EV销量连续2个月增长。比亚迪增至2.1倍，达到466辆。从1月底前后开始交车的插电式混合动力车 （PHV）"海狮6"正在增长。比亚迪负责人表示："海狮6占整体销量的4成，表现相当出色。在价格对应 的配置丰富度方面获得了认可"。在协同效应带动下，EV"海狮7"的销量也在增加。现代汽车的销量增 至2.3倍的90辆。 进口车整体销量连续2个月下降。按品牌来看，德国梅赛德斯·奔驰减少2%，以3512辆位居首位。排在 第2位的是德国宝马（BMW），减少22%，降至2162辆，第3位是德国大众，减少33%降至1912辆。业 界相关人士表示："很多品牌的新款车投放已有一段时间，需求暂时告一段落"。 按乘用车的价位来看，1000万日元以上增加9%，增至3180辆，400万日元以上、1000万日元以下的减少 5%，降至1665辆，400万日元以下减少11%，降至3229辆。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 视频号推荐内容： 比亚迪的PHV"海狮6" "海狮6"正在增长。比亚迪负责人表示："海狮6占整体销量的4成，表现相当出色"… ...

受SUV"RAV4"全新改款的影响，全球产量低于上年同期。也有取消了原有车型设置的汽油车 版本的原因，北美产量下降25％，仅为13万4351辆。加拿大产量为1万6592辆，降至三分 之一。 日本方面，因工作日分布的原因，导致开工天数减少，产量下滑6％，降至24万9827辆。在 中国车企持续进入的亚洲，丰田的产量增长7％，达到25万1428辆。在中国及泰国等市场投 放的新款车表现出色，为产量提供了支撑。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 丰田1月海外销量同比增长6％，达到69万9512辆，刷新历史最高纪录。在美国，特朗普政府 启动额外关税之后，混合动力车仍保持良好销售势头。1月销量达到17万6853辆，增长8％。 日本至美国的出口量减少4％，降至3万8298辆，但丰田解释称："这是随着船运安排、物流 状况以及客户需求动向出现的波动"。 此前表现疲弱的中国市场销量也转为增加，同比增长7％，达到14万5464辆。完成车型更新 的SUV"卡罗拉Cross"等起到了重要拉动作用。欧洲方面，"雅力士"和"雅力士Cross"表现出 色，同比增长12％，达到10万4727辆。 包含混合 ...

该车将搭载最新的锂离子电池，最大续航里程为320英里（约515公里），为在北美销售的纯电动汽车中 最长。除支持美国的标准充电接口"NACS"之外，还采用丰田自主的软件平台"Arene"。 电池也将在美国当地生产 汉兰达是丰田在北美的主力车，目前销售汽油车和混合动力车（HV）。这是该车型首次销售纯电动汽 车。现有HV和汽油车也将继续销售。2027年款今后是否会推出纯电动汽车以外的产品线尚不明确。 丰田将自2026年下半年起在美国南部肯塔基州的整车工厂生产。丰田目前在美国销售两款纯电动汽车， 但均从日本进口。这是首次在美国本地生产纯电动汽车。 丰田公开的新款纯电动汽车"汉兰达" 发布的是大型SUV"汉兰达"的纯电动汽车，将于2026年下半年开始销售。丰田目前在美国销售两款纯电 动汽车，但均从日本进口。这是首次在美国本地生产纯电动汽车。电池也将在美国国内生产…… 丰田汽车2月10日发布了将首次在美国当地生产的纯电动汽车（EV）。作为大型SUV"汉兰达 （Highlander）"的新车型，将于2026年下半年开始销售。电池也将在美国国内生产，提高当地采购比 例。随着美国政府废除购车补贴，纯电动汽车需求减少，但丰田将着 ...

