Core Viewpoint - Toyota Motor is anticipated to report a third consecutive decline in quarterly operating profit due to rising costs and U.S. import tariffs, despite achieving record global vehicle sales and strong demand for hybrids [1] Group 1: Financial Performance - The company is expected to face a decline in quarterly operating profit for the third straight time [1] - Rising costs and U.S. import tariffs are significant factors impacting earnings [1] Group 2: Market Demand - Toyota has recorded strong global vehicle sales [1] - There is a robust demand for hybrid vehicles [1]

Group 1: Market Overview - The U.S. stock market opened mixed on February 4, with the Nasdaq down 0.28%, the Dow Jones up 0.4%, and the S&P 500 up 0.11% [1] Group 2: Company Earnings - Eli Lilly reported Q4 revenue of $19.292 billion, a 43% year-over-year increase, with net income of $6.636 billion, up 50%, and earnings per share of $7.39, reflecting a 51% increase [2] Group 3: Mergers and Acquisitions - Texas Instruments announced an agreement to acquire Synaptics for $7.5 billion, with investors receiving $231 in cash per share, expected to close in the first half of 2027 [3] Group 4: Index Inclusion Rules - Nasdaq proposed a "fast-track" rule to expedite the inclusion of newly listed large companies into the Nasdaq 100 index, allowing them to join on the 15th trading day post-listing, significantly shorter than the current three-month wait [4] Group 5: Strategic Partnerships - Prosus entered a three-year agreement with Amazon Web Services (AWS) to expand its artificial intelligence applications across Latin America, Europe, and India [5] Group 6: Production Plans - Toyota plans to increase hybrid vehicle production by approximately 30% by 2028, targeting 6.7 million units, up from a planned 5 million units in 2026, with significant expansion in the U.S. [6]

大公司： 南矿集团：董事兼常务副总裁龚友良拟减持不超1%股份 36氪获悉，南矿集团公告，董事兼常务副总裁龚友良计划自公告披露之日起15个交易日后的3个月内 （即2026年3月9日-2026年6月8日），以集中竞价方式减持公司股份不超过201.72万股，占公司总股本 比例1.00%；减持原因为个人资金需求；股份来源为公司首次公开发行股票前已发行股份 长安汽车：1月销量13.47万辆，同比下降51.14% 36氪获悉，长安汽车公告，2026年1月，长安汽车销量134,701辆，同比下降51.14%。其中，新能源汽车 销量36,621辆，同比下降45.74%。 Uber：第四季度营收143.7亿美元，略高于市场预期 优步（Uber）第四季度营收143.7亿美元，市场预期142.9亿美元；每股收益0.14美元。Uber预计第一季 度调整后息税折旧摊销前利润将在23.7亿至24.7亿美元之间，市场预期为24.5亿美元。（智通财经） 小米：辽宁营口SU7起火事故系车内遗留火源引燃周边可燃物所致 36氪获悉，小米公司发言人称，2月1日，辽宁省营口市一台小米SU7车辆的主驾驶座椅处冒烟并起火， 经消防救援部门到场处置后迅速扑 ...

受此利好消息提振，丰田汽车在资本市场的表现表现活跃，截至发稿，丰田汽车盘前涨近3%，报 238.21美元。 从整体产能布局来看，丰田汽车预计到2028年其全球汽车总产量将达到约1130万辆，较2026年计划增长 约10%，这意味着混合动力车型将占据公司总产出的近六成，成为支撑集团产销量增长的核心驱动力。 目前，丰田已开始就该中长期增产计划与主要供应商进行深度对接，以确保供应链在关键零部件及原材 料保障上能与产能扩张同步，并强调这些数字仅供参考，并非生产或销售计划。 据报道，丰田汽车(TM.US)计划到2028年将混合动力及插电式混合动力汽车产量提升至约670万辆，较 其2026年约500万辆的预估产量目标高出30%。 市场分析人士指出，丰田此番大规模扩产不仅是为了应对日益严苛的碳排放准则，更是利用其成熟的技 术护城河在电动化博弈中寻求最优的利润平衡点。 ...

Core Viewpoint - Toyota plans to increase production of hybrid and plug-in hybrid vehicles to approximately 6.7 million units by 2028, which represents a 30% increase from its target for 2026 [1] Production Plans - The production target for hybrid and plug-in hybrid vehicles is set at around 6.7 million units by 2028 [1] - This new target is about 30% higher than the previously established target for 2026 [1]

据行业消息人士及越南汽车市场监测数据披露，2026年1月，丰田汽车越南分公司（Toyota Vietnam）新车销量达5059辆，在越南车市1月传统消费淡季中实现稳健表现，延续了近年以来的增长势 头。作为最早进入越南市场的外资汽车品牌之一，丰田越南凭借深厚的品牌积淀、贴合本土需求的产品 矩阵以及前瞻性的本土化布局，在竞争日趋激烈的越南市场中持续领跑，此次5059辆的月销量，不仅凸 显了其在当地市场的核心竞争力，也折射出东南亚新兴汽车市场的增长潜力与发展机遇，成为丰田全球 新兴市场布局的重要亮点。 ...

Japan's Denso , a major auto parts supplier to Toyota , slashed its full-year operating profit forecast by nearly a fifth mainly due to U.S. import tariffs and rising material costs. ...

