日经中文网·2025-06-04 06:40Core Viewpoint - Japanese automakers are intensifying the development of electric vehicles (EVs) tailored for the Chinese market, with significant sales growth observed in recent months, despite facing fierce competition from local brands [1][5]. Group 1: Sales Performance - The Toyota bZ3X, launched in March, has seen over 10,000 units delivered by late April, contributing to a 21% year-on-year increase in Toyota's new car sales in April, totaling 142,800 units [3][4]. - Nissan's new electric sedan N7, introduced in late April, also reached 10,000 orders by May 15, although Nissan's overall new car sales in April declined by 16% year-on-year [4][5]. - The overall sales of Japanese automakers in China are declining, with total new car sales projected to drop by 30% from 2021 to 2024, with market share decreasing from 20.6% to 11.2% [4][5]. Group 2: Product Development and Features - The bZ3X is developed in collaboration with Guangzhou Automobile Group and features advanced driving assistance technology and fast charging capabilities, with a starting price of 109,800 RMB [3][4]. - Nissan's N7 includes AI-optimized massage seats and a built-in refrigerator, priced from 119,900 RMB, reflecting a shift towards localizing design and manufacturing processes [4][5]. - Honda's EV brand "Yay" faced challenges with its S7 SUV, which had to reduce its price by 60,000 RMB shortly after launch due to consumer feedback and competition [5][6]. Group 3: Competitive Landscape - Japanese automakers are struggling to keep pace with local competitors like BYD, which are rapidly advancing in EV technology and pricing strategies [4][5]. - The competitive environment in the Chinese market is forcing Japanese companies to adapt their strategies, including the introduction of new models and leveraging local technology partnerships [6].