作为全球第一大车企，丰田汽车在中国市场正在大量召回汽车。 8月8日，国家市场监督管理总局发布的公告显示，广汽丰田汽车有限公司、一汽丰田汽车(成都)有限公 司、丰田汽车(中国)投资有限公司、一汽丰田汽车有限公司备案了召回计划，合计在中国市场召回汽车 总数达23.66万辆。 需要注意的是，2025年上半年，丰田汽车在中国的销量(含雷克萨斯)达83.77万辆，同比增长6.8%。 近日，有报道显示，丰田汽车宣布将2025年全球产量目标上调至约1000万辆。 公告还显示，自即日起，广汽丰田汽车有限公司召回2025年4月24日至2025年5月23日期间生产的部分全 新第九代凯美瑞车型，共计6154辆。 广汽丰田汽车有限公司表示，本次召回范围内的部分车辆，制造过程中热处理不当，导致前悬架的螺旋 弹簧强度不足。极端情况下，螺旋弹簧可能断裂，影响车辆行驶稳定性，存在安全隐患。 而且，广汽丰田汽车有限公司将为召回范围内的车辆免费检查螺旋弹簧生产批次，对不良批次的螺旋弹 簧进行免费更换，以消除安全隐患。 中国市场是否也会上调销量目标？丰田中国一位管理层人员明确表示："中国市场没有变化。" 业绩方面，丰田2026年第一财季净利润同比 ...

Group 1 - Ferrari is recalling 381 units of the imported Purosangue due to a potential short circuit in the fuse box, which may lead to decreased braking performance [2][3] - GAC Toyota is recalling multiple models including 69,169 units of the new Camry and 57,402 units of the Levin due to improper control program settings that may cause the instrument panel to go black during startup [3][4] - GAC Toyota will provide free upgrades to the instrument panel control program for the affected vehicles to eliminate safety risks [4] Group 2 - FAW Toyota is recalling 54,143 units of the domestic Avalon due to safety concerns [5] - BMW is recalling various models including 1 unit of the imported 5 Series and 379 units of the domestic X5 due to potential issues with the starter generator's power connector that may lead to vehicle stalling or fire [8][9] - BMW will conduct free inspections and necessary replacements for the affected vehicles to address safety hazards [9][10] Group 3 - Stellantis is recalling 3,339 units of the imported Jeep Grand Cherokee 4xe due to potential damage to the air conditioning blower motor connector, which may impair visibility and increase collision risk [11] - Stellantis will inspect and replace the air conditioning blower motor assembly if necessary to mitigate safety concerns [11]

Core Viewpoint - The article discusses recent vehicle recalls by various automotive companies in China due to safety concerns related to specific vehicle models and manufacturing defects [2][3]. Group 1: Ferrari Recall - Ferrari is recalling 381 units of the imported Purosangue model due to a potential short circuit in the fuse box, which could lead to decreased braking performance [4][5]. Group 2: GAC Toyota Recall - GAC Toyota is recalling multiple models including the Camry, Levin, and others, totaling 69,169 units of the new ninth-generation Camry, 57,402 units of Levin, and smaller numbers of other models due to a control program issue that may cause the instrument panel to go black during startup [6][7]. - Additionally, GAC Toyota is recalling 6,154 units of the new ninth-generation Camry due to insufficient strength in the front suspension coil springs, which could lead to instability [8][9]. Group 3: FAW Toyota Recall - FAW Toyota is recalling 54,143 units of the domestic Avalon model due to similar instrument panel control program issues [11]. - The company is also recalling 79 units of the Sijie model and 6,866 units of Lexus models due to unspecified defects [12]. - Furthermore, 302 units of Corolla and related models are being recalled for instrument panel issues, with free upgrades or replacements offered [13]. Group 4: BMW Recall - BMW is recalling several models including 1 unit of the imported 5 Series and 1,012 units of the domestic 5 Series due to potential electrical connection issues that could lead to engine stalling or fire [15][16]. - The recall also includes 46,609 units of various imported models due to insulation monitoring issues that could cause loss of power to the electric drive unit [17][18]. Group 5: Stellantis Recall - Stellantis is recalling 3,339 units of the imported Jeep Grand Cherokee 4xe due to a manufacturing defect in the air conditioning blower motor connector that could impair visibility and increase collision risk [20][21].

