Group 1 - Toyota Motor Corporation (TM) plans to shift some GR Corolla production to the United Kingdom to utilize excess capacity and reduce delivery times in North America [1][2] - The company will invest approximately $56 million to establish a dedicated production line in its Burnaston plant, aiming for an annual output of around 10,000 cars by mid-2026 [2] - The current production facility at Motomachi Plant is at full capacity, producing about 25,000 vehicles last year, including 8,000 GR Corollas, which is insufficient to meet the growing global demand for high-performance models [3] Group 2 - A recent trade agreement between the UK and the US will reduce tariffs on car imports from the UK from 25% to 10% for up to 100,000 vehicles annually, making the UK a more cost-effective export base compared to Japan [4] - TM's stock has decreased by 12.7% over the past year, while the industry has seen a decline of 16.8% [5]

Group 1 - Joby Aviation has delivered its first electric vertical take-off and landing (eVTOL) aircraft to the US Air Force, marking a significant milestone for the company [1] - Following the announcement, Joby Aviation's shares increased by 13% after revealing a $250 million investment from Toyota [1] - The $250 million payment is part of a larger $500 million investment deal from Toyota aimed at supporting the certification and commercial production of Joby's electric air taxis [2] Group 2 - Joby Aviation's CEO, JoeBen Bevirt, highlighted the benefits of collaborating with Toyota, particularly in streamlining manufacturing processes and optimizing design [2] - The partnership with Toyota is seen as a crucial step in scaling the potential of electric flight [2]

Group 1 - The core point of the article is that Toyota plans to increase the proportion of plug-in electric vehicles in its U.S. sales from approximately 2.4% last year to around 20% by 2030 [1] Group 2 - The target set by Toyota indicates a significant shift towards electric vehicle adoption in the coming years, reflecting the company's commitment to sustainability and innovation in the automotive industry [1]

Core Insights - Toyota plans to increase the share of plug-in electric vehicles (PHEVs) in its U.S. sales from 2.4% last year to around 20% by 2030 [1] Company Strategy - The company is focusing on a significant shift towards electric vehicles, indicating a strategic commitment to sustainability and market competitiveness [1] Market Impact - This move could potentially reshape the electric vehicle market landscape in the U.S., aligning with broader industry trends towards electrification [1]

Core Viewpoint - Toyota Motor is focusing on significant growth in plug-in hybrid electric vehicles (PHEVs) as part of its strategy to meet regulatory standards and consumer demand for electrified vehicles [1][2]. Group 1: PHEV Market and Strategy - PHEVs are gaining popularity as automakers aim to comply with federal fuel economy standards and emissions regulations, serving as a transitional option for consumers hesitant to adopt fully electric vehicles [2]. - Toyota plans to increase its PHEV sales from 2.4% of its U.S. sales volume last year to approximately 20% by 2030, contingent on factors such as regulations and customer acceptance [3]. - The targeted PHEV sales percentage aligns with California's Advanced Clean Cars II rule, which mandates automakers to sell only zero-emission vehicles by 2035, although this rule may face changes under the current administration [4]. Group 2: Investment and Development - Despite regulatory uncertainties and slower-than-expected adoption of all-electric vehicles, Toyota continues to invest billions annually in electrification, including PHEVs [5]. - The company is evaluating the integration of plug-in hybrids across its vehicle lineup, focusing on production capabilities and competitive product strength [5].

Group 1 - Nissan is considering selling its global headquarters building in Yokohama, Japan, estimated to be worth over 100 billion yen (approximately 5.03 billion RMB), to cover high costs associated with structural reforms such as factory closures [1] - The seven major Japanese automakers, including Toyota, Honda, and Nissan, have reported a collective profit decline of over 20% for the 2024 fiscal year, with Nissan posting a net loss of 670.8 billion yen (approximately 33.7 billion RMB) [2] - Toyota's net profit for the 2024 fiscal year is expected to drop by 35% to 3.1 trillion yen, marking its largest decline in nearly a decade, largely due to new tariffs imposed by the U.S. [6][7] Group 2 - Honda plans to reduce its investment in electrification and software from 10 trillion yen to 7 trillion yen due to a slowdown in the electric vehicle market and trade uncertainties [5] - The U.S. tariffs on imported vehicles and parts have significantly impacted Japanese automakers, with Nissan estimating a loss of 450 billion yen due to these tariffs [7] - Japanese automakers are facing challenges in transitioning to electric and smart vehicles, with high R&D costs and uncertain market demand, leading to adjustments in their product strategies [10] Group 3 - In the Chinese market, Japanese automakers have experienced declining sales, with Toyota's sales down 6.9%, Honda's down 30.9%, and Nissan's at their lowest since 2008, down 12.2% [12][13] - Increased promotional expenses in the North American market are squeezing profits for Japanese automakers, as competition intensifies [13]

