日本2025年进口车销量（不含日本厂商）同比增长7%，达24万3129辆。其中EV的销量增长 26%，达到30513辆，创历史最高。比亚迪在日销量增长62%…… 日本汽车进口商协会（JAIA）1月8日公布的数据显示，2025年进口车销量（不含日本厂商车）同比增 长7%，达24万3129辆。这是两年来首次转为正增长。其中纯电动汽车（EV）的销量增长26%，达到 30513辆，创历史最高纪录。美国特斯拉等纯电动汽车厂商的销量增加推高了整体水平。 日本的EV销量连续7年增长。2025年EV占整体销量的比例为13%，比上年提高2个百分点。美国特斯拉 未公布日本国内销量，但该公司占大部分的"其他"分类的销量增长88%，增至10693辆。这意味着特斯 拉在日销量首次超过1万辆，品牌排名从上年的第10位上升至第7位。 比亚迪（BYD）在日销量增长62%，增至3870辆。2025年4月上市的SUV"海狮7"持续热销，大幅推高销 量。2026年夏季比亚迪将在日本市场投放轻型纯电动汽车"Racco（海獭）"，力争进一步扩大市场份 额。 比亚迪"海狮7" 韩国现代汽车增长89%，增至1169辆。2025年4月推出的小型纯电动汽车" ...

日本2025年进口车销量（不含日本厂商）同比增长7%，达24万3129辆。其中EV的销量增长26%，达到 30513辆，创历史最高。比亚迪在日销量增长62%…… 日本汽车进口商协会（JAIA）1月8日公布的数据显示，2025年进口车销量（不含日本厂商车）同比增 长7%，达24万3129辆。这是两年来首次转为正增长。其中纯电动汽车（EV）的销量增长26%，达到 30513辆，创历史最高纪录。美国特斯拉等纯电动汽车厂商的销量增加推高了整体水平。 特斯拉"Model Y" 按乘用车价位来看，1000万日元（约合人民币44.6万元）以上增加3%，增至40602辆，400万日元（约 合17.8万元）以上、1000万日元以下增加9%，增至15万1273辆，400万日元以下增加7%，增至42789 辆。 日本2025年12月进口车销量同比增长0.3%，增至23551辆，纯电动汽车销量减少14%，降至2549辆。日 本政府2026年1月1日起将购买纯电动汽车时的补贴金额上限增加40万日元，最高达到130万日元（约合 5.8万元）。补贴金额的调整导致消费者暂缓购买，影响了销量。 日本的EV销量连续7年增长。2025年EV占整体 ...

IT之家 1 月 2 日消息，英国 BBC 今天（1 月 2 日）发布博文，报道称比亚迪在 2025 年将首次超越特斯拉，登顶全球纯电动汽车（EV）年度销量冠军。 基于比亚迪官方公布的数据，2025 年共计交付 2256714 辆纯电汽车，相比较 2024 年（1764992 辆）同比增长 27.86%。IT之家附上相关截图如下： | | | | Production Volume | | | | | Sale | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | December | December | Year-to-date | Year-to-date | Percentage | December | December | Ye | | Items | 2025 | 2024 | December | December | Year on | 2025 | 2024 | D | | | | | 2025 | 2024 | Year | | | | | New energy vehicle | 419,804 | 466,441 ...

他指出，中国纯电动汽车的出口增长速度远远超过了泰国，而泰国仍然在 很大程度上依赖内燃机汽车的出口。 （原标题：泰国汽车出口量下降了12%） 据曼谷邮报12月25日报道,根据泰国工业联合会(FTI)的数据，从1月到11 月，泰国的汽车出口量同比下降了12%，仅为78,692辆。由于竞争日益激烈， 内燃机汽车在海外市场的份额正在不断减少。 FTI联合会副主席兼汽车产业俱乐部发言人苏拉蓬表示，汽车销量的下降 主要是由于全球各大汽车制造商纷纷停止生产内燃机车型，转而生产纯电动汽 车；此外，一些国家对燃油汽车征收了新的碳排放税，而泰国的贸易伙伴们也 遭遇了经济增速放缓的局面，这些因素共同导致了汽车销量的下降。 在这段时间内，对亚洲的出口下降了5.64%，对澳大利亚的出口减少了 16%，而对欧盟的出口则下降了33%。中东地区是一个亮点，其增长率仅为 0.45%。 苏拉蓬表示，尽管经济形势有所下滑，但泰国在亚洲和大洋洲地区仍然属 于主要的出口国。 他将这一增长归因于纯电动汽车价格变得更加亲民、泰国银行降低利率后 贷款成本下降，以及泰国国际汽车博览会期间开展的各类促销活动。 由于政府推出的激励措施使得纯电动汽车的产量有所增加 ...

