USD/JPY continued to climb, touching the 160 level, roughly one month after the prior US-Japan joint intervention.

Toyota Motor said July global vehicle sales fell 4.8% YoY to 856,125 units and production fell 2.1%. China sales dropped 24.3% YoY, the sixth consecutive monthly decline; US sales fell 0.8% and Middle East sales slid 44.5%, offsetting an 11.0% rise in Japan. By production, Japan output rose 12.4% but was outweighed by a 32.7% decline in China and a 4.0% fall in the US. Japanese exports rose 10.2% YoY to just over 196,000 units, the third straight month of growth and the highest since October.

Dongfeng and Huawei's joint NEV brand Yijing is considering a battery-swap variant for its second model; the project is in preliminary research. Ahead of the 2026 Chengdu Auto Show, Yijing X9 opened national presales with three range-extended variants priced at 299,800–379,800 yuan, roughly 180,000 yuan cheaper than the 2026 AITO M9 base price.