Core Viewpoint - The Japanese automotive market, historically dominated by local brands, is witnessing a significant shift as foreign electric vehicle (EV) manufacturers are beginning to penetrate this previously closed market, driven by the slow electrification of domestic brands and changing consumer preferences [4][5][6]. Group 1: Market Overview - Japan's automotive market has long been considered one of the most challenging for foreign brands, with local manufacturers holding over 90% market share [4]. - In 2025, Japan's total new car sales are projected to reach 4.5658 million units, with a 3.3% year-on-year increase, while foreign brands are starting to gain traction [5]. - The electric vehicle market in Japan is still in its infancy, with only 60,677 EVs sold in 2025, representing a mere 1.6% of total vehicle sales [5]. Group 2: Foreign Brands' Entry - The Japanese Imported Automobile Association reported a 7% increase in non-local brand vehicle sales in 2025, totaling 243,129 units, with pure electric imports surging by 26% to a record 30,513 units [6]. - Hyundai is making a comeback in Japan, with a 89% increase in sales in 2025, reaching 1,169 units, driven by the introduction of several electric models [8][10]. - Tesla's sales in Japan saw a remarkable 90% increase in 2025, reaching approximately 10,600 units, attributed to a shift in sales strategy towards physical stores [12][14]. Group 3: Chinese Brands' Expansion - BYD entered the Japanese market in 2023 and aims to establish 100 dedicated stores by 2025, achieving a 62% sales increase to 3,870 units in 2025 [15][18]. - Other Chinese brands, such as Zeekr and GAC, are also planning to enter the Japanese market, with unique offerings tailored to local consumer preferences [19][21]. Group 4: Domestic Brands' Response - Japanese automakers are not standing still; Toyota's new EV model bZ4X received over 10,000 orders within three months of its launch in late 2025, becoming the top-selling EV in Japan [24][27]. - Nissan and Honda are also launching new EV models to compete with foreign brands, with Nissan's new LEAF and Honda's N-ONE e: entering the market [27][28].

Core Insights - American consumers show a strong preference for Japanese cars, with nearly 20% of U.S. auto import spending in 2024 directed towards Japanese manufacturers, second only to Mexico [1][10] - Toyota's recent fiscal results indicate a successful first three quarters, but the company faces challenges that may have led to a leadership change [2][5] Financial Performance - Toyota reported an operating income of nearly $21 billion for the first three quarters of the fiscal year, projecting a full-year operating profit of over $24 billion, which is $3 billion less than the previous year [5] - The company anticipates a $9.23 billion cost due to tariffs in fiscal 2025, with potential for higher costs had recent tariff negotiations not occurred [5][6] Market Position - In the U.S. market, Toyota sold 2.52 million vehicles, reflecting an 8.4% year-over-year increase, capturing a 15.5% market share [6] - The overall automotive market is competitive, with GM leading at 2.83 million vehicles sold (+5.1% YoY) and a 17.3% market share, followed by Ford and Hyundai [6] Leadership Changes - Toyota announced the demotion of CEO Koji Sato, who will be replaced by CFO Kenta Kon effective April 1, with Sato transitioning to a new role as chief industry officer and vice chairman [7][9] - Kenta Kon is recognized for his cost management skills and has a close relationship with Toyota Chairman Akio Toyoda [7][9]

值得关注的是，丰田汽车继续蝉联全球冠军。销量数据显示，丰田汽车包括子公司大发汽车和日野汽车 在内，2025年全年销量为11322575辆，同比增长4.6%；全球产量为11221960辆，同比增长5.7%。 （编辑：张硕 审核：童海华 校对：燕郁霞） 中经记者 陈燕南 北京报道 近日，《中国经营报》记者获悉，丰田汽车宣布，将晋升首席财务官（CFO）近健太为社长兼首席执行 官（CEO），4月1日起生效。现任社长兼CEO佐藤恒治将出任副会长，以及新设立的首席行业官职位。 现任会长丰田章男继续留任。 据了解，近健太1968年出生，1991年毕业于东北大学经济学部，并于同年加入丰田汽车公司。2021年任 执行董事，2023年任丰田旗下子公司Woven by Toyota代表董事，2025年任丰田执行董事。 ...

