第一财经·2025-10-22 01:25Core Viewpoint - AEON, a Japanese retail group, plans to establish a sales partnership with BYD in 2025, aiming to sell BYD electric vehicles across approximately 30 commercial facilities and department stores in Japan, with starting prices around 2 million yen (approximately 94,000 RMB) [3][4]. Group 1: Sales Strategy and Pricing - AEON will implement various discount and promotional strategies, allowing consumers to purchase BYD electric vehicles at a starting price of about 2 million yen, with additional subsidies potentially reducing the effective price by up to 1 million yen [3][4]. - The initial model targeted for promotion is the BYD Dolphin, which has a listed price of 2.99 million yen, but with subsidies, the effective price could be around 2 million yen [3]. Group 2: Market Impact and Infrastructure - The collaboration between BYD and AEON may disrupt the traditional Japanese automotive distribution model, which has been dominated by local manufacturers and their dealerships, potentially paving the way for Chinese electric vehicle brands in Japan [4]. - AEON operates 374 stores in Japan, equipped with approximately 2,500 electric vehicle charging stations, which could help alleviate infrastructure limitations for electric vehicles in the region [4]. Group 3: Current Market Landscape - In the first half of the 2025 fiscal year, Japanese domestic sales of pure electric passenger vehicles were approximately 28,500 units, reflecting a year-on-year growth of 3%, but still representing only about 1% of total new car sales [5]. - BYD's sales in Japan reached 802 units in September, marking a year-on-year increase of about three times, capturing around 20% of the import pure electric vehicle market for that month [5]. - Despite the growth of BYD and Tesla, Japanese electric vehicles like Nissan's Sakura and Leaf remain dominant in the market, with local manufacturers also launching new electric models [6].