在消费者仍对电动车存有"安全焦虑"之时，今天，广汽丰田在#铂智3X首次用户大会#上亮出重磅王牌：厂家直接承担电车自燃责任，直接承担智能泊车 事故责任。这份重磅承诺覆盖面广，无论是新老用户(限首任车主)，且无论是否处于整车质保期内，均可终身享有。 这意味着，铂智3X发生电池自燃报废，广汽丰田负责换新车；使用智能泊车辅助导致的事故，广汽丰田承担相应赔付。不是保险公司介入，也不是推诿 扯皮，而是厂家把最尖锐的风险主动揽在自己肩上。 广汽丰田的"厂家担责"政策，直击用户痛点：责任到厂家，保障到用户。这不仅是行业首创，也被认为是今年车市最有诚意的用户政策。#铂智3X首推自 燃和辅助泊车事故厂家担责# 这份承诺，既是广汽丰田的"自信之举"，也将成为新能源行业的新分水岭。而随着铂智7的推出，广汽丰田更在生态开放上迈出关键一步——铂智7将成为 行业首款同时接入华为与小米双生态的车型，真正实现打破生态边界，实现跨设备自由联动。发布会上，还抽了10台铂智7一年使用权给用户，铂智的第 一台豪华车，优先给到铂智用户，彰显大会给用户的满满诚意。 |厂家直接承担智能泊车辅助事故责任 用户在使用智能泊车辅助功能时,如因智能泊车辅助功能自身 ...

美联储9月降息"大局已定"？ 上半年广汽丰田等合资车企电动化初显成效，如广汽丰田凭铂智3X扭转形象，还规划铂智7与全新威兰 达，坚持电动化与现有产品更新双线发展，其战略或为其他合资车企借鉴。 卤味巨头，为何集体谋变？ 卤味赛道增速放缓，绝味、周黑鸭、久久丫等卤味巨头集体谋变，绝味开"绝味plus"卖多元产品，周黑 鸭推"3斤拌"做热卤快餐，久久丫门店升级为"火锅鲜卤"。 （文章来源：每日经济新闻） 美联储主席鲍威尔在杰克逊霍尔的讲话，被解读为9月降息的明确信号，美股大涨、美债收益率下跌。 但美联储内部鸽、鹰、中间三派分歧大，未来政策路径不明。 财政"投资于人"特征凸显 分析2025年前7月财政数据可以发现，"投资于人"特征凸显，卫生健康、社保就业等民生及文旅传媒、 教育等服务业支出增速显著提升，后续相关支出或随政策落地进一步发力。 合资车企转型初显成效 ...

Core Viewpoint - The Japanese automotive industry, particularly the "Big Three" (Toyota, Honda, Nissan), is facing significant profit contraction due to U.S. tariff pressures and the transition to electric vehicles, despite some revenue growth [1][2][3]. Financial Performance - Toyota's net profit for Q1 of FY2025 decreased by 36.9% to 841.4 billion yen (approximately 40.7 billion RMB), while operating profit fell by 11% to 1.17 trillion yen (approximately 56.6 billion RMB) [1][3]. - Honda's net profit dropped by 50.2% to 170.4 billion yen (approximately 8.24 billion RMB), with operating profit down by 49.6% to 244.2 billion yen (approximately 11.89 billion RMB) [1][4]. - Nissan reported a loss of 79.1 billion yen (approximately 3.83 billion RMB) in operating profit, a significant decline from a profit of 1 billion yen (approximately 48.1 million RMB) in the previous year [5]. Impact of U.S. Tariffs - The U.S. government's imposition of a 25% tariff on imported vehicles and additional tariffs on core components has severely impacted the profitability of Japanese automakers [4][7]. - Toyota estimated a loss of 450 billion yen (approximately 21.8 billion RMB) in operating profit due to tariffs for Q1, with an annual forecast of 1.4 trillion yen (approximately 67.7 billion RMB) [3][4]. - Honda also projected a loss of 450 billion yen (approximately 21.8 billion RMB) in operating profit for FY2025 due to U.S. tariffs [4]. Market Performance in China - Despite challenges in the U.S. market, Toyota's sales in China increased by 6.8% to 837,700 units in the first half of the year, marking its first year-on-year growth in nearly four years [8][11]. - Nissan's sales in China rose by 21.8% in July, driven by the success of its new electric model, the N7 [9][10]. - Honda's performance in China lagged behind, with a 14.75% decline in July sales, reflecting struggles in both traditional fuel and new energy vehicle segments [10][11]. Strategic Responses - Toyota is focusing on local partnerships and expanding its hybrid and electric vehicle offerings in China to adapt to market demands [8][11]. - Nissan plans to invest 10 billion RMB in electric vehicle development in China and aims to launch 10 new electric models over the next two years [6][9]. - Honda is attempting to strengthen its position in the electric vehicle market with new product launches, although initial sales have been underwhelming [10][11].