2月6日，丰田汽车宣布，将晋升首席财务官(CFO)近健太为社长兼首席执行官(CEO)，4月1日起生效。 现任社长兼CEO佐藤恒治将出任副会长，以及新设立的首席行业官职位。现任会长丰田章男继续留任。 ...

丰田汽车将增产利用发动机和电机驱动的混合动力车（HV）。将以美国为中心，对发动机和零部件工 厂进行投资，到2028年使混动车产量达到670万辆规模，比2026年计划产量增加3成。在欧美，纯电动汽 车（EV）普及政策相继缩减，在燃效和价格方面具备优势的HV需求正在增加。大型车企已开始大幅调 整环保车战略。 丰田近期将上述计划通知给主要零部件厂商。丰田计划到2028年将包括汽油车和纯电动汽车在内的整体 全球产量比2026年增加1成，达到约1130万辆。 其中，包括可外部充电的插电式混合动力车（PHV）在内的HV定为670万辆。HV占该公司全球产量的 比例将从2026年的5成提高至2028年的6成。 HV能高效区分使用发动机和电机，与发动机车相比，燃效性能更高。短距离情况下仅靠电力行驶的 PHV在家里也可以充电。丰田1997年推出全球首款量产HV"普锐斯"，带动了市场的扩大。目前在HV市 场占全球份额的6成。 丰田于2025年11月宣布，计划今后5年最多向美国投资1.5万亿日元。首先将向5座工厂投资1400亿日 元，增产HV专用发动机和零部件。2028年以后还将在美国南部密西西比州的工厂生产主力轿车"卡罗 拉"的混 ...

Group 1 - The core point of the article highlights Toyota Motor's unexpected CEO transition amidst a challenging automotive industry landscape, which the company has been managing more effectively than many competitors [1] Group 2 - The automotive industry is currently facing significant turmoil, prompting changes in leadership among major players [1] - Toyota's ability to navigate these challenges has positioned it favorably compared to other global automakers [1]

PresentationYuta Tomikawa I am Yuta Tomikawa of Toyota Times. And we are having this important notice on short notice on Toyota Times and for this notice to information session, we have made it so that it will be a press conference as well, and thank you very much for these many media personnel to come to the venue. And also there are many connected remotely. Thank you very much. Just 1.5 hours ago, we have issued a press release. And at 2026, April 1, executive changes have been announced. And for the Rep ...

责任编辑：张俊 SF065 丰田汽车（Toyota Motor，TM， TYO：7203）美股周五早盘上涨2.6%，此前该公司宣布任命首席财务 官近健太（Kenta Kon）为新任CEO，佐藤恒治（Koji Sato）调任副董事长；在混合动力汽车需求旺盛 的背景下，丰田汽车公司上调了盈利预期。 责任编辑：张俊 SF065 丰田汽车（Toyota Motor，TM， TYO：7203）美股周五早盘上涨2.6%，此前该公司宣布任命首席财务 官近健太（Kenta Kon）为新任CEO，佐藤恒治（Koji Sato）调任副董事长；在混合动力汽车需求旺盛 的背景下，丰田汽车公司上调了盈利预期。 ...

Two 30-second spots explore origin stories that shape the destination PLANO, Texas, Feb. 6, 2026 /PRNewswire/ -- Toyota Motor North America (TMNA) returns to the Super Bowl this year with two powerful 30-second spots airing during Super Bowl LX, reinforcing the brand's belief that while destinations may change, the people beside us are what truly matter. Experience the full interactive Multichannel News Release here: https://www.multivu.com/toyota/9380251-en-toyota-showcases-all-new-2026-rav4-athletes-super ...

Core Insights - Toyota reported an operating profit of approximately ¥1.2 trillion ($7.6 billion) for its fiscal third quarter, exceeding Wall Street's expectations of about $6.7 billion [1] Financial Performance - The operating profit of ¥1.2 trillion translates to a significant financial performance, indicating strong operational efficiency and market demand [1] - The reported profit figure represents a positive deviation from analyst forecasts, highlighting the company's robust financial health in the current fiscal period [1]