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Sources: All of the information stated in this article is based on reliable sources, and is detailed at the end of the article
Toyota, the world's largest automaker, has won the global sales championship for four consecutive years, but it is the only one that cannot sell in China, and the Japanese media analysis is the fault of China's tram penetration rate of more than 50%, and China should reflect on it.
Is it true that Japanese cars can't reap the Chinese market? Should Chinese cars rethink?
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In 2023, Toyota has won the sales championship for 4 consecutive years and has become the "nail household" of the car sales champion, but its sales in China are only more than 1 million units, while BYD's is more than 3 million, which has a lot to do with Toyota's weakening strength.
In any case, Toyota, as the world's largest automaker, has only slowed down its development due to a lack of chips and slow factory production.
However, Toyota has set a global sales target of 11 million vehicles, and the actual sales volume is 11.23 million units, which does not affect it to continue to be the sales champion.
Toyota's sales in China are declining because of the rise of new energy vehicles in China, which once surpassed the gasoline-electric hybrid cars they were proud of as early as the 90s of the last century.
But from the 70s to 2000 years ago, mainland consumers were still keen to buy imported cars such as Toyota and Mitsubishi.
The obvious advantage of Japanese cars is fuel economy, and they can achieve this technological breakthrough because of the United States.
In 1904, Japan not only had its first automobile factory, but China was still in the midst of war, and when China was able to do automobile manufacturing, Japanese cars changed tracks with the help of the United States.
When Japanese automakers were first founded, the problem of car sales became a major problem for them, so they turned to the United States to sell cars to the United States, but the number of orders brought by the United States to Japan was very limited.
Until the outbreak of the Korean War, the U.S. military needed more vehicles, and gradually bought more and more cars from Japanese car companies, so that Japan made a small profit.
Japanese automobiles make money, driving the development of Japan's automobile manufacturing industry and even Japan's industry, and even in the 40s of the last century, when the mainland automobile manufacturing industry was blank, Japan has become an automobile manufacturing power.
However, after Japan's surprise attack on Pearl Harbor, the achievements of their industrial development for decades were destroyed by the United States, and the United States chose to send Japan a "crutch" after breaking Japan's "leg".
This "crutch" is that the United States provides industrial orders for Japan and helps the United States carry out industrial construction, so that Japan's automobile manufacturing industry has been affected by American automobiles for decades.
In the 70s of the last century, the United States was short of oil, and Japan produced oil-saving cars in response to the needs of the United States.
Since then, Japanese automobiles have competed with American and German cars for the global market, such as the Chinese market after the reform and opening up.
Chinese automakers once relied on copying Japanese and other imported cars to survive, leaving a lot of negative impressions on the Chinese people, but the gradual rise of domestic cars, especially on the track of new energy vehicles, is even more terrifying.
This made Japanese cars unable to sell well in the Chinese market, and the Japanese media found that it was because Chinese trams accounted for more than 50% of all cars, and they found this problem and did not reflect on themselves, but let China reflect.
The rise of great powers
The Japanese media means that Japanese cars cannot be sold in China because Chinese consumers are reluctant to buy Japanese gasoline cars.
Toyota Motor is the representative of Japanese gasoline vehicles, and their gasoline-electric hybrid cars are also one of the competitors of new energy vehicles in the mainland.
The time for the mainland to study new energy vehicles, that is, electric cars, is very close to the time for Japan to study gasoline-electric hybrid vehicles, and it stands to reason that with Japan's strength, it is not a problem to study new energy vehicles.
However, Japan wants to study new energy vehicles, but it has not broken through the technical problems related to car batteries, and they already have relatively mature gasoline-electric hybrid technology, so they can make money without developing new products in the short term.
They slowed down the pace of research on new energy vehicles, and thought that new energy vehicles were a scam, but they never gave up researching new technologies, and they also wanted to overtake in corners.
For example, the hydrogen energy vehicle that Japanese car companies want to study, this kind of car is more environmentally friendly, and the power is also in line with people's expectations, and the only fly in the ointment is that its cost is too high.
In this way, Japanese car companies have worked hard to develop hydrogen energy technology, and they also have to consider how to cut costs, so they can't get a return in the short term, so they choose to focus on the production of hybrid cars.
In 2022, Toyota's stock price fell by 4.4% and its market value evaporated by nearly 450 billion yen.
However, there are inherent weaknesses in the production of electric cars in Japan, for example, while producing electric cars, Japanese car companies need to build charging piles extensively, so that they can provide better services to electric car users.
Japan has a limited land area and cannot build electric car charging piles as densely as the mainland, otherwise it will occupy too much land and consume a lot of money.
It is normal for the construction of charging piles to consume funds, but the Japanese government did not provide subsidies for the new energy vehicle industry like the mainland, and it was not until 2023 that it took out 129.1 billion yen to subsidize its own new energy vehicles.