自2012年底起，为提振经济与制造业竞争力，日本政府强力推行货币宽松政策，推动日元大幅贬值。然 而，随着美国持续施压，指责日元被低估并要求日本加息升值，未来日元若继续大幅升值，不仅将重创 汽车产业，更将对整个日本制造业乃至宏观经济产生广泛的冲击。 与汇率冲击相比，美国关税政策更具杀伤力。据外媒报道，今年6月，日本汽车制造商将美国出口价格 下调了19%，创下2016年以来的最大降幅，牺牲了利润率以在关税风暴中保持竞争力。 然而受关税影响，丰田单季度就被削去4500亿日元利润，远超汇率损失的两倍，其预计本财年营业利润 将因此减少高达1.4万亿日元。 本田、马自达同样在关税重压下深陷泥潭。本田汽车公司称，美国对日本进口汽车征收的高额关税导致 该公司当季营业利润减少约1250亿日元。 日系车企的半年报，交出了一份刺眼的成绩单。 丰田汽车最新财报中的净利润下滑至8414亿日元，同比暴跌37%。值得关注的是，其销售额增长3.5%达 到12.25万亿日元的背景下，营业利润却下降11%至1.17万亿日元，利润率从11.1%下滑至9.5%。 日系阵营的寒意远未停止。本田的净利润1966.7亿日元，同比惨遭"腰斩"，营业利润下滑 ...

Core Viewpoint - The "Purchase in China 2025" campaign aims to boost consumption and expand domestic demand by promoting the sales of new energy vehicles (NEVs) in rural areas of Shandong province, integrating green travel with rural revitalization efforts [1][45]. Group 1: Event Overview - The event was launched on August 15 in Tai'an, Shandong, focusing on the county and township markets to unlock the consumption potential of NEVs [1]. - The theme of the event is "Enjoy Consumption, Renew Travel," driven by a dual approach of policies and activities [1]. Group 2: Organizers and Participants - The event is co-hosted by the Shandong Provincial Department of Commerce and the Dazhong Media Group, with support from local government and media [4]. - Over 50 well-known automotive brands and hundreds of NEV models were present, providing a one-stop shopping platform for consumers [4]. Group 3: Promotional Offers - Major car manufacturers are offering significant discounts and incentives during the event, including trade-in bonuses and financial plans [8][15]. - Tesla is providing a "five-year interest-free" financing option along with an 8,000 yuan insurance subsidy [8]. - BYD is offering a 6,999 yuan benefits package for a 99 yuan deposit, with discounts on various models ranging from 6,000 to 10,000 yuan [15]. Group 4: Policy Support - The event emphasizes the implementation of national trade-in and scrapping subsidy policies, with dedicated areas for policy interpretation and consultation [41]. - The "policy package" includes purchase subsidies, trade-in benefits, and special price models to ensure consumers understand and can easily access the discounts [41]. - Shandong province has seen a leading growth rate in retail sales, with 247,000 vehicle scrapping applications in the first half of the year, indicating strong market activity [41]. Group 5: Future Outlook - The campaign is expected to create a wave of enthusiasm for NEVs across the province, with ongoing efforts to innovate consumption scenarios and implement policies [45]. - The goal is to accelerate the adoption of NEVs in households, contributing to the green economy and rural revitalization [45].

