2023年10月，一纸公告宣布广汽三菱正式改组并停产三菱品牌汽车，无数车迷心中的白月光三菱正式退出中国市场。两年多时间过去，中国汽车产业继续 蒸蒸日上，而离开中国的三菱在其他国家的日子却并不好过。 为扭转局面，三菱近日宣布现任企业策划总部部长岸浦惠介将于今年4月1日接替加藤隆雄，出任社长兼首席运营官（COO）。 新社长的到来，无疑给三菱打了一针强心剂，只是即便退出中国，三菱在其他国家也要继续面对中国车企的重重包围。这一仗，三菱打得赢吗？ 而在中国市场，多个日系合资品牌已经有热销新能源车在手，包括广汽丰田的铂智3X、东风日产的N7和N6、长安马自达的EZ-6和EZ-60。 中国汽车市场日新月异，有人加入也有人退出。有声音认为不少老牌跨国车企离开中国后在其他国家也能继续混得风生水起，然而三菱却是个反例。 2025年，三菱在非常倚重的美国市场全年销量9.48万辆，同比下滑13.7%，这个全年总销量甚至不如丰田卡罗拉Cross一款车同期在美国的销量。 销量不佳之下，三菱汽车的业绩也出现波动。2025上半财年（2025年4-9月），三菱汽车净亏损92亿日元，这是其时隔5年再次出现上半财年亏损。而放眼 整个2025财年（ ...

Core Insights - The long-standing dominance of Japanese automakers in Southeast Asia's automotive market is being challenged as demand shifts towards electric vehicles, with Chinese brands like BYD gaining significant traction [1][4] Group 1: Market Overview - In Q3 2023, total automotive sales in the five major Southeast Asian markets reached 731,900 units, a year-on-year decline of 4% but a quarter-on-quarter increase of 4% [4] - Indonesia's automotive sales fell by 17% year-on-year to 184,403 units, marking a 26% drop compared to two years ago, significantly impacting Japanese manufacturers who hold 90% market share [4] - Toyota remains the market leader in Indonesia with a 33.4% market share, but its Q3 sales dropped by 26%, while Daihatsu's sales fell by 24% [4] Group 2: Brand Performance - BYD's Atto 1 electric vehicle surpassed Toyota's Innova and Avanza in sales for the first time in October, with 9,396 units sold [4] - Astra International, Indonesia's largest automotive dealer, reported a 20% year-on-year decline in sales to 34,888 units, with market share dropping from 54% in September to 47% [4] - In Malaysia, automotive sales increased by 3% year-on-year to 201,588 units, supported by a 5.2% GDP growth [5] Group 3: Competitive Landscape - Chinese automakers are reshaping the Malaysian market, with Chery's sales reaching 25,631 units in the first ten months of the year, a 78.2% increase year-on-year, while BYD's electric vehicle sales grew by 56.5% [5] - Chery's growth began in Q3 2023, and it has surpassed Mitsubishi in sales for the first time in Q1 2024, and is on track to overtake Mazda in Q3 2024 [8] - The shift in consumer preference from sedans to SUVs is evident, with Chery's competitively priced models attracting buyers who previously considered Japanese sedans [8]