Core Viewpoint - Toyota Motor Corporation has announced a surprise reshuffle in its leadership team, effective April 1, 2026, amid efforts to privatize its key subsidiary, Toyota Industries [1][4]. Leadership Changes - Koji Sato, the current President and CEO, will transition to the role of Vice Chairman and Chief Industry Officer (CIO) [9][10]. - Kenta Kon will be appointed as the new President and CEO, moving from his current position as Chief Financial Officer (CFO) [9][10]. Purpose of Reshuffle - The leadership change aims to enhance decision-making speed in response to internal and external changes, while reinforcing Toyota's mission of "serving the country through industry" [3]. Industry Focus - Sato will leverage his position as head of the Japan Automobile Manufacturers' Association to influence the broader automotive industry [2]. Background on Kenta Kon - Kenta Kon, a long-time associate of Akio Toyoda, is recognized for his financial acumen and is seen as the "mastermind" behind the Toyota Industries buyout [5][8]. - His experience in financial matters is expected to support Toyota's business transformation efforts [8].

广东是全国新能源车渗透率最高的地区之一，也成为产业升级的示范者。2025年前11个月，广东省汽车 产量达271.96万辆，其中新能源汽车产量101.61万辆；新能源汽车销量达123.5万辆，同比增长15%，产 销规模稳居全国前列。销量端的表现，集中体现在头部企业的集体发力。比亚迪以460.2万辆的全年销 量问鼎全球新能源汽车销量冠军，其中海外销量首次突破100万辆，成为中国车企出海的标志性样本； 广汽集团全年终端销量181.35万辆，正加快在东南亚、美洲等市场布局；小鹏汽车全年交付42.9万辆， 并通过与大众集团的技术合作，实现智能电动车平台的反向输出。 "广东造"汽车驶向全球，并非孤军作战。从广州的整车制造基地，到深圳的芯片与软件研发，从佛山的 精密零部件生产，到东莞、惠州的动力电池集群，广东已形成覆盖"整车—电池—芯片—智能系统"的完 整新能源汽车产业链，核心部件自给率超过90%。在产业链细分环节，广东同样聚集了一批具备全球竞 争力的"隐形冠军"：电池材料领域有贝特瑞、欣旺达，传感器领域有奥比中光、速腾聚创，智能驾驶解 决方案领域有元戎启行等企业协同发力，使广东具备"整车+核心零部件+技术服务"一体化出海 ...

Core Viewpoint - Stellantis shares listed in Milan experienced a trading halt after a significant drop of 14.4% due to the announcement of approximately 22.2 billion euros ($26.5 billion) in charges for the second half of 2025, linked to a reduction in electric vehicle development plans [1] Company Summary - Stellantis reported charges of around 22.2 billion euros ($26.5 billion) for the second half of 2025 [1] - The company is scaling down its plans for electric vehicle development, which has contributed to the financial charges [1] - The trading halt of Stellantis shares was triggered by the 14.4% decline in share price on Friday [1]

Sen. Ed Markey (D-Mass.) has warned that Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) self-driving service Waymo is employing remote workers in the Philippines to guide AVs in some situations.This Should Scare Us AllIn a post on the social media platform X on Thursday, the senator criticized Waymo for using remote workers. He shared that he "got Waymo to admit" that it was "using people 8000 miles away in the Philippines" to help guide the company's autonomous cabs in the U.S."This should scare us all. It m ...

Core Insights - NIO Inc. has shown strong performance in the market, with shares increasing by 5.86% to close at $4.7, driven by investor optimism regarding potential profitability in Q4 2025 [1][6]. Financial Performance - NIO expects to report an adjusted operating profit between $100 million and $172 million, a significant turnaround from an adjusted operating loss of $799 million in the same quarter last year. This improvement is attributed to sustained sales growth, better vehicle margins due to an advantageous product mix, ongoing cost reduction efforts, and enhanced operational efficiency [2]. Delivery Metrics - In the previous month, NIO achieved vehicle deliveries of 27,182, representing a 96.1% increase compared to the same month last year. This total includes 20,894 vehicles from its premium smart electric vehicle brand, 3,481 from the ONVO brand, and 2,807 from the FIREFLY brand. Cumulatively, NIO has delivered over 1 million vehicles to customers [3].

眼下， 隐藏式门把手似乎已经成为车企打造车型"科技感"与"未来感"的标配设计。然而，美观与科技感的背后，却是难以忽视的安全漏 洞。 近日， 由工业和信息化部组织制定的强制性国家标准《汽车车门把手安全技术要求》（GB 48001—2026）已正式发布，并将于2027年1 月1日起实施。 按照新国标的要求，每个车门都应配备可以机械开启的车外门把手和车内门把手，且车外门把手必须预留机械操作空间。小小汽车门把 手，为什么需要一个强制性国标？ 01 有数据显示，在中国汽车市场2025年4月销量前100的新能源车型中， 约60%配备了隐藏式车门把手 。然而，当车辆遭遇严重碰撞引发全 车断电时，隐藏式门把手的隐患就会凸显出来。 中国汽车流通协会专家委员会委员章弘介绍，在严重的交通事故中，如果车辆内部线路损坏，会造成门把手无法开启。另外，隐藏式门把 手依赖电力操作，如果电池断电将直接导致门把手无法打开，从而阻碍救援和逃生。 02 为此，工信部专门出台了一项强制性国家标准： 《汽车车门把手安全技术要求》，2027年1月1日起正式实施。 新国标明确划出三条硬性 要求： 首先，手要伸得进去， 明确车门外把手的手部操作空间最小尺寸为 ...

