初期将推出两款车型，小型车"AION UT"和SUV的"AION V"。其中，AION UT起售价为330万日元（约 合14.98万元），AION V起售价为500万日元（约合人民币22.70万元）。两款车型均支持日本独有的快 充标准"CHAdeMO"。初期销售将限定面向有商务用车需求的企业客户。 广汽集团是1997年成立的中国国有汽车集团，与丰田、本田等日企在中国设有合资企业。2018年广汽创 立了专注于EV业务的子品牌"埃安"。包括EV及合资品牌在内，集团2024年全年销量达200万辆。 广汽旗下品牌埃安的SUV"AION Y Plus" 广汽将于2026年夏季以EV进入日本市场。广汽近期销量增长乏力，2025年1至9月总销量同比下滑 11%，其中埃安品牌销量同比大幅下降20%。日本EV普及进度落后，中国车企正接连进入…… 中国国有大型汽车集团广汽集团将于2026年夏季正式以纯电动车（EV）进入日本市场。将通过代理商 进行销售，目标在2027年实现2000辆的订单量。继比亚迪（BYD）之后，主打高端EV的浙江吉利控股 集团也已进入日本市场。目前中国国内EV制造商数量激增，陷入过度竞争局面，越来越多企业将目 ...

面对国内市场单月同比连续下滑，比亚迪董事长兼总裁王传福首度发声回应。 12月5日，比亚迪在深圳坪山总部举行临时股东大会。会上，王传福表示，今年比亚迪国内市场销量出现下滑，一方面由于比亚迪当前技术 领先度不及前几年，技术成果的市场惊艳度有所下降，叠加行业同质化特征渐显，这一变化符合产品及技术发展的周期性规律；另一方面， 低温充电速度慢等用户需求痛点，也亟待通过技术突破予以解决。 "我之所以说目前技术不够领先，是因为后面还有重磅技术发布，但目前不方便透露。" 王传福在临时股东大会上表示，比亚迪的核心竞争 力在于技术，公司麾下12万工程师团队，是公司后续技术攻坚、重塑领先优势的关键底气与支撑。 产销快报显示，11月比亚迪新能源汽车销售48.0万辆，同比下降5.3%，环比增长8.7%；新能源乘用车销售47.5万辆，同比下降5.8%，环 比增长8.7%。不过，剔除11月海外销量后，当月比亚迪国内销量为34.3万辆，已连续7个月同比下滑。 1-11月，比亚迪乘用车累计销量413.06万辆，同比增长10.41%；海外销量91.29万辆，同比大涨153.58%。同样，剔除海外销量后，比 亚迪国内乘用车累计销量同比微降4.8% ...

12月5日，面对国内市场单月同比连续下滑，比亚迪董事长兼总裁王传福首度发声回应。 "短续航（55km）版本此前已基本完成清库，目前主推的是120km续航版本。因此购置税技术标准调整 对插混车型影响不大，主要还是（插混车型）竞争对手多了。"对于插混车型销量占比下降，有比亚迪 内部人士分析表示。 与国内市场羸弱表现形成鲜明对比的，是比亚迪在海外市场的高歌猛进。产销快报显示，1-11月，比亚 迪乘用车海外市场销量91.29万辆，同比大涨153.58%。11月初，比亚迪在东京车展上发布针对日本本土 市场的K-EV——RACCO，SEALION 6（国内为海狮06）亦共同亮相。按照计划，RACCO将于2026年 夏天开始接受预订。 "总体看，受益海外车型上量及区域拓展，比亚迪今年出海稳步增长。"国联民生证券最新研报表示，一 方面海外需求逐步提升，受益土耳其、巴西、欧洲等地销量快速增长；一方面是受益滚装船投入，自建 运力提升带动销量提升。比亚迪加大海外市场投入，巴西乘用车工厂落成投产，后续积极布局乌兹别 克、匈牙利、土耳其、印尼布局工厂，"我们预计出海有望在欧洲、东南亚、澳新迎来快速发展，提振 盈利。" 1-11月，比亚 ...

