Group 1 - The core issue involves a recall plan filed by FAW Toyota Motor (Chengdu) Co., Ltd., Toyota Motor (China) Investment Co., Ltd., and FAW Toyota Motor Co., Ltd. due to safety concerns related to the instrument panel control program [1][2] - FAW Toyota Motor (Chengdu) Co., Ltd. will recall 54,143 units of the domestic Avalon models produced between June 24, 2024, and February 10, 2025, starting from September 30, 2025 [1] - Toyota Motor (China) Investment Co., Ltd. will recall 79 units of the Sienna models, 6,866 units of Lexus LM500h, LM350h, LS500h models, and 35,054 units of imported Toyota Alphard, Crown Vellfire, and Crown SportCross models produced between June 20, 2023, and May 21, 2025 [1] Group 2 - The recall is due to improper settings in the control program of the instrument panel, which may cause a black screen at vehicle startup, preventing normal display of speed and warning lights, posing a safety risk [1] - For non-PHEV models within the recall range, the company will provide free upgrades to the instrument panel control program; for PHEV models, inspections will be conducted, and based on the results, either free upgrades or replacements of the instrument panel will be provided [2] - Customers will be notified of the recall through registered mail and other means [2]

Group 1: Recall Information - Toyota is recalling a total of 236,600 vehicles in the Chinese market, including models from GAC Toyota and FAW Toyota [1][6][11] - The recall includes 69,169 units of the new ninth-generation Camry, 57,402 units of the Levin, and 6,574 units of the Linghang, among others [2][5] - The reason for the recalls is due to improper control program settings in the combination instrument, which may lead to a black screen at startup, posing safety risks [2][6] Group 2: Sales Performance - In the first half of 2025, Toyota's sales in China (including Lexus) reached 837,700 units, a year-on-year increase of 6.8% [8][9] - Cumulative sales in China surpassed 25 million units, making Toyota the first Japanese automaker to reach this milestone [9] - The sales of electric vehicles reached 185,200 units, accounting for nearly half of the total sales for FAW Toyota [9] Group 3: Financial Outlook - Toyota's net profit for the first quarter of the 2026 fiscal year fell by 36.9% to 841 billion yen, with a projected operating profit loss of 1.4 trillion yen (approximately $9.5 billion) due to increased tariffs on U.S. auto imports [11][12] - The company has revised its net profit forecast for the 2026 fiscal year down by 14% to 2.6 trillion yen (approximately 126.8 billion yuan) [12] - The increase in U.S. tariffs from 2.5% to 25% has significantly impacted the company's financial outlook [12]

Group 1 - FAW Toyota Motor (Chengdu) Co., Ltd. plans to recall 54,143 units of domestic Avalon models produced between June 24, 2024, and February 10, 2025, starting from September 30, 2025 [2] - Toyota Motor (China) Investment Co., Ltd. will recall 79 units of certain Sienta models produced between June 20, 2023, and February 14, 2025, starting from August 7, 2025; 6,866 units of Lexus LM500h, LM350h, and LS500h models produced between June 29, 2023, and April 18, 2025; and 35,054 units of imported Toyota Alphard, Crown Vellfire, and Crown SportCross models produced between May 31, 2022, and May 21, 2025 [2] - FAW Toyota Motor Co., Ltd. will recall 302 units of Corolla, Asian Lion, and Corolla Cross models produced between May 12, 2023, and March 4, 2025, starting from September 30, 2025 [3] Group 2 - The recall is due to improper setting of the control program for the combination instrument, which may cause a black screen at vehicle startup, failing to display speed and warning lights, posing a safety risk [3] - The companies will provide free upgrades to the combination instrument control program for non-PHEV models and will inspect PHEV models to either upgrade or replace the combination instrument based on inspection results to eliminate safety hazards [3]