Chinese language automakers may very well be seeing a possibility to seize Japan’s EV market in its early levels. By Stewart Burnett
Chinese language state-owned automaker Guangzhou Car Group (GAC) plans tol introduce its Aion electrical automobile (EV) model to Japan throughout summer season 2026, in keeping with a report by Nikkei. Gross sales targets are modest: 200 orders throughout 2026, increasing to 2,000 items in 2027 by means of Tokyo-based distributor M Mobility Japan.
GAC will launch the compact Aion UT hatchback priced at JP¥3.3m (US$21,200) alongside the Aion V SUV beginning at JP¥5m. Each fashions will reportedly help Japan’s CHAdeMO fast-charging normal. Preliminary gross sales will probably be targeted on company prospects requiring business-use automobiles.
The growth follows weak home efficiency for GAC; complete gross sales declining 11% year-on-year to 1.18m items in the course of the first 9 months of 2025. Aion model gross sales dropped 20% to 180,000 items throughout the identical interval. That is seemingly due partially to intense value competitors, triggered by BYD earlier in 2025 as a part of efforts to scale back its stock.
GAC will enter the Japanese market with ties to main native OEMs, having established joint ventures with Toyota and Honda in China after launching in 1997. When gross sales from these joint ventures are factored in, the automaker offered two million automobiles throughout 2024. Like many joint ventures with international automakers, they’re going through gross sales struggles.
GAC will comply with BYD, which entered Japan in 2023 and offered 3,508 items in the course of the first 11 months of 2025, representing 64% year-on-year development. BYD plans to launch the Racco kei EV throughout summer season 2026 that includes sliding doorways fashionable in Japan. Geely’s Zeekr luxurious model additionally started taking Japanese orders in October.
It seems that Chinese language manufacturers see a possibility in Japan, the place the EV phase stays very small: gross sales reached 55,380 items by means of November 2025, representing roughly 1.5% of complete new automotive gross sales. This could place the nation among the many lowest EV shares in developed markets.
Japanese automakers at the moment are strengthening their electrical choices after some preliminary pushback; essentially the most notable being Toyota with the revised bZ4X, as nicely Nissan’s upcoming new Leaf—reimagined as a small SUV–-and Suzuki’s debut e-Vitara. Competitors in Japan’s nascent EV phase is predicted to accentuate considerably as Chinese language and home producers develop their lineups.
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