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Toyota to Expand Guangzhou & Tianjin Hubs' Capacity in China

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Toyota Motor Corporation (TM - Free Report) is going to expand the capacity at the Guangzhou facility in China, per Reuters. This is in addition to the production expansion at another hub in Tianjin by around 120,000 units per year.

The capacity increase at Toyota’s Guangzhou hub will help manufacture an additional 120,000 vehicles a year. Combining the production increase of Tianjin and Guangzhou plants, the company will raise its overall manufacturing capacity by 20% or 240,000 units per year. Currently, the production capacity of Toyota in China is 1.16 million vehicles each year.

Notably, the expansion of Tianjin facility will be used to manufacture 110,000 plug-in hybrid electric vehicles (EVs) and 10,000 all-electric battery vehicles each year. The capacity addition at the hub is likely to cost $257 million. Per a company source, the capacity expansion in Guangzhou will also aid EV manufacturing.

Toyota Motor Corporation Price and Consensus

 

These plant expansions are in sync with Toyota’s medium-term strategy to boost China’s yearly sales by more than 50% to 2 million vehicles by 2020. Except for boosting production capacity, the company is also developing its focus toward EV technologies and sales networks. Moreover, Toyota might probably add one or two assembly plants in China.

The Chinese government has been pushing automakers to manufacture and sell more EVs by providing them with production quotas and subsidies for such vehicles. Further, it would eliminate foreign ownership limit for automakers that manufacture fully-electric and plug-in hybrid vehicles in 2018. The same will be applicable for commercial vehicle manufacturers in 2020 and the wider car market by 2022. These benefits, along with increasing demand for EVs in the market, are encouraging the companies to expand footprint in the country and grab the opportunity to amplify sales.

Price Performance

In the past month, Toyota’s stock has lost 6.4%, underperforming 5% decline recorded by the industry it belongs to.

 



 

Zacks Rank & Key Picks

Toyota currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the auto space are PACCAR Inc. (PCAR - Free Report) , Nissan Motor Co. (NSANY - Free Report) and Cummins Inc. (CMI - Free Report) , each carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

PACCAR has an expected long-term growth rate of 10.8%. Shares of the company have risen 6.8% in the past month.

Nissan has an expected long-term growth rate of 4.3%. Over a month, shares of the company have gained 1.6%.

Cummins has an expected long-term growth rate of 11.6%. Over a month, shares of the company have gained 6.4% compared with the sector.

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