Zhong Guo Qi Che Bao Wang·2025-05-07 05:53Core Viewpoint - Japanese automakers and suppliers are increasing investments in electric and autonomous vehicle technologies despite uncertainties from U.S. tariffs and criticisms regarding their progress in these areas [2][5]. Investment Focus - Seven major suppliers under Toyota Group plan to increase their total R&D and capital expenditures to over 1 trillion yen (approximately 6.15 billion yuan) for the fiscal year 2025, marking a 6% increase [3]. - The total capital expenditure for these suppliers is expected to reach 1.11 trillion yen (approximately 5.6 billion yuan), also a 6% increase, focusing on hybrid and electric vehicle investments [3]. Specific Company Investments - Denso's R&D investment is projected to reach 660 billion yen, a 7% increase from the previous fiscal year, with a focus on software and system-level chips [3]. - Aisin's R&D investment will hit a record 250 billion yen, a 6% year-on-year increase, while its capital expenditure is expected to rise by 25% to 280 billion yen [4]. - Toyota Industries plans to increase its R&D investment by 3% to 140 billion yen, focusing on electric and autonomous technologies [4]. Acquisition Plans - Toyota Motor Corporation is considering a potential acquisition of Toyota Industries for 6 trillion yen (approximately 300 billion yuan), which has generated significant market interest and led to a surge in Toyota Industries' stock price [5][6]. - This acquisition could strengthen Toyota's control over its supply chain and is seen as a significant move in the automotive industry [7].