In terms of Toyota and Nomura, neither needs any additional drag factors, both have been beset by issues of their own dragging down revenues and margins: Toyotawith the recent flooding in Thailand and Nomura in regards to issues with the Olympus scandal.
At the same time, other Chinese have self-organized online to form purchasing groups with enough leverage to force down the price of, say, the new Toyota Yaris they each want to buy.