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Mexico Auto Sales Edge Higher in 2025 as Chinese Brands Reshape Market

Official tallies undercount the market because several high‑volume entrants do not submit sales, widening the gap between reported totals and industry estimates.

Overview

  • INEGI reported 1,524,583 light vehicles sold in 2025, up 1.3% year over year, with December at 154,395 units for a 4.9% annual gain.
  • AMDA estimates that including non‑reporting automakers such as BYD, GAC and Tesla would lift 2025 sales to about 1,625,722 units, a level that would top prior records.
  • Nissan led Mexico’s market by share, while the rapid expansion of Chinese brands increased competition and weighed on results for legacy makers including GM, Ford and Volkswagen.
  • General Motors said U.S. sales rose 5.5% to 2.85 million vehicles in 2025, with pickup leadership for a sixth year and 169,887 EVs sold, though EV demand fell 43% in Q4 after federal tax credits ended.
  • Argentina’s auto industry logged a second annual decline, with 2025 production down 3.1% to 490,876 vehicles and exports down 10.8%, prompting calls from ADEFA to cut taxes to restore competitiveness.