Core Points - The article discusses multiple vehicle recalls initiated by various automotive companies due to safety concerns related to specific models and production dates [1][2][3][4][5][6][8][13] Group 1: Ferrari Recall - Ferrari is recalling 381 units of the imported Purosangue model due to a potential short circuit in the fuse box, which may lead to decreased braking performance [1] - The recall will start on September 5, 2025, for vehicles produced between October 27, 2023, and February 19, 2025 [1] Group 2: GAC Toyota Recall - GAC Toyota is recalling a total of 132,128 vehicles across various models including the Camry, Levin, and others due to issues with the instrument panel control program and insufficient strength of the front suspension coil spring [2][3][4] - The recalls will begin on September 30, 2025, for certain models and will include free upgrades and inspections to address the identified safety hazards [3][4] Group 3: FAW Toyota Recall - FAW Toyota is recalling 54,143 units of the domestic Avalon model starting September 30, 2025, due to unspecified safety concerns [5][6] - Additional recalls include 6,866 units of Lexus models and 35,054 units of imported Toyota models, with various production dates [5][6] Group 4: BMW Recall - BMW is recalling multiple models including the 5 Series and X5, totaling over 100,000 vehicles due to potential issues with the starter generator's power connector, which could lead to engine stalling or fire risks [8][10][11][12] - The recalls will involve free inspections and necessary replacements to mitigate safety risks [10][12] Group 5: Stellantis Recall - Stellantis is recalling 3,339 units of the imported Jeep Grand Cherokee 4xe due to a manufacturing defect in the air conditioning blower motor connector, which could impair visibility and increase collision risk [13] - The company will provide free inspections and replacements for affected components [13]

Core Viewpoint - The Chinese automotive market continues to show positive growth, with production and sales increasing by 12.7% and 10.9% respectively in the first five months of the year, despite ongoing price competition revealing underlying issues in the industry [2] Group 1: Industry Trends - The China Automotive Industry Association reported that from January to May, the production and sales of automobiles reached 12.826 million and 12.748 million units respectively, indicating a strong market performance [2] - The ongoing price competition has prompted industry leaders to call for a reduction in "involution" among companies, encouraging a shift towards value-added services rather than price cuts [2] - Several automakers have begun implementing policies to counteract price competition by offering lifetime warranty services, aiming to enhance customer value and service rather than engaging in price wars [2][3][4] Group 2: Company Initiatives - GAC Toyota has introduced a lifetime warranty for its entire lineup, covering key components such as the engine and transmission, valued at approximately 8,000 yuan [2] - FAW-Volkswagen has also launched a lifetime warranty policy for its flagship SUVs, covering major systems without mileage or time limits, and has seen a significant increase in orders for its models [3] - Li Auto has rolled out a "lifetime warranty relay plan" for its Li ONE owners, allowing for the transfer of warranty benefits to new vehicle purchases [4] Group 3: Consumer Perception and Challenges - While lifetime warranties are seen as beneficial for both companies and consumers, there are concerns regarding the stringent conditions attached, such as requiring maintenance at authorized dealerships [8][9] - Some consumers have reported discrepancies between the advertised lifetime warranty and the actual coverage, leading to dissatisfaction and perceptions of misleading marketing [9][10] - The automotive industry is facing challenges in effectively implementing customer-centric policies, with many companies struggling to transition from traditional pricing models to value-based pricing [10]

