美国东部时间2024年4月26日上午11：12

作者：Suvrat Kothari

30%：丰田向印第安纳州工厂注资14亿美元https://cdn.motor1.com/images/mgl/rKZ2PE/s1/toyota-indiana-plant-2.jpg

我不认为我们需要阅读事物。如果有人工作了二十年，他们想用他们近二十亿美元的支出兑现并啜饮 Mai Tais，这似乎是完全合理的。不需要阴谋论。如果这个人现在只想放松他的一天，他就为生活做好了准备。你表现得好像这是一件疯狂的事情。

针气球28 个 AVR。2024, 03:10

目前电动汽车需求的下降为日本汽车制造商提供了一个急需的机会来赶上该行业的其他公司，尤其是在美国/加拿大。像中国这样的竞争性市场可能已经失去，而东南亚、中南美洲和澳大利亚等地区将取决于随着电动汽车市场的发展，先进竞争对手能以多快的速度获得市场份额。

原文阅读

Big Investments From Toyota, Honda Prove EVs Are Far From 'Done'

We also discuss the brutal “elimination round” in China’s EV market and former Tesla executive Drew Baglino selling over a million Tesla shares.

Apr 26, 2024 at 11:12am ET

By: Suvrat Kothari

30%: Toyota Pumps $1.4 Billion Into Indiana Plant

“If somebody doesn’t believe Tesla’s going to solve autonomy, I think they should not be an investor in the company,” CEO Elon Musk said
 

I'd say that Baglino's decision to sell $181 million of Tesla stock makes it clear what his views are on Tesla's ability to "solve autonomy". It seems like a big vote of no confidence.
 

Regarding the Japanese manufacturers -- yes, they could still come back and be strong contenders in the EV market. But that is a possibility, not a certainty. Regarding Toyota in particular, one thing that I find very odd is that they are apparently planning to come out with two different three-row SUVs as the next Toyota EVs. Yeah, they sell a lot of Highlanders, so I understand their interest in serving that market with an EV. But they sell even more RAV4s and Camries, so why ignore those markets?
 

Needles Balloon28 avr. 2024, 02:49

Regarding Toyota in particular, one thing that I find very odd is that they are apparently planning to come out with two different three-row SUVs as the next Toyota EVs. Yeah, they sell a lot of Highlanders, so I understand their interest in serving that market with an EV. But they sell even more RAV4s and Camries, so why ignore those markets?
 

Currently, there's only a single non-luxury 3 row SUV in the Kia EV9. Since the 2 row market is already saturated and their entry (bZ4X) is uncompetitive, why not avoid most competition altogether? Most automakers have canceled or delayed their plans for 3 row EVs in the current sales climate, so there's likely only to be 1 or 2 competitors which means that a bZ4X quality car is far more viable. Additionally, Toyota can tap into their strong truck/SUV fanbase who have looked past some of Toyota's shortcomings in the segment for quite a while. While I'd like to see more EV sedans, Hyundai, Tesla and VW's entrants will likely be better than Toyota's attempt and saturate the market in the US.
 

AMortalDefiant27 avr. 2024, 23:11

I don't think we need to read into things. If someone worked their butt off for two decades,t hen wants to cash-out and sip Mai Tais with their almost quarter billion dollar payout, that seems perfectly reasonable. No need for conspiracy theories. The man is set for life if he wants to just relax with his day now. You act like that's an insane thing to do.

Needles Balloon28 avr. 2024, 03:10

The current fall in EV demand has gifted the Japanese automakers a much needed opportunity to catch up with the rest of the industry, especially in the US/Canada. Competitive markets like China may have already been lost, while regions like SE Asia, Central/South America and Australia will depend on how fast the advanced competition can gain market share as their EV markets ramp up.

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