TOKYO (AP) — Japan’s top automaker Toyota reported a 43% drop in quarterly profit Friday and announced that its chief financial officer, Kenta Kon, will become its new chief executive and president. Kon, a Toyota veteran, will replace Koji Sato in both roles in April. Approval by shareholders is expected in June. “This expresses our determination to move toward change with all our might,” Sato told reporters, calling the latest personnel changes part of a “gear shift.” Sato remains vice chairman at Toy ...

Core Insights - The new generation of Li Auto L9 is set to be released in the second quarter of this year, with CEO Li Xiang emphasizing its role as a pioneering product in the realm of embodied intelligent robots [1][11] Group 1: Product Features - The top version of the new Li Auto L9, named "Li Auto L9 Livis," is expected to be priced at 559,800 yuan [3] - The vehicle features an 800V fully active suspension system, a first in its price range, which actively controls the vehicle's posture and enhances comfort and handling [3][5] - The L9 is equipped with a fully steer-by-wire chassis, including steer-by-wire, four-wheel steering, and fully electric mechanical brakes, with the latter being a world first [5] - The L9 Livis will utilize two self-developed 5nm "Mach 100" chips, achieving a computing power of 2560 TOPS, which is three times that of NVIDIA's Thor-U [5][9] - The vehicle includes four laser radars for 360-degree coverage, suggesting potential for future Level 3 autonomous driving capabilities [7] Group 2: Strategic Focus and Market Position - Li Auto is focusing on transforming vehicles into embodied intelligent products, with self-developed chips playing a crucial role in enhancing user experience and addressing comfort issues in autonomous driving [9][11] - Despite challenges such as the MEGA recall and low sales in the L series, Li Auto aims to regain leadership in the mid-to-large SUV market with upcoming product upgrades and a focus on delivering value to users [12]

Financial Data and Key Metrics Changes - The company is focusing on enhancing its earning power to support future growth, indicating a shift in management strategy to improve productivity and create more affordable vehicles [4][5][7] - The break-even volume has been increasing over the past one to two years due to external factors and price levels, highlighting the need for a robust structure to withstand challenging environments [68] Business Line Data and Key Metrics Changes - The company aims to maintain a balance between production volume and quality, emphasizing the importance of delivering vehicles to customers while ensuring high standards [50] - There is a recognition that the company has been too focused on individual functions rather than a holistic view, which is being addressed through a more cross-functional approach [69] Market Data and Key Metrics Changes - The company acknowledges the competitive landscape, particularly with advancements in autonomous driving technology from competitors like Tesla and Chinese manufacturers, and is committed to leveraging its extensive data from annual sales and user interactions to catch up [63][64] Company Strategy and Development Direction - The new executive structure is designed to address management challenges and enhance collaboration within the industry, with a focus on maintaining international competitiveness [5][6][8] - The company is committed to transforming into a mobility company while continuing to prioritize the production of ever better cars, which remains central to its mission [72][78] Management's Comments on Operating Environment and Future Outlook - The management emphasizes the importance of creating an environment that fosters innovation and collaboration among engineers to tackle future challenges [66] - The leadership transition is seen as an opportunity to strengthen the company's focus on profitability while still adhering to its core values of quality and customer satisfaction [95] Other Important Information - The company is undergoing a significant leadership change, with Kenta Kon appointed as the new President and CEO, succeeding Koji Sato, who will take on a broader industry-focused role [1][2][7] - The management has expressed a commitment to corporate governance and diversity within the board, aiming to enhance decision-making processes [20][21] Q&A Session Summary Question: What is the current situation of Toyota's capabilities in autonomous driving technology? - The company acknowledges that while it is not currently advanced in autonomous driving compared to early entrants, it has a significant amount of data to leverage for future developments [63][64] Question: What challenges does the company face regarding break-even volume? - The company recognizes that break-even numbers have been increasing and aims to create a structure that can withstand tough environments while fostering cross-functional awareness [68][69] Question: What accomplishments did Koji Sato achieve during his presidency? - Sato highlighted the importance of taking action towards becoming a mobility company and emphasized the need for continuous improvement in car production [72][73] Question: How will the management structure change under Kenta Kon's leadership? - Kon stated that the team management approach will remain, focusing on collaboration to achieve the goal of making ever better cars and transforming into a mobility company [78] Question: Will there be any concerns regarding conflict of interest with the ATICO project? - Kon assured that there is an information blockade in place to manage any potential conflicts of interest during the transaction process [91]

Toyota Motor (NYSE:TM) Q3 2026 Earnings call February 06, 2026 01:30 AM ET Company ParticipantsKenta Kon - Incoming CEOKoji Sato - Outgoing CEOYuta Tomikawa - Announcer and ModeratorConference Call ParticipantsTaruno Akira - Equity Research AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystYuta TomikawaI am Yuta Tomikawa of Toyota Times, and we are having this important notice on short notice on Toyota Times. For this notice to information ...