EV在日本国内新车销量中的占比为2％左右，在发达国家中处于最低水平。其中，日产汽车 的"Sakura"和三菱汽车的"eK Cross EV"这两款轻型EV在2024年的EV销量中占到4成以 上。续航里程存在制约的EV与主要用于城市移动的轻型汽车十分相配。 N-BOX在日本2024年新车销量约为20万辆，已连续三年位居第一。比亚迪将抢在本田之前将于2026年 夏季在日本推出轻型EV。比亚迪以车内空间宽敞的N-BOX为范本进行了开发…… 本田计划以2027年度为目标，销售轻型汽车"N-BOX"的纯电动（EV）版本。该车型在包括 普通乘用车在内的日本国内新车销量中位居第一。轻型汽车与续航里程存在制约的EV拥有很 高的契合度，中国比亚迪（BYD）也将于2026年夏季在日本投放轻型EV。在EV普及进展缓 慢的日本，轻型汽车是实现其普及的关键因素。 N-BOX在日本2024年新车销量约为20万辆，超过丰田卡罗拉，已连续三年位居第一。该车 凭借宽敞的车内空间以及170万日元区间起的亲民价格，获得了日本消费者的支持。自2011 年推出第一代车型以来，累计销量已达到约300万辆。 EV版本的续航里程和价格将于今后敲定。需求旺盛 ...

Core Viewpoint - BYD is set to challenge the Japanese light vehicle market, a sector traditionally protected and dominated by local manufacturers, by leveraging its competitive pricing and tailored product offerings [1][15]. Group 1: Market Entry Strategy - BYD plans to enter the Japanese light vehicle market, which includes vehicles with engine displacements under 660cc, by focusing on customer needs in design, functionality, and sales methods [1][5]. - The decision to enter this market was influenced by BYD Chairman Wang Chuanfu's observations of the prevalence of light vehicles in Japan during a visit in 2023 [4][11]. - The company aims to develop a light electric vehicle (EV) within a two-year timeframe, with a target launch in the second half of 2026 [3][7]. Group 2: Product Development - BYD has developed a dedicated chassis for light EVs and identified popular models to emulate, such as the Honda N-BOX and Daihatsu Tanto, focusing on features like increased height and storage space [6][12]. - The company plans to implement a "CTB" (cell-to-body) structure to maximize battery capacity and cabin space, and will also incorporate sliding doors, a feature popular in the N-BOX [12][13]. Group 3: Competitive Landscape - The light vehicle segment accounts for nearly 40% of new car sales in Japan, presenting a significant opportunity for BYD, especially as it aims to price its vehicles below 2.5 million yen [13]. - Japanese automakers, including Suzuki and Daihatsu, are preparing to respond to BYD's entry by enhancing their own EV offerings and maintaining competitive pricing strategies [13][14]. - Historically, foreign automakers have struggled to penetrate the Japanese light vehicle market, with past attempts by companies like DaimlerChrysler ending in withdrawal [5][15]. Group 4: Sales and Distribution - BYD is adopting a traditional sales approach with physical stores, contrasting with competitors like Tesla that focus on online sales, and plans to expand its dealership network in Japan [13]. - The company has already established 63 sales locations across Japan and aims to increase this number to 100 by 2025 [13].

Core Viewpoint - BYD plans to launch a lightweight electric vehicle in Japan in the second half of 2026, aiming to capture market share ahead of local competitors [1][3]. Group 1: Market Entry Strategy - BYD's entry into the Japanese market is driven by the potential of lightweight vehicles, which are considered national cars in Japan [3]. - The company aims to leverage its experience in China to develop a competitive lightweight electric vehicle, referencing Honda's N-BOX for design [1][5]. Group 2: Competitive Landscape - BYD views Tesla as a key competitor globally and is positioning its products, such as the SeaLion 7 and SEAL, against Tesla's offerings [5]. - In the lightweight vehicle segment, BYD targets Honda's N-BOX, which has been the best-selling new car in Japan for three consecutive years [5][6]. Group 3: Pricing and Profitability - BYD intends to set prices for its lightweight electric vehicles below those of Japanese manufacturers while ensuring profitability [6]. - The company is currently assessing how to balance performance improvements with cost control to maintain competitive pricing [6]. Group 4: Future Market Dynamics - The Japanese market for lightweight electric vehicles is expected to see increased competition, with major local manufacturers planning to launch their models by 2026 [7]. - BYD's expansion in Japan is crucial as its growth in the Chinese market is slowing, necessitating a focus on international markets [7].