本田技术研究所在埼玉县和光市的研究基地 本田技术研究所可不受业绩影响开展研究，曾是"技术本田"的象征。2020年，本田将开发职能重新收归 总部，想通过总部主导提升开发效率。之后，自由研发环境受到限制，难以打造出爆款产品的问题也愈 发凸显…… 本田将分离总部旗下的四轮车开发部门，划归位于日本埼玉县和光市的子公司本田技术研究所。让开发 部门与经营层保持距离，以促进创意创新，提升新一代车的性能。汽车行业正迎来中美纯电动汽车 （EV）新势力崛起及自动驾驶等结构性转型。本田的汽车业务陷入困境，希望通过改革开发部门来恢 复竞争力。 2020年，本田将开发职能重新收归总部。当时汽车业务面临困境，本田想通过总部主导提升开发效率。 此次再度拆分开发部门，背景是全球汽车产业的结构性转型。 以比亚迪等为代表的中国EV厂商的价格竞争力突出。2025年全球新车销量中，中国车销量超过日本 车，首次登顶。自动驾驶等新一代技术也由中美企业领先。 本田的汽车业务处境艰难。2025年4～9月的营业利润（国际会计准则）亏损730亿日元（上年同期盈利 2580亿日元）。2025年在华销量同比下滑2成，整体销售表现低迷。 开发部门由总部主导后，自由研 ...

Group 1 - The core viewpoint of the articles highlights Toyota's record global sales growth, achieving a total of 11.32 million vehicles sold, surpassing Volkswagen Group's 8.98 million vehicles, marking Toyota as the world's top automaker for six consecutive years [1][5] - In the United States, sales increased by 8% to 2.52 million vehicles, driven by strong demand for models like Camry and Sienna, with hybrid vehicle sales reaching approximately 1.11 million, a 20% increase [1][2] - In China, sales saw a slight increase to 1.78 million vehicles, supported by promotional policies linked to government subsidies, although growth is expected to slow down as subsidy strength diminishes [1][2] Group 2 - The sales of hybrid and electric vehicles grew by 10% to 4.99 million units, accounting for 47% of total sales, with hybrid sales increasing by 7% to 4.43 million units and pure electric vehicle sales rising by 42% to 199,137 units [2] - The luxury brand Lexus experienced a 4% sales increase, reaching a record high of 882,231 vehicles, with strong performance from SUV models like RX and NX in North America [5] - Toyota's global production is projected to grow by 5% to 9.96 million units, recovering from production halts due to regulatory issues and recalls in Japan and the United States [5][6] Group 3 - Exports from Japan to overseas markets increased by 7% to 2.03 million vehicles, with exports to the United States rising by 14% to 615,204 vehicles, contributing to overall growth [6] - The U.S. government imposed a 25% tariff on Japanese cars in April 2025, which was later reduced to 15% in September, leading to an estimated tariff cost of 1.45 trillion yen for Toyota in the fiscal year ending March 2026 [6]

Group 1 - Toyota's sales in the U.S. increased by 8%, reaching 2,518,071 units, driven by strong sales of models like the Camry and Sienna [2] - Global sales for Toyota reached a record high of 11,322,575 units, growing by 5% year-over-year, surpassing Volkswagen Group's 8.98 million units [2] - In China, sales slightly increased to 1,784,396 units, supported by promotional policies linked to government subsidies, although growth is slowing due to reduced policy strength [2] Group 2 - Sales of hybrid and electric vehicles grew by 10%, totaling 4,994,894 units, accounting for 47% of total sales [4] - Hybrid vehicle sales increased by 7% to 4,433,503 units, while pure electric vehicle sales surged by 42% to 199,137 units [4] Group 3 - Lexus, Toyota's luxury brand, saw a 4% increase in sales, reaching a record high of 882,231 units, with strong performance from SUV models like the RX and NX in North America [7] - Toyota's global production is projected to grow by 5% to 9,959,904 units, recovering from production halts due to certification violations and recalls [7] - Exports from Japan increased by 7% to 2,031,460 units, with a 14% rise in exports to the U.S. [7]

