Toyota(US:TM) Guo Ji Jin Rong Bao·2025-12-17 13:07Group 1 - Toyota has announced a recall of over 90,000 vehicles in China due to software defects and OTA upgrade errors affecting popular models like Lexus and bZ4X [1][2] - The recall includes 83,319 vehicles due to issues with the panoramic monitoring system that may affect the driver's judgment of the vehicle's surroundings [2] - A similar software issue has led to a recall of 99,178 vehicles in Canada, indicating a broader problem with the software across multiple markets [2] Group 2 - Toyota's financial report for the first half of the 2025 fiscal year shows a significant decline in operating profit by 18.7% to approximately 2.005 trillion yen, with the automotive segment's profit dropping by 28.2% [3] - The introduction of a 15% tariff on imported vehicles in the U.S. has been identified as a major factor contributing to the decline in profits [3] - Despite the pressure on operating profit, net profit increased by 62% to 932 billion yen, driven by non-operating factors such as investment income [3] Group 3 - Toyota's electric vehicle strategy shows a disparity, with hybrid models being the mainstay of performance while pure electric vehicle sales remain slow [3] - In the first half of the 2026 fiscal year, hybrid vehicle sales reached 2.271 million units, while plug-in hybrids and battery electric vehicles accounted for only 1.6% and 1.4% of total sales, respectively [3] - Despite short-term challenges, Toyota has raised its forecasts for the 2026 fiscal year, expecting operating revenue of 49 trillion yen and net profit of 2.93 trillion yen [4]