日元跌至历史低位，或将为日本车企带来58亿美元收益

Odaily reported that although Japan is trying to curb the yen's fall to a 40-year low, the weak currency could generate substantial windfall profits for the country's automakers this year. Based on companies' forecasts, assuming the yen remains near its current level, the overall upside potential for Japanese automakers' profits is around 934 billion yen (approximately USD 5.8 billion).

Toyota Motor Corporation, in its earnings guidance released in early May, assumed an exchange rate of 150 yen to the US dollar, while the current level is around 161 yen. Toyota estimates that for every 1 yen the yen depreciates, its operating profit increases by 50 billion yen, meaning the company will significantly benefit from the yen's continued weakness. Other automakers have also adopted relatively conservative exchange rate assumptions: Honda at 145 yen to the US dollar, Nissan at 150 yen, and Subaru and Mazda at 155 yen. Meanwhile, declines in raw material and energy costs may exceed expectations. Following a peace agreement between the US and Iran, crude oil prices, calculated in yen, have fallen over 30% from their peak in late April.

Senior analyst Tatsuo Yoshida stated that for automakers like Toyota and Honda, which have already factored in the situation in the Middle East into their full-year forecasts, recent developments could become a "significant positive factor," and lower gasoline prices may also improve consumer confidence and support car sales.