Financial Performance - Toyota and Honda earnings will present a mixed picture [1] - A stronger yen and US auto tariffs are impacting profit [1] Market Dynamics - Resilient unit sales are observed despite challenges [1]

1. 美国三大股指期货齐涨，纳指期货涨1.32%，标普500指数期货涨0.92%，道指期货涨0.24%。 9. 赛诺菲Q2列账销售同比增长6%至99.94亿欧元，撇除单次项目后经营溢利24.61亿欧元，逊于预期。 10. 法拉利Q2营收17.9亿欧元，市场预期18.2亿欧元；交付量3494辆，市场预期3515辆。 11. Arm首财季营收增长12%至10.5亿美元，净利润同比下降41.7%至1.3亿美元；公司正在投资开发自有 芯片。 12. eBay Q2营收同比增长6%至27.3亿美元，超预期，净利润同比增长63%至3.69亿美元。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.15%，英国富时100指数涨0.36%，法国CAC指数跌 0.34%，欧洲斯托克50指数跌0.51%。 3. 贝森特：预计年底前宣布美联储提名，将对美联储人员进行面试。 4. 国家网信办就对华销售的H20算力芯片漏洞后门安全风险约谈英伟达。 5. 微软Q2营收同比增长18%至764.4亿美元，智能云业务收入同比增长26%至299亿美元，均超预期。 6. Meta Q2营收同比增长22%至475.2亿美元，经营利润同比增长38%至2 ...

丰田汽车将在8月1日上午全面恢复所有工厂的生产，此前因海啸预警而暂停生产。 （日经新闻） ...

日经新闻称，由于海啸相关的供应中断，丰田汽车将从周四晚上起暂停日本7家工厂的11条生产线。 ...

智通财经7月31日电，受海啸预警影响，丰田汽车日本工厂暂停生产范围扩大至11家工厂的18条组装 线。 ...

据日本共同社：受海啸预警影响，丰田将日本工厂停产范围扩大至11家工厂的18条生产线。 ...

Core Insights - The Big Summer Giveback initiative, launched by Kids In Need Foundation (KINF) and Toyota, aims to support educational equity by providing essential school supplies to students in under-resourced schools [1][2] - Since its inception in 2022, the initiative has raised over $5.6 million and assisted more than 200,000 students through KINF's Supply A Student program [2][3] - The 2025 initiative is expected to reach over 77,000 students, providing them with new backpacks and school supplies [4] Company Engagement - Over 57 Toyota dealerships are contributing an additional $10,000 each to their local communities, enhancing the program's local impact [5] - From August 1 to September 2, 2025, Toyota will donate $3.00 to KINF for every eligible oil change with tire rotation at participating service centers [6] Community Impact - The Supply A Student program targets schools where 70% or more of students qualify for free or reduced-price meals, promoting equal access to quality education [3][8] - The collaboration between KINF and Toyota emphasizes the importance of community support and aims to create lasting change in underserved areas [7]

Group 1 - Mercedes-Benz reported a significant decline in net profit by 55.8% year-on-year for the first half of 2025, with sales revenue decreasing by 8.6% to €72.6 billion [1] - Audi's net profit fell by 37.5% year-on-year in the first half of 2025, attributed to U.S. tariff policies and increased transformation costs, resulting in a loss of approximately €600 million [1] - The cash flow of Germany's three major automotive manufacturers is projected to decrease by €10 billion this year due to U.S. tariff policies and other factors [1] Group 2 - Leap Motor announced the production of its 10,000th unit of the B01 model, a pure electric sedan, which was launched on July 24 with a price range of ¥89,800 to ¥119,800 [1] - Toyota achieved a record global sales volume of 5,544,880 vehicles in the first half of 2025, marking a 7.4% increase year-on-year and surpassing Volkswagen's sales [1]

智通财经7月30日电，由于海啸风险，丰田将暂停8家工厂的运营至周四上午。 ...

Core Insights - Toyota has achieved record global sales in the first half of 2025, driven by strong demand for hybrid vehicles despite the turbulent U.S. tariff policies [1][2] - The company's global sales increased by 7.4% year-on-year to over 5.5 million units, with production rising by 8.8% to the same figure [1] - The growth is attributed to consumers locking in orders before the implementation of U.S. tariffs, and a new trade agreement reducing tariffs from 25% to 15% for Japanese automakers [1][2] Group 1 - Strong demand for hybrid vehicles is key to Toyota's resilience against tariff pressures, with significant sales growth in core markets like the U.S., Japan, and China [2] - In June, Toyota's global sales rose by 2.7% year-on-year to 937,246 units, while production increased by 7.7% to 963,455 units [2] - The U.S. remains the largest export market for Japanese automakers, with exports to the U.S. reaching $40.8 billion last year [2] Group 2 - The new trade agreement provides some relief for Japanese automakers, including Toyota, by lowering tariffs on imported vehicles [2] - Toyota has sold approximately 82,000 electric vehicles this year, with nearly all deliveries made outside Japan [2] - Competitors like Honda and Nissan have seen declines in sales, with Honda's June sales down 8% and Nissan's down 5%, highlighting Toyota's leading position in the current market [1][2]