Story no.12InternationalOngoingPlants, jobs and earnings +3Notable Several countries (6)30 Oct → 4 Nov20 facts · 52 art.
Toyota and Japanese automakers face declining sales in China
Japanese automakers are experiencing a sharp decline in sales and production in China, with production down 46.5 percent over the first nine months of 2026 and 32 percent between April and September, in a market where new energy vehicles reach 67 percent penetration. Toyota, which accounts for more than 60 percent of production volume, sees its Chinese sales fall 25 percent but partly offsets this with an 8 percent rise in its hybrids in the United States and a favorable exchange-rate effect, with half-year operating profit above expectations. To respond to this pressure, Lexus plans an electric SUV produced locally in Shanghai in 2027, and Toyota is partnering with BYD on an electric sedan in China. National differences mainly concern the scale of the adjustment in China and the role of the United States as a relay for Toyota, while coverage of the story also extends to Japan, South Korea, Spain, the United Kingdom and Germany.
In brief
Ongoing story bringing together 20 events involving Toyota, Honda, Nissan and 7 more, in 6 countries (Chine, Japon, États-Unis and 3 more), followed from 30 October 2026 to 4 November 2026. 52 articles from 19 sources (plants, jobs and earnings, sales and market, launches and reviews and 1 more); last updated on 4 November 2026 at 14:00. 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 percent.
3 independent sourcesautodaily.co.kr, forococheselectricos.com, autoherald.co.kr
- 2
Toyota global sales in September 2026: 860,107 units, down 2.2 percent year-on-year, third consecutive monthly decline.
2 independent sourcesautodaily.co.kr, autoherald.co.kr
- 2
Honda's production in China fell by about 90 percent, the steepest decline among Japanese automakers.
2 independent sources新浪汽车, forococheselectricos.com
- 2
Lexus will launch in 2027 an electric SUV produced locally in Shanghai, ending its import-only 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 percent in September 2026. (according to autodaily.co.kr)
- Japanese passenger car production in China fell 46.5 percent between January and September 2026. (according to forococheselectricos.com)
- Toyota's production in China fell 40.7 percent year-on-year, while accounting for more than 60 percent of Japanese volume. (according to forococheselectricos.com)
- Toyota has partnered with BYD to launch an electric sedan in China. (according to Mashable)
Updates(3)
- 1 Nov, 20h29New official figure: Toyota global production April-September 2026 at 4.89 million units (-2 percent).
- 1 Nov, 20h29New official figure: Toyota global BEV sales from January to September 2026 at 309,766 units (+127.4 percent).
- 1 Nov, 20h29New official figure: Toyota global sales in September 2026 at 860,107 units (-2.2 percent), 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
- Category of vehicles whose propulsion does not directly use a conventional internal combustion engine; it includes in particular hydrogen vehicles, which use a chemical transformation of dihydrogen as propulsion energy, often via a fuel cell. Wikipedia
- Residual value
- Value of an asset after deducting depreciation related to wear or obsolescence; in accounting, it corresponds to acquisition cost less amortization over its useful life. Wikipedia
Timeline
newest firstDot = severity
- 14h00
LatestAnalyse du recul des constructeurs japonais sur le marché chinois
Un article revient sur la situation des constructeurs japonais en Chine et s'interroge sur l'ampleur réelle de leur effondrement commercial.
汽车之家
- 11h22
Les constructeurs japonais sous pression en Chine, Toyota à son tour fragilisé
Analyse de la dégradation des performances des trois grands constructeurs japonais en Chine, où Toyota rencontre désormais à son tour des difficultés.
汽车之家
In figures
Countries concerned
Several countries (6)
Brands concerned
Official figures
- Toyota · 79,386 reg. (EU + EFTA + UK, Sept 26) · 84 recall(s) in 12 months
- Honda · 9,182 reg. (EU + EFTA + UK, Sept 26) · 61 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) · 99 recall(s) in 12 months
Key figures
- 860,107
- véhicules
Amounts cited779.6 billion yen · $4.91 billion · Y932.0 billion
Highest number recorded in 6 article(s), automatically extracted: please check sources.
Sources by country and language
Press country
| Articles | Outlets | |
|---|---|---|
| China | 14 | 9 |
| Japan | 11 | 6 |
| South Korea | 9 | 6 |
| United States | 4 | 3 |
| Unknown country | 3 | 3 |
| Germany | 2 | 1 |
| Spain | 2 | 1 |
| United Kingdom | 2 | 2 |
| Australia | 1 | 1 |
| Brazil | 1 | 1 |
| Canada | 1 | 1 |
| Greece | 1 | 1 |
| Pakistan | 1 | 1 |
Languages
| Articles | Outlets | |
|---|---|---|
| English | 14 | 12 |
| Chinese | 13 | 8 |
| Japanese | 12 | 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
- Analyse du recul des constructeurs japonais sur le marché chinois4 Nov
- Les constructeurs japonais sous pression en Chine, Toyota à son tour fragilisé4 Nov
- Toyota to publish half-year results on November 5, with China as weak point4 Nov
- Toyota : ventes mondiales en baisse sur trois mois malgré le bond des électriques4 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 : 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
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