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EV普及迟缓,丰田等转向混动寻找商机
日经中文网· 2026-02-07 00:33
Group 1 - Toyota plans to increase the production of hybrid vehicles (HV) by 30% by 2028, reaching a total of 6.7 million units, compared to the planned production in 2026 [2][4] - The overall global production, including gasoline and electric vehicles, is expected to increase by 10% by 2028, reaching approximately 11.3 million units [4] - The proportion of HV in Toyota's global production will rise from 50% in 2026 to 60% in 2028 [4] Group 2 - The company will invest up to 1.5 trillion yen in the U.S. over the next five years, with an initial investment of 140 billion yen in five factories to increase HV-specific engine and component production [5] - The shift in EV policies in the U.S. and Europe has led to increased consumer interest in HV as an alternative eco-friendly vehicle [5][7] - Global Data predicts that by 2030, the combined global sales of HV and plug-in hybrid vehicles (PHV) will reach approximately 29 million units, an increase of about 2.8 million units compared to previous forecasts [5] Group 3 - Major automotive companies in the U.S. and Europe are adjusting their strategies, with Ford exiting the main EV development and Tesla repurposing its high-end EV production facilities for humanoid robots [7] - General Motors is collaborating with Hyundai to develop HV vehicles, while Volkswagen is working on improving fuel efficiency with new "full hybrid" technology [7] - Despite a slowdown in EV sales, it is still expected that EVs will surpass HV in the future, with predictions indicating that by 2031, EVs will account for 30% of the new car market [7] Group 4 - Toyota's strategy involves parallel development of HV, PHV, and EV, allowing for flexibility in a rapidly changing automotive market [7] - The funds generated from HV sales will be utilized for the development of the next generation of vehicles [7]