
和泰車2026年上半年因豐田與Lexus雙品牌熱銷,國內獲利大幅成長逾4成達137.59億元;但統籌中國佈局的和通汽車投資旗下上海、南京、天津、重慶、青島等經銷據點幾乎全數虧損,淨損總計1.38億元。
AI-generated summary
和泰車是台灣汽車經銷龍頭,代理豐田與Lexus品牌。近年積極布局中國市場,但受內卷競爭衝擊,中國經銷據點表現不佳。
AI合成示意圖
〔記者高嘉和/台北報導〕和泰車在國內市場憑藉豐田(Toyota)與凌志(Lexus)雙品牌熱銷,穩居台灣車市霸主,今年上半年整體獲利大幅成長4成;但轉投資中國事業卻也難逃「內捲」打擊,西進經銷據點幾乎是全數認賠。
根據和泰車2026年上半年合併財報,在國內本業與和潤企業等子公司的強勁挹注下,集團整體稅後淨利高達137.59億元,較去年同期的97.3億元大幅成長逾4成;而統籌中國佈局的控股公司「和通汽車投資」上半年慘遭滑鐵盧,整體本期淨損達1.38億元。
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和通汽車投資旗下位於中國各地的經銷商,可說是「一片慘綠」。主力據點上海和裕豐田本期淨損達1588萬元;負責Lexus品牌的上海和凌,本期淨損亦高達2146萬元。
而在江蘇地區,南京和展汽車本期淨損達2823萬元,和泰車依持股比例認列1976萬元的投資虧損。此外,包括天津濱海新區和凌雷克薩斯(淨損1640萬元)、重慶渝都豐田(淨損2782萬元)以及青島和凌雷克薩斯(淨損1017萬元)等指標性經銷據點,也紛紛陷入虧損窘境。
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AI outlook — possibilities, not facts
和泰車將在未來幾個季度重新評估中國投資報酬率
Likely · Within months

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China's strong subsidies for the new energy vehicle industry have led to overcapacity and market involution, causing multinational car companies that relied heavily on the Chinese market in the early years, such as General Motors's Buick, Cadillac, Ford Lincoln, and German BBA and Volkswagen brands, to see a sharp decline in sales. Among them, 90% of Buick's sales came from China, with only 436,000 units sold last year, compared with 2016. The annual peak fell by more than 60%; Cadillac's sales in China fell from a peak of 233,000 units in 2021 to about 100,000 units; Lincoln's sales in China dropped from nearly 80,000 units to 36,000 units; the three BBA's combined Chinese sales dropped by nearly 260,000 units; Volkswagen's sales in China fell by 8% to 2.6938 million units, surpassed by Geely for the first time.