作者：Sam D. Smith

2024年2月26日10：35https://www.carscoops.com/wp-content/uploads/2024/02/Toyota-We-Told-You-So-copy-1024x576.jpg

虽然一些制造商开始重新评估他们最初对电动汽车的乐观态度，但日本的谨慎似乎意味着该国的汽车制造商并不太担心，并且正在按计划进行。

随着福特修改了对F-150 Lightning的预期，通用汽车缩减了电动汽车的皮卡计划，捷尼赛思对其全电动汽车战略失去了信心，甚至高合相等中国汽车制造商也暂停了六个月的电动汽车生产，电动汽车采用的放缓似乎让许多高管措手不及。

在日本不是这样。长期以来，丰田一直对政府和竞争对手全力以赴的电动汽车计划持怀疑态度，其他品牌，如本田、斯巴鲁、日产和马自达，被认为有点不愿意全力以赴的电动汽车转型战略。

相关新闻：在电动汽车市场饱和的情况下，中国高合相科技停产6个月https://www.carscoops.com/wp-content/uploads/2022/10/2023-Honda-CR-V-Hybrid-Production-Main-1024x555.jpg

尽管电动汽车倡导者经常将这种做法归因于传统汽车制造商在追赶特斯拉等公司时不愿接受变革，但彭博社的一份报告表明，日本汽车集团有一种迹象表明，电动汽车市场最终会放缓。

“客户决定电气化的速度，”日产汽车首席财务官斯蒂芬·马（Stephen 马）说。“电气化不是线性增长，而是一条直线。它会上下波动。但从长远来看，它会增长。

马的观点证实，对电动汽车的克制拥抱并不意味着日产正在失去对电气化未来的关注。尽管该公司专注于消费者的需求，但他们将继续他们的电动汽车计划，该计划是在 2021 年宣布一项 2 万亿日元（132 亿美元）的五年计划以加速电气化而启动的。

延伸阅读 ： 据报道，Genesis 对其全电动汽车战略失去信心，可能会推出更多混合动力车https://www.carscoops.com/wp-content/uploads/2023/03/Nissan-EV-1024x576.jpg

他们并不孤单。在谈到该公司的计划时，本田汽车首席财务官藤村英二表示，尽管预计电动汽车市场的增长可能会放缓，但该汽车制造商将继续推进其电动汽车。同样，斯巴鲁执行副总裁Tomoaki Emori声称，在制定1.5万亿日元（99亿美元）的电气化计划时，他们考虑了增长平台。

与此同时，丰田的混合动力汽车销量创下历史新高。在多起排放丑闻中，这家全球排名第一的汽车制造商正准备在2025年交付500万辆汽油电动汽车。尽管取得了这一成功，但丰田首席财务官宫崎阳一表示，该公司将继续投资电动汽车，同时追求由电池电动、插电式混合动力和氢动力系统组成的完整阵容。https://www.carscoops.com/wp-content/uploads/2024/02/2023-Mazda-MX-30-e-skyactiv-r-ev-1-1024x768.jpg

原文

Japan’s Auto Industry Plays The Long Game While Others Hit The EV Brakes

Despite a cooling market for EVs, Japanese automakers are proceeding exactly as planned, as they claim to have anticipated a slowdown

by Sam D. Smith

2 hours ago

While some manufacturers begin to reassess their initial optimism on EVs, it would appear that Japanese caution has meant that the nation’s automakers aren’t too concerned and are proceeding as planned.

With the likes of Ford revising its expectations on the F-150 Lightning, GM scaling back on EV pick-up plans, Genesis losing faith in its all-EV strategy, and even Chinese automakers such as HiPhi putting a six-month stop on EV production, it seems the slowdown in EV adoption has taken many executives off-guard.

Not so in Japan. Toyota has long been vocal in its skepticism of governments’ and competitors’ plans to go all out in EVs, other brands, such as Honda, Subaru, Nissan, and Mazda, have been noted as somewhat reluctant to go all out in their EV transformation strategies.

Related: China’s HiPhi Halts Production For 6 Months Amid Saturated EV Market

Even though EV advocates have often attributed this approach to a reluctance to embrace change as legacy car makers play catching up to the likes of Tesla, a report from Bloomberg suggests that Japan’s auto collective had an inkling that a slowdown would eventually transpire in the electric vehicle market.

“The customer decides the speed of electrification,” said Stephen Ma, Nissan Motor’s chief financial officer. “Electrification is not linear growth, a straight line. It will go up and down. But long term, it will grow.”

Ma’s sentiments confirm that the restrained embrace of EVs doesn’t mean that Nissan is losing focus on an electrified future. Even though the company is focusing on what the consumer wants, they will continue with their EV plans, which were set in motion with the announcement of a 2 trillion yen ($13.2 billion) five-year plan to accelerate electrification in 2021.

See Also: Genesis Reportedly Losing Faith Into Its All-EV Strategy, Could Launch More Hybrids

And they’re not alone. Speaking on the company’s plans, Honda Motor CFO Eiji Fujimura said that despite predicting a possible slowdown in the growth of the EV market, the automaker will continue to forge ahead with its EVs. Similarly, Subaru’s executive vice president, Tomoaki Emori, claims a growth plateau was considered when they created their 1.5 trillion yen ($9.9 billion) electrification plan.

Meanwhile, Toyota is sitting pretty, recording record sales of their hybrid-powered vehicles. In a much-needed delivery of good news amidst multiple emissions scandals, the world’s number one carmaker is preparing to deliver five million petrol-electric cars in 2025. Despite this success, Toyota CFO Yoichi Miyazaki says the company will continue to invest in EVs amidst its strategy of pursuing a full lineup that consists of battery-electric, plug-in hybrid, and hydrogen powertrains.

TAGS ELECTRIC VEHICLES HYBRIDS INDUSTRY JAPAN MAZDA NISSAN REPORTS TOYOTA