36氪·2026-01-16 14:41Core Insights - Japan's imported car sales (excluding domestic manufacturers) are projected to grow by 7% in 2025, reaching 243,129 units, marking the first positive growth in two years [4][5] - Electric vehicle (EV) sales are expected to increase by 26%, reaching 30,513 units, setting a new historical record [5] - BYD's sales in Japan surged by 62%, totaling 3,870 units, driven by the strong performance of the SUV "Hai Lion 7" [5][7] Group 1: Electric Vehicle Market - EV sales in Japan have seen continuous growth for seven years, with EVs accounting for 13% of total sales in 2025, an increase of 2 percentage points from the previous year [5] - Tesla's sales in Japan, although not officially disclosed, saw an 88% increase in the "other" category, reaching 10,693 units, marking the first time Tesla's monthly sales exceeded 10,000 units [5] - Hyundai's sales grew by 89%, reaching 1,169 units, supported by the strong sales of the small EV "INSTER" launched in April 2025 [7] Group 2: Overall Market Trends - The overall imported car market saw a decline in sales for some traditional brands, with Mercedes-Benz sales decreasing by 4% to 50,857 units, while BMW and Volkswagen saw slight increases [7] - In terms of price segments, vehicles priced above 10 million yen (approximately 446,000 RMB) increased by 3% to 40,602 units, while those priced between 4 million yen (approximately 178,000 RMB) and 10 million yen increased by 9% to 151,273 units [10] - The Japanese government plans to increase the subsidy cap for purchasing EVs by 400,000 yen, reaching a maximum of 1.3 million yen (approximately 58,000 RMB), which may temporarily affect consumer purchasing behavior [10]