Story no.12InternationalOngoingPlants, jobs and earnings +3Notable Several countries (6)30 Oct → 1 Nov16 facts · 33 art.

Toyota and Japanese automakers face declining sales in China

Japanese automakers are experiencing a sharp decline in their sales and production in China, where new energy vehicle penetration reaches 67%; Japanese brand production there fell 46.5% over nine months and 32% between April and September. Toyota's growth model is being challenged, despite a half-year operating profit of 2,038 billion yen, supported by hybrids in the United States and a favorable exchange rate effect, while its sales in China are down 25%. In China, Japanese automakers are adapting their strategies, notably with local production of an electric Lexus SUV in 2027 and recourse to BYD technology for an electric Toyota sedan. In the United States, hybrid growth partly offsets Chinese difficulties, while sub-events do not detail situations in Germany, South Korea, or Spain.

In brief

Ongoing story bringing together 16 events involving Toyota, Honda, Nissan and 7 more, in 6 countries (Chine, Japon, États-Unis and 3 more), followed from 30 October 2026 to 1 November 2026. 33 articles from 15 sources (plants, jobs and earnings, sales and market, launches and reviews and 1 more); last updated on 1 November 2026 at 22:10. Figures reported: 489 vehicles.

National stories

What is established

Method

Confirmed(5)

4
Production of the four Japanese automakers in China, April-September 2026: -32%, at about 1.02 million units, the lowest since 2008.
4 independent sources盖世汽车, 머니투데이, 新浪汽车, 网通社
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 global sales in September 2026: 860,107 units, down 2.2% 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%, 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)

Decline in Japanese production in China over six years
- 60% compared with the 2020 peakaccording to 观察者网
- 63% compared with the 2020 peakaccording to 新浪汽车

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 fell 40.7% year-on-year, while representing more than 60% 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%).
1 Nov, 20h29New official figure: Toyota global BEV sales from January to September 2026 at 309,766 units (+127.4%).
1 Nov, 20h29New official figure: Toyota global sales in September 2026 at 860,107 units (-2.2%), 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

Background

Method

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 notably 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 recorded over its useful life. Wikipedia

Timeline

newest first

Dot = severity

In figures

The activity

16 facts

Latest activity 7 hours ago

2 12 2

30 Oct1 Nov

Countries concerned

Several countries (6)

Brands concerned

Official figures

Toyota · 79,386 reg. (EU + EFTA + UK, Sept 26) · 86 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) · 102 recall(s) in 12 months

Key figures

489
véhicules

Highest number recorded in 3 article(s), automatically extracted: please check sources.

Sources by country and language

Press country

	Articles	Outlets
Japan	10	6
China	9	7
South Korea	8	6
Spain	2	1
Australia	1	1
Brazil	1	1
Germany	1	1
United States	1	1

Languages

	Articles	Outlets
Japanese	11	7
Chinese	8	6
Korean	7	6
English	3	3
Portuguese	2	2
Spanish	2	1

Country of the outlet (not of the topic), inferred from its address and language. Each outlet counts once per row.