Folofly销售的"极氪009"（10月29日、东京都江东区） "日本没有7座豪华EV，这是独一无二的市场"，浙江吉利的旗舰MPV"极氪009" 2026年将登 陆日本市场。起亚也将于2026年春季推出中型EV的厢式车"PV5"。日本EV的普及率低，消 费者的目光又十分挑剔，为什么…… 中国大陆、韩国、台湾企业纷纷进入日本的纯电动汽车（EV）市场。在"日本移动出行展2025"上，来 自这些国家和地区的企业竞相展示新款EV。这些企业均积极推出符合日本规格的车型并致力于构建维 修网。如果在消费者眼光苛刻的日本提高市场份额，品牌号召力将得以提升，对亚洲的出口攻势也会迎 来东风。这些车企将日本市场视为提升品牌力的"龙门"般的存在，它们能否打开突破口呢？ "日本没有7座豪华EV，这是独一无二的市场"，从事商用EV开发和销售的日本企业Folofly（京都市）将 从2026年开始销售中国浙江吉利控股集团旗下的EV品牌"极氪（Zeekr）"的车辆。Folofly的社长小间裕 康在"日本移动出行展"上对扩大业务显示出自信。 吉利是仅次于比亚迪（BYD）的中国第二大汽车制造商。旗下品牌极氪是2021年创立的高端EV品牌。 在中 ...

Core Viewpoint - The Japanese market is unique for luxury 7-seater electric vehicles (EVs), with companies like Zhejiang Geely's Zeekr 009 and Kia's PV5 planning to enter this space by 2026, highlighting the competitive landscape for EVs in Japan [2][4][11]. Group 1: Market Entry and Strategy - Folofly, a Japanese company, will start selling Geely's Zeekr brand vehicles in Japan from 2026, focusing on the 6-7 seat flagship MPV Zeekr 009 [4]. - Geely, the second-largest car manufacturer in China, aims to leverage its high-performance and safety-focused EV brand, Zeekr, to capture market share in Japan [4][5]. - Kia plans to launch its mid-sized EV, the PV5, in Japan in spring 2026, collaborating with local firms to establish a sales and service network [7]. Group 2: Market Characteristics and Consumer Behavior - The Japanese EV market has a low penetration rate, with consumers being particularly discerning, which presents both challenges and opportunities for foreign brands [2][11]. - The pricing for the Zeekr 009 starts at 13 million yen (approximately 600,000 RMB), indicating a premium positioning aimed at environmentally conscious corporate clients [5]. - Kia's PV5 will have a starting price of 5.89 million yen (approximately 270,000 RMB) for the cargo version and 6.79 million yen (approximately 310,000 RMB) for the passenger version, catering to diverse consumer needs [7]. Group 3: Competitive Landscape - The global new car sales rankings show that South Korean and Chinese companies are gaining significant market share, with BYD and Geely among the top ten manufacturers [10]. - The competition in Japan is intensifying, with local automakers like Suzuki and Honda also launching new EV models, indicating a robust EV market landscape [11].

Core Points - BYD has launched a lightweight electric vehicle (EV) named "RACCO" specifically designed for the Japanese market, with a price expected to be below 2 million yen (approximately 93,000 RMB) [2][4] - Lightweight vehicles account for 40% of new car sales in Japan, and BYD aims to leverage this segment to boost EV adoption in a market where EV penetration is currently the lowest among developed countries [2][7] - The lightweight EV "RACCO" is set to be launched in the summer of 2026 and will comply with Japan's unique standards for lightweight vehicles, which include specific size and tax benefits [4][7] Market Context - The average retail price of lightweight vehicles in Japan is projected to be 1.63 million yen (approximately 75,800 RMB) in 2024, highlighting the importance of competitive pricing for EVs to gain market share [7] - BYD's competitive advantage lies in its ability to produce low-cost vehicles through vertical integration, starting from battery production [7][11] - The Japanese EV market is characterized by a low penetration rate of only 1-2% for new car sales, significantly lower than the approximately 20% in overseas markets, primarily due to underdeveloped charging infrastructure and high EV prices [7][8] Competitive Landscape - Other Japanese manufacturers, such as Suzuki, are also entering the lightweight EV market, with Suzuki planning to launch its own lightweight EV by 2026 [7][8] - There are signs of price competition emerging in Japan, with BYD and Toyota both reducing prices for their EV models in response to market dynamics [11] - The introduction of lightweight EVs is seen as a potential catalyst for increasing EV adoption in Japan, aligning with urban driving needs and addressing the limitations of current EV range [8]

