Toyota Has Finally Hit The Accelerator On Its EV Journey
Toyota Has Finally Hit The Accelerator On Its EV Journey
Last week, Toyota Motor (NYSE:TM) revelaed its second quarter deliveries, joining Tesla Inc (NASDAQ:TSLA), General Motors (NYSE:GM) and Ford Motor (NYSE:F). In a nutshell, Toyota has something to brag about as its EV sales quadrupled in the second quarter.
上週，豐田汽車（NYSE:TM）公佈了其第二季度交付量，加入了特斯拉股份（NASDAQ:TSLA）、通用汽車（NYSE:GM）和福特汽車（NYSE:F）。簡而言之，豐田的電動汽車銷量在第二季度增長了三倍。
Second Quarter Sales
第二季度銷售情況
In the U.S. Toyota sold 621,549 vehicles, which is a rise of 9.2 % YoY and it owes it to EVs. In the second quarter, Toyota sold almost 250,000 hybrid and electric models, which represents an even more impressive YoY rise of 63%, representing almost 40% of the group's total volume. EVs and PHEVs are undoubtedly Toyota's fastest-growing segment.
在美國，豐田汽車銷售了621,549輛汽車，同比增長9.2%，增長歸功於電動汽車。在第二季度，豐田汽車銷售了近25萬輛混合動力和電動汽車，同比增長63%，佔該集團總成交量的近40%。毫無疑問，電動汽車和插電混合動力汽車是豐田的最快增長領域。
Toyota's current offering hybrids, plug-in hybrids and a fuel-cell electric vehicle consists of 29 electrified models, which is two more compared to the previous quarter.
豐田目前提供的混合動力汽車、插電混合動力汽車和燃料電池電動汽車共計29個電氣化車型，比上季度增加了兩款。
The Toyota Group group sold 24,266 plug-in electric cars, which translates to a 112% YoY increase, with these vehicles making 3.9% of the total volume, rising from last year's 2.0%. The Toyota brand enjoyed a 91% YoY boost as it reported 17,589 plug-in sales, while its hybrid star, Lexus, almost tripled its volume that grew 194% to 6,677.
豐田集團銷售了24,266輛插電式電動汽車，同比增長112%，這些車輛佔總成交量的3.9%，高於去年的2.0%。豐田品牌銷售17,589輛插電式電動汽車，同比增長91%，而其混合動力明星車型雷克薩斯的銷量增長了194%，增長至6,677輛。
Toyota definitely stepped on the accelerator pedal in the EV race.
豐田在電動汽車領域加速發展。
The group's all-electric car sales increased by 301% YoY to 11,607 units. For the first time in history, 1.9% of all Toyota Motor North America sales were all-electric, rising from last year's comparable quarter when they made 0.5%.During the first half of 2024, Toyota Group sold 42,098 plug-ins, which is double compared to the first half of 2023.
該集團的全電動汽車銷量同比增長301%，達到11607輛。歷史上首次，所有Toyota Motor North America銷售額中1.9%是全電動汽車，較去年同期的0.5%有所提高。在2024年上半年，豐田集團售出42098臺插電式混合動力汽車，較2023年上半年翻了一倍。
Meanwhile, the EV king, Tesla is reflecting a softening EV demand.
與此同時，電動汽車之王特斯拉的電動汽車需求正在降溫。
Tesla revealed its global deliveries contracted by 4.8% in the second quarter to around 444,000 EVs. This is the second consecutive quarter that Tesla is reporting a volume drop, after reporting an 8.5% YoY decline in the first quarter. But fortunately for Tesla, the latest fall was milder than what analysts expected.
特斯拉透露，其二季度全球交付量下降了4.8%，約爲44.4萬輛電動汽車。這是特斯拉連續第二個季度報告其交付量下滑，首季同比下降8.5%。但幸運的是，最新下滑的幅度比分析師預期的要小。
Long gone are the days that Tesla the EV market almost to itself. With intensified competition from BYD Company Limited (OTC:BYDDY) and even newcomers like Nio Inc (NYSE:NIO), Tesla is forced to fight for its place under the EV sun. In addition, legacy automakers like Toyota, GM and Ford are determined to catch up. Although the Chinese brands succeeded to undercut Tesla on price in their home market, legacy automakers undoubtedly have their know-how on their side in building their competitive advantage on. By the looks of it, Toyota has finally picked up the pace, so the EV race is about to get even more interesting.
特斯拉曾經幾乎壟斷了電動汽車市場，但那已成爲過去。BYD公司（場外交易：BYDDY）和新進入行業的蔚來公司（NYSE:NIO）日益加強競爭。此外，如豐田、通用汽車和福特這樣的傳統汽車製造商也決心追趕。儘管中國品牌在本土市場成功地壓低了特斯拉的價格，但是傳統汽車製造商在其領域的專業知識無疑是他們的競爭優勢。從目前的形勢看，豐田汽車終於加速了步伐，所以電動汽車競賽正變得更加有趣。