China 2025 Vehicle Sales Y/Y +9.4% (prev. 4.5% Y/Y); vehicle exports exceed 7mln units

• Dec Vehicle sales -6.2% (prev. 3.4% M/M).

The robust year-on-year increase in China's vehicle sales, rising to +9.4% from the previous +4.5%, suggests a strengthening demand recovery as the market rebounds. However, the month-on-month decline of -6.2% in December could indicate seasonal fluctuations or concerns about economic momentum heading into the new year. This mixed data could have implications for commodity demand and overall economic confidence in the region, potentially impacting sectors reliant on Chinese consumption.