近期，一位博主发布了丰田埃尔法某款配置的价格，只需要在指导价89.9万元的基础上加价2.75万元， 并表示"没看错，行情崩了"。曾经动辄就要加价30万元的埃尔法，在终端销售市场真的不加价了？ "埃尔法现在还是延续之前加价销售的状态，具体加价多少取决于配置。"北京某广汽丰田经销商告诉 《每日经济新闻》记者，自己所在的店目前没有现车，可以找平行进口渠道购买，但估计也要加价。 一位平行进口商向记者透露："近期中规版老款埃尔法要比新款更受欢迎，所以价格有所上浮。目前中 规版老款埃尔法加价幅度在4万元左右，平行进口渠道的购买价格可以谈，整体下来能做到和厂家指导 价差不多。" 多家广汽丰田经销商反映：埃尔法无现车 从记者获取的信息来看，最近一年埃尔法的加价幅度稳定在10万元左右，与之前起步需要加价30万元相 比，已出现明显回落。但据北京、上海、福建、广州、浙江等多地广汽丰田经销商向记者反映，当前埃 尔法无现车。 "目前店里不管是新款还是老款埃尔法都没有现车，不清楚什么时候可以有车。"广州某广汽丰田经销商 说。 无独有偶，上海某广汽丰田经销商也告诉记者："不是我们不卖埃尔法这款车，是没有货，向厂家申请 也申请不到。" 一位 ...

多家广汽丰田经销商反映：埃尔法无现车 从记者获取的信息来看，最近一年埃尔法的加价幅度稳定在10万元左右，与之前起步需要加价30万元相比，已出现明显回落。但据北京、上海、福建、广 州、浙江等多地广汽丰田经销商向记者反映，当前埃尔法无现车。 图片来源：每经记者 孔泽思 摄（资料图） "目前店里不管是新款还是老款埃尔法都没有现车，不清楚什么时候可以有车。"广州某广汽丰田经销商说。 每经记者｜段思瑶 每经编辑｜裴健如 近期，一位博主发布了丰田埃尔法某款配置的价格，只需要在指导价89.9万元的基础上加价2.75万元，并表示"没看错，行情崩了"。曾经动辄就要加价30万 元的埃尔法，在终端销售市场真的不加价了？ "埃尔法现在还是延续之前加价销售的状态，具体加价多少取决于配置。"北京某广汽丰田经销商告诉《每日经济新闻》记者，自己所在的店目前没有现车， 可以找平行进口渠道购买，但估计也要加价。 一位平行进口商向记者透露："近期中规版老款埃尔法要比新款更受欢迎，所以价格有所上浮。目前中规版老款埃尔法加价幅度在4万元左右，平行进口渠道 的购买价格可以谈，整体下来能做到和厂家指导价差不多。" 无独有偶，上海某广汽丰田经销商也告诉记者 ...

Key Takeaways Toyota projects fiscal 2026 operating income of 3.2 trillion yen, down 33.2% from last year.R&D and capex are set to rise, straining margins and near-term cash flows.Toyota's debt-to-capitalization is 38%, above the industry average of 28%.Toyota Motor Corporation (TM) , one of the leading automakers in the world in terms of sales and production, is struggling with rising operating expenses and capital requirements.Let’s see why you should consider offloading this Zacks Rank #5 (Strong Sell) s ...

