关税冲击，丰田第一财季净利润暴跌37%，预计全年利润减少近100亿美元

Core Viewpoint - The increase in U.S. tariffs on Japanese automobiles has significantly impacted Toyota's financial performance, leading to a substantial reduction in profit forecasts for the fiscal year 2026 [1][2]. Group 1: Financial Performance - Toyota's net profit for the first quarter of fiscal year 2026 fell by 36.9% to 841 billion yen [1]. - The company has revised its annual net profit forecast down by 14% to 2.6 trillion yen due to the anticipated impact of U.S. tariffs [1][2]. - The expected loss in operating profit due to the increased tariffs is estimated at 1.4 trillion yen (approximately 9.5 billion USD), which represents a significant portion of the company's annual operating profit [2]. Group 2: Sales and Market Response - Despite the tariff pressures, Toyota's global sales increased by 7% to 2.4 million vehicles in the first quarter, with North American sales growing by 12.7% [1]. - North America remains Toyota's largest market, accounting for 33% of total sales [1]. Group 3: Strategic Adjustments - In response to the tariff impact, Toyota is implementing several strategies, including price increases, expanding production capacity in the U.S., and cost-cutting measures [1][2]. - The company plans to raise the average price of new vehicles produced in the U.S. by 270 USD starting from July 1 [2]. - Toyota is also considering the utilization of excess production capacity in the U.S. to optimize operations [2]. Group 4: Future Production Plans - Toyota announced plans to build a new manufacturing plant in Toyota City, Aichi Prefecture, expected to commence operations in the early 2030s [3]. - Maintaining a production base of 3 million vehicles in Japan is a top priority for the company, as stated by the Chief Accounting Officer [3].