丰田在2023年结束时看起来已经找到了解决之道，成为全球销量最高的汽车制造商。然而，丰田的成功开始停滞，今年9月整体销量同比下降7.4%，2024年迄今总销量同比下降1.9%。丰田在日本国内市场的销量也出现下滑，并受到数据造假丑闻的影响。在中国市场，丰田的销量也因价格竞争加剧而下降，中国消费者转向本土品牌，尤其是电动汽车。在美国市场，丰田的销量虽然仍保持增长，但9月份的销量同比下降20.3%。丰田一直对快速转向纯电动汽车持怀疑态度，而是将混合动力汽车视为过渡阶段。这一决策已被证明是明智的，因为竞争对手由于消费者采用速度缓慢而缩减了其电动汽车计划。丰田的全球混合动力汽车销量迄今已达到近300万辆，同比增长19.8%。

🤔 丰田在2023年结束时看起来已经找到了解决之道，成为全球销量最高的汽车制造商，但其成功开始停滞，今年9月整体销量同比下降7.4%，2024年迄今总销量同比下降1.9%。

📉 丰田在日本国内市场的销量也出现下滑，9月份同比下降6.3%，前九个月同比下降16.9%。丰田将此归咎于其普锐斯混合动力汽车的国内召回，以及暂停生产雅力士Cross、卡罗拉Axio和卡罗拉Fielder等三款车型。

🚨 丰田的销量下降与今年早些时候爆发的日本汽车制造商数据造假丑闻有关。丰田及其多家日本汽车制造商被发现向当局提交了错误的安全测试数据，包括行人安全和碰撞安全测试数据。受影响车型在6月份停产，直到9月初才恢复生产。

🇨🇳 丰田在中国市场也面临着挑战，9月份销量同比下降9.2%。丰田将此归咎于价格竞争加剧。中国消费者正在转向本土品牌，尤其是电动汽车。本土汽车制造商正在进行激烈的价格战，导致整个行业的利润率下降。

🇺🇸 丰田在美国市场也遭遇挫折，9月份销量同比下降20.3%，丰田将此归咎于召回和飓风海伦的影响。尽管如此，丰田在美国的销量在2024年迄今仍保持增长，同比增长6.2%。

🔋 丰田一直对快速转向纯电动汽车持怀疑态度，而是将混合动力汽车视为过渡阶段。这一决策已被证明是明智的，因为竞争对手由于消费者采用速度缓慢而缩减了其电动汽车计划。丰田的全球混合动力汽车销量迄今已达到近300万辆，同比增长19.8%。

Toyota ended 2023 looking like it had figured things out. The Japanese carmaker ended the year as the world’s top selling carmaker, with 11.2 million vehicles sold across all of its companies. Unlike its struggling competitors in Japan, the U.S., and Europe, Toyota looked like it was succeeding in a changing car market, hit by macroeconomic headwinds, new competition from China, and an expensive transition to EVs. Toyota shrugged off investor complaints about its slow transition to battery electric vehicles, and instead made a successful bet on hybrids, more suited to markets like the U.S.But Toyota’s success is starting to stall. In September, Toyota’s overall sales declined 7.4% year on year. Total sales for 2024 thus far are down 1.9% year on year to reach 7.4 million vehicles, the company revealed Wednesday. Toyota’s sales in Japan, its home market, fell 6.3% year on year in September, adding to a 16.9% year on year decline for the first nine months of the year. Toyota blamed domestic recalls of its Prius hybrid, as well as suspended production of three of its models: the Yaris Cross, Corolla Axio, and Corolla Fielder.The suspensions are tied to revelations earlier this year that Toyota, alongside several other Japanese automakers, submitted faulty safety testing data to authorities, including for pedestrian safety and collision safety tests. Manufacturing of the affected models stopped in June only resumed in early September. It’s the latest scandal involving faulty data to hit Toyota. In December 2023, Toyota halted production at its compact-car maker Daihatsu after a safety investigation uncovered over 170 irregularities in 64 models that reached as far back as 1989. Toyota is also struggling in China, the world’s largest auto market. Toyota’s sales in China fell 9.2% year on year in September, which the company blamed on increased price competition. Chinese consumers are turning toward domestic brands, particularly in electric vehicles. Local carmakers are engaged in a fierce price war, driving down margins across the industry. Foreign carmakers like Volkswagen and GM, which once dominated China’s car sector, are now reporting major declines in China sales. Toyota in the U.S.Toyota even struggled in the U.S., which has been a bright spot for the company for much of the year. Toyota’s U.S. sales are still up 6.2% year on year for 2024 thus far. Yet the carmaker’s U.S. sales fell 20.3% in September compared with a year ago, which it blamed on recalls and Hurricane Helene. The company’s hybrids are doing well in the U.S., where battery electric vehicles are less popular owing to cost and a lack of charging infrastructure. Toyota has been skeptical of a rapid shift toward battery electric vehicles, instead promoting hybrids as a transitional step. That decision has proved prescient as competitors scale back their EV plans owing to slow consumer adoption. Toyota’s global hybrid sales now total almost 3 million units for the year thus far, a 19.8% year-on-year increase.