这些知情人士说，GR Corolla是横滨元町工厂一条专用生产线上生产的三款高性能车型之一，该工厂已 经满负荷生产。去年该生产线生产了约2.5万辆汽车，其中GR Corolla占了8000辆。 知情人士说，丰田在美国的工厂也面临着对混合动力车和其他车型的强劲需求，因此很难将生产转移到 美国。知情人士称，无论是从日本还是从英国出口，丰田都计划通过削减成本和其他措施来消化关税带 来的成本增加，不会提高价格。 GR系列，包括GR Corolla和GR Yaris，是董事长丰田章男(Akio Toyoda)众所周知的对赛车的热爱而诞生 的一个品牌，并包含了商用车赛车运动的技术。GR Corolla的价格约为600万日元，是标准车型价格的 两倍。虽然越来越多的消费者转向电动和混合动力汽车，但跑车仍然有一群死忠粉丝。 智通财经APP获悉，据两位知情人士透露，丰田汽车(TM.US)正将其GR Corolla跑车的部分生产转移到 英国，并将在那里投资约5600万美元建设一条专门生产线，为北美市场生产出口产品。知情人士表示， 通过将部分生产从日本转移出去，丰田的目标是利用英国的过剩产能，帮助缩短该车的交货等待时间。 他们说，此 ...

Group 1 - Toyota plans to shift part of the production of the GR Corolla sports car from Japan to the UK [1] - The company intends to invest approximately $56 million in the Burnaston plant in the UK to expand exports to North America [1] - The production shift in the UK aims to utilize excess capacity and reduce the waiting time for vehicle deliveries [1]

Group 1 - Toyota Motor is projected to be the top-selling global automaker in 2024, indicating a strong market position despite upcoming challenges [1] - The company is expected to face various headwinds that could make the next fiscal year particularly complex and uncertain [1]

Core Insights - Toyota Motor Corporation is transitioning its 2026 RAV4 to be exclusively electrified, offering hybrid and plug-in hybrid options as part of a redesign of its best-selling SUV [1][2] - The new RAV4 will feature a 2.5-liter four-cylinder engine, with the hybrid version producing 226 horsepower (front-wheel drive) and 236 horsepower (all-wheel drive), while the plug-in hybrid will deliver 320 horsepower, an increase from 302 horsepower in the previous model [2] - Toyota aims to sell 9.8 million vehicles globally in the current fiscal year, an increase from 9.36 million the previous year, with electrified vehicle sales projected to rise to 5.18 million units [8] Product Launches and Strategy - The 2026 RAV4 will be available in three new design variants: Core, Rugged, and Sport, and will include updates such as a new touchscreen display and enhanced safety features [2][3] - By 2027, Toyota plans to launch 10 new electric vehicles in key global markets, including the Urban Cruiser and C-HR+ electric SUVs in Europe [6] - In China, Toyota has introduced the bZ3X, its most affordable EV, and plans to launch additional models to strengthen its position in the largest EV market [7] Market Performance and Sales Targets - Despite selling over 10.2 million vehicles globally in fiscal 2025, only about 145,000 were fully electric, representing just 1% of total sales, while EVs accounted for approximately 14% of global vehicle sales in 2024 [4] - Toyota's cautious approach to fully electric vehicles has been noted, but recent announcements indicate a shift in strategy with new EV launches and production targets [5] - Combined sales of Toyota and Lexus are projected to reach 10.4 million units, a 1.2% increase from fiscal 2025, driven by improved production capacity [8]