丰田全方位战略：保留内燃机的觉悟

Core Viewpoint - Toyota is committed to maintaining the total number of internal combustion engines until 2030, despite the shift towards electric vehicles (EVs) [2][8]. Group 1: Internal Combustion Engine Strategy - Toyota's President Akio Toyoda emphasized the importance of internal combustion engines, stating that they still have a role to play in the automotive industry [6][8]. - The company held a "combustion engine pledge conference" in June 2025, where it announced plans to develop various high-power engines [8]. - The upcoming "GR GT" supercar, set to launch around 2027, will feature a 4-liter V8 engine, marking a shift as it is developed independently by Toyota rather than in collaboration with Yamaha [4][6]. Group 2: Hybrid Vehicle Investment - Toyota plans to invest up to $10 billion in the U.S. over the next five years to increase production of hybrid vehicles and their components [8][10]. - The hybrid vehicle "Prius" will now incorporate larger engines, reflecting a strategic response to stringent environmental regulations [4][6]. - In the U.S., hybrid vehicles accounted for approximately 13% of new car sales from July to September 2025, leading Toyota to increase local production of core components [10]. Group 3: Electric Vehicle Development in China - Toyota is shifting its strategy in China, focusing on developing models specifically for the Chinese market rather than global models [12][14]. - The company plans to launch the EV sedan "bZ7" in spring 2026, following the successful introduction of the electric SUV "bZ3X" [14]. - Toyota's sales in China have been declining, with projections of 1.77 million units sold in 2024, indicating a need for a more localized approach [11][14]. Group 4: Research and Development Costs - Toyota's R&D expenses for the fiscal year 2024 are projected to be 1.3 trillion yen, which may lead to challenges in keeping pace with emerging competitors like BYD and Tesla [16]. - The company is also collaborating with NTT on AI and communication infrastructure to enhance safety and with Waymo for advancements in autonomous driving [16].