Core Points - The article emphasizes the necessity of driving in Dubai, stating that without a car, one cannot fully experience the city and its culture [4][5][13] - It serves as a comprehensive guide for Chinese expatriates on how to navigate driving in Dubai, sharing personal experiences and tips [2][3] Group 1: Driving Necessity - In Dubai, the population is around 4 million, with daily visitors reaching nearly 6 million, making car travel essential for most residents [5][8] - Public transportation is limited, with only two metro lines covering a small portion of the city, accounting for less than 20% of total travel [5][7] - The city is designed with a "you should drive" philosophy, neglecting public transport and pedestrian infrastructure [7][8] Group 2: Traffic and Road Conditions - Dubai has 2.5 million registered vehicles, resulting in a per capita ownership of 0.65 cars, which is high compared to many cities globally [8][9] - The number of vehicles on the road daily (3.5 million) exceeds the registered vehicles, indicating a significant influx of vehicles from neighboring emirates [9] - The road infrastructure is well-developed, with wide main roads and ample parking, although most parking is outdoor, posing challenges in extreme heat [10][12] Group 3: Driving Culture - The article describes a unique driving culture in Dubai, including a practice known as "tailgating," where cars maintain very close distances while driving at high speeds [21][22] - Roundabouts are prevalent in Dubai, replacing traffic lights at many intersections, which can be challenging for new drivers to navigate due to strict right-of-way rules [24][30] - Speed bumps are common and significantly more pronounced than those found in other regions, requiring drivers to be vigilant [39][40] Group 4: Navigation Tools - Waze is recommended as the preferred navigation app in Dubai, offering superior local knowledge compared to Google Maps [46][49] - Waze provides real-time updates on road conditions and police locations, enhancing the driving experience [54][58] Group 5: Traffic Regulations and Penalties - Dubai's traffic enforcement is characterized by heavy fines rather than point deductions, with significant penalties for violations [68][70] - Examples of fines include 400-600 AED for minor speeding and up to 20,000 AED for DUI offenses, highlighting the strict enforcement of traffic laws [72][74] Group 6: Automotive Market Trends - The automotive market in Dubai is dominated by traditional fuel vehicles, with a notable absence of electric vehicles except for a few brands like Tesla [77][89] - Chinese automotive brands, such as Jetour and BYD, are gaining traction in the Dubai market, although they still lag behind established Japanese brands [97][98] - Jetour has become particularly prominent, leveraging effective local marketing strategies and appealing vehicle designs to capture market share [101][103]

对于考虑采用民用车辆作为装甲车的原因，报道援引消息人士的说法称，此前为自卫队供应装甲车的制 造商已不再生产装甲车，而其他制造商的报价过高，超出防卫省的预料范围。 报道称，对民用车辆的测试费用被纳入防卫省的2026财年防卫预算申请，达6.5亿日元（约合3100万元人 民币）。防卫省8月末向财务省提交2026财年预算申请，将防卫费增至创纪录的8.8万亿日元（约合4282亿 元人民币）。 日本政府为了彻底强化防卫力量，2023年至2027年度的五年防卫费将共计达到约43万亿日元。一名军事 专家8月18日对《环球时报》记者分析说，日本的防卫预算年年都在突破，背后是对美国的响应，意图突 破"专守防卫"体制，谋求所谓的"国家正常化"。"美国怂恿日本按照北约国家的标准在未来把军事预算提 升到GDP的2%，而眼下日本防卫预算还未达到美国的要求，可以预见的是日本防卫预算还会保持增长趋 势。" 【环球网报道】据日本广播协会9月27日报道，日本防卫省考虑采用经过防弹改装的民用车辆作为下一代 自卫队轻型装甲车，将对丰田"陆巡"等车型进行测试。 据报道，目前日本陆上自卫队共配备约1800辆轻型装甲车，其中约80%的车辆已经超过使用年限 ...

铂智3X或将以登陆香港为跳板，实现产品输出全球。 9月26日，丰田香港官方发布消息，铂智3X即将在香港上市。铂智3X是广汽丰田2025年一季度推出的一 款纯电动SUV，售价10.98万元起，上市6个月，销量累计超4万辆。过往，香港市场销售车型以海外进 口为主，此次，铂智3X或将以登陆香港为跳板，实现产品输出全球。（第一财经记者 黄琳） ...

丰田在静冈县裾野市打造的智慧城市"Woven City"9月25日启动，在实际居民生活环境中验证自动驾驶等技术。美国Waymo在5个地区开展自动驾驶出租车 业务。中国的百度也将自动驾驶服务拓展到了10余个城市…… 9月25日，丰田在静冈县裾野市打造的智慧城市"Woven City"启动。大金工业及日清食品等共20个日本国内企业和个人方参与，将在实际居民生活环境中 验证自动驾驶等技术。在中美企业领跑自动驾驶领域的背景下，丰田急于通过跨行业的城市级测试，实现源自日本的新一代移动出行社会。 丰田测试的小型交通工具（9月25日，静冈县裾野市） | | 丰田集团外企业的举措 | | --- | --- | | 大金工业 | 通过压力管理减少花粉进入室内 | | DyDo Drinco | 新设计的自动售货机 | | 日清食品 | 营养饮食的影响 | | UCC Japan | 通过在咖啡馆提供咖啡提高工作效率和 促进交流 | | 增进会控股 | 城市内利用数据的保育设施 | | 星际科技公司 | 强化火箭制造体制 | | 共立制药 | 图 与宠物共生的城市设计 | | | 参加的丰田集团企业 | 在美国，Alphabe ...

