Core Points - Toyota is restructuring its electric vehicle (EV) strategy in the U.S., planning to expand its product lineup from 2 to 5 models by 2025, indicating a strong commitment to the U.S. market [2][3] - The new branding strategy will involve renaming its EV models to "bZ" in the U.S. to enhance market recognition and simplify marketing efforts [3][5] - The introduction of the "bZ Woodland," a four-wheel-drive EV developed in collaboration with Subaru, is part of Toyota's strategy to cater to the American market [5] Product Expansion - Toyota will launch 5 EV models in the U.S. by 2025, doubling its current offerings, and will also introduce a small SUV EV "C-HR" that has already been released in Europe [3][5] - The luxury brand Lexus will add 2 new EV models starting in the second half of 2025, with pricing to be announced at launch [5] - New EVs will feature advanced lithium-ion batteries with a range increase of up to 25% and improved charging convenience, including compatibility with Tesla's charging standard [5] Market Context - The U.S. EV market is currently growing slowly, with EVs accounting for only 8% of new car sales, despite previous government plans to increase this to 50% by 2030 [6] - Tesla's market share has declined from 80% to below 50%, creating opportunities for other automakers like Toyota [8] - Toyota's EV sales share in the U.S. is currently only 3%, lagging behind competitors like General Motors and Hyundai [8] Production Challenges - Currently, Toyota does not produce EVs in the U.S., with plans to start local production only after 2026, which raises concerns about tariffs and supply chain logistics [9] - The new "bZ" models will be produced in Japan, with battery exports also coming from Japan [9] - Toyota aims to develop and produce products suited for local consumers in the U.S. in the long term, which could mitigate tariff risks [9] Long-term Outlook - Despite the slow adoption of EVs in the U.S., there is a consensus that EVs will become mainstream globally, with projections of 31.76 million EVs sold worldwide by 2030 [9] - Toyota plans to launch approximately 15 self-developed EVs globally by 2027 and diversify its production bases outside of Japan and China [9]

本田社长三部敏宏表示，本田还将修正截至2030年的纯电动汽车在汽车销量中所占的比例，预计从 此前的40%调整到30%以下。 5月20日，本田宣布，将调整纯电动汽车（EV）战略，原计划到2030年度投资10万亿日元用于纯电 动汽车和软件开发，将减少3成至7万亿日元。 ...

在美国推出5款EV，也进行更名 5月19日，丰田在北美总部举行了新车发布会。目前丰田在美国销售的纯电动汽车仅有2款， 但自2025年以后，包括现有车型的改进在内，产品系列要扩展到5款车型，是目前的2倍以 上。丰田首次在美国公开包括纯电动汽车在内的电动车新车型，明确了"重视美国市场"的立 场。 丰田将在2026年在美国发布的新型电动汽车"bZ Woodland" 目前丰田在美国销售的EV仅有2款，但今后要扩展到5款车型，还将采用美国独有的名称来改变品牌战 略。美国的EV市场曾被特斯拉垄断，但随着该公司失速，竞争环境开始发生变化…… 丰田汽车正在重新构建其在美国的纯电动汽车（EV）战略。除了自2025年之后将产品系列扩 展到两倍以上、达到5款车型外，还将采用美国独有的名称来改变品牌战略。美国的EV市场曾 被特斯拉垄断，但随着该公司失速，竞争环境开始发生变化。尽管关税等政策前景不明，丰 田仍将优先巩固市场地位。 丰田还将在美国推出已在欧洲等地发布的小型SUV款EV"C-HR"。此外，在高档车品牌"雷克 萨斯"方面，将从2025年下半年开始增加2款EV，包括改良版。价格将在发售时公布。 这些EV配备了新型锂离子电池， ...

本田首席执行官：电动 汽车市场的扩张比我们预期的要慢。 ...