Domestic News - Five departments have announced the launch of the 2025 New Energy Vehicle (NEV) rural promotion initiative, aimed at enhancing the use of NEVs in rural areas and building a green, low-carbon, and intelligent transportation system [5] - GAC Toyota has introduced a lifetime warranty policy for five key models, covering core components such as engines and hybrid batteries, valued at 8,000 yuan, to enhance product value and brand trust [6] - Xiaomi has launched a purchase policy for its SU7 and SU7 Ultra models, offering lifetime free use of its advanced driving assistance system and other attractive benefits for orders placed by June 30, 2025 [7] - XPeng Motors has announced a strategic partnership with Huawei to integrate Huawei's HUD solutions into its new vehicles [8] - Great Wall Motors has published a patent for a human-machine co-driving control method, enhancing the safety and comfort of its autonomous driving systems [9] - NIO plans to enter seven European markets between 2025 and 2026, launching five models and partnering with local companies to provide a seamless user experience [10] - Envision AESC's battery factory in France has commenced production, with an annual capacity to meet the battery needs of 200,000 electric vehicles, supporting the local NEV industry [11] - Four-dimensional Map Technology has signed a strategic cooperation agreement with Alibaba Cloud to enhance the automotive industry's smart transformation [12] International News - The European New Car Assessment Programme (E-NCAP) has announced that vehicles relying solely on touchscreen controls will not be eligible for the highest five-star safety rating starting in 2026, requiring physical buttons for key functions [13] - In Thailand, the electric vehicle market penetration reached 16.1% in April 2025, with a total of 6,287 electric vehicles sold, reflecting a year-on-year increase of 53.6% [15] - Norway's electric vehicle registrations in May 2025 reached 13,384 units, showing a year-on-year increase of 69.6%, with electric vehicles accounting for 93.9% of new registrations [16] - Honda has become a founding partner of the 2028 Los Angeles Olympics, providing comprehensive transportation support during the event [17] - Proton Motors has exported its first batch of hydrogen fuel heavy trucks to Australia, marking a significant step in its international strategy [19] - Successful Automotive has launched its pure electric small truck, the Xingma T3E, in Guizhou, aligning with national new energy strategies [20] - Beihai City has initiated a subsidy program for the scrapping and replacement of old operating trucks, offering substantial financial incentives for adopting new energy vehicles [21] - Chery's new pickup truck, the Weilin R08, is set to debut, generating significant industry and media interest [23]

Core Viewpoint - The article discusses the competitive landscape of the SUV market in China, highlighting the growth in sales and the emergence of new models, particularly in the electric and hybrid segments, while also noting the decline in sales for some previously popular models [2][3][5]. Market Overview - In Q1 2025, the domestic SUV market retail sales reached 2.501 million units, a year-on-year increase of approximately 4% [3]. - For the first three months of 2024, cumulative retail sales of SUVs were 2.407 million units, showing a year-on-year growth of 20.2% [3]. - The number of SUV models available for sale in 2024 was 371, outpacing sedans by 153 models [2]. Sales Performance - The top 10 SUV sales in Q1 2025 included Tesla Model Y, Xingyue L, and Changan CS75 PLUS, with Tesla Model Y leading at 81,889 units, down from 100,366 units in the same period of 2024 [4][5]. - The number of "super hot" SUVs (monthly sales over 10,000 units) increased from 18 in 2024 to 27 in 2025 [3]. - The number of "ultra hot" SUVs (sales over 40,000 units) rose from 11 to 13 year-on-year [3]. Notable Models - Xingyue L achieved significant growth, with Q1 2025 sales of 79,883 units compared to 47,209 units in 2024, marking a notable rise in the rankings [5][7]. - The performance of the Changan CS75 PLUS declined, with sales dropping from 73,030 units in 2024 to 53,668 units in 2025 [7]. - The BYD Song pro DM-i maintained strong sales at 51,542 units, although it was a different variant compared to the previous year's model [7][8]. Competitive Dynamics - The SUV market is experiencing intense competition, with brands needing to innovate in pricing, features, and customer experience to maintain or improve their market positions [10]. - The introduction of new models, such as the Geely Galaxy Starship 7EM-i, indicates a shift towards hybrid and electric vehicles, with the model achieving average monthly sales of 14,000 units [10]. Future Outlook - The article anticipates a fierce battle in the SUV market in the coming months, with expectations of further price wars and competition among manufacturers [10].

