[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![tphuang Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::43463961.png) tphuang [@tphuang](/creator/twitter/tphuang) on x 24.1K followers
Created: 2025-07-17 12:45:19 UTC

Revenues for foreign JVs in China in 1H:
VW sales up X% YoY, but rev -XXX% -> ASP -XXXX%
Toyota sales up XXX% & rev up X% -> ASP -XXX%
Honda sales -XXXX% & rev -XXXX% -> ASP -X%
Nissan -XXXX% & rev -XX% -> ASP -X%
Benz -XXXX% & rev -XXXX% -> ASP -XX%
BMW -XXXX% & rev -XXXX% -> ASP -XX%
Audi -XXXX% & rev -XXXX% -> ASP -XX%

Toyota is transitioning far better than all other JVs. Its brand is still strong in China.
Honda & Nissan are basically dying at this pt.
VW is heavily discounting to keep sales.
BBA are really struggling.
This is the big diff vs 2023. So many higher end EVs in 200-400k space that have hammered demand for German luxury models.

![](https://pbs.twimg.com/media/GwD2dEYXoAAH627.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945827154266128830/c:line.svg)

**Related Topics**
[rev](/topic/rev)
[audi](/topic/audi)
[bmw](/topic/bmw)
[nissan](/topic/nissan)
[china](/topic/china)
[$tm](/topic/$tm)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)
[$hmc](/topic/$hmc)

[Post Link](https://x.com/tphuang/status/1945827154266128830)