Core Viewpoint - Li Auto plans to rebound in 2026 after a projected decline in 2025, targeting a 40% growth with a sales goal of approximately 550,000 units, up from around 410,000 units last year [2][3]. Group 1: Strategic Focus - The company is refocusing on its core business, aiming to regain its leading position in range-extended products by simplifying its product strategy and reducing the number of model variants [3][4]. - The new L9 model will undergo significant upgrades, including a larger size, enhanced battery capacity exceeding 70 kWh, and improved electric range of over 400 kilometers [5][12]. - Li Auto anticipates that the upgraded L9 will contribute over 100,000 units to its sales forecast [5]. Group 2: Market Position and Competition - Li Auto faces increased competition in the range-extended market, with other companies like Xpeng and Xiaomi planning to launch their own range-extended models [11][12]. - The company acknowledges that it has lost market share and aims to stabilize its sales before pursuing further growth [10][13]. - The shift towards larger battery capacities in the industry has prompted Li Auto to consider more aggressive upgrades, although it remains cautious compared to competitors [11][12]. Group 3: Product and Organizational Adjustments - Li Auto's product focus has shifted towards pure electric models, but the company plans to return to its range-extended roots, with only one new pure electric SUV expected in 2026 [6][14]. - Recent organizational changes include the departure of key personnel and a restructuring of product lines to enhance competitiveness [15][16]. - The sales system is undergoing a comprehensive review, with a focus on improving store efficiency and closing underperforming locations [18][19].

Core Viewpoint - Li Auto is preparing for a challenging "defensive battle" as it aims to regain its leading position in the extended-range electric vehicle (EREV) market by 2026, focusing on strengthening its high-end market base and EREV product line [4][5][12]. Group 1: Sales Strategy and Goals - Li Auto has set a preliminary growth target of approximately 40% for 2026, aiming for around 550,000 vehicle sales, compared to about 410,000 in the previous year [6]. - The company plans to streamline its product strategy by reducing the number of vehicle variants and ensuring core configurations are standard across models, with a significant focus on the new L9 model [7][8]. - The new L9 model is expected to feature a larger size, upgraded chassis, and an extended-range battery capacity exceeding 70 kWh, supporting over 400 km of pure electric range [9]. Group 2: Market Position and Competition - Li Auto's market share in the EREV segment has declined significantly, with monthly deliveries dropping by more than half from peak levels [13]. - The competitive landscape is intensifying, with other automakers like Xpeng and Xiaomi entering the EREV market with their own models, which may challenge Li Auto's market position [15][18]. - The company acknowledges the need for more competitive offerings, with plans for aggressive upgrades in the new L series models, including advancements in chassis and vehicle control systems [17]. Group 3: Product Focus and Adjustments - Li Auto's product focus has shifted back towards EREV models, with expectations of only one new pure electric SUV in 2026, as the company reassesses its strategy following disappointing sales in the pure electric segment [10][20]. - Organizational changes have occurred, including the departure of key personnel and restructuring of product lines to enhance competitiveness [21]. - The sales system is undergoing a comprehensive review, with a focus on improving the efficiency of physical stores and enhancing the capabilities of sales staff [25]. Group 4: Future Outlook - 2026 is anticipated to be a critical year for Li Auto as it seeks to recover from recent setbacks and rebuild its market position [26].

Core 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]

Group 1 - In 2025, Japan's imported car sales (excluding domestic manufacturers) increased by 7% year-on-year, reaching 243,129 units, marking the first positive growth in two years [1] - Electric vehicle (EV) sales grew by 26% to 30,513 units, achieving a record high, with Tesla and other EV manufacturers contributing to this increase [1] - EVs accounted for 13% of total sales in 2025, up 2 percentage points from the previous year, indicating a continuous growth trend for EVs in Japan over the past seven years [1] Group 2 - 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 sales exceeded 10,000 units in Japan, moving up from 10th to 7th place in brand rankings [1] - BYD's sales in Japan surged by 62% to 3,870 units, driven by the strong performance of the SUV "Hai Lion 7," which was launched in April 2025 [1] - Hyundai's sales increased by 89% to 1,169 units, supported by the strong sales of the small EV "INSTER," which is well-suited for Japan's narrow roads and is competitively priced [3] Group 3 - In terms of brand performance, Mercedes-Benz saw a 4% decrease in sales, dropping to 50,857 units, while BMW's sales grew by 1% to 35,729 units, and Volkswagen's sales increased by 36% to 31,031 units [3] - The overall sales of imported cars in December 2025 showed a slight increase of 0.3% year-on-year, reaching 23,551 units, although EV sales decreased by 14% to 2,549 units during the same period [5] - The Japanese government announced an increase in the subsidy cap for purchasing EVs starting January 1, 2026, which may have temporarily affected consumer purchasing behavior [5]