6月28日，天津滨海新区泰达MSD大楼张灯结彩，迎来新住户的乔迁之喜。就在这一天，一汽丰田销售公司正式从北京朝阳区环球金融中心移师此处，一场 跨省搬迁终于尘埃落定。 22年前，一汽丰田销售有限公司落地北京，"北丰田"在此扎根壮大，成为累计纳税千亿级的大公司。时代给了一汽丰田飞速发展的机遇，同样也让一汽丰田 在浪潮中果断求变，奔赴天津开启研产销一体化的新阶段。 或许有人会质疑，在自主品牌凭借电动化和智能化优势，不断抢占市场份额，而合资品牌逐渐式微之际，一汽丰田销售公司此举是战略性收缩的无奈之举。 但一汽丰田销售公司相关负责人给出了不同的答案，在一汽丰田这样的营业量级面前，搬迁最核心的目的就是为了把整个产业链结合更紧密，让生产、研 发、销售三端能够更好地融合。现在中国汽车市场竞争加剧有目共睹，所有内部损耗必须压到最低，才有足够的空间来应对市场竞争。 从异地到同城，乔迁拉近的不止是距离 作为成立较早的日系合资车企，一汽丰田总部和销售公司上演"双城记"，是基于时代需要。2000年成立之时，一汽丰田将总部设立于天津，主要是这里作为 北方重要工业基地，拥有成熟的汽车制造产业链和港口物流资源，便于快速建立生产基地并辐射华北 ...

Core Viewpoint - The automotive industry is undergoing a significant transformation driven by the rise of electric vehicles and smart driving technologies, prompting companies like FAW Toyota to adapt and innovate in response to market changes [1]. Group 1: Company Strategy and Transformation - FAW Toyota has relocated its sales company to Tianjin as part of its strategic shift towards becoming a "new force in joint ventures," demonstrating its commitment to adapting to complex market conditions [1][2]. - The relocation aims to create a market-oriented integrated ecosystem for research, production, and sales, enhancing operational efficiency and responsiveness to market demands [3][5]. - The new collaborative model allows for rapid feedback between sales and R&D, significantly improving the company's ability to respond to market changes and creating a competitive advantage [5][6]. Group 2: Innovation and Localization - FAW Toyota is implementing the RCE (Regional Chief Engineer) system to enhance localized R&D, allowing Chinese engineers to lead vehicle development based on local consumer needs [6][7]. - This approach contrasts with traditional global templates, enabling products to be designed with inherent "Chinese characteristics" from the outset [7]. Group 3: Market Performance - In the first half of 2025, FAW Toyota achieved a sales volume of 377,821 vehicles, a 16% increase year-on-year, with electric models accounting for 49% of sales [8]. - The launch of the bZ5, the first pure electric model developed by a Chinese team, marks a significant milestone in FAW Toyota's localization strategy and competitive positioning in the electric vehicle market [10]. - The upgraded Prado model has also performed well in the high-end market, reflecting the company's strategy of thorough testing before product launch [11]. Group 4: Customer-Centric Marketing - FAW Toyota has introduced innovative marketing strategies, such as the "car age appreciation subsidy," addressing consumer concerns about vehicle depreciation rather than relying solely on price promotions [11]. - The company’s focus on user-centered design and marketing has enhanced customer loyalty and provided a reference for industry-wide marketing innovation [11]. Group 5: Brand Trust and Recognition - With 22 years of experience, FAW Toyota has embedded high quality, reliability, and durability into its brand, achieving high customer satisfaction and recognition in the market [12]. - The company has been recognized for its high vehicle resale value, with models like the Avalon and Crown achieving significant three-year retention rates [14]. Group 6: Future Outlook - FAW Toyota is positioned to navigate the challenges of the evolving automotive landscape through its integrated approach and focus on electric and high-end vehicle development, potentially setting a new paradigm for joint ventures in China [14].

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]

在汽车产业百年未有之大变局中，企业的每一次战略抉择都如同在时代洪流中校准航向。 2025年6月28日，一汽丰田销售公司正式由北京迁至天津，这场跨越120公里的地理位移，不仅是企业空间布局的调整，更是其深化战略转型、重构竞 争优势的关键落子。当我们站在中国汽车市场深度调整的转折点回望，一汽丰田销售公司乔迁天津的决策，恰似一记精准的楔子，将企业发展脉络深深嵌 入产业变革的肌理之中。 此次搬迁绝非简单的物理空间转移，而是一汽丰田成功构建起以市场为指挥棒的研产销一体化机制，使企业在电动化、智能化转型赛道上获得更敏捷 的身位。更值得关注的是，这场变革与一汽丰田成立22年来的积淀形成共振，从产品迭代到服务升级，从技术突破到营销创新，一个更懂中国市场的合资 新力量正在破茧而出。 乔迁天津 战略重构背后的三重逻辑 其一，即是打破空间壁垒，构建决策新生态。在传统汽车产业体系中，研发、生产、销售三大环节往往呈现线性传导特征。一汽丰田销售公司乔迁天 津，实质是打破这种物理隔离，将销售端的市场洞察直接导入研发与生产体系。通过天津研发中心与销售公司的紧密协作，实现从概念到量产的跨越。 第二重逻辑则是深化本土化，打造中国专属竞争力。面对 ...

