丰田7月全球销量为89万9449辆，刷新了作为7月的历史新高。在美国增长20%，在中国销量6个月 连增…… 日本丰田汽车8月28日发布的7月全球销量（包括雷克萨斯）同比增长5%，达到89万9449辆。刷新了作 为7月的历史新高。在丰田于7月1日上调价格的美国，以大型车和混合动力车（HV）为中心的需求坚 挺，拉动了整体销量。全球产量（含雷克萨斯）也创作为7月的最高纪录。 在美国 市场，丰田的皮卡"Tacoma（塔科马）"等大型车销售强劲 丰田在日本以外的海外市场销量增长7%，达到76万4200辆。美国增长20%至21万8022辆。皮卡"Tacoma （塔科马）"和SUV"4Runner"销售良好。 美国特朗普政府4月对汽车征收25%的额外关税，但7月与日本政府就将关税下调至15%达成一致。丰田 7月从日本向美国出口的汽车数量增长25%，达到5万5306辆。预计关税负担将低于当前水平，但与加征 关税前的2.5%的税率相比仍较高，能否全面吸收成本尚不明朗。 丰田的中国销量也在持续复苏。7月销量增长6%，达15万1669辆，连续6个月同比增长。中国政府通过 补贴政策促进销售、以及丰田的新款车销售良好作出贡献。 受以中 ...

Core Viewpoint - The automotive industry is facing challenges due to new U.S. tariffs, with Toyota Motor being significantly impacted, leading to a decline in its stock price by 4% as investors assess the situation [1][2]. Group 1: Tariff Impact - A 25% tariff on imported automobiles and parts is being imposed by the U.S., which directly affects Toyota, as automobiles constituted 28% of all Japanese exports to the U.S. in 2024 [2]. - The tariffs are expected to increase vehicle prices, potentially leading to reduced sales for Toyota [3]. Group 2: Competitive Landscape - Toyota is not alone in facing these challenges; competitors like General Motors and Ford, along with other foreign manufacturers, are also affected by the tariffs [4]. - Despite the current challenges, Toyota's reputation for efficiency may provide a long-term advantage in a volatile cost environment [4]. Group 3: Investment Perspective - The ongoing trade war and tariffs are likely to create market volatility, but for long-term investors, a decline in Toyota's stock could present a buying opportunity given its strong management [5].