丰田面对特朗普关税仍坚持在日本生产300万辆

Core Viewpoint - Toyota's global strategy is undergoing a transformation as it aims to maintain its domestic supply chain while diversifying export destinations in response to U.S. tariffs [1][3]. Group 1: Domestic Production and Export Strategy - Toyota's President, Akio Toyoda, emphasized the importance of maintaining a domestic supply chain while exporting, which is crucial for the manufacturing industry [3]. - For the fiscal year 2024, Toyota produced 3.23 million vehicles in Japan, with 60% (1.94 million) exported, including 540,000 to the U.S., accounting for 28% of total exports [4]. - The depreciation of the yen contributed 590 billion yen to Toyota's profits in fiscal year 2024, enhancing profitability through exports [4]. Group 2: Impact of U.S. Tariffs - The tariffs imposed by the Trump administration have disrupted Toyota's export-centric global strategy, potentially leading to a yearly profit reduction of approximately 1.7 trillion yen if no countermeasures are taken [5]. - Toyota is considering passing increased costs onto sales prices, but economic slowdown risks in the U.S. could negatively impact sales [5]. Group 3: Localization and Production Adjustments - Toyota faces the challenge of localizing production globally while maintaining its Japanese manufacturing base [6]. - The company is contemplating increasing local production in the U.S. and adjusting its production system in Japan to accommodate changes in export destinations [7]. - The tariffs affect not only Toyota but also approximately 60,000 domestic suppliers, which may struggle to adapt to the increased costs of imported components [7]. Group 4: Economic Significance of Exports - Toyota's exports contribute approximately 20 trillion yen in foreign exchange, which is vital for offsetting Japan's 24 trillion yen resource and energy import deficit [8]. - The automotive industry's ability to respond flexibly to tariff challenges will significantly influence the future of Japan's manufacturing sector [8].