2025 was a challenging year for global politics and the world economy. On one hand, regional conflicts erupted in multiple regions, posing challenges to global energy supplies and maritime supply chains. On the other hand, protectionism gained momentum, with tariff barriers proliferating worldwide, further straining

On March 26, Tesla published its latest company-compiled delivery consensus of sell-side analysts as a preview to its actual Q1 2026 results. Tesla had done the same ahead of releasing actual Q4 2025 figures as a way of tempering analysts’ expectations before making its quarterly report public.
The figures show Tesla

On March 27, MarkLines announced that global xEV (including BEV, PHEV and HEV) sales in February decreased 17.3% YoY to 1.21 million units.
xEVs accounted for 29.6% of total sales in February, down 0.8% point from the previous month.
Breaking down by powertrain, BEVs and PHEVs are largely affected by the continued sa

On March 24, the European Automobile Manufacturers Association (ACEA) announced new passenger car registrations for February 2026. Passenger car sales in the European Union (EU), European Free Trade Association (EFTA), and the United Kingdom (UK) increased 1.7% year-on-year to 979,321 units in February, while year-to

On March 20, the China Passenger Car Association (CPCA) announced that the March 2026 retail sales volumes of passenger cars (including sedans, SUVs, and MPVs, excluding minivans) and New Energy Vehicles (NEVs) are expected to reach 1.7 million units (down 12.4% year-over-year (y/y)) and 900,000 units, respectively.

On March 24, 2026, the Federation of Thai Industries (FTI) reported that Thailand produced 117,952 vehicles in February 2026, up 3.4% YoY. Approximately 31% of total production was for domestic sales, while 69% was for exports. Passenger car output included 14,939 HEVs and 3,446 BEVs (revised). In January–February 20

Malaysian Automotive Association (MAA) announced that new car sales of 52,414 units in February decreased by 19.6% over the same month in 2025. PV (passenger vehicles) sales decreased 20.7% to 48,748 units. CV (commercial vehicles) sales decreased 1.9% to 3,666 units.
New car sales for the first two months of 2026 in

Reported on March 19, 2026, the latest data from the Chamber of Automotive Manufacturers of the Philippines Inc. (CAMPI) and the Truck Manufacturers Association (TMA) showed that new motor vehicle sales in the Philippines in February 2026 declined by 8.5% YoY to 35,842 units. Passenger car sales in February fell by 1

The Automotive Manufacturers Association (OSD) announced that Turkish vehicle sales of 91,053 units in February 2026 represented a 3.0% decrease over February 2025. Passenger vehicles sales decreased 8.2% to 69,776 units, commercial vehicles sales increased 19.3% to 21,277 units. Due to the record-breaking sales incr

Indian passenger vehicle wholesale in February 2026 were up 7.3% y/y to 355,376 units.
Based on the release of carmakers, the available wholesale results of PVs are as follows:
Maruti Suzuki sales of 164,130 units increased 0.4% in February compared to the same month in 2025. Tata sales of 103,222 units increased 33.

The China Passenger Car Association (CPCA) announced the production and sales volumes of passenger cars (including sedans, SUVs, and MPVs, excluding minivans) for February 2026.
China passenger car production and sales volumes in February 2026
Retail
February retail sales volumes of passenger cars totaled 1.034 milli

Announced on March 11, 2026, Honda Vietnam (HVN) reported retail sales results for its motorcycle and automobile business segments for February 2026.
Motorcycle sales totaled 156,779 units, representing a 19.6% YoY decrease compared with February 2025. Automobile sales reached 1,052 units, down 41.8% YoY.
Previously,

On March 12, BMW Group reported its 2025 full-year financial results, highlighting resilience in a challenging environment and continued growth in electrified vehicles.
For full-year 2025, BMW group reported revenue of EUR 133.5 billion (down 6.3%) and EBIT of EUR 10.2 billion (down 11.5%). The group showed  EBIT mar

On March 11, ANPACT announced its participation in the USMCA review beginning March 16, aiming to strengthen North American production integration and regional competitiveness.
Alejandro Osorio, ANPACT's Public Affairs Director stated the industry already meets current 64% Regional Value Content requirements and is p

The Association of Indonesia Automotive Industries (GAIKINDO) and other sources reported that Indonesian vehicle sales in February 2026 were 81,159 units, up 12.2% compared to February 2025.
By automaker sales in February, Toyota was down 7.7% y/y to 22,522 units and a 27.8% market share. Daihatsu was up 12.5% to 13,

On March 11, the China Association of Automobile Manufacturers (CAAM) announced China’s vehicle production and sales results for February 2026.
According to the CAAM, as the 2026 Spring Festival holiday fell on mid-to-late February and lasted longer than previous years, effective working days in February amounted to

On March 7, ABVE (Brazilian Association of Electric Vehicles) reported that Brazil’s electrified light-vehicle market maintained strong momentum in early 2026, with 24,885 units registered in February, up 92% year-on-year and 5% above January.
Electrified vehicles accounted for 14% of total light-vehicle sales in the

According to the Vietnam Automobile Manufacturers Association (VAMA) report issued on March 10, automobile sales (including imported vehicles of non-VAMA manufactures' sales) in Vietnam were down 10.8% year-over-year to 19,278 units in February. CKD volume was 9,220 units and CBU volume was 10,058 units.
VAMA members

Three Japanese OEMs recently announced their February 2026 new car sales results in China.
Toyota sold 82,500 units in February, down 13.9% year-over-year (y/y). GAC Toyota accounted for 41,809 units, down 0.4% y/y. The sales volumes of the Camry, Highlander, and Sienna flagship models totaled 20,761 units, up 12% y/