A heightened focus on affordability—driven by rising ownership costs, tariff concerns, and a late-model used supply crunch—defined the market in 2025, setting the stage for 2026 BOSTON, Dec. 11, 2025 (GLOBE NEWSWIRE) -- CarGurus, the No. 1 most visited automotive shopping site in the U.S.1, today released its 2025 Recap and 2026 Outlook, highlighting the year’s top influences on the automotive market and expectations heading into the new year. “If 2024 was defined by declining affordability, 2025 was the ye ...

Uplifting Festive Spot "The Holiday Job" Debuted During NBCUniversal's "Christmas in Rockefeller Center" on NBC and Peacock while the love-filled rush of "Running Late" aired on Telemundo's "Navidades en Rockefeller Center" PLANO, Texas, Dec. 4, 2025 /PRNewswire/ -- With the holiday season in full swing, Toyota is celebrating the joy of helping others through their holiday campaign. Last night during NBCUniversal's primetime specials – "Christmas in Rockefeller Center" on NBC and Peacock, "The Holiday Job" ...

Core Insights - The article discusses the concept of distinguishing between "good" and "bad" stocks, emphasizing the potential for significant returns by focusing on attractive industries and companies [2][3][4]. Industry Analysis - The lithium industry is highlighted as a "sunrise" sector with growth potential, particularly due to its role in solar energy and AI data centers, while coal is described as a "sunset" industry facing declining demand [3]. - The automotive industry is undergoing a transformation, with electric vehicles (EVs) gaining traction and traditional manufacturers like Toyota facing challenges from competitors [18][21]. Company Analysis - Hyundai Motor Co. is identified as a deep-value firm with a forward earnings ratio of less than 7X, despite challenges such as U.S. tariffs and immigration issues at its Georgia plant [6][16]. - Hyundai's growth potential is attributed to its ownership of Boston Dynamics, which is advancing in robotics through AI and machine learning, and its strong position in the EV market with the Ioniq 5 [14][17]. - Toyota Motor Corp. is portrayed as a once-dominant player now facing increased competition and declining market share, with its historical premium valuation at risk of a selloff [21][27].

Core Points - Toyota is recalling over one million vehicles due to malfunctioning backup cameras, affecting models released between 2020 and 2023 [1][2] - The recall is a response to safety violations, as some cameras may freeze or blackout, posing risks while reversing [3] - Affected models include popular ones like the Camry, Highlander, and Prius, with notifications to drivers expected by late December 2025 [2] Group 1 - The recall is significant as it highlights a verified safety risk, with malfunctioning cameras potentially failing to alert drivers to obstacles [4][5] - Nearly 30 million vehicles in the U.S. were impacted by recalls in 2024, indicating a broader industry trend of safety concerns [5] - Manufacturers are responsible for the costs associated with the recall repairs, although the process may not always be straightforward [6][7] Group 2 - Automakers often announce recalls before having a complete solution, driven by federal reporting requirements [8]

Prius or Tesla? https://t.co/SZv2L60VBl ...

Core Insights - Toyota Motor North America (TMNA) reported a significant increase in vehicle sales for September 2025, with total sales reaching 185,748 units, marking a 14.2% increase compared to September 2024 [1] - Electrified vehicle sales for September totaled 85,092 units, up 8.1% year-over-year, representing 45.8% of total sales volume [1][3] - For the third quarter of 2025, TMNA's total vehicle sales were 629,137 units, a 15.9% increase from the same period in 2024, with electrified vehicle sales reaching 282,794 units, up 10.5% [1][2] Sales Performance - TMNA's sales for September 2025 showed a daily selling rate (DSR) increase of 9.5% compared to the previous year [1] - The Toyota division's September sales were 158,959 vehicles, up 13.4% on a volume basis, while Lexus division sales reached 26,789 vehicles, up 19.4% [1][3] - For the third quarter, the Toyota division reported sales of 537,528 vehicles, up 16.4%, and Lexus division sales of 91,609 vehicles, up 13.1% [1][3] Electrified Vehicle Strategy - TMNA currently offers 30 electrified vehicle options across Toyota and Lexus brands, contributing to nearly 50% of total sales [2][3] - The sales of electrified vehicles for the third quarter represented 44.9% of total sales volume, indicating a steady growth trend [1][3] - The company maintains one of the lowest incentive levels among full-line manufacturers, which may contribute to its sales performance [3] Market Position and Future Outlook - Strong customer demand is noted across the entire lineup, with vehicles selling as quickly as they are produced [2] - The upcoming next-generation RAV4 is anticipated to further enhance sales, as the current model remains popular among customers [2] - The company is committed to advancing sustainable mobility through its electrified vehicle offerings and initiatives [4]

Core Viewpoint - Toyota Motor is focusing on significant growth in plug-in hybrid electric vehicles (PHEVs) as part of its strategy to meet regulatory standards and consumer demand for electrified vehicles [1][2]. Group 1: PHEV Market and Strategy - PHEVs are gaining popularity as automakers aim to comply with federal fuel economy standards and emissions regulations, serving as a transitional option for consumers hesitant to adopt fully electric vehicles [2]. - Toyota plans to increase its PHEV sales from 2.4% of its U.S. sales volume last year to approximately 20% by 2030, contingent on factors such as regulations and customer acceptance [3]. - The targeted PHEV sales percentage aligns with California's Advanced Clean Cars II rule, which mandates automakers to sell only zero-emission vehicles by 2035, although this rule may face changes under the current administration [4]. Group 2: Investment and Development - Despite regulatory uncertainties and slower-than-expected adoption of all-electric vehicles, Toyota continues to invest billions annually in electrification, including PHEVs [5]. - The company is evaluating the integration of plug-in hybrids across its vehicle lineup, focusing on production capabilities and competitive product strength [5].

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].

文丨赵宇 窦亚娟 曾兴 编辑丨宋玮 在第一款纯电旗舰车型 MEGA 发布并经历震荡之后，理想在短短两个月时间，启动组织大调整、裁 员，CEO 对内反思 "过度关注销量和竞争"。今天，理想又公布了一个重要变化：今年内不再发布新 的纯电车型。 这一消息是在理想今晚举行的业绩发布会上宣布的。2024 年一季度，理想比去年同期多卖了 2.8 万 辆车，总营收增长了 36.4 % 至 256 亿元，但净利润从 9.3 亿元降到了 5.9 亿元。 2024 年原本是理想的纯电大年。按照其去年年底的规划， 3 月发布 MEGA ，下半年发布 3 款纯电 SUV。其中，M9、M8 将在 2024 年内量产，M7 预计在 2025 年一季度量产。2 月，理想创始人、 CEO 李想信心满满的表示，今年将是理想汽车史无前例的产品大年，到年底，理想将有 4 款增程电 动和 4 款高压纯电车型在售。 以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 先建超充站，再发纯电车。 但变化在三个月内发生。据最新计划，理想纯电 SUV 车型的发布时间将推迟到明年上 ...