“开不坏”的丰田汽车，正遭遇阵痛

Core Viewpoint - Toyota is facing significant challenges in adapting to the new era of smart and electric vehicles, as evidenced by recent recalls and a reliance on traditional fuel vehicles for growth [4][12][15]. Group 1: Recalls and Quality Issues - Toyota has announced a recall of 10,922 RAV4 vehicles and 5,056 Venza vehicles due to issues with multimedia screens potentially going black during startup, affecting driver controls [5][7]. - This marks the second major recall in a short period, highlighting a shift from traditional mechanical issues to problems with electronic components [9][10]. - The frequency of recalls is eroding consumer trust in Toyota, which was once synonymous with reliability and durability [8][11]. Group 2: Sales Performance and Market Position - Despite the recalls, Toyota reported a sales increase in China, projecting over 1.78 million units sold in 2025, claiming to be the only foreign automaker to achieve growth in the market [11][12]. - However, this growth is primarily driven by traditional fuel vehicles, while the market is rapidly shifting towards electric vehicles, with nearly 48% penetration in 2025 [13][14]. - Toyota's electric vehicle presence is weak, with only 9% of GAC Toyota's sales coming from pure electric models, and the bZ series struggling with monthly sales below 2,000 units [14][15]. Group 3: Strategic Challenges and Future Outlook - Toyota is experiencing a "split" in its strategy, heavily invested in the declining fuel vehicle market while struggling to establish a foothold in the electric vehicle sector [15][16]. - The company faces systemic challenges in balancing the profitability of fuel vehicles with the urgent need to develop competitive electric vehicles [17]. - Despite having strong brand equity and manufacturing capabilities, Toyota must transform its traditional strengths into new competencies for the future [17][18].