Story no.12InternationalOngoingPlants, jobs and earnings +3Serious Several countries (6)30 Oct → 6 Nov25 facts · 73 art.
Toyota and Japanese automakers face declining sales in China
Japanese automakers are experiencing a sharp decline in production and sales in China, with the market share of Japanese brands falling to 10.7% and Honda recording its 32nd consecutive month of decline. Toyota, whose half‑year results remain above expectations thanks to hybrids in the United States and a favorable exchange‑rate effect, is seeking to regain market share in China through increased local sourcing and a partnership with BYD. Chinese media emphasize the commercial collapse and Toyota's local strategy, Japanese media focus on the production slump and the call for unity among automakers, while U.S. coverage centers on the results and hybrid support. South Korean, British, German, and Spanish outlets follow the story without a distinct angle in the provided sub‑events.
In brief
Ongoing story bringing together 25 events involving Toyota, Honda, Nissan and 10 more, in 6 countries (Chine, Japon, États-Unis and 3 more), followed from 30 October 2026 to 6 November 2026. 73 articles from 21 sources (plants, jobs and earnings, sales and market, launches and reviews and 1 more); last updated on 6 November 2026 at 07:10. Figures reported: 860107 vehicles.
National stories
Confirmed(5)
- 4
- 3
Toyota's global battery electric vehicle sales reached 309,766 units in January‑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 about 90%, the steepest decline among Japanese automakers.
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 nearly 20% in September 2026. (according to autodaily.co.kr)
- Production of Japanese passenger cars in China dropped 46.5% between January and September 2026. (according to forococheselectricos.com)
- Toyota's production in China fell 40.7% year‑on‑year, while still accounting for over 60% of 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 global production April‑September 2026 at 4.89 million units (-2%).
- 1 Nov, 20h29New official figure: Toyota global BEV sales in January‑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
Checked on the web(3)
- Confirmed
Production of the four Japanese automakers in China, April‑September 2026: -32%, at about 1.02 million units, lowest since 2008.
Sources: ccfa.fr, autonews.gasgoo.com, sacbee.com, manilatimes.net, businessday.co.za
6 Nov, 08h11
- Not confirmed at this stage
Toyota's global battery electric vehicle sales reached 309,766 units in January‑September 2026, up 127.4%.
Sources: japantimes.co.jp, asia.nikkei.com, bitauto.my, automobile-magazine.fr, japantimes.co.jp
6 Nov, 08h11
- Not confirmed at this stage
Toyota's sales in China fell nearly 20% in September 2026.
Sources: autoactu.com, japantimes.co.jp, ccfa.fr, japantimes.co.jp, zonebourse.com
6 Nov, 08h11
Automatic web search, official sources first · “contradicted” only when an official source is cited
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 due to wear or obsolescence; in accounting, it corresponds to the acquisition cost less accumulated depreciation over its useful life. Wikipedia
Timeline
newest firstDot = severity
- 07h10
LatestToyota adapterait sa stratégie mondiale au profit d'un développement spécifique à la Chine
Selon la presse chinoise, Toyota réorganise son approche pour développer des modèles et un approvisionnement spécifiques à la Chine, quitte à se démarquer de sa stratégie mondiale.
汽车公社
- 06h27
ChinaHonda Chine : ventes en chute de 52,2 % en octobre 2026
Honda a écoulé 28 652 véhicules en Chine en octobre 2026, soit une baisse de 52,2 % sur un an, prolongeant le recul durable du constructeur japonais sur le marché chinois.
凤凰网汽车之家
- 09h36
Toyota veut regagner des parts de marché en Chine grâce à un approvisionnement local accru
Toyota compte s'appuyer sur un approvisionnement local élargi en Chine pour reconquérir des parts de marché, après avoir relevé sa prévision de bénéfice annuel portée par les hybrides.
nikkei.com
- 09h27
Chine : la part des marques japonaises tombe à 10,7 %, Honda recule pour le 32e mois
La part de marché des constructeurs japonais en Chine a été divisée par deux, à 10,7 %, Honda enchaînant un 32e mois consécutif de baisse des ventes.
汽车之家观点网
In figures
Countries concerned
Several countries (6)
Brands concerned
Official figures
- Toyota · 79,386 reg. (EU + EFTA + UK, Sept 26) · 82 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
- Mitsubishi Motors · 2,961 reg. (EU + EFTA + UK, Sept 26) · 8 recall(s) in 12 months
Key figures
- 860,107
- véhicules
Amounts cited779.6 billion yen · $4.91 billion · Y932.0 billion · $169.6 · 2,236.4 billion yen
Highest number recorded in 10 article(s), automatically extracted: please check sources.
Sources by country and language
Press country
| Articles | Outlets | |
|---|---|---|
| China | 28 | 18 |
| Japan | 16 | 10 |
| South Korea | 10 | 6 |
| United States | 5 | 4 |
| 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 | |
|---|---|---|
| Chinese | 27 | 17 |
| English | 17 | 15 |
| Japanese | 15 | 10 |
| Korean | 9 | 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 adapterait sa stratégie mondiale au profit d'un développement spécifique à la Chine6 Nov
- Honda Chine : ventes en chute de 52,2 % en octobre 20266 Nov
- Chine : la part des marques japonaises tombe à 10,7 %, Honda recule pour le 32e mois6 Nov
- Toyota : bénéfice opérationnel semestriel de 2 038 milliards de yens malgré la chute en Chine6 Nov
- Toyota veut regagner des parts de marché en Chine grâce à un approvisionnement local accru5 Nov
- Baisse des ventes des trois constructeurs japonais en Chine en septembre5 Nov
- Les constructeurs japonais sous pression en Chine, Toyota à son tour fragilisé5 Nov
- Toyota to publish half-year results on November 5, with China as weak point4 Nov
- Analyse du recul des constructeurs japonais sur le marché chinois4 Nov
- Honda: domestic sales up 3.6%, production cut in China in first half of 20264 Nov
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