作为全球汽车产业转型升级的风口，近几年来，新能源汽车正在加速冲击旧秩序，重塑产业布局。快速 崛起、急剧扩张的市场，也让新能源汽车成为各地争夺的"头牌产业"。 在全国新能源汽车产业的版图中，汽车保有量"第一城"成都，因传统燃油汽车产业转型步伐较慢，整体 排名并不靠前。多方发力之下，如今成都新能源汽车产业正以奔跑之姿加速追赶。 暴涨402%，成都1-5月新能源汽车产量"井喷" 作为成都的支柱产业之一，成都汽车产业特别是新能源汽车板块，今年迎来了爆发式增长。 文丨你好天府 木子 近日，中国汽车工业协会发布最新一期汽车销量数据显示，5月，我国新能源汽车销量达130.7万辆，占 当月整体汽车销量的48.7%，其中，新能源乘用车国内销量为103万辆，占乘用车国内销量的54.7%。 这意味着，目前新能源乘用车市场份额已超过传统燃油车，越来越多的家庭用车群体将新能源车作为购 车首选。 6月23日，成都市统计局发布2025年1—5月成都经济运行情况。数据显示，今年1-5月，全市汽车总产量 达34.0万辆，同比增长29.4%。其中新能源汽车产量同比飙升402.2%，达到9.9万辆，成为成都汽车产业 增长的核心驱动力。 新 能源汽 ...

从巅峰时接近70%市场份额，到如今不到40%，合资品牌要想在自主和新势力的围追堵截中破局，的确 不是易事。 但市场不会一成不变——尽管舆论的目光仍然被话题不断的新势力吸引，但5月份的销量数字揭示了一 个被忽视的现象。 从一汽-大众、上汽大众，到广汽丰田、一汽丰田，乃至最近几年跌进谷底的上汽通用、北京现代、悦 达起亚，5月份，这些合资品牌的销量纷纷实现了逆势向上。 稳住油车销量只是一个方面，新能源领域吸取教训、广泛学习后的广汽丰田铂智3X、东风日产N7、一 汽丰田bZ5等新车，也开始逐渐同时收获口碑和销量。 | 品牌 | 销量(万辆) = | 同比变化 | | --- | --- | --- | | 上汽大众 | 8.7 | 4.3% | | 汽-大众 (大众品牌) | 7.3 | 2.8% | | 一汽丰田 | 6.8 | 24% | | 广汽丰田 | 6.2 | 1.82% | | 上汽通用 | 4.7 | 22.42% | | 北京现代 | 1.69 | 5.6% | | 悦达起亚 | 2.21 | 15.7% | | | 注:数据来源于车企官方数据,及行业协会数据 | | 部分合资品牌2025年5月销量 ...

Core Viewpoint - The Ministry of Industry and Information Technology and the China Automobile Industry Association advocate against disorderly price competition, promoting fair market practices to foster healthy industry development [1] Group 1: Market Competition Dynamics - Car manufacturers are shifting focus from price competition to technological innovation and enhancing user experience, recognizing that long-term competitive advantages cannot be achieved solely through pricing strategies [1][10] - Despite the shift, price competition remains prevalent in terminal sales, with 4S dealerships employing various limited-time promotional activities to capture market share [1] Group 2: Promotional Strategies - Many 4S dealerships are implementing aggressive promotional strategies, such as cash discounts and additional incentives, to attract customers during events like the "6.18 Mid-Year Sale" [2][3] - For instance, a BMW dealership offers a cash discount of up to 10,000 yuan, with some models seeing discounts as high as 50%, indicating a significant reduction from the official price [2] - Toyota's promotional activities also reflect substantial cash discounts, with some models offering up to 60,000 yuan in total incentives [3] Group 3: Inventory and Supply Chain Challenges - The industry faces high inventory levels, with national passenger car inventory reaching 3.5 million units in April, a 120,000-unit increase from the previous year, necessitating promotional strategies to alleviate stock pressure [5] - Sales personnel emphasize that accepting in-stock vehicles can lead to greater discounts, highlighting the need for manufacturers to manage inventory effectively [5] Group 4: Economic Pressures on Dealers - The automotive industry is experiencing significant economic pressure, with profit margins projected to drop to 4.3% in 2024, below the average for downstream industries [9] - A substantial portion of dealers are facing financial difficulties, with 41.7% reporting losses, and 84.4% experiencing price discrepancies that threaten their viability [9] Group 5: Consumer Behavior and Market Trends - Despite the industry's recognition of the dangers of price wars, consumer attraction through cost-effectiveness remains a critical sales strategy, as evidenced by the ongoing reliance on promotional pricing [10] - Sales personnel express confidence in their products and technologies, actively promoting new features to enhance consumer appeal, indicating a gradual shift away from price-centric sales tactics [10]

