丰田调整在美生产，增产混动应对关税

Group 1 - Toyota is restructuring its U.S. production by reducing the number of Lexus production bases from two to one, with plans to export some Lexus models from Japan and increase local production of hybrid vehicles [2][4] - The production of the Lexus ES in Kentucky will shift to Japan for the next-generation model expected to launch in 2026, leaving Indiana as the sole production site for Lexus in the U.S. [6] - The Kentucky plant, currently producing popular hybrid models like the Camry and RAV4, will increase hybrid production after Lexus manufacturing ceases [8] Group 2 - The U.S. government imposed a 25% tariff on imported cars, which was later reduced to 15%, but still significantly higher than the previous 2.5% rate, impacting the cost structure for companies [4] - Toyota anticipates a total cost burden of 1.4 trillion yen for the fiscal year due to tariffs, prompting a shift towards increased localization of production [8] - Other Japanese automakers, such as Nissan and Mazda, are also adapting to tariff impacts by shifting production to the U.S. and raising vehicle prices [10]