Core Viewpoint - Toyota's sales are set to break records despite the global shift towards electric vehicles, with a planned increase in production capacity to 10 million vehicles by 2025, while simultaneously reducing electric vehicle production by 20,000 units [4][6][12]. Group 1: Sales Performance - In the first half of 2025, Toyota's global sales reached 5.545 million vehicles, maintaining its position as the world's top seller, driven by a 27.4% growth in Japan and a 6.8% increase in China [4][11]. - Despite the rise of new energy vehicles (NEVs) in China, which sold 5.524 million units, Toyota's production capacity reached a historical high of 10.03 million units in 2023 [4][11]. - Toyota's net profit for the 2025 fiscal year is projected to be approximately 2.364 billion RMB, while 13 of the 18 listed passenger car companies in China are expected to collectively earn only 1.2268 billion RMB [5][6]. Group 2: Electric Vehicle Strategy - Toyota's electric vehicle sales accounted for only 1.5% of total sales in the first half of 2025, with a total of 82,000 units sold, leading to a downward revision of its 2026 electric vehicle sales target to 1 million units [9][10]. - The company has faced criticism for its slow transition to electric vehicles, with a history of dismissing the viability of pure electric cars in favor of hydrogen fuel technology [8][10]. - Despite the overall decline in the Japanese automotive market, Toyota's sales in various global markets, including North America and Europe, continue to grow [11][12]. Group 3: Market Dynamics - The automotive market is experiencing a significant shift, with electric vehicle market shares in Europe and the U.S. falling short of regulatory expectations, while Toyota's strategy of maintaining a focus on fuel vehicles has allowed it to avoid the pitfalls of aggressive price competition [13][16]. - The overall profit margin in China's automotive industry has dropped to 3.9%, indicating increased operational risks for manufacturers, while Toyota's profit decline remains relatively modest compared to competitors [15][16]. - The competitive landscape in the automotive industry is characterized by increasing numbers of competitors and price wars, which have led to significant losses for many companies, while Toyota has managed to maintain profitability [14][16]. Group 4: Historical Context and Production Efficiency - Toyota's historical approach to production, known as "lean manufacturing," emphasizes efficiency and quality, which has helped the company navigate challenging market conditions in the past [21][22]. - The company's ability to maintain a stable supply chain and production efficiency has been highlighted as a key factor in its resilience during periods of market downturns [22][23]. - The lessons learned from previous market cycles suggest that stability and quality will be more critical than rapid growth in the evolving automotive landscape [23][24].

Core Viewpoint - Toyota is planning to source components from Chinese manufacturers for its largest production base in Southeast Asia, Thailand, indicating a shift in its supply chain strategy to adapt to the growing electric vehicle market and competition from Chinese automakers [2][3][4]. Group 1: Market Dynamics - Japanese automakers, including Toyota, are facing increased competition in Thailand, where their market share has declined significantly from over 90% to around 30% in 2024, with Toyota's sales dropping by 17.1% year-on-year [5][6]. - The overall automotive demand in Thailand is slowing, and rising costs of traditional fuel vehicles are pushing consumers towards energy-efficient options, benefiting Chinese electric vehicle manufacturers like BYD, which achieved a market share of 2.57 million units in the first half of the year [6][7]. Group 2: Electric Vehicle Trends - The Thai government has introduced the "EV3.5" policy, providing substantial subsidies for battery electric vehicles (BEVs), which has led to a market penetration rate of 14.0% for electric vehicles in 2024, with Chinese companies holding over 80% market share [7]. - Despite the dominance of hybrid and traditional fuel vehicles, there is a noticeable shift towards electric vehicles in Thailand, with BYD capturing significant sales [7][8]. Group 3: Supply Chain Strategy - Toyota's strategy includes localizing its supply chain by partnering with Chinese component manufacturers to reduce costs, with estimates suggesting a 30% reduction in costs for new models using Chinese parts [8][14]. - The company has previously collaborated with Chinese battery manufacturers, utilizing their technology in models like the Platinum 3X and bZ3, indicating a trend towards integrating Chinese technology into its offerings [11][12]. Group 4: Battery Production and Localization - Toyota's current battery production in Thailand focuses on nickel-metal hydride batteries for hybrid vehicles, while Chinese companies are filling the gap for BEV batteries, with several Chinese battery factories already established in Thailand [10][12]. - The company is cautious about building its own BEV battery factory in Thailand, focusing instead on hybrid models and facing challenges in localizing battery production due to market demand and cost issues [14][15]. Group 5: Competitive Landscape - The pricing of locally produced electric vehicles, such as BYD's Dolphin, is significantly lower than Toyota's bZ4X, which could impact Toyota's competitiveness in the Thai market, especially with upcoming subsidy regulations [15][16]. - The collaboration between Chinese and Japanese companies in Thailand is expected to create a tri-party component network, reflecting a shift towards a more integrated supply chain [17].

