#Japan #Automotive Industry #Tokyo #SBI Securities #Koji Endo

Insightful Seminar on Automotive Trends for 2025

Prepare for an enriching experience at the upcoming seminar titled "Key Topics and Predictions for the Automotive Industry in 2025," scheduled for October 27, 2025. Renowned Chief Executive Analyst Koji Endo from SBI Securities will be sharing critical insights and forecasts that are likely to shape the automotive landscape in the years to come.

Seminar Details

• - Date & Time: October 27, 2025 (Monday) from 4 PM to 6 PM Japan Time
• - Location: SSK Seminar Room, 4th Floor, Zaimax Nishi-Shimbashi Building, 2-6-2 Nishi-Shimbashi, Minato City, Tokyo, Japan
• - Participation Methods:

- On-site Attendance at the seminar room
- Live Stream via Zoom Webinar
- Archive Access available for two weeks after the seminar, allowing participants to view sessions at their convenience

Key Topics to Be Discussed

1. 2025 Automotive Topics
Recent developments indicate that the automotive industry will face significant challenges due to various external factors. For instance, trade tariffs introduced by the Trump administration, imposing a 25% tariff on Canadian and Mexican imports along with 10-20% tariffs on other regions including Japan, could lead to an increase in product prices. This increase may drive down sales volume, creating a ripple effect on profitability, particularly if companies opt not to absorb these costs.

Furthermore, the Inflation Reduction Act (IRA) introduced by President Biden is expected to be rescinded, eliminating a subsidy of up to $7,500 for Battery Electric Vehicles (BEVs), resulting in a slowdown in BEV sales. Other environmental initiatives may also face delays or suspensions, which while beneficial in the short term, could reemerge in four years.

The European automotive industry is also undergoing a significant restructuring phase, with Volkswagen leading the way in closing multiple factories and reducing workforce numbers. Such changes could instigate broader industry consolidation amid a downturn in sales and an economic slump within Europe, risking bankruptcies of smaller parts suppliers lured into automation yet left vulnerable by the slow pace of electrification.

Additionally, the prospects for Toyota and Nissan's production facilities in the UK appear uncertain due to Brexit-related tariffs—10% for vehicles destined for the EU—affecting competitive pricing and profitability.

2. Upcoming Auto Shows and Vehicle Launches
As we approach the latter part of 2025, a series of key global auto shows are lined up, with new vehicle launches anticipated, including:
- Munich Motor Show: September 9-14
- Tokyo Mobility Show: October 30-November 9
- Los Angeles Motor Show: November 21-30
- Guangzhou Motor Show: November 22-30

3. Financial Strategies and Market Expectations
The seminar will emphasize the importance of holding shares of key automotive players such as Toyota given potential risks if not. Furthermore, attendees will receive insights on adjusted forecasts following mid-term financial results from major automotive corporations like Toyota, Honda, and others.

4. US Market Resilience
Surprisingly, the U.S. economy and new vehicle demand may hold up better than expected, providing a sliver of optimism amidst prevailing uncertainties.

5. Networking and Future Collaborations
The event will also feature discussions on potential future collaborations among major automotive manufacturers and tech companies, exploring synergies in adapting to evolving market demands.

6. Additional Topics
Participants will have the chance to inquire further during a Q&A segment, fostering connections through business card exchanges.

Note: The program is subject to change based on the latest industry developments.

Contact Information

For inquiries, you can reach us at:

• - SSK: 4th Floor, Zaimax Nishi-Shimbashi Building, 2-6-2 Nishi-Shimbashi, Minato City, Tokyo
• - Email: [email protected]
• - Phone: 03-5532-8850
• - Fax: 03-5532-8851
• - Website: SSK21

About SSK Group

Established on December 6, 1996, SSK Group has dedicated over 28 years to delivering valuable business seminars and information services. With around 500 seminars each year, SSK aims to empower businesses with high-level insights crucial for navigating the evolving market landscape, ensuring clients continuously receive cutting-edge information and strategic guidance.