美汽车关税拖累业绩 丰田大幅下调盈利预期

Core Viewpoint - Toyota Motor Corporation's latest financial report indicates a significant projected decline in net profit for the fiscal year 2025, primarily due to U.S. tariff policies and yen appreciation [1] Financial Performance - For the fiscal year 2025 (April 2025 to March 2026), Toyota expects a net profit decrease of approximately 44%, down to 2.66 trillion yen (approximately 18.1 billion USD) [1] - The company's revenue is projected to increase slightly by 1% to 48.5 trillion yen (approximately 330.6 billion USD) [1] - Operating profit is anticipated to decline by 33% to 3.2 trillion yen (approximately 21.8 billion USD) [1] Impact of External Factors - The U.S. government's automotive tariff policy is expected to reduce Toyota's operating profit by 1.4 trillion yen (approximately 9.5 billion USD) for the fiscal year [1] - In the second quarter (April to June), the operating profit was reduced by 450 billion yen (approximately 3.1 billion USD) due to these tariffs [1] Market Reaction - Following the announcement of the significantly lowered performance expectations, Toyota's stock price experienced a sharp decline [1] Production and Sales Trends - Despite a decline in production and sales in the previous year due to a certification scandal, Toyota reported year-on-year growth in both production and sales for the second quarter [1] - However, the impact of U.S. tariff policies has notably hindered the company's performance improvement, and the previously beneficial effects of yen depreciation have diminished [1]