日本电机巨头：99%中国造，搞成了

Group 1 - Nidec Corporation is developing a nearly entirely "Made in China" electric vehicle motor to enhance Toyota's competitiveness in the Chinese automotive market, with approximately 99% of the materials and components sourced from China [1] - The E-Axle motor system is considered the "heart" of the second generation of electric vehicles and is increasingly adopted by Chinese automakers, applicable to various vehicle segments from small cars to large SUVs [1] - Nidec has begun supplying the E-Axle motor for Toyota's electric SUV bZ3X, which was launched in March 2023 with a starting price of around 110,000 RMB and has sold approximately 20,000 units to date [3] Group 2 - The bZ3X model, featuring a significant number of Chinese components, is a crucial step for Toyota to regain its footing in the highly competitive Chinese automotive market, as local sourcing helps reduce costs and vehicle prices [3] - Toyota's Asia head emphasized that without the Chinese supply chain, the bZ3X would not have been feasible, highlighting the importance of localization for market entry [3] - Nidec's recent developments are also seen as a critical self-rescue strategy, as the company has faced declining profitability and stock prices, leading to investor dissatisfaction [3][4] Group 3 - Nidec has expanded over the past 50 years by acquiring 75 companies and currently operates around 250 factories, with a restructuring plan announced by CEO Katsuya Kishida aimed at improving shareholder perception and potentially boosting stock prices [4] - The new $100 million factory in Qingdao, which began operations in July 2023, will produce household appliance motors, compressors, and electronic components, integrating previously separate business units [5] - The Qingdao Industrial Park is expected to produce 18 million motors and over 20 million control devices annually, serving as a new platform for product and technology output to over 70 global partners [5][7] Group 4 - Kishida expressed confidence in the Chinese market, noting the establishment of the Qingdao Industrial Park as a testament to the company's commitment to sustainable and innovative development [7] - Toyota is also significantly increasing its operations in China, with plans to invest approximately $2 billion in a new factory for its Lexus brand in Shanghai [7] - Nidec is confident in participating in Toyota's new projects and has already supplied various automotive components to the company [7]