Core Viewpoint - The automotive industry in Chengdu Economic and Technological Development Zone is experiencing significant growth, with companies ramping up production to meet annual targets amid a strong market demand for both traditional and new energy vehicles [1][3][5]. Group 1: Company Performance - Sichuan Lynk & Co. has switched to a full production mode, achieving a stable daily output of over 1,000 vehicles [3]. - From January to May this year, Sichuan Lynk & Co. produced 102,300 vehicles, a year-on-year increase of 181.46%, with a production value of 8.448 billion yuan, up 165.62% [7]. - The company aims to double its annual production to over 200,000 vehicles, targeting a production value of 18 billion yuan for the year [7]. Group 2: Market Trends - The global energy transition and "dual carbon" goals are driving unprecedented opportunities for the new energy vehicle industry [9]. - Chengdu Economic and Technological Development Zone has established itself as a hub for advanced manufacturing, attracting major automotive companies like FAW-Volkswagen, FAW-Toyota, and Volvo [13]. - In the first four months of 2025, the zone achieved a vehicle production of 267,100 units, a year-on-year increase of 29.29%, with new energy vehicle production soaring by 450.49% [13]. Group 3: Future Outlook - FAW-Toyota plans to increase production significantly in 2025, with measures to enhance equipment management [11]. - Volvo's Chengdu plant is undergoing technological upgrades to meet the growing demand for electric vehicles, with plans to launch multiple high-end new energy models [11].

转自：北京日报客户端 当中国汽车工业从"市场换技术"的时代迈向"技术输出全球"的领航者行列，合资车企成为重塑行业价值 的重要角色。2025年一季度，一汽丰田以9.6%的增长、电动化车型占比51%的转型成果，交出了一份新 答卷。这份答卷不仅彰显了市场的认可，更蕴含着合资车企在新能源汽车赛道实现自我超越的深层逻辑 ——唯有将全球技术积淀与中国市场需求深度融合，方能在产业变革中完成从技术跟随者到价值创造者 的角色跃迁。 从技术输入到价值共鸣 在汽车电动化竞争愈发激烈的当下，合资品牌面临的不仅是技术路线的选择，更是市场话语权的重构。 消费者对"安全智能驾驶""长续航""高性价比"需求更加突出。一汽丰田通过推出bZ5车型展现出了对于 市场需求的精准把控。 这款在中国首席工程师RCE体制下诞生的产品，将丰田全球安全标准与中国本土驾驶场景深度结合，其 搭载的Toyota Pilot智能驾驶辅助系统，通过Momenta飞轮大模型5.0与Toyota Safety Sense（TSS）的结 合，实现了技术协同的质变：544Tops算力芯片与33颗感知硬件构建的"超级感官"，配合Momenta积累 的20亿公里城区辅助驾驶数据— ...

Core Insights - The Chinese automotive market is becoming a dual engine of technological iteration and consumer upgrade amid the wave of electrification and intelligence in the global automotive industry [1] - Joint venture brands face a dilemma of needing to adopt global technology systems while rapidly responding to local demands [1] - The transformation of automotive companies is not just about betting on trends but about making each vehicle a precise solution to user needs [1] Group 1: Technological Innovation - FAW Toyota's bZ5 redefines the value of smart electric vehicles through "systematic safety" and "perceptible experience," integrating global safety standards with local innovations [2] - The e-TNGA platform enhances the bZ5's structural rigidity and lowers its center of gravity, while advanced manufacturing techniques ensure high precision [2] - The bZ5 features a comprehensive battery protection system that minimizes thermal runaway risks through physical and chemical barriers [2] Group 2: Safety Features - The bZ5 is equipped with the Toyota Pilot system powered by Momenta's large model, significantly improving lane change and ramp success rates without high-precision maps [4] - The vehicle includes a biological monitoring system that alerts drivers if children or pets are left inside, extending safety measures beyond driving scenarios [4] - Redundant hardware systems ensure that the vehicle maintains basic functionality even if a single system fails, enhancing driving fault tolerance [4] Group 3: Market Trends and Consumer Insights - A report indicates that while younger consumers prioritize "fun" features, older demographics are increasingly valuing "usability," with late adopters and laggards making up 50% of the market by 2024 [5] - The return to rational consumer demands emphasizes the importance of quality, durability, and reliability in automotive products [5] Group 4: Sales Performance and Strategy - FAW Toyota's sales grew by 9.6% in Q1 2025, reaching 172,000 units, with electric models accounting for 51% of sales and high-end models 59% [8] - The company has maintained high customer satisfaction and reliability ratings, allowing it to adapt confidently to changing consumer characteristics [8] - The "Time Renewal Plan" aims to activate the replacement potential of 12 million old users, reinforcing the brand's commitment to quality and durability [8] Group 5: Long-term Vision and Resilience - FAW Toyota's approach emphasizes long-term trust built on technological strength, moving from price competition to value competition [10] - The company demonstrates strategic resilience by focusing on localized R&D and maintaining a commitment to systematic safety and lifecycle value [11] - The brand's philosophy recognizes that automotive manufacturing is a marathon requiring continuous investment in technology and understanding user needs [11]