Japan's defense of the train is not once or twice. Why break the defense, because of the sense of crisis, a very strong sense of crisis. The automotive industry accounts for about 10% of Japan's GDP and 40% of the manufacturing industry. It is not an exaggeration to say that Japan is tied to the automobile industry.
About ten years ago, there were three tracks for the future development of automobiles. The first is the choice of traditional fuel vehicle companies, continue to deepen their own products, and consolidate their traditional advantages. That's true, but now it seems to be a bit of a sell-out.
The second is the uncertain tram track, because trams are not a new technology, and traditional car companies have been dismissive of battery technology because it has not been able to break through.
The third is hydrogen energy, which Japan has to go, and we have talked about hydrogen energy before, that is, the safety problem cannot be guaranteed for a long time + the cost of hydrogen refueling stations has remained high. And after many replacements, the geometric number of time skyrockets.
But the Japanese axis is going to gamble on the national fortune. A bunch of patent barriers were created, trying to seize the opportunity of the industry and then collect taxes from latecomers to make money. But it failed, and the reason is simple: Japan's size is not enough to support the development of related industries. Or to put it another way, the U.S.-China market has the ability to bypass your technical barriers.
Then, in recent years, battery technology has made breakthroughs, and China and the United States have successfully achieved corner overtaking of fuel vehicles. Don't laugh, Musk really thinks the same way as Lao Zhong. I can't beat the old companies in the traditional automobile industry, so won't I find another way? The results have proved that they have achieved corner overtaking for traditional car companies...
But Japan is uncomfortable, I have invested a lot of R&D funds in hydrogen energy, and you are going to play with the train? Although the body is very honest and wants to build a tram, it has been delayed for more than ten years, and I can't catch up step by step. After seeing China's trams at the Shanghai Auto Show, the domestic media collectively broke the defense.
Moreover, after the performance, appearance, and grade of Chinese trams gradually improved, after killing Japanese cars within 100,000 to 300,000 to kill their own mothers, they began to go to a more high-end route, and Japan could not stop it. The entire automobile industry is chewing horses and feeding so many people, and it seems that there will be a trend of being replaced by China in the future. He definitely doesn't want to be reduced to a large "Foxconn" foundry in the future~
For me, I'm more anxious... But it's useless to rush. Japan is now there, and the only way is to cut profits and cut prices. The problem is that you are fighting the price with these people in China? It's good to go, don't send it, don't send it.