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IEObserve 國際經濟觀察@ieobserve P.2000
IEOBSERVE Telegram 2000
受惠日圓疲軟和成本削減、銷售強勁,Toyota Q3營收年增24%至11.4兆,營業利潤率擴大至12.6%,營業利潤年增155%至1.43兆。同時上調2024財年營業利潤指引從3兆到4.5兆,秘訣就是少造賠錢的純電動車。

傳統汽車銷量年增9%至263萬輛,混合動力年增超過42%至92萬輛,BEV純電車3萬輛。電氣化比例從去年27.3%提升至36.4%,主要還是靠HEV。
區域方面日本和北美市場都約成長15%,所有區域都呈現成長。混合動力HEV在中國需求保持穩健。但純電動車下滑。

預估2024財年(到明年三月結束)全年銷售1138萬台車,其中混合動力359萬輛佔比提高至37.2%,但BEV大幅從20.萬輛下調至12.3萬輛。

之前這篇就有講過傳統車廠這個現象
https://ieobserv.com/global_auto_23Q2



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受惠日圓疲軟和成本削減、銷售強勁,Toyota Q3營收年增24%至11.4兆,營業利潤率擴大至12.6%,營業利潤年增155%至1.43兆。同時上調2024財年營業利潤指引從3兆到4.5兆,秘訣就是少造賠錢的純電動車。

傳統汽車銷量年增9%至263萬輛,混合動力年增超過42%至92萬輛,BEV純電車3萬輛。電氣化比例從去年27.3%提升至36.4%,主要還是靠HEV。
區域方面日本和北美市場都約成長15%,所有區域都呈現成長。混合動力HEV在中國需求保持穩健。但純電動車下滑。

預估2024財年(到明年三月結束)全年銷售1138萬台車,其中混合動力359萬輛佔比提高至37.2%,但BEV大幅從20.萬輛下調至12.3萬輛。

之前這篇就有講過傳統車廠這個現象
https://ieobserv.com/global_auto_23Q2

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