5月15日外媒报道称，由于全球电动汽车需求放缓，松下控股调整了电池生产计划。 据松下控股首席执行官 Yuki Kusumi 表示，公司将 推迟在美国建立第三家电池厂，并专注于在美国堪萨斯州第二家工厂的投产。 起点锂电了解到，关于松下的第三座电池工厂，更早披露于2年前。回溯来看，2023年4月， 特斯拉称正在考虑在俄克拉荷马州建设在美国的 第三家工厂，松下作为特斯拉的电池供应商随后表示将评估在该州建厂。 到2023年12月，松下突然对外宣布称， 经过慎重考虑，决定不再继续开发上述基地。在随后的一个月后，也就是2024年1月，松下再次对 外发声，并表示 尽管去年取消了在俄克拉荷马州建厂的计划，但公司仍打算在美国建设第三家电动汽车电池厂。 松下表示，此举是为了 实现到2031年将其电动汽车电池年产能扩大至200GWh的目标，且 正在评估潜在的厂址，并计划在未来几个月内做 出最终决定。 而经过一年多的时间后，松下新工厂地址并未如期确定。据松下最新消息显示， 改变生产计划的背后，是 由于充电基础设施建设和电池成本 等问题。 目前， 松下在北美拥有2座电池厂。 其中一个是和特斯拉合资的电池超级工厂Gigafactory ...

以下文章来源于孚能科技 ，作者快速向前的 孚能科技 . 专注科技创新，引领能源变革，为美好生活续航。 近日， 孚能科技 SPS 电池包首次高标准通过了中汽测评 2024 版 C—NCAP 整车级刮底安全严苛测试 ，再次彰显了 SPS 的高安全性能和 强大的技术底蕴。 此次测试为裸电池包测试，未配备整车底护板，模拟了整车行驶下方遇较大障碍物，底盘磕碰以及倒车时底盘硬物刮底的极端工况。即便如 此， 测试后电池包仅轻微划痕，无明显变形，充分证明了其卓越的安全性能 。 SPS 电池包能在严苛测试中表现优异，得益于其领先的技术 和设计。 SPS 采用高本征安全的化学材料，从源头提升电池安全性，大幅降低热失控、短路风险；搭配高强度铝合金结构实现 360° 安全防 护，为电池包构筑坚实的安全屏障。 目前，孚能科技 SPS 大软包产品已正式量产，取得重大突破。在市场拓展上， SPS 产品已获得广汽、吉利、东风、江铃等知名车企客户项 目定点 ，助力公司扩大规模效应，为消费者带来更多高品质、高安全的动力电池产品。 （ 来源：孚能科技） 往 期 回 顾 | 01 | ｜ | 一周锂电新闻汇总 | | --- | --- | --- ...

"原以为中国的EV相关投资已经结束，但由于升级换代需求，又开始火热起来"，SMC社长高田芳树在 财报发布会上介绍了中国EV相关的设备投资前景。SMC的空气增压设备需求正在复苏…… 5月14日，日本气动和自动化元件研发制造商SMC宣布，预计2025财年（截至2026年3月）的合并净利 润将同比增长7%，达到1670亿日元。时隔2年实现利润增长。以中国为中心，面向纯电动汽车（EV） 和半导体制造设备的空气增压设备等复苏。美国特朗普政府的关税作为导致利润减少100亿日元的因素 已纳入考虑，还宣布了最多300亿日元的股票回购。 "原以为中国的EV相关投资已经结束，但由于升级换代需求，又开始火热起来"，SMC社长高田芳树在 当天的财报发布会上介绍了中国EV相关的设备投资前景。 SMC认为，由于中国政府的内需刺激政策等，汽车、家电和智能手机的需求保持坚挺，推进半导体国 产化也成为设备投资的东风。SMC的空气增压设备安装在半导体制造设备和工业机器人的机械臂等之 中，用于控制按压和抓取物体等动作。SMC董事太田昌宏表示，"很多客户都追求地产地销，我们工厂 的开工率明显提高"。 预计2025财年的销售额将增长7%，增至8500 ...

