Story no.12InternationalOngoingPlants, jobs and earnings +3Notable Several countries (6)30 Oct → 3 Nov18 facts · 45 art.
Japanese Manufacturers Face Plummeting Sales in China
Japanese manufacturers are suffering a sharp decline in sales and production in China, with Honda and Nissan seeing volumes halved and production by the big four falling 32% between April and September 2026. This loss of ground occurs in a market where new energy vehicle penetration reaches 67%, weighing on their global results, although Toyota still reported a half-year operating profit exceeding expectations. Responses differ: in China, Lexus plans a locally produced electric SUV in 2027 and Toyota partners with BYD for an electric sedan, while in Japan Toyota calls for unity among manufacturers and highlights its reliability. In the United States, the rise in hybrid sales and a favorable exchange rate effect offset Toyota's 25% drop in Chinese sales, and South Korea reports the decline of the three Japanese manufacturers on the Chinese market in September.
In brief
Ongoing story bringing together 18 events involving Toyota, Honda, Nissan and 7 more, in 6 countries (Chine, Japon, États-Unis and 3 more), followed from 30 October 2026 to 3 November 2026. 45 articles from 17 sources (plants, jobs and earnings, sales and market, launches and reviews and 1 more); last updated on 3 November 2026 at 13:35. Figures reported: 860107 vehicles.
National stories
Confirmed(5)
- 4
- 3
Toyota's global battery electric vehicle sales reached 309,766 units from January to September 2026, up 127.4%.
3 independent sourcesautodaily.co.kr, forococheselectricos.com, autoherald.co.kr
- 2
Toyota's global sales in September 2026: 860,107 units, down 2.2% year-on-year, marking the third consecutive monthly decline.
2 independent sourcesautodaily.co.kr, autoherald.co.kr
- 2
Honda's production in China decreased by approximately 90%, the steepest drop among Japanese manufacturers.
2 independent sources新浪汽车, forococheselectricos.com
- 2
Lexus will launch a locally produced electric SUV in Shanghai in 2027, ending its exclusive import approach in China.
2 independent sourcesCarNewsChina.com, 스타뉴스
Sources disagree(1)
Single source so far(5)
- Toyota's sales in China fell by nearly 20% in September 2026. (according to autodaily.co.kr)
- Japanese passenger car production in China fell 46.5% between January and September 2026. (according to forococheselectricos.com)
- Toyota's production in China declined 40.7% year-on-year, yet still accounts for more than 60% of the Japanese volume. (according to forococheselectricos.com)
- Toyota partnered with BYD to launch an electric sedan in China. (according to Mashable)
Updates(3)
- 1 Nov, 20h29New official figure: Toyota's global production from April to September 2026 at 4.89 million units (-2%).
- 1 Nov, 20h29New official figure: Toyota's global BEV sales from January to September 2026 at 309,766 units (+127.4%).
- 1 Nov, 20h29New official figure: Toyota's global sales in September 2026 at 860,107 units (-2.2%), the third consecutive month of decline.
AI cross-check of the headlines and extracts of 31 articles (22 outlets) · “confirmed” = reported by at least two independent outlets, or by the manufacturer’s official press room · 1 Nov, 20h29
Context and reference points, separate from the story's news. Every item links to its source; updated on 31 Oct
Key terms
- New Energy Vehicle
- A category of vehicles whose propulsion does not directly use a classic thermal engine; it notably includes hydrogen vehicles, which use the chemical transformation of dihydrogen as a propulsion energy source, often via a fuel cell. Wikipedia
- Residual Value
- The value of an asset after deducting depreciation related to wear or obsolescence; in accounting, it corresponds to the acquisition cost reduced by the amortization applied over its useful life. Wikipedia
Timeline
newest firstDot = severity
- 22h10
Toyota : bénéfice opérationnel semestriel de 2 038 milliards de yens malgré la chute en Chine
Toyota annonce un bénéfice opérationnel de 2 038 milliards de yens pour avril-septembre 2026, au-dessus des attentes. La baisse de 25 % des ventes en Chine est compensée par la hausse de 8 % des hybrides aux États-Unis et un effet de change favorable de 200 milliards de yens.
글로벌이코노믹
- 01h00
Toyota to publish half-year results on November 5, with China as weak point
Toyota is set to announce on November 5 its results for April to September 2026, marked by difficult sales in China and support from hybrid sales.
nikkei.comad-hoc-news.denewspremier.com
In figures
Countries concerned
Several countries (6)
Brands concerned
Official figures
- Toyota · 79,386 reg. (EU + EFTA + UK, Sept 26) · 85 recall(s) in 12 months
- Honda · 9,182 reg. (EU + EFTA + UK, Sept 26) · 62 recall(s) in 12 months
- Nissan · 25,097 reg. (EU + EFTA + UK, Sept 26) · 45 recall(s) in 12 months
- Toyota Motor · 9,627 reg. (France, Oct 26) · 100 recall(s) in 12 months
Key figures
- 860,107
- véhicules
Highest number recorded in 5 article(s), automatically extracted: please check sources.
Sources by country and language
Press country
| Articles | Outlets | |
|---|---|---|
| China | 11 | 8 |
| Japan | 11 | 6 |
| South Korea | 9 | 6 |
| United States | 4 | 3 |
| Germany | 2 | 1 |
| Spain | 2 | 1 |
| Australia | 1 | 1 |
| Brazil | 1 | 1 |
| Canada | 1 | 1 |
| United Kingdom | 1 | 1 |
| Greece | 1 | 1 |
| Pakistan | 1 | 1 |
Languages
| Articles | Outlets | |
|---|---|---|
| Japanese | 12 | 7 |
| English | 10 | 9 |
| Chinese | 10 | 7 |
| Korean | 8 | 6 |
| Portuguese | 2 | 2 |
| Spanish | 2 | 1 |
| Unknown | 1 | 1 |
Country of the outlet (not of the topic), inferred from its address and language. Each outlet counts once per row.
Further reading
People cited
Go up the thread
Events in the story
- Toyota : ventes mondiales en baisse sur trois mois malgré le bond des électriques3 Nov
- China: Toyota bZ7 (Bozhi 7) struggles to convert its good reputation into sales3 Nov
- Les constructeurs japonais déclinent leurs stratégies de survie au salon de Pékin 20263 Nov
- Lexus to produce its first electric SUV in China in 20273 Nov
- Toyota to publish half-year results on November 5, with China as weak point2 Nov
- Toyota : bénéfice opérationnel semestriel de 2 038 milliards de yens malgré la chute en Chine1 Nov
- Toyota highlights reliability against Chinese automakers31 Oct
- La production des marques japonaises en Chine chute de 46,5 % sur neuf mois31 Oct
- Toyota appelle les constructeurs japonais à s'unir face à la concurrence chinoise31 Oct
- Toyota s'allie à BYD pour lancer une berline électrique en Chine31 Oct
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