豐田汽車11月全球銷量下滑2.2%，終結連續11個月成長
豐田汽車公布2025年11月全球銷量，較去年同期下滑2.2%，為11個月來首次衰退。主要受中國市場因補貼取消而銷量大減12.1%拖累。
連續11個月的成長動能戛然而止。豐田汽車於12月25日宣布，2025年11月全球汽車銷量為90萬11輛，較去年同期下滑2.2%。這是該汽車巨擘11個月以來首次出現月度銷量衰退，主要歸因於中國及南美市場的銷售疲軟。
各地市場兩樣情：中國衰退，美國堅挺
本次銷量下滑的關鍵，在於中國市場的急凍。由於政府停止提供購車補貼，導致潛在消費者猶豫不前，豐田在中國的銷量大幅衰退了12.1%。這對仰賴中國市場的全球車廠而言，無疑是個警訊。
與此形成鮮明對比的是美國市場。儘管面臨美國政府實施的汽車關稅壓力，豐田在美國的銷售表現依然強勁，成為支撐整體業績的重要力量。一消一長之間，凸顯了全球市場的複雜性與不確定性。
對投資者的啟示
長達11個月的成長告終，可能意味著全球汽車需求正進入一個轉折點。投資者必須密切關注中國的經濟政策風向，因為它將持續對全球車市產生舉足輕重的影響。過度樂觀看待單一市場的表現，可能會忽略全球需求放緩的宏觀風險。
投資汽車類股涉及多重風險，包括全球經濟景氣、國際貿易政策及匯率波動。在做出任何投資決策前，應全面評估宏觀經濟指標，而非僅依賴單一公司的財務數據。
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