Domestic News - As of July 2025, the total number of electric vehicle charging infrastructure in China reached 16.696 million, a year-on-year increase of 53%. Public charging facilities accounted for 4.202 million, up 38%, while private charging facilities reached 12.494 million, increasing by 58.8% [4] - Hainan Province has adjusted its 2025 automobile replacement subsidy policy, adding conditions that new vehicles must be registered in Hainan and owned by the applicant during the subsidy application review period [5] - Jiangsu Province has implemented a price standard for vehicle-to-grid interactive discharging, promoting the commercial operation of this model [6] - Tesla has partnered with Doubao and DeepSeek to integrate their models into the new Model Y L through the Volcano Engine, enhancing voice command functionalities [7] - Xiaopeng Motors is set to launch the full-scene VLA (Vision-Language-Action) feature for its P7 and G7 models, enabling advanced environmental recognition and decision-making capabilities [9] - BYD announced plans to build an assembly plant in Malaysia, expected to commence production in 2026 [10] - Lantu Motors unveiled its self-developed "Lanhai Smart Hybrid" technology, achieving significant performance breakthroughs, including a pure electric range of 360-410 km and a comprehensive range exceeding 1400 km [11] - The first "Chocolate" battery swap station in Wuxi, Jiangsu Province, has officially commenced operations, marking a significant step in battery swap infrastructure [12] International News - Canada has canceled several retaliatory tariffs against U.S. products, but automotive tariffs remain in place, effective September 1 [13] - Tata Elxsi and Suzuki have launched a new engineering center in India, enhancing their collaboration in automotive technology [14] - Toyota plans to introduce its lowest-priced hybrid model in Thailand, the Yaris ATIV, with a target of 20,000 units in the first year [15] - Waymo has received its first permit to test autonomous vehicles in New York City, with a trained professional required to be present in the driver's seat during tests [16] Commercial Vehicles - Huawei has launched the world's first 100 MW heavy-duty truck supercharging station in Sichuan, promoting green development in the mining logistics industry [17] - Luoxiang Group's semi-trailer hybrid system has been recognized and included in the National Science and Technology Achievements Database [18] - Hefei will suspend the acceptance of applications for scrapping and updating old National IV standard trucks starting August 25, 2025 [19] - Chongqing and Hunan have initiated subsidies for the scrapping and updating of old operating trucks, with Chongqing allocating 132 million yuan for the second half of 2025 [20]

Core Viewpoint - Japanese automakers are experiencing significant profit declines in the first quarter of the fiscal year 2025, with all three major companies facing various levels of financial pressure due to external factors such as U.S. tariffs and internal challenges in adapting to market trends. Group 1: Financial Performance - Toyota reported a decrease in operating profit by 11% to 1.17 trillion yen, and net profit fell by 37% to 841.4 billion yen despite an increase in sales and revenue [2] - Honda's net profit was halved, with sales revenue at 5.34 trillion yen, down 1.2%, and operating profit decreased by 49.6% to 244.17 billion yen [3] - Nissan faced the worst situation, reporting a revenue of 2.7069 trillion yen, down from 2.9984 trillion yen, and a net loss of 115.7 billion yen compared to a net profit of 28.6 billion yen in the previous year [4] Group 2: Impact of U.S. Tariffs - The decline in profits for the Japanese automakers is largely attributed to the U.S. government's tariff measures, which increased tariffs on Japanese imports to 25% from 2.5% [4] - Toyota expects the tariffs to reduce its operating profit by 1.4 trillion yen for the fiscal year, with a reduction of 450 billion yen in the first quarter [5] - Honda indicated that the U.S. tariff policy led to a decrease of approximately 125 billion yen in its operating profit for the first fiscal quarter [5] Group 3: Market Challenges - The seven major Japanese automakers anticipate a combined operating profit reduction of about 2.67 trillion yen for the fiscal year 2025, which is over 30% of their previous year's operating profit [6] - The appreciation of the yen is also expected to significantly impact profits, with Toyota estimating a reduction of 725 billion yen due to currency fluctuations [6] - Japanese automakers are lagging in the electric vehicle sector, facing increasing competition in the Chinese market, which is the largest automotive market globally [7][8] Group 4: Sales Performance in China - Japanese brands' retail market share in China was 12.9% in July, remaining flat year-on-year but halved from peak levels, indicating a decline in brand influence [9] - Honda and Nissan continued to see sales declines in China, with Honda's sales down 24.2% to 315,200 units and Nissan's down approximately 17.6% to 279,600 units [10] - In contrast, Toyota's sales in China increased by 6.8% to 837,700 units, marking its first year-on-year growth in four years, attributed to government incentives and strong sales of hybrid and new electric models [11][12] Group 5: Strategic Adjustments - To adapt to market changes, Toyota is increasing its investment in electric vehicles in China, including establishing a wholly-owned electric vehicle and battery company [13] - Nissan launched its first self-developed electric model, the N7, in China, achieving significant sales shortly after its release [13] - Honda announced a significant reduction in its planned investment for electric vehicles, cutting it from 10 trillion yen to 7 trillion yen due to poor market response to its new electric models [13]

