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1~6月丰田在华新车销量增6.8%,本田日产苦战
日经中文网· 2025-07-09 02:44
Group 1 - Toyota's new car sales in China from January to June increased by 6.8% year-on-year, reaching 837,700 units, marking the first time in four years that it surpassed the previous year's performance in the same period [1] - The combined new car sales of Honda and Nissan in China decreased by double digits, with a total decline of 7% to 1.43 million units compared to the same period [1] - Japanese automakers are lagging in the EV and PHV sectors in China, with sales down 40% compared to the recent peak in 2021 [1] Group 2 - FAW Toyota, a joint venture with China's First Automobile Group, saw a sales increase of 16.3% to 377,800 units, while GAC Toyota, in partnership with Guangzhou Automobile Group, grew by 0.6% to 364,200 units [2] - Lexus, the luxury brand, experienced a 1.3% increase in sales, reaching 85,600 units [2] - Honda's new car sales in China from January to June fell by 24.2% to 315,152 units, with the Accord and CR-V remaining strong but other models underperforming [2] Group 3 - Nissan's sales decreased by 17.6% to 279,546 units, with both Honda and Nissan losing market share to Chinese manufacturers [3] - In June alone, Toyota's sales grew by 3.7% to 157,700 units, while Honda's sales dropped by 15.2% to 58,468 units, and Nissan's sales increased by 1.9% to 53,843 units [3]
丰田重建在美EV战略,特斯拉失速带来良机
日经中文网· 2025-05-20 07:19
Core Viewpoint - Toyota is restructuring its electric vehicle (EV) strategy in the U.S. market, planning to expand its EV lineup from 2 to 5 models by 2025, while adopting a unique branding strategy for the American market [1][3][4]. Group 1: Expansion of EV Lineup - Currently, Toyota sells only 2 EV models in the U.S., but plans to double this number to 5 by 2025, including improvements to existing models [3][4]. - The new models will be branded as "bZ" in the U.S., differing from the names used in Japan and Europe, to enhance market recognition and marketing effectiveness [3][4]. Group 2: New Model Launches - The "bZ Woodland," a four-wheel-drive EV developed in collaboration with Subaru, will be launched in the U.S. in 2026, targeting the long-distance off-road driving market [4]. - Additionally, a small SUV EV model "C-HR" will be introduced, along with 2 new EVs under the luxury brand Lexus starting in the second half of 2025 [4]. Group 3: Technological Enhancements - The new EVs will feature advanced lithium-ion batteries, with a range improvement of up to 25%, and enhanced charging convenience, including compatibility with Tesla's charging standard [4][6]. - Fast charging capabilities will allow the battery to charge from 10% to 80% in just 30 minutes [4]. Group 4: Market Context and Competition - 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 [6]. Group 5: Local 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 risks [7]. - The company aims to develop products suitable for local consumers and establish local production, including battery manufacturing in North Carolina [7].
SMC净利润预增7%,中国EV投资成东风
日经中文网· 2025-05-19 03:30
"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 ...