Group 1: Automotive Industry Performance - Xiaomi's automotive deliveries exceeded 39,000 units in January 2026 [2] - Li Auto delivered 27,668 vehicles in January 2026 [2] - Leap Motor achieved total deliveries of 32,059 units in January, a year-on-year increase of 27% [2] - AITO (问界) delivered 40,016 vehicles in January, marking an 83% year-on-year growth [2] - Lantu delivered 10,515 vehicles in January, up 31% year-on-year [2] - GAC Toyota's sales reached 63,648 units in January [2] - GAC Trumpchi's terminal sales were 26,937 units in January, a slight increase of 2.06% [2] - Great Wall Motors reported total sales of 90,312 units in January, a year-on-year increase of 11.59% [2] - Extreme Stone (极石) delivered 1,028 vehicles in January, nearly doubling year-on-year [2] Group 2: Company Developments and Innovations - Xiaomi denied reports of discussions with Ford to establish a joint venture for electric vehicles in the U.S. [7] - Xiaomi's founder Lei Jun announced that the development of the new generation Xiaomi SU7 has been completed, with production set to begin soon [7] - The AI robot YuTree G1 successfully walked 13,000 steps in extreme cold conditions of -47.4°C, marking a global first [7] - NIO launched a limited-time financial purchase plan with a low interest rate of 0.49% for vehicle purchases [9] - ByteDance's Hongguo short drama app surpassed 100 million daily active users within three years of its launch [9] - Tencent's AI assistant Yuanbao officially launched its public beta, exploring the AI social networking space [9] - Beijing Economic Development Zone issued the first national virtual idol identity certification [9] - Toyota recalled over 161,000 Tundra vehicles in the U.S. due to rearview camera issues [9] Group 3: Financing and Market Trends - Zhongke Qingneng completed nearly 500 million yuan in PreA++ financing, led by Dinghui Baifu [11] - Xuqing Intelligent secured seed round financing in the millions, focusing on technology development [11] - The global semiconductor industry saw a significant increase in exports from South Korea, reaching $20.5 billion in January, a year-on-year increase of over 102% [13]

Group 1: Automotive Industry Overview - In January 2026, the Vehicle Inventory Alert Index for Chinese automotive dealers was reported at 59.4%, a year-on-year decrease of 2.9 percentage points and a month-on-month increase of 1.7 percentage points, indicating inventory levels above the threshold [1] - Various automotive companies reported their January delivery and sales figures, showcasing a mixed performance across the industry [2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19] Group 2: Company-Specific Performance - Xiaomi delivered over 39,000 vehicles in January 2026 [2] - Hongmeng Zhixing reported a total delivery of 57,915 vehicles in January, marking a year-on-year increase of 65.6% [3] - Aion (昊铂埃安) achieved sales of 23,591 vehicles in January, reflecting a growth of 63.9% [16] - NIO delivered 27,182 vehicles in January, up 96.1% year-on-year [7] - Li Auto reported deliveries of 27,668 vehicles in January [8] - Leap Motor achieved total deliveries of 32,059 vehicles, a year-on-year increase of 27% [9] - BYD's January sales of new energy vehicles were 210,051, a decline of 30.11% year-on-year [6] - Great Wall Motors sold 90,312 vehicles in January, an increase of 11.59% [11] - GAC Group reported sales of 116,622 vehicles in January, up 18.47% year-on-year [13] - Geely's total sales for January were 270,200 units, showing a growth of approximately 1% [13] - Chery's total sales across five brands in January decreased by 10.7% year-on-year [13] - SAIC-GM delivered approximately 51,005 vehicles in January, with a year-on-year increase of 8.2% [15] - A total of 40,016 vehicles were delivered by AITO in January, representing an 83% increase year-on-year [4] - Seres reported sales of 43,034 new energy vehicles in January, a significant increase of 140.33% [5] - GAC Trumpchi's terminal sales reached 26,937 vehicles in January, up 2.06% [14] - BAIC Blue Valley's subsidiary reported sales of 8,073 vehicles, an increase of 11.83% [19] Group 3: Leadership Changes - BMW Group announced that Christian Ach will succeed Sean Green as the President and CEO of BMW Group Greater China, effective April 1 [20]

时至2026年，我们为何依然要对一家合资车企抱有期待？ 过去一年，新势力车企安全危机频发，迫使全行业重新寻找重心。电池爆燃、转向失效、车门锁死...当基础安全问题频现，从监管机构到终端消费者都在 叩问：汽车行业的立身之本，究竟是什么？ 新能源上半场规则是"唯快不破"，合资企业的确未能领跑，但经历数年调整，也已悉数完成了面向电动化的"重装上阵"。与新势力无包袱的轻快决策不 同，合资企业转身慢，但步伐却异常扎实。一旦调整到位，其强大的品牌资产、规模效应与制造底蕴，将转化为厚积薄发的体系化优势。 销量数字便是最显著的信号：2025年，丰田全球销量同比增长4.6%，连续六年位居榜首；在中国市场广汽丰田实现了同比正增长，旗下新车铂智3X累销 也超过7万台，登上年度合资纯电车型销量榜首。 "合资新力量"入场， 新能源市场规则即将改写。 与此同时，自主品牌的攻势明显放缓，其增长更多依靠高频换代来刺激市场，这反衬出其产品内核竞争力与用户忠诚度的薄弱。当"新"成为自主品牌最主 要的护城河，其与丰田这类拥有体系性优势的对手之间，便拥有了根本差距。 在中国车市从"价格博弈"全面转向"价值竞争"新周期，市场的信心正重新向那些果断求变 ...