Toyota Supports 2025 Rule Against Chinese Cars; GAC-FAW Ventures Grab 13.8% Share
U.S. auto groups including Toyota urged retention of a 2025 cybersecurity rule blocking nearly all Chinese imports and forbidding U.S. production by Chinese automakers. Toyota’s GAC-FAW ventures took 13.8% of China’s vehicle market in Jan-Feb, trailing Volkswagen’s 13.9%, as Toyota avoids EV write-downs, expanding U.S. electric lineup.
1. U.S. Cybersecurity Rule Support
Auto industry groups including Toyota urged the administration to uphold the 2025 cybersecurity regulation that bars nearly all Chinese vehicle imports and prevents U.S. production by Chinese automakers, citing risks to national security and the domestic automotive base.
2. China Market Share Performance
In the first two months of 2026, Toyota’s joint ventures with GAC and FAW captured 13.8% of China’s vehicle market, ranking third behind Volkswagen’s 13.9% and Geely’s 13.8%, reflecting Toyota’s recovery amid subsidy changes.
3. U.S. Electric Vehicle Expansion
Having avoided the EV asset write-downs that impacted several rivals, Toyota is accelerating its U.S. electric vehicle lineup rollout, planning new battery-electric models and production capacity increases later this year.