Summary of the Conference Call on the Autos/Auto Parts/Tire Sector Industry Overview - The conference call focused on the **Autos, Auto Parts, and Tire sectors** in Japan, highlighting the current market conditions and future outlooks for these industries [1][4]. Core Insights and Arguments Autos Sector - A **bullish stance** has been adopted due to the easing of tariffs and environmental regulations, which is expected to significantly improve the external environment for the sector [4][6]. - The **gross tariff impact** on seven major automakers is estimated at **¥1.6 trillion**, with a net impact of **¥890 billion** after recovery measures, based on a **15% tariff rate** assumption under USMCA [11]. - Relaxation of regulations such as **ACC-II, GHG, and CAFE** is projected to reduce compliance costs by **¥1.2 trillion**, surpassing the net tariff impact [11]. Auto Parts Sector - The ability to pass tariff costs onto OEMs is a key factor, with potential profit erosion of **20-30%** for companies like **Denso** and **Aisin** [11]. - The sector is encouraged to explore value addition in **vehicle intelligence** and **Software-Defined Vehicles (SDV)** [11]. - The impact of tariffs is expected to be manageable for Toyota, but negotiations with overseas OEMs will be crucial [11]. Tire Sector - The impact of tariffs on the tire sector is considered relatively minor, but the competitive environment remains challenging [4][7]. - Localized production benefits are expected to be evaluated in the medium term, as tariffs increase the cost of cheaper imports, providing advantages to local manufacturers [7]. Stock Recommendations - The order of preference for subsectors is: **1) Autos → 2) Tires → 3) Auto Parts** [5]. - Specific stock recommendations include: - **Overweight**: Toyota Motor, Suzuki Motor, Yamaha Motor, Denso, Aisin, Bridgestone - **Neutral**: Nissan Motor, Honda Motor, Mazda Motor, Subaru - **Underweight**: Subaru, Koito Manufacturing, TS Tech [10][12]. Additional Important Insights - The complexity of the **Toyota Group structure** is increasing, which may impact strategic decisions and operational efficiency [14]. - The **global auto demand** is expected to normalize post-COVID-19, with a projected growth of around **2% CAGR from 2024** [29]. - The **US localization ratio** for major automakers shows that Honda has a high ratio of about **70%**, while Toyota, Subaru, and Nissan are slightly below **60%** [69]. - The **tariff exemption impact** on operating profit over two years is significant, with Toyota's operating profit expected to be impacted by **¥744 billion** due to tariffs [74]. This summary encapsulates the key points discussed in the conference call, providing a comprehensive overview of the current state and future outlook of the Japanese automotive industry.

Toyota Motor Corporation (NYSE: TM) shares are trading relatively flat on Thursday.The Japanese carmaker reportedly faced an unexpected setback this week in Brazil after powerful winds and torrential rain severely damaged one of its key engine plants, forcing the automaker to stop production at two sites.Reuters reports that the company’s operations were halted at its Porto Feliz facility in São Paulo state, where engines are built, and at its Sorocaba plant, which produces vehicles including the Yaris, Cor ...

Core Viewpoint - The Alliance for Automotive Innovation is urging the Trump administration to rescind GHG vehicle emissions limits, claiming that current regulations are unfeasible and could negatively impact the electric vehicle market share [1][2]. Group 1: Industry Concerns - The Alliance represents major automakers including General Motors, Toyota, Volkswagen, and Hyundai, and argues that the standards set under President Biden are not achievable due to market and infrastructure challenges [2]. - The group highlights that the expiration of the $7,500 EV tax credit on September 30 could lead to a decline in EV sales, along with potential loss of a $3,000 battery production tax credit for automakers [3][4]. Group 2: Regulatory Changes - The 2024 Biden rules aim to reduce passenger vehicle fleetwide tailpipe emissions by nearly 50% by 2032 compared to projected levels for 2027, with a forecast that 35% to 56% of new vehicles sold between 2030 and 2032 would need to be electric [3]. - The EPA has proposed rescinding the finding that greenhouse gas emissions endanger human health, which would eliminate the legal basis for current GHG regulations [4]. Group 3: Political and Environmental Response - Democrats in Congress and environmental groups are advocating for the retention of the current GHG rules, while automakers are calling for revisions to the Biden rules to ensure they are feasible [5]. - The Alliance emphasizes the need for a contingency plan if GHG standards are retained or reinstated [5].

Company Initiatives - Toyota opens Woven City, an experimental town for technology incubation [1] - Woven City will serve as an incubator for technologies like autonomous driving and AI [1]

Toyota Motor opened the first section of its Woven City testing site near Japan's Mt. Fuji on Thursday, more than five years after unveiling the project aimed at accelerating real-world trials of next... ...

Core Viewpoint - Toyota has halted production at two plants in Brazil due to severe damage caused by heavy rain and winds at its Porto Feliz factory [1] Company Impact - The production stoppage affects Toyota's operations in Brazil, which may lead to delays in vehicle supply and potential financial implications for the company [1] Industry Context - The incident highlights the vulnerability of automotive manufacturing to extreme weather events, which can disrupt supply chains and production schedules across the industry [1]