MarketPR
China's car market is tracking toward its worst annual result since 2021, with consumer demand down 20% after the country posted record-high sales of 23.7 million units in 2025.
The reversal puts in focus every China-exposed auto name on the tape. A market that had just written a fresh peak is now giving back volume at a pace not seen in four years.
From 23.7 million to a four-year volume low The 2025 figure of 23.7 million units was a high-water mark for Chinese consumer auto demand.
When a market at that scale pulls back 20%, factory utilization assumptions reset and parts orders get revised down. Raw material call-forwards shift alongside.
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