Core Insights - Ford's F-150 Lightning has surpassed Tesla's Cybertruck to become the best-selling electric pickup truck in the U.S. as of Q1 2025 [1][3] Sales Performance - In March 2025, Ford registered 2,598 units of the F-150 Lightning, while Tesla registered 2,170 units of the Cybertruck [3] - Total registrations for the F-150 Lightning in Q1 2025 reached 7,913 units, compared to 7,126 units for the Cybertruck [3] Market Position - The Cybertruck, which initially became the best-selling electric pickup truck after its 2023 launch, has now dropped to the ninth position in sales [3] - Despite the decline in Cybertruck sales, Tesla maintains a significant presence in the U.S. electric vehicle market with its Model S, 3, X, and Y [3] Competitive Landscape - Other electric pickup models are also gaining traction, with Chevrolet Silverado EV and GMC Sierra EV selling 2,383 and 1,249 units respectively in Q1 2025, while Rivian's R1T sold 1,727 units [3] - The competition in the electric pickup segment is expected to intensify with the introduction of new models from various manufacturers [3]

Core Insights - The International Energy Agency (IEA) projects that global electric vehicle (EV) sales will exceed 17 million units in 2024, achieving a market share of over 20% for the first time [1] - Despite economic uncertainties, the global EV market is expected to maintain rapid growth, with a forecasted market share of over 40% by 2030 [1][3] Global Market Overview - In 2024, nearly half of global automobile sales will be electric vehicles, with China leading the market by selling over 11 million EVs, equivalent to the total global sales in 2022 [2] - Emerging markets in Asia, Africa, and Latin America are becoming new growth engines, with EV sales in these regions expected to surge by 60% to nearly 600,000 units in 2024 [2] - The Southeast Asian market is projected to see nearly 50% growth in EV sales, reaching a market share of 9%, with Thailand and Vietnam showing particularly strong performance [2] Regional Performance - The European market is experiencing stagnation due to the withdrawal of EV subsidies in countries like Germany and Sweden, although the market share remains around 20% [2] - The U.S. market is expected to see a 10% increase in EV sales, with a market share exceeding 10% [3] Future Projections - By 2030, global EV market share is anticipated to surpass 40%, with China potentially reaching 80%, Europe close to 60%, and the U.S. around 20% [3] - The report indicates that the adoption of EVs will significantly reduce oil consumption, with a potential reduction of 5 million barrels per day globally [3] Pricing and Infrastructure - The average price of pure electric vehicles is expected to decline in 2024, with significant price differentiation across regions [4] - In China, two-thirds of EVs sold in 2024 will be priced below comparable gasoline vehicles, while in Germany and the U.S., the price difference remains substantial at 20% and 30% respectively [4] - The report highlights that the development of charging infrastructure is lagging, with only 75% of European highways having fast charging stations every 50 kilometers, and less than half in the U.S. [4] Electric Truck Market - Global electric truck sales are projected to grow by approximately 80% in 2024, accounting for nearly 2% of total truck sales, with China representing 80% of this market [4] - The lifecycle costs of some heavy-duty electric trucks in China are already lower than those of diesel trucks, and it is expected that by 2030, electric trucks in Europe and the U.S. will reach price parity with diesel [4]

（图片来源：小米汽车） 昨天，小米集团创始人雷军在小米价值观大赛后的演讲中，除了发布自研芯片，也谈到了近期小米遭遇的舆 论危机以及对小米公司未来发展的展望。 雷军称，回想四年前，我们决定造车的时候，我就一直特别担心安全问题，所以我们对于汽车的质量和安全 无比的重视。经过汽车团队这么多同事们三四年的努力，我们SU7在上市的一年多的时间里面，我觉得质量 一直是我们引以为傲的东西，我们在参与的所有的权威机构的评测里面都拿到了最高分。 雷军称三月底，一场突如其来的交通事故把这一切都击碎了。小米瞬间陷入了狂风暴雨般的质疑、批评与指 责之中，雷军和同事们一下子都懵了。雷军表示："谁也没有想到，这一场事故的影响如此之大，对我们小 米的打击也如此之大。这场交通事故，让我们意识到，公众对我们的期待和要求远超了想象。这一次的事件 让我深深的理解，小米今天的规模、影响力、社会关注度都到了非常高的地方，社会和公众要求我们去承担 一家真正的大公司行业领导者的责任。" 2024年3月28日，小米首款车小米SU7正式上市，标志着小米正式踏入智能电动汽车领域，与特斯拉、吉 利、小鹏等知名车企展开激烈角逐。小米SU7上市 4分钟大定破万，7分 ...