Core Insights - The 2025 Hunan Auto Show will take place from April 30 to May 5, featuring nearly 100 automotive brands and over 600 models, with a total expected discount of 100 million yuan [1] Group 1: Participating Brands and Offers - BMW offers a full range of models with a gift package worth 12,800 yuan, 0 down payment and interest subsidies on select models, and a trade-in subsidy of up to 23,000 yuan [2] - FAW-Volkswagen Jetta provides special pricing for models VA7, VS5, and VS7, with trade-in discounts ranging from 30,000 to 40,000 yuan and lifetime maintenance packages [2] - Arcfox offers energy vouchers up to 17,999 yuan and models starting at 7,980 yuan after national subsidies [3] - Li Auto provides a 3-year interest-free option saving up to 21,075 yuan and purchase subsidies up to 29,000 yuan [3] - Kaiyi Auto has cash prices starting at 49,900 yuan and comprehensive discounts up to 50,000 yuan [3] - FAW Toyota features models like Corolla and RAV4 with significant discounts and trade-in subsidies [3] - GAC Toyota offers discounts on models such as Camry and Highlander, with total savings reaching 70,000 yuan [3] - Audi presents limited offers on models Q6 and A7, with prices starting from 29,490 yuan [4] - Volvo provides up to 150,000 yuan in purchase benefits for the new XC90 [4] - Dongfeng Nissan launches the N7 starting at 119,900 yuan with additional purchase rights and trade-in subsidies [4] - Haobo offers interest-free financing for three years and lifetime free charging for its models [4]

丰田作为全球汽车老大，特立独行多年。 在行业变革的浪潮中，他作为常胜将军，坐在岸边观望多时，有时进入潮水中浅尝即止。面对市场的腥风血雨，他更多是按兵不动。也有人说，他正暗 中行事，比如固态电池。 撰文 / 张霖郁 设计 / 师 超 汽车行业转型的阵痛最终还是体现在了它的财报上。 日本当地时间2025年2月5日，丰田发布了2025年三季度财报，时间横跨2024年4月至2024年12月。丰田财年从每年4月开始，年份以第二年为准。 整体而言，丰田这9个月的主营业务即汽车业务都呈下滑趋势，从销量到运营利润都在下滑。有些区域比如北美和中国在营收上出现严重下跌。日本本 土虽是丰田主战场，但这两年也都处于下滑状态。 但依靠金融服务、汇率优势、降本以及其他收入的丰田拉回了下降的营收业绩，最终让这9个月的净利润同比增长5%，净利润率基本保持了上一年的水 平，为11.5%。这里要提的是，虽然丰田销量全球下滑4%，但销售收入上涨，为35.67万亿日元（2354亿美元），同比增长4.9%。 北美市场，因为日野向监管机构提交造假数据，主要造假排放和油耗数据等非法行为，2025年1月15日，美国相关执法机构与日野达成和解，代价是罚 金1 ...

2月5日，蛇年春节后一上班，来自车企的别样花卷端上来了。 这次，抢先降价的不是特斯拉，也不是比亚迪，而是广汽丰田。 虽然上面和顶层最新喊话"别卷了"，决心要"综合整治内卷式竞争，规范地方政府和企业行为"。 具体到商业，出于生存和活下来就各显神通了。 广汽丰田新"一口价" 2月5日上午，广汽丰田通过官方微信号发布"一口价"活动，针对锋兰达和威兰达全系降价，至高优惠4.4万元。 这是继上汽通用、上汽大众之后第三家推出一口价的合资公司。 不同的是，不是这两款车某一版型，而是全系列；不是线上电商价，而是线上线下一个价；不是特定区域，而是全国统一。 据2024年批发量，锋兰达是热销车型，202847辆，在中国SUV销售榜排名第七，合资SUV第一，燃油SUV前三。 威兰达虽然差点意思，但也有138036辆，在中国SUV销售榜排名第21名。 这两大SUV销售均出现下滑。 撰文 / 牛跟尚 设计 / 琚 佳 广汽丰田官宣的2024年销售数据为770147辆（广汽集团发布为738000辆，同比下滑22.32%），其中凯美瑞158038辆，汉兰达78884辆——同比增长7%， 赛那89450辆——同比增长17%。 打开看2024 ...