南非10月新车销量创十年来新高

Core Insights - South Africa's new vehicle sales reached a ten-year high in October 2025, totaling 55,956 units, marking a year-on-year increase of 7,734 units or 16.0% [1] - Cumulative sales for the year have grown by 15.7% compared to the same period last year [1] Vehicle Sales Breakdown - Passenger vehicle sales amounted to 39,610 units, reflecting a year-on-year growth of 14.8%, the highest since October 2014 [1] - Light commercial vehicle sales increased by 23.9% to 13,361 units [1] - Medium commercial vehicle sales rose by 9.3% to 809 units [1] - Heavy trucks and buses saw a slight decline of 1.0%, with sales at 2,176 units [1] Market Drivers - The growth in the new vehicle market is attributed to declining inflation, a stronger rand, improved consumer confidence, and a recovery in demand from major export markets [1] Export Performance - In October, South Africa exported 32,659 vehicles, a modest increase of 0.5% year-on-year, with cumulative exports for the year up by 6.7% compared to last year [1] - The automotive industry demonstrates resilience amid global supply chain adjustments [1] Economic Contribution - The automotive sector currently accounts for 5.2% of South Africa's GDP, with manufacturing contributing 3.2% and retail 2.0% [1] - The industry contributes 22.6% of manufacturing output and covers 155 international markets, directly employing approximately 115,000 people and supporting around 498,000 jobs overall [1]