For example, Biden signed a document in 2021, saying that he would allocate funds to help the United States strengthen infrastructure, and the construction project includes the construction of electric vehicle charging piles.
Biden's plan is to build 500,000 electric car charging piles in the United States by 2030, and in order to support this construction project, they have released $7.5 billion to relevant units and cleared all obstacles for relevant units.
However, as of March 28, 2024, 7 charging piles have been built in the United States, and these charging piles are not concentrated in one region of the United States, but four states in the United States share these 7 charging piles.
They had difficulties in building charging piles, but they still felt that it was very necessary to build car charging piles, and even related to the development of their electric vehicle industry, so they quickly analyzed the reasons to find a solution to the problem.
The United States analyzes that the standard for them to build new charging piles is relatively high, and the power should reach 150 watts, which requires them to spend more time and money, while the US government's $7.5 billion is simply not enough, they need $50 billion.
Japan and the United States have the same problem in the construction of charging piles, and it is clear that the government supports the construction, but they have to bow their heads in the face of reality.
Unlike the United States, Japan has greater concerns about battery pollution from new energy vehicles, while China does not.
Strengths
It is hard to imagine that Japan, which discharges nuclear sewage into the sea, is very concerned about domestic pollution, and they are afraid that the land and water pollution caused by the poor disposal of used batteries and circuit boards will make them less and less land available.
Last year, the relevant units in Beijing raised the problem of the use of new energy vehicle batteries, hoping to make full use of the battery and reduce the pollution caused by the scrapping of the battery.
In February this year, the General Office of the State Council of the mainland issued a document on the recycling of batteries, so that the life of new energy batteries in the mainland is longer.
In this way, the used new energy battery must also go through a strict process such as disassembly, and then accurately process each component to reduce the pollution of waste batteries to the environment.
The "Opinions on Accelerating the Construction of a Waste Recycling System" also proposes to study more environmentally friendly battery raw materials, so as to solve the problem of serious battery pollution from the root.
The reason why the mainland has put in so much effort is that the mainland accounts for 60% of the world's new energy vehicle market, and for every five cars sold in the world, three are bought by mainland consumers.
This requires the mainland to respond faster than other countries in order to properly deal with the pollution problem caused by new energy vehicles, and the mainland can have such a deep connection with new energy vehicles, and it is also related to Western countries.
As we all know, industry is the foundation of a country's development, and Western countries have laid the foundation through the two industrial revolutions, whether it is industrial manufacturing or economic development, they have a strong backing.
If you want to achieve industrial development, it will more or less cause some pollution to the environment, that is, carbon emissions, and the higher the carbon emissions, the greater the harm to the earth, the common home of mankind.
When carbon emissions were high in Western countries, the concept of "carbon emissions" pollution was not as widespread as it is now, that is, no matter how much carbon emissions they produced, it was their own domestic affair and would not be blamed by the whole world.
They have caused a lot of carbon pollution, but they have indeed made their own country develop rapidly, such as the position of the world's largest industrial power, the United Kingdom sits on the United States, they can have dazzling results, and the high carbon emissions are closely related.
The importance of carbon emissions to a country's industrial development is self-evident, and if China wants to achieve industrial development, it must also produce a certain amount of carbon emissions like the United States and the United Kingdom.
However, the mainland's industrial development has only just begun, and the industrialization of Western countries led by the United States has basically ended, and they have begun to enter a stage of protecting the environment.
They are well aware of the importance of carbon emissions to China, but they still unite with other countries to say that in order to protect the global environment, all countries should reduce carbon emissions.
China has been protecting the environment while ensuring industrial and economic development while reducing environmental pollution, for example, in 2015, a British research team found that the mainland's emissions were still 14% below estimates.
Tram production is an important part of the continent's reduction of carbon emissions, and even as early as the 90s of the last century, the mainland adopted Qian Xuesen's suggestion to study new energy vehicles, and Qian Lao was able to put forward such a suggestion because of his experience.
He went to Western countries to visit and study, and observed that at the end of industrial development, Western countries with serious pollution and people's quality of life were affected, coupled with the fact that the mainland has lagged behind the West in the field of oil vehicles, and it is necessary to develop new energy vehicles if you want to overtake in corners.
At the same time of enterprise development, it is also necessary to assume social responsibility and research products that meet market demand, so that more and more consumers can enjoy the results brought by technological upgrading in the manufacturing industry.
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Resources
The original article was published on the 2024-04-14 article of the Passenger Association's data on "The Penetration Rate of New Energy Retail is 50.39%, and the Penetration Rate of New Energy Wholesale is 50.19%, both of which are more than half!".
The original article was published on Guangming.com.com 2024-02-23 on "Where should the "retired" batteries of new energy vehicles go......?
The original article was published in the Beijing News on 2024-01-31 on "Toyota's global sales in 2023 will exceed 11.23 million units, an increase of 7.2% year-on-year".
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