Group 1 - The average suggested retail price of new cars in the U.S. has surpassed $51,000, reflecting a year-on-year increase of 2.3% and a $10,000 rise since 2020 [1] - Japan's automobile exports to the U.S. in July amounted to 422 billion yen (approximately 20.58 billion yuan), showing a significant year-on-year decrease of 28.4% [1] - The car price index for exports to North America rose to 119.6 in July, marking a month-on-month increase of 2.2 points, the first rise in six months [1] Group 2 - The U.S. government has imposed a total tariff of 27.5% on Japanese car exports, consisting of a 25% tariff introduced in April and an existing 2.5% tariff [2] - Japanese automakers have begun to raise their prices in the U.S. market, with Toyota increasing its average vehicle price by $270 starting July 1 [2] - Despite price adjustments, Japanese automakers are still facing significant profit pressure due to tariffs, and there are concerns about ongoing profitability challenges [2] - The focus is shifting to the negotiations between Japan and the U.S. regarding the reduction of automobile tariffs, with a previous agreement suggesting a reduction to 15%, although the implementation timeline remains uncertain [2]

Core Viewpoint - The automotive market is experiencing a complex transformation where traditional fuel vehicles are adapting to the rise of electric vehicles (EVs) through price reductions and configuration simplifications while also enhancing their technological features to remain competitive [2][11]. Group 1: Market Performance - In July 2025, the retail sales of passenger vehicles in China reached 1.826 million units, a year-on-year increase of 6.3%, with new energy vehicles (NEVs) accounting for 987,000 units, up 12% [2]. - The retail sales of fuel passenger vehicles were 839,000 units, showing a slight growth of 0.35% [2]. Group 2: Pricing Strategies - Traditional fuel vehicle manufacturers are adopting a "price-for-volume" strategy, often accompanied by configuration reductions to attract price-sensitive consumers [3]. - The launch of the 2026 model of the Nissan Sylphy introduced a new base model priced at 75,800 yuan, which is 10,000 yuan lower than the previous model, achieved through significant configuration cuts [3][4]. Group 3: Configuration Reductions - The "省心版" model of the Nissan Sylphy has seen reductions in lighting, safety technology, and comfort features, such as the removal of the 8-inch central control screen [3][4]. - The Volkswagen Touareg "锐越版" model has also reduced comfort features while maintaining its powertrain specifications, indicating a trend of simplification across various vehicle segments [4]. Group 4: Intelligent Features - Fuel vehicles are increasingly integrating smart technologies to enhance competitiveness, with models like the Audi A5L featuring advanced driving assistance systems developed in collaboration with Huawei [7][8]. - Companies like Volkswagen are planning to enhance the smart capabilities of their fuel vehicles, leveraging economies of scale to optimize costs [10][9]. Group 5: Market Dynamics - The competition between fuel and electric vehicles is evolving, with fuel vehicles transitioning towards hybrid models and exploring new energy sources, such as biofuels and hydrogen [11][12]. - The market share of traditional fuel vehicles is projected to decline from approximately 59% in 2023 to 31% by 2030, while the global market share is expected to drop from about 47% in 2025 to between 30% and 35% by 2030 [14].

