雷峰网·2025-10-30 11:06Core Viewpoint - BYD is strategically entering the Japanese microcar market with the launch of the K-Car model RACCO, aiming to increase its market share in Japan, which has a significant demand for microcars [6][21]. Group 1: Historical Context - In 2004, BYD faced a lawsuit from Sony in Japan over lithium-ion battery patents, marking a challenging entry into the international market [2][3]. - BYD's resilience in the face of legal challenges led to a landmark victory in 2005, establishing its reputation and showcasing its technological confidence [4][5]. Group 2: Product Launch and Features - At the Tokyo Motor Show on October 29, 2025, BYD unveiled the K-EV BYD RACCO, a microcar specifically designed for the Japanese market, alongside its first plug-in hybrid model, the Sea Lion 06DM-i [8][12]. - The RACCO measures 3395mm in length, 1475mm in width, and 1800mm in height, accommodating four passengers and adhering to Japanese K-Car regulations [10]. - The vehicle features a high body design and dual sliding doors for ease of access in narrow streets, powered by BYD's blade battery with two range options, set to launch in summer 2026 [11]. Group 3: Market Dynamics - The Japanese microcar market is substantial, with projected sales of 1.56 million K-Cars in 2024, representing 35% of the total market, making it a strategic target for BYD [21]. - However, the market is dominated by local brands, with over 95% of the total car sales in Japan attributed to domestic manufacturers, posing a significant challenge for foreign entrants [23]. Group 4: BYD's Market Position and Growth - Since entering the Japanese market, BYD has evolved from a newcomer to a key player, with its electric buses achieving the highest market share in Japan [17]. - As of January to September 2025, BYD's electric vehicle sales in Japan reached 2,899 units, surpassing Toyota and marking a year-on-year growth of over 66% [18]. Group 5: Future Outlook - BYD plans to establish a lineup of 7 to 8 electric and hybrid models in Japan by 2027, indicating a long-term commitment to the market [18]. - The introduction of the RACCO is seen as a crucial step for BYD to enhance its market presence in Japan [19].