金吾财讯 | 丰田(TM)股价持续走低，盘前报178.9美元，跌2.2%。
消息面上，丰田汽车宣布暂停雷克萨斯高端纯电轿车研发，原计划 2027 年中期投产的 LF-ZC 量产项目终止，反映全球电动车市场增速放缓趋势。该车 2023 年 10 月亮相，原定 2026 年上市后延期，主打快充与长续航技术。
尽管叫停整车项目，丰田仍坚持核心技术投入，继续研发全固态电池与一体化压铸等关键技术。数据显示，丰田过去一年电动车全球销量超 19 万辆，同比增长 42.4%；但美国取消购车税收优惠，为市场带来不确定性。
行业层面，日系车企集体调整电动化节奏。本田本月宣布撤回 2040 年全面电动化目标，同时下调 2030 年纯电销量预期，从 200 万台降至 70 万台。本田 CEO 三部敏宏称，商业环境与需求变化令原目标不切实际。
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