Core Viewpoint - BYD is strategically entering the Japanese microcar market with the launch of the K-Car model RACCO, aiming to increase its market share in Japan, which has a significant demand for microcars [6][21]. Group 1: Historical Context - In 2004, BYD faced a lawsuit from Sony in Japan over lithium-ion battery patents, marking a challenging entry into the international market [2][3]. - BYD's resilience in the face of legal challenges led to a landmark victory in 2005, establishing its reputation and showcasing its technological confidence [4][5]. Group 2: Product Launch and Features - At the Tokyo Motor Show on October 29, 2025, BYD unveiled the K-EV BYD RACCO, a microcar specifically designed for the Japanese market, alongside its first plug-in hybrid model, the Sea Lion 06DM-i [8][12]. - The RACCO measures 3395mm in length, 1475mm in width, and 1800mm in height, accommodating four passengers and adhering to Japanese K-Car regulations [10]. - The vehicle features a high body design and dual sliding doors for ease of access in narrow streets, powered by BYD's blade battery with two range options, set to launch in summer 2026 [11]. Group 3: Market Dynamics - The Japanese microcar market is substantial, with projected sales of 1.56 million K-Cars in 2024, representing 35% of the total market, making it a strategic target for BYD [21]. - However, the market is dominated by local brands, with over 95% of the total car sales in Japan attributed to domestic manufacturers, posing a significant challenge for foreign entrants [23]. Group 4: BYD's Market Position and Growth - Since entering the Japanese market, BYD has evolved from a newcomer to a key player, with its electric buses achieving the highest market share in Japan [17]. - As of January to September 2025, BYD's electric vehicle sales in Japan reached 2,899 units, surpassing Toyota and marking a year-on-year growth of over 66% [18]. Group 5: Future Outlook - BYD plans to establish a lineup of 7 to 8 electric and hybrid models in Japan by 2027, indicating a long-term commitment to the market [18]. - The introduction of the RACCO is seen as a crucial step for BYD to enhance its market presence in Japan [19].

Core Insights - BYD unveiled its lightweight electric vehicle prototype "RACCO" at the Japan Mobility Show, planning to launch it in the Japanese market by summer 2026, marking its first independently developed model for overseas markets [2] - The vehicle dimensions are 3395×1475×1800 mm, designed to accommodate four passengers, targeting the "super high roof" segment that holds over 50% of the Japanese lightweight vehicle market share [2] - The RACCO features front-wheel drive, lithium iron phosphate batteries, and dual sliding doors in the rear, differentiating it from competitors like Nissan's "Sakura" and Honda's "N-ONE e:" [2] - BYD plans to offer both standard and long-range versions of the vehicle, aimed at daily commuting and outdoor travel, with an expected price range of around 2 million yen [2] - The specific battery capacity and range have not yet been disclosed [2] - BYD's Japan President, Atsuki Tofukuji, noted the rapid growth in demand for lightweight electric vehicles amid Japan's aging population, emphasizing the need for models that meet local market characteristics and competitive pricing strategies [2] - Lightweight vehicles account for approximately 40% of new car sales in Japan, a segment traditionally challenging for foreign automakers to penetrate [2] - BYD's entry into the market is expected to intensify competition in the lightweight electric vehicle sector, currently dominated by Nissan's "Sakura" and Mitsubishi's "eK X EV" [2]