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The last chance for the Japanese! The new electric cars of "Two Fields, One Production" have been launched one after another. Who is attacking fiercely and who is slacking off in troubled waters?

Publish Date: 2025.04.15

The "equivalent tariffs" came with great force, and in the end, we were pushed back to the original form of a paper tiger. Under the "accompany to the end" policy, various measures have shown our confidence and resilience. On the other hand, the automobile industry, which has become the first pillar of the national economy, relies on the new track of new energy vehicles to overtake the foreign brands that once dominated the car market and break through.


After lying flat for a few years, recently, the Japanese suddenly launched a massive counterattack - giving the Japanese one last chance, will the situation in the Chinese car market go back to the past?


The last chance for the Japanese! The new electric cars of "Two Fields, One Production" have been launched one after another. Who is attacking fiercely and who is slacking off in troubled waters?

In March, GAC Toyota's new pure electric vehicle, the Platinum Smart 3X, was officially launched. Shortly thereafter, GAC Toyota released its report card: the Platinum Smart 3X had a large order of over 15000 units.


The last chance for the Japanese! The new electric cars of "Two Fields, One Production" have been launched one after another. Who is attacking fiercely and who is slacking off in troubled waters?

Dading is highly valuable, while the actual sales of Platinum Smart 3X in March were only 2490 units, which is a far cry from the two figures. Peng Baolin, Deputy General Manager of GAC Toyota, responded, "In order to ensure the quality during the initial production stage," which roughly means that orders are genuine and low sales are only limited by the ramp up of production capacity.


The last chance for the Japanese! The new electric cars of "Two Fields, One Production" have been launched one after another. Who is attacking fiercely and who is slacking off in troubled waters?

The troubles of happiness have not been tasted by joint venture brands for a long time. On the same day that the Platinum 3X was launched, another Japanese electric car, the Dongfeng Honda S7, was also launched; Subsequently, according to the news, the all-new GAC Honda electric car P7 will be launched on April 15th; Dongfeng Nissan is avoiding the "hodgepodge" of media days at the Shanghai Auto Show and will hold a grand launch event for the new electric vehicle N7 on April 27th.


In addition, as early as October 26, 2024, the Changan Mazda EZ-6 had already been launched, and in addition to FAW Toyota, it was still eating the old foundation of the bZ3 jointly built with BYD. As a Japanese brand, it can be considered as finally awakening and launching a fierce attack to regain lost ground.


The last chance for the Japanese! The new electric cars of "Two Fields, One Production" have been launched one after another. Who is attacking fiercely and who is slacking off in troubled waters?

Launching a fierce attack, whether it is the last one or not, is another matter. Those who fish in troubled waters will inevitably do so.


In theory, it is illogical for joint venture brands to defeat Chinese brands in the field of new energy. Firstly, in simple terms, joint venture brands have power that does not belong to one party, so decision-making efficiency is inevitably low. The constant tug of war and missed opportunities will certainly hinder the advancement of technology.


Secondly, both parties in the joint venture need profits. Even if both parties are willing to try to lose money, they need to be careful in their calculations. The extent of the loss needs to be fully anticipated by both parties' psychological expectations, so it has to return to the "back and forth tug of war".


Finally, in this big wave, what is the shortcut to meet both the need and the fastest integration into the new energy vehicle market? Without a doubt: changing the shell.


The last chance for the Japanese! The new electric cars of "Two Fields, One Production" have been launched one after another. Who is attacking fiercely and who is slacking off in troubled waters?

The GAC Toyota Platinum 3X is developed based on the second-generation model of the Aeon V, the Tyrannosaurus Rex. The Tyrannosaurus rex has not yet become a bestseller, but the Platinum Intelligence 3X has become a bestseller for a simple reason - it is cheap, even cheaper than the Tyrannosaurus rex, regardless of its configuration.


Cheap and adorned with Toyota's logo, Toyota and Guangzhou Automobile Group embody the concept of "coexistence". Without coexistence, they will die together. Chinese brands can overtake on the bend, while joint venture brands can also take the lead. Alternative fierce attacks may seem like slacking off in troubled waters, but they are still a trick.


The last chance for the Japanese! The new electric cars of "Two Fields, One Production" have been launched one after another. Who is attacking fiercely and who is slacking off in troubled waters?

The Mazda EZ-6 currently maintains monthly sales of around a thousand units, with a peak of over 2400 units. As it was launched as early as October last year, it was considered the "first Japanese new energy vehicle to surpass". Objectively speaking, although the EZ-6 has been self tuned by Mazda, it is still based on the Deep Blue SL03. In any case, Mazda's advantage lies in the internal combustion engine, which gives the EZ-6 good chassis tuning, but it still does not bring much advantage.


Selling thousands of vehicles per month may not be a fierce attack, but it's better than having none at all.


The last chance for the Japanese! The new electric cars of "Two Fields, One Production" have been launched one after another. Who is attacking fiercely and who is slacking off in troubled waters?

In fact, there are very few Japanese new energy vehicles that can launch a fierce attack. Shell replacement is a shortcut, with controllable costs and minimal effort. Without shell replacement and joint venture profits, it may ultimately result in a "high selling price" outcome. This has been verified in the Dongfeng Honda S7, and it is indeed Honda Technology Research China's exclusive creation for the Chinese market. However, a high selling price can only result in low sales.


Based on the above, we can probably guess the price and sales volume of the upcoming Guangzhou Honda P7 and Dongfeng Nissan N7 that have not yet been launched.


The last chance for the Japanese! The new electric cars of "Two Fields, One Production" have been launched one after another. Who is attacking fiercely and who is slacking off in troubled waters?

From the above, it can be seen that even if one is slacking off in troubled waters, there is no way out, let alone launching a fierce attack. Speaking of which, the explosive sales of Platinum Smart 3X are a fact. Has it affected our independent brand? The answer is that it will inevitably have a certain impact, and the magnitude of 'certain' is not significant.


The exterior is easy to move, but the interior is difficult to change. The last chance for Japanese brands is not to touch the cake of Chinese brands, but to extend the time they stay at the table of the Chinese automotive industry.

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