不过仍有一个谜团待解：新车将搭载几缸发动机？外界的猜测更倾向于六缸方案，而非八缸。有传言称，这款混动高性能版 X5 或将命名为"X5 M60e xDrive"，而另一款纯燃油版车型则有望采用"X5 M60 xDrive"的标识。基于两款车型近乎一致的命名逻辑，插电混动版大概率会搭载直列六缸发动机。原因 如下：在匹配电动机之后，其综合动力输出足以媲美 V8 燃油版车型。按照常理推断，若宝马为插混版配备 V8 发动机并使其综合功率超越纯燃油 V8 版， 那么新车理应采用更高的数字编号。 IT之家 12 月 24 日消息，第五代宝马 X5（代号 G65）将于明年推出，届时将有极为丰富的车型阵容。除传统的汽油版、柴油版以及插电式混合动力版之 外，该车型还将新增两款纯电动版本，包括纯电车型 iX5，而此前已公布的氢能源版本则计划于 2028 年问世。 不仅如此，全新谍照显示，宝马也在扩大这款豪华 SUV 的 M Performance 系列阵容。继现款燃油版 X5 M60i 之后，该系列将新增一款插电式混合动力车 型。IT之家注意到，这款身披伪装的测试原型车在纽博格林宝马测试中心被抓拍，其配备的双边四出排气系统十分醒目 ...

Group 1 - The German government opposes the 2035 ban on combustion vehicles while planning to boost electric vehicle (EV) demand, indicating a focus on supporting the domestic automotive industry rather than choosing a specific technology route [5][6]. - Apostolos Tzitzikostas, a member of the European Commission, stated that the EU will remain open to all technologies, including zero-emission and low-emission fuels, suggesting that reliance solely on battery electric vehicles is not necessary [6]. - The potential delay in announcing a comprehensive plan until January indicates ongoing discussions and considerations regarding the future of vehicle technologies in Europe [6].

Core Viewpoint - Toyota has unveiled three flagship models, including the successor to the high-end sports car "LFA," aimed at enhancing brand appeal and adding value in the context of increasing vehicle commoditization and a shift towards electric vehicles [2][4]. Group 1: Model Details - The three models introduced are the flagship "GR GT," the race-performance "GR GT3," and the pure electric "Lexus LFA Concept," with the latter's release date yet to be determined [4]. - All three models feature an aluminum body structure and incorporate Toyota's latest technologies, representing the pinnacle of the company's engineering capabilities [2][5]. Group 2: Historical Context - The introduction of these models continues the legacy of Toyota's high-performance vehicles, tracing back to the "2000GT" launched in 1967, which achieved world-leading speed and acceleration at the time [5]. - The previous "LFA," released in 2010, was notable for its carbon fiber reinforced plastic (CFRP) body and a 4.8-liter V10 engine, showcasing Toyota's commitment to high-performance engineering [5]. Group 3: Development Philosophy - Toyota's president, Akio Toyoda, emphasized the motivation behind the development of these vehicles, stating that the company aims to transform past disappointments in racing into a driving force for creating better cars [4].

