智通财经APP获悉，丰田汽车(TM.US)在年初销量表现缓慢后，2月迎来上涨。尽管海外市场表现平稳，但得益于日本本土市场的爆发式增长，集团全球销量仍同比增9.5%至82.5万辆。其中，日本国内销量同比飙升52%，成为拉动增长的核心引擎，而全球产量也同步提升12.5%至88.8万辆。
这一积极势头恰逢美国贸易政策突变。特朗普政府宣布自下周起对进口汽车加征25%关税，令全球汽车产业陡然承压。对丰田汽车而言，其在美销售的凯美瑞、RAV4等主力车型可能面临成本激增，而北美工厂产能短期内难以完全消化本土需求，供应链调整已迫在眉睫。
市场竞争层面，丰田正遭遇双重挑战：中国电动车品牌凭借性价比优势加速渗透全球市场，同时美国本土车企在混合动力技术领域的突破，正蚕食普锐斯等车型的市占率。数据显示，2024年丰田全球交付量虽微降至1080万辆，仍连续五年蝉联销量冠军，但较上年缩减的规模暴露出增长压力。
值得关注的是，这家日系巨头正从系列危机中逐步复苏。历经排放门事件与大规模召回后，丰田2025财年的营业收入指引上调至4.7万亿日元(约合310亿美元)，显示出管理层对下半年市场回暖的信心。
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