Core Viewpoint - The automotive industry is facing significant challenges due to slowing demand, trade tensions, and increased competition, leading to substantial profit declines for many car manufacturers [3][4][5]. Financial Performance of Major Automakers - German automakers, particularly Volkswagen, are experiencing severe profit declines, with Volkswagen's revenue remaining flat at €158.4 billion and operating profit down 33% to €6.7 billion, primarily due to tariffs causing a €1.3 billion loss [3][4]. - Audi's after-tax profit fell 37.5% to €1.346 billion, attributing the decline to external policy environments, including U.S. tariffs and rising transformation costs [4]. - Mercedes-Benz reported a revenue drop of 8.6% to €66.377 billion and a 40.7% decline in pre-tax profit to €4.534 billion, impacted by tariffs and model transitions [4]. - BMW's revenue decreased by 8.0% to €67.685 billion, with net profit down 29.0% to €4.015 billion, facing challenges in the Asian market despite growth in North America [4]. - U.S. automakers are also affected, with Ford reporting a second-quarter revenue of $50.2 billion but a net loss, expecting a tariff impact of approximately $2 billion for the fiscal year [5]. Performance of Japanese and Korean Automakers - Toyota stands out with a 7.4% increase in global sales to over 5.54 million vehicles, driven by strong performance in North America and China [6]. - Hyundai's global sales rose 36.4% to 262,100 vehicles, with electric vehicle sales contributing significantly [6]. - Kia anticipates a 7% to 8% increase in U.S. sales for the second half of the year, bolstered by the success of its hybrid models [6]. Strategic Shifts in the Automotive Industry - The U.S. government's policy shift is influencing automakers to increase production of fuel vehicles, with Kia adjusting its production plans to focus on gasoline models [7][8]. - General Motors is investing $4 billion to boost fuel vehicle production while also enhancing the profitability of electric vehicles [8]. - Audi has canceled plans to stop developing internal combustion engine vehicles by 2033, reflecting a more flexible approach to electrification [8]. Industry Outlook - The automotive industry is navigating a survival challenge, with the primary focus on sustaining operations before considering improvements [8].

大家好，我是 广汽丰田的产品专家 ，今天说的是 广丰第一款智能纯电SUV铂智3X，看看这款车在终端的情况怎么样。 销量如何?卖得最多的是什么配置和颜色？ 当地 有2 家 广丰4S店，虽然我们店开比较久了，但卖新能源车也是新人。其实很早之前就卖新能源车了，比如雷凌和威兰达的插混、CHR纯电、BZ4X纯电。 但加一起一年也卖不了多少台，基本是停滞的。 以前难得一季度卖出一台插混，就忍不住会问"大哥你为啥买这个车"，我们卖完车也是又懵又好奇。 一直以来，厂家和店端都无心卖电车，现在真开始了，还是有点费力的。 目前感觉店内铂智3X的热度已经过去了，没刚上市那会流量大，一个月的销量也仅是个位数。卖的最多是520 Pro+和520 Pro+激光雷达版，指导价分别是13.98 万和14.98万，颜色最多的是远山灰、皎月银和粹雪白。 谁在看这个车？买车用户都是什么样的？ 有一部分是老客户增购，基于对丰田的信赖，有父母帮助儿女买上下班代步车的，也有是看其他品牌半路转粉的，职业上各行各业都有，大部分都是冲性价比 来的。 因为我也是刚刚专职卖电车不久，之前几乎不卖电车，到现在也才卖了2台铂智3X。 其中一位客户是水电师傅陈哥，年龄 ...

Group 1 - GAC Toyota's response to the recent driving assistance test by Dongchedi highlights the performance of its model, the Bozhi 3X, which achieved a pass rate of 78% in urban scenarios, completing 7 out of 9 scenarios, making it the only pure electric model priced at 140,000 yuan to reach this level [1] - Dongchedi's initiative, in collaboration with CCTV, involved testing 36 vehicles for driving assistance and launching a program to educate the public about the functionalities and safety boundaries of such systems, emphasizing the importance of safety over rankings [1] - Multiple car manufacturers have responded to the Dongchedi test, indicating a broader industry engagement with the results and the implications for driving assistance technology [1] Group 2 - Tesla's Vice President, Tao Lin, stated that the company has surpassed its goal of developing driving assistance systems that are ten times safer than human drivers, emphasizing that safety standards are a continuous pursuit rather than a fixed ranking [2] - The focus of the recent test, according to Tesla, was not on rankings but on raising awareness about road safety, reinforcing the idea that safety should always be the top priority [2]