Core Insights - The competitive landscape of new energy vehicle manufacturers in China is undergoing significant changes as Q3 2025 financial reports are released, with Xpeng Motors showing remarkable growth while NIO and Li Auto face challenges [1][2][3] Company Performance - **Xpeng Motors**: Achieved a revenue of 203.8 billion yuan, with a year-on-year growth of 101.8%. Despite a net loss of 3.8 billion yuan, this represents a 79% reduction in losses compared to the previous year. The company delivered 116,007 vehicles, marking a 149.3% increase year-on-year [4][6][8] - **NIO**: Reported a revenue of 217.9 billion yuan, with a year-on-year growth of 16.7%. The net loss was 34.8 billion yuan, a 31.2% reduction from the previous year. NIO delivered 87,701 vehicles, a 40.8% increase year-on-year [4][12][14] - **Li Auto**: Generated a revenue of 274 billion yuan, but experienced a 36.2% year-on-year decline. The company reported a net loss of 6.24 billion yuan, ending an 11-quarter streak of profitability. Vehicle deliveries fell by 39% to over 93,000 units [4][9][11] - **Leap Motor**: Achieved a revenue of 194.5 billion yuan, with a year-on-year growth of 97.2%. The company reported a net profit of 1.5 billion yuan, marking its second consecutive profitable quarter. Leap Motor delivered nearly 174,000 vehicles, a 101.8% increase year-on-year [4][15][16] Strategic Adjustments - The new energy vehicle market is shifting from growth to competition based on product, technology, and brand strength, as companies adapt their strategies to survive in a more competitive environment [3][16] - **Xpeng Motors**: Focused on improving operational efficiency and profitability, launching new models like the X9 Super Range Extender, which aims to address consumer pain points regarding range and charging speed [7][8] - **Li Auto**: Shifted focus towards AI integration in vehicles, moving away from traditional family-oriented branding to emphasize technological advancements [10][11] - **NIO**: Reduced operational costs and refocused on core automotive sales, moving away from previous explorations in other business areas [12][13] - **Leap Motor**: Adjusted its strategy to enter the range extender market and target the high-end SUV segment, while also attempting to elevate its brand image [15][16]

智通财经APP获悉，广汽集团(02238)再涨超8%，本周累涨逾20%。截至发稿，涨7.61%，报3.82港元， 成交额2.26亿港元。 消息面上，11月25日，2025广州国际车展期间，半个月前刚刚上市京东商城的"国民好车"埃安UT super 完成首批车主交付，这款由京东、广汽集团、宁德时代三方联合开发的纯电动车型正式进入规模化交付 阶段。 此外，广汽集团董事长冯兴亚在第二十三届广州国际汽车展览会上宣布，广汽集团于广州番禺建设的全 固态电池中试产线近期已正式建成并投产。作为国内首条具备 60Ah 以上车规级量产条件的产线，其在 能量密度、安全性能等方面实现关键突破，并计划于2026年装车测试，为下一代动力电池产业化奠定基 础。 ...

Core Viewpoint - Li Auto's third-quarter financial results showed significant declines in delivery volume, revenue, and profit, indicating challenges in maintaining growth and profitability in a competitive market [1][3][4]. Financial Performance - Revenue for the third quarter was 27.4 billion yuan, a year-on-year decrease of 36.2% [1]. - The company reported a net loss of 624 million yuan, compared to a net profit of 2.8 billion yuan in the same period last year [1]. - Delivery volume was 93,211 units, down nearly 39% year-on-year and over 16% quarter-on-quarter [1]. Market Position and Competition - Li Auto's sales have lagged behind competitors like Xpeng and NIO, with a notable decline in monthly sales since early this year [7][8]. - The company's market capitalization was recently surpassed by Xpeng, reflecting a decline in investor confidence [8]. - The competitive landscape is intensifying, with new entrants and established players increasing pressure on Li Auto's market share [4][9]. Strategic Shift to AI - Li Auto is pivoting towards AI technology as a strategic focus, moving away from its initial emphasis on range-extended vehicles [3][9]. - The company has made significant organizational changes to support its AI strategy, including restructuring teams and leadership roles [11][12]. - Investment in AI is projected to reach 50% of the total R&D budget, amounting to 12 billion yuan for the year, indicating a strong commitment to this area [17]. Product Development and Innovation - The recent updates to the L series have not been sufficient to reverse the downward trend in sales [5]. - Li Auto's AI initiatives include the development of the VLA system, which aims to enhance driving assistance capabilities [13][16]. - The company is also exploring new product offerings, such as AI glasses and smart speakers, to expand its technology ecosystem [12].