Japanese Carmakers Turn to China-Only Models to Regain Market Share -- Market Talk

Dow Jones

Yesterday

0842 GMT - Japanese automakers in China are ramping up development of China-exclusive models to better align with local consumer preferences and counter rising competition from domestic brands, Bernstein analysts say. Toyota, Nissan, Mazda and Honda have launched locally developed models featuring advanced technology and competitive pricing--expect for Honda's, which the analysts say are viewed as overpriced and underperforming. Since the pandemic, Japanese automakers' China sales have fallen 34%, with market share sliding to 13% from 25%, Bernstein notes, adding the key challenge is how to revive sales in the Chinese market. The trend of producing China-specific models shows the importance of affordability and localized innovation in the Chinese market, Bernstein notes, with further acceleration expected to maintain competitiveness. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

November 11, 2025 03:42 ET (08:42 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2582359425"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2582359425\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2582359425?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-11 16:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2582359425","market":"other","top_or_hot":-1,"title":"Japanese Carmakers Turn to China-Only Models to Regain Market Share -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0842 GMT - Japanese automakers in China are ramping up development of China-exclusive models to better align with local consumer preferences and counter rising competition from domestic brands, Bernstein analysts say. Toyota, Nissan, Mazda and Honda have launched locally developed models featuring advanced technology and competitive pricing--expect for Honda's, which the analysts say are viewed as overpriced and underperforming. Since the pandemic, Japanese automakers' China sales have fallen 34%, with market share sliding to 13% from 25%, Bernstein notes, adding the key challenge is how to revive sales in the Chinese market. The trend of producing China-specific models shows the importance of affordability and localized innovation in the Chinese market, Bernstein notes, with further acceleration expected to maintain competitiveness. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 11, 2025 03:42 ET (08:42 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Japanese Carmakers Turn to China-Only Models to Regain Market Share -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJapanese Carmakers Turn to China-Only Models to Regain Market Share -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-11 16:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0842 GMT - Japanese automakers in China are ramping up development of China-exclusive models to better align with local consumer preferences and counter rising competition from domestic brands, Bernstein analysts say. Toyota, Nissan, Mazda and Honda have launched locally developed models featuring advanced technology and competitive pricing--expect for Honda's, which the analysts say are viewed as overpriced and underperforming. Since the pandemic, Japanese automakers' China sales have fallen 34%, with market share sliding to 13% from 25%, Bernstein notes, adding the key challenge is how to revive sales in the Chinese market. The trend of producing China-specific models shows the importance of affordability and localized innovation in the Chinese market, Bernstein notes, with further acceleration expected to maintain competitiveness. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 11, 2025 03:42 ET (08:42 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2582359425","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582359425","pubTimestamp":1762850520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0842 GMT - Japanese automakers in China are ramping up development of China-exclusive models to better align with local consumer preferences and counter rising competition from domestic brands, Bernstein analysts say. Toyota, Nissan, Mazda and Honda have launched locally developed models featuring advanced technology and competitive pricing--expect for Honda's, which the analysts say are viewed as overpriced and underperforming. Since the pandemic, Japanese automakers' China sales have fallen 34%, with market share sliding to 13% from 25%, Bernstein notes, adding the key challenge is how to revive sales in the Chinese market. The trend of producing China-specific models shows the importance of affordability and localized innovation in the Chinese market, Bernstein notes, with further acceleration expected to maintain competitiveness. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","03160":"华夏日股对冲","BK4604":"机器人概念","BK4555":"新能源车","NSANY":"日产汽车","TM":"丰田汽车","BK4099":"汽车制造商","BK4588":"碎股"},"translate_title":"日本汽车制造商转向仅限中国的车型以重新获得市场份额——Market Talk","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NSANY":0.9,"TM":0.72,"03160":0.6},"content_text":"0842 GMT - Japanese automakers in China are ramping up development of China-exclusive models to better align with local consumer preferences and counter rising competition from domestic brands, Bernstein analysts say. Toyota, Nissan, Mazda and Honda have launched locally developed models featuring advanced technology and competitive pricing--expect for Honda's, which the analysts say are viewed as overpriced and underperforming. Since the pandemic, Japanese automakers' China sales have fallen 34%, with market share sliding to 13% from 25%, Bernstein notes, adding the key challenge is how to revive sales in the Chinese market. The trend of producing China-specific models shows the importance of affordability and localized innovation in the Chinese market, Bernstein notes, with further acceleration expected to maintain competitiveness. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 11, 2025 03:42 ET (08:42 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}