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去年销量超1100万辆再创纪录,但丰田的卫冕之路并不好走
Guan Cha Zhe Wang· 2026-01-30 10:33
【文/观察者网 潘昱辰 编辑/高莘】日前,由丰田汽车集团披露的数据显示,2025年其全球销量达1132.2万辆,同比增长4.6%,不仅连续第六年蝉联全球汽车 销量冠军,而且进一步刷新了全球汽车年度销量纪录。 丰田汽车 东方IC 丰田汽车解释称,去年丰田(含雷克萨斯品牌)全球销量的增长,得益于其在北美和日本本土的强劲表现推动。 丰田RAV4荣放 东方IC 北美依旧是丰田全球第一大区域市场,2025年全年销量为292.97万辆,同比增长7.3%。其中仅美国市场销量就占去北美总销量的86%。丰田汽车表示,由于 去年因TX和大汉兰达召回事件导致的停产已恢复,且混合动力汽车持续表现强劲,北美的销量得以进一步增长。 具体来看,丰田(含雷克萨斯品牌)全年销量为1053.8万辆,同比增长3.7%;其中日本本土销量为150.13万辆,同比增长4.1%;海外销量为903.55万辆,同 比增长3.6%。 此外,雷克萨斯品牌去年销量为88.22万辆,同比增长3.6%;大发品牌全年销量为67.53万辆,同比增长25.8%;日野品牌全年销量为11.05万辆,同比下降 12%。 三大市场齐发力 在过去的一年内,面对来自美国的进口汽车关税威 ...
全球第一大车企,中美亮红灯
汽车商业评论· 2025-11-29 23:06
Core Insights - The article discusses Toyota's strategic shift towards after-sales service and innovative delivery methods in the Chinese market, highlighting the challenges faced in this competitive landscape [4][5] - Despite political factors and intense competition, Toyota's global sales have shown a steady increase, with a total of approximately 8.705 million vehicles sold in the first ten months of 2025, reflecting a year-on-year growth of about 4.5% [6][9] - The article emphasizes the importance of hybrid vehicles in Toyota's sales strategy, particularly in North America and China, where the company is also expanding its electric vehicle lineup [18][25] Sales Performance - In the first ten months of 2025, Toyota's sales in the U.S. reached 2.074 million units, up 8.3% year-on-year, while sales in Japan were approximately 1.266 million units, reflecting a 4.5% increase [8] - In China, Toyota's sales totaled around 1.463 million units, a 3.5% increase compared to the same period in 2024, although growth has slowed when excluding Hong Kong [8][9] - Overall, Toyota has achieved slight positive growth across major global markets, indicating a stabilization compared to the previous year [9] Regional Market Analysis - In the U.S., the increase in sales is attributed to the recovery of production after supply chain disruptions and the popularity of hybrid models like the RAV4 and Camry [11][13] - In China, Toyota faces challenges from local electric vehicle competition but is countering this with promotions and the introduction of localized electric models like the bZ3X [13][25] - In Europe, Toyota's sales growth is driven by hybrid models, despite a limited electric vehicle lineup [15][24] Electric Vehicle Strategy - Toyota's electrification strategy is primarily focused on hybrid electric vehicles (HEVs), which accounted for approximately 43% of total sales in the first three quarters of 2025 [18][20] - The share of plug-in hybrid electric vehicles (PHEVs) and battery electric vehicles (BEVs) remains low at about 1.6% and 1.4%, respectively [20][21] - In China, Toyota is expanding its electric vehicle offerings, with the bZ3X quickly becoming a top-selling model among joint venture brands [27][28] Financial Performance - For the first half of the 2025 fiscal year, Toyota reported an operating profit of approximately 2.005 trillion yen (about 133.7 million USD), a decline of 18.7% year-on-year, while net profit fell to around 1.77 trillion yen (about 118.0 million USD), down about 7% [30][31] - The North American market has seen significant profit declines due to increased marketing incentives and rising costs, resulting in an operating loss of approximately 134 billion yen (about 8.9 million USD) [33][34] - In contrast, the Japanese market remains a strong profit center, with an operating profit of 1.118 trillion yen (about 74.5 million USD) and a profit margin of 14.5% [31][35] Future Investments - Toyota plans to invest heavily in artificial intelligence and software, with an allocation of 1.7 trillion yen (about 113.3 million USD) for the 2024 fiscal year [38]