Toyota’s China Sales Fall 12% in Nov, EV Sales Hit 86,928 Units

The performance in the Chinese market was a major factor contributing to Toyota’s global sales decline.

Toyota Motor Corporation released its global sales report for November 2025 today.

In terms of sales, Toyota’s global sales (including Lexus) in November were 900,011 units, a year-on-year decrease of 2.2%, marking the first decline in 11 months. Among these, overseas market sales were 769,789 units, down 2.6%, while domestic sales in Japan were 130,222 units, a slight decrease of 0.2%.

In line with the sales trend, Toyota’s global production also declined. The company’s global production in November decreased by 5.5% year-on-year to 821,723 units, the first drop in six months.

By region, domestic production in Japan fell significantly by 9.7% to 258,177 units. Production in China decreased by 14%, and in the UK by 7.9%. In contrast, production in the U.S. market bucked the trend with a 9.0% increase, reaching 107,953 units.

The performance in the Chinese market was a major factor contributing to Toyota’s global sales decline.

Data shows that Toyota’s sales in China in November were 154,600 units, a year-on-year decrease of 12.1%. This marks the third consecutive month of year-on-year sales decline for Toyota in the Chinese market.

Toyota attributed the sales decline in China mainly to three factors: a reduction in government subsidy policies, an increase in customers awaiting new policies, and the temporary impact of model changes for key vehicles like the RAV4.

Breaking down by energy type, Toyota’s global electric vehicle sales in November were 423,517 units, down 3.4% year-on-year. In China, electric vehicle sales were 86,928 units, a decrease of 7.5%.

In the Chinese market, Japanese automakers as a whole are facing severe challenges. Data from the China Passenger Car Association (CPCA) shows that in the first ten months of 2025, the market share of Japanese brands in China was only 10.8%, nearly halved from its peak of 24.1% in 2020.

Meanwhile, the market share of Chinese domestic brands has soared to 58.3%. The gap is even more pronounced in the new energy vehicle segment. In the first half of 2025, Chinese automakers occupied nearly 90% of the new energy vehicle market in China, while Japanese brands accounted for less than 2%.

According to data from Gasgoo, in the November 2025 sales ranking of passenger vehicle groups in China, Toyota ranked sixth with sales of 147,447 units.

In comparison, domestic brands performed strongly: BYD led far ahead with monthly sales of 474,921 units, while Geely and Chery ranked second and third with sales of 341,595 units and 262,564 units, respectively.

Looking at the joint venture brand ranking, Toyota’s sales in November were 136,837 units, ranking second with a year-on-year decrease of 17.88%. Volkswagen topped the joint venture brand list with sales of 169,015 units, while Tesla made it into the top three with sales of 86,700 units.