高工锂电·2025-04-24 10:33Core Viewpoint - Japanese automotive companies are increasingly seeking collaboration with Chinese battery manufacturers as they accelerate their electrification efforts, marking a shift in their previously dismissive attitude towards electric vehicles [3][4]. Group 1: Industry Trends - Japanese automakers, traditionally skeptical about electrification, are now partnering with Chinese battery firms, as seen with Honda's collaboration with CATL and Toyota's establishment of a Lexus electric vehicle and battery R&D company in Shanghai [3][4]. - The penetration rate of pure electric vehicles in Japan is below 5%, lagging behind Europe and the US, indicating a slow adoption of electric vehicle technology [4]. - The global market share of Japanese battery companies, particularly Panasonic, is declining, with its share dropping to 3.9% in early 2023, down 1.6 percentage points from the previous year [5]. Group 2: Market Dynamics - The shift in Japanese automakers' strategy reflects a broader trend where foreign companies are increasingly looking to collaborate with China's electric vehicle supply chain, indicating a change in the competitive landscape [5]. - The success of China's electric vehicle market and the global adoption of lithium iron phosphate technology are influencing Japanese companies to soften their stance on electric vehicles [4].