政策正式生效。 在美国进口汽车关税措施落地之前，美国市场呈现出奇特景象：一边是日韩车企急忙把汽车 和大量核心零部件运往美国，另一边是美国消费者掀起了购置外国品牌汽车的热潮。 这些场景都能够在数据中得到验证。据日本财务省数据，今年2月，日本汽车对美出口同比增 长1 0 . 5％，增加的部分主要是汽车和电气设备。韩国产业通商资源部的数据也显示，今年2月 韩国向美国的汽车出口量同比增长1 4 . 8％。 另外，日本六大车企公布的数据显示，今年一季度六大车企在美国的新车销量近1 5 0万辆，同 比增长4 . 5%，销量创新高。 不过，多位业内人士均表示这只是"昙花一现"。奥纬咨询董事合伙人张君毅向2 1世纪经济报 道记者表示，日本车企一季度销量增加主要是美国消费者赶在美国进口汽车关税政策落地前 抢购，如今该政策已落地，后续的销量肯定会受到影响。 黄河科技学院客座教授张翔向2 1世纪经济报道记者表示，日韩汽车在美国畅销，除了质量优 良的因素外，很重要的一点是售价更实惠，但后续涨价后，日韩汽车很有可能就会失去这个 优势。 在此之前，全球汽车贸易就已迎 ...