Core Viewpoint - The Japanese automotive industry, particularly the "Big Three" (Toyota, Honda, Nissan), is facing significant profit contraction due to U.S. tariff pressures and the transition to electric vehicles, despite some revenue growth [1][2][3]. Financial Performance - Toyota's net profit for Q1 of FY2025 decreased by 36.9% to 841.4 billion yen (approximately 40.7 billion RMB), while operating profit fell by 11% to 1.17 trillion yen (approximately 56.6 billion RMB) [1][3]. - Honda's net profit dropped by 50.2% to 170.4 billion yen (approximately 8.24 billion RMB), with operating profit down by 49.6% to 244.2 billion yen (approximately 11.89 billion RMB) [1][4]. - Nissan reported a loss of 79.1 billion yen (approximately 3.83 billion RMB) in operating profit, a significant decline from a profit of 1 billion yen (approximately 48.1 million RMB) in the previous year [5]. Impact of U.S. Tariffs - The U.S. government's imposition of a 25% tariff on imported vehicles and additional tariffs on core components has severely impacted the profitability of Japanese automakers [4][7]. - Toyota estimated a loss of 450 billion yen (approximately 21.8 billion RMB) in operating profit due to tariffs for Q1, with an annual forecast of 1.4 trillion yen (approximately 67.7 billion RMB) [3][4]. - Honda also projected a loss of 450 billion yen (approximately 21.8 billion RMB) in operating profit for FY2025 due to U.S. tariffs [4]. Market Performance in China - Despite challenges in the U.S. market, Toyota's sales in China increased by 6.8% to 837,700 units in the first half of the year, marking its first year-on-year growth in nearly four years [8][11]. - Nissan's sales in China rose by 21.8% in July, driven by the success of its new electric model, the N7 [9][10]. - Honda's performance in China lagged behind, with a 14.75% decline in July sales, reflecting struggles in both traditional fuel and new energy vehicle segments [10][11]. Strategic Responses - Toyota is focusing on local partnerships and expanding its hybrid and electric vehicle offerings in China to adapt to market demands [8][11]. - Nissan plans to invest 10 billion RMB in electric vehicle development in China and aims to launch 10 new electric models over the next two years [6][9]. - Honda is attempting to strengthen its position in the electric vehicle market with new product launches, although initial sales have been underwhelming [10][11].

创业邦100 ·未来独角兽」 创业邦100 未来独角兽 FUTURE UNICORNS 的 नार # k ● 0 GrifWorld 作为独角兽的挖掘者、创新的探路者，创业邦连续十六年颁发《创业邦100未来独角兽榜单》，致 力于发掘出一批未来1-3年有望成为独角兽的未来独角兽企业。 作 者丨 杨婧雪 编 辑丨 刘恒涛 图源 丨 粒界科技 2025 年 7 月，粒界科技完成 千万美元级的 B3 轮融资，由 锡创投、无锡滨湖产业集团和比亚迪联 合领投 ，老股东 朗玛峰创投 跟投。根据公开信息，本轮融资将用于对公司 3D图形引擎的原生AI化 升级，以及模型训练和人机交互方案的研发，推动公司产品在智能座舱、终端图形、空间智能等垂直 场景的商业化落地。 | | | 粒界（上海）信息科技有限公司-融资历程 | | | --- | --- | --- | --- | | 融资轮次 | 事件时间 | 融资金额 | 投资方 | | Pre-C轮 | 2025/7/17 | 千万级美元 | 锡创投 (领投) 比亚迪投资(领投) | | | | | 滨湖国投(领投) | | | | | 朗玛峰创投 | | B++轮 | 2023 ...

In February, I covered Toyota Motor Corporation (NYSE: TM ) in "Toyota: Potential Trade-War Winner As Japan Sits On Sidelines." My outlook was neutral, seeing a mixture of emerging economic risks that may lower demand, offset by an improvedHarrison is a financial analyst who has been writing on Seeking Alpha since 2018 and has closely followed the market for over a decade. He has professional experience in the private equity, real estate, and economic research industry. Harrison also has an academic backgro ...