The Mexican automotive market accumulates five months of sales declines

The Mexican automotive sector faces its worst streak in five years, with a sustained decline that worries analysts.

Publicado 6 septiembre, 2025 el 6 de septiembre a las 13:23 | 4 mins reading |2,751 vistas | por Sofía Ramírez

A comprehensive analysis of the contraction of the Mexican automotive market

The light vehicle sector in Mexico has recorded consistently unfavorable behavior over five consecutive months, culminating in a year-on-year contraction of 3.00 percent during the month of August 2025. This data, published by the National Institute of Statistics and Geography (Inegi), confirms a negative trend that has been brewing since spring, placing the domestic market automotivein a scenario of particular attention for economists and financial analysts.

The meticulously documented sequence of declines began in April with a negative annual variation of 4.77 percent, followed by a drop of 0.41 percent in May. The trend was notably accentuated in June, with a decrease of 5.94 percent, and then moderated slightly in July with a decrease of 0.62 percent. This cumulative pattern of unfavorable outcomes is not an isolated phenomenon, but rather an indicator of broader underlying economic dynamics that affect purchasing power and consumer confidence.

Brand performance and market concentration

In this context of general contraction, the analysis of market share by manufacturer reveals a highly concentrated structure. The month of August closed with a total sales of 124,167 units in the national territory. It stands out that more than half of this volume, specifically 57.19 percent, was monopolized by a conglomerate of five leading companies, evidencing an oligopolistic market.

Nissan consolidated itself as the dominant brand, leading placements in the domestic market with 23,671 vehicles sold. The tracking statistic is headed by General Motors (GM) with 17,001 units, followed by Volkswagen with 10,981, Toyota with 9,755 and KIA with 9,601 cars sold. This distribution not only reflects the preferences of the Mexican consumer, but also the effectiveness of marketing strategies, the availability of inventory and the strength of the distribution networks of each assembler.

Cumulative perspective and historical comparison

When integrating the figures for the eighth month of the year, the accumulated January-August 2025 shows a total volume of 957,993 units sold. This figure represents a decrease of 0.66 percent compared to the same period in 2024, marking the first interannual decline in a comparable period in the last five years. This milestone is significant, as it breaks a streak of sustained growth that had characterized the sector’s post-pandemic recovery.

The Banco Base specialists provide an even more revealing historical perspective. When contrasting the current accumulated with the historical maximum registered in 2017 for the same eight-month period, sales accumulate a substantial drop of 3.59 percent. This comparison suggests that, despite occasional rebounds, the Mexican automotive market has not yet managed to recover performance levels prior to certain global and local economic factors, which can include everything from changes in public policies and fluctuations in interest rates to disruptions in global supply chains.

This situation invites a deep reflection on the resilience of the sector and its ability to adapt to a changing economic environment, where factors such as the transition towards electric mobility, inflation and access to credit will play a determining role in shaping its immediate future.

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National

Colombians arrested for training in the manufacture of explosives in Michoacán

Colombian detainees linked to the manufacture of explosives in Michoacán.

Publicado 1 hour ago el 4 de julio a las 02:08 | 2 mins reading

The Security Cabinet has arrested Colombian citizens linked to the training and manufacturing of improvised explosive devices in Michoacán. This was reported by the Secretary of Security and Citizen Protection, Omar García Harfuch, during the morning conference on Friday, July 3 in Morelia.

These arrests are part of investigations that identified the entry of several people involved into the country, mainly through the Mexico City International Airport and other air entry points. The National Intelligence Center monitored these movements.

The entry of foreign people by land was also detected, who allegedly collaborate in the training of members of criminal groups to install these devices. García Harfuch pointed out that there is an ongoing investigation to locate the leaders of these networks in Michoacán, including alleged high-level members of the Jalisco Nueva Generación Cartel.

The head of the SSPC confirmed the participation of citizens from different countries, mainly from Colombia. We are working in coordination with Colombian authorities to strengthen the investigations. In the coming days, the exact number of people arrested related to the manufacture and use of these explosives will be specified.

National

PRI warns about digital fraud and asks to reinforce prevention

The PRI warns about the advance of digital fraud and demands greater protection for families.

Publicado 1 hour ago el 4 de julio a las 01:46 | 1 min reading

PRI warns about digital fraud and demands greater action

The Institutional Revolutionary Party (PRI) in the Senate warned about the increase in telephone fraud and extortion in Mexico. He pointed out that these digital crimes affect the assets and security of millions of families.

PRI legislators detailed that criminal organizations have perfected their methods. They use techniques such as phishing, smishing, vishing, cloning of messaging accounts, kidnapping simulations, fake job offers and artificial intelligence to create manipulated audio and videos that facilitate deception.

Given this panorama, the PRI called on federal and state authorities to strengthen prevention, investigation and combat strategies against these behaviors. He emphasized the need to implement more effective measures to protect citizens.

The growing concern for security has led the party to demand a more rigorous approach in the fight against these crimes that affect the tranquility of the population.

National

The United States does not extend the T-MEC, markets without problems

Markets calm due to the non-extension of the T-MEC until 2042, according to analysis.

Publicado 2 hours ago el 4 de julio a las 01:20 | 1 min reading

T-MEC: No extension until 2042, stable markets

The United States decided not to extend the validity of the USMCA until 2042. The treaty will remain in force until 2036 with annual reviews. The decision did not generate turbulence in the financial markets. Analysts were already anticipating this scenario, according to the Mexico organization How are we doing?

In its report ‘The T-MEC is still in force’, the organization detailed that annual reviews were a possibility contemplated. Therefore, variables such as the exchange rate did not show negative reactions. On July 1, the peso stood at 17.54 units per dollar, with no relevant movements after the announcement.

Productive integration in North America is key. Mexico maintains its role as the main supplier of fresh fruits and vegetables to the United States. This strengthens regional food security, especially in the agri-food sector.

Looking ahead to the next negotiations, the central issues will be the reduction of tariffs, the defense of the rules of origin and access to agricultural markets. The United States will seek to reduce its trade deficit, while Canada will try to protect its key sectors.