铃木将于2026年度内开始在轻型车的生产基地湖西工厂（静冈县湖西市）生产轻型EV。具体 上市时间和价格尚未公布，将进行量产以确保库存，并在2026年度以后销售。 铃木一直把日本国内产量100万辆视为维持供应链所需规模。2000年代大体上超过100万 辆，但最近10年经常低于100万辆。 背后原因是日本国内轻型汽车的新车销量减少。由于日本人口减少，2024年日本国内轻型汽 车的整体销量比2015年下滑18％，降至155万7868辆。与普通汽车的下滑9％相比降幅更 大。 铃木计划2026财年实现量产的轻型乘用车EV概念车型"Vision e-Sky" 铃木一直把日本国内产量100万辆视为维持供应链所需规模，但最近10年经常低于100万辆。 由于生产依赖海外会削弱日本国内的供应链。铃木2026年度内将开始在日本国内生产轻型 EV…… 铃木将从2026年度开始在日本国内生产纯电动汽车（EV）。通过生产轻型EV维持在日本生 产100万辆汽车的体制。铃木把人工费低廉的印度当做全球出口基地，并增加了向日本的出 口。由于生产依赖海外会削弱日本国内的供应链，因此铃木计划守住确保就业岗位所需的生 产规模。 在日本国内，三菱汽车、 ...

Core Viewpoint - BYD has initiated a significant price reduction for its electric vehicles (EVs) in Japan, aiming to expand its market share amid challenges in the Chinese market [1][7]. Group 1: Price Reduction Details - The price reduction ranges from 500,000 to 1,170,000 Japanese yen (approximately 24,200 to 56,700 RMB) [1][6]. - The Dolphin model will become the cheapest EV in Japan, with a new price of 2,492,000 yen (approximately 120,700 RMB), undercutting Nissan's Sakura by 100,000 yen [6][9]. - The Seal model's four-wheel drive variant will see a price drop of 1,170,000 yen, bringing its price down to 4,550,000 yen (approximately 220,500 RMB) [6][8]. Group 2: Market Context and Strategy - BYD's sales in Japan from January to July increased by 50% year-on-year, reaching 1,936 units, indicating strong performance in a growing market [1][9]. - The company is responding to intensified competition in the Chinese market, where its global new car sales grew only 0.6% in July, a significant slowdown compared to over 10% growth earlier in the year [7][9]. - The price cuts are part of a broader strategy to stimulate demand in Japan, where government subsidies can further reduce the effective price of the Dolphin to as low as 1,490,000 yen (approximately 72,200 RMB) [6][9]. Group 3: Competitive Landscape - Other automakers, such as Hyundai, have also announced price reductions for their EVs in Japan, intensifying competition in the market [11][13]. - The price war initiated by BYD in China has drawn criticism from industry groups and other car manufacturers, highlighting the challenges of maintaining profitability amid aggressive pricing strategies [8][9].