Nissan’s Global Production Edges Up in September 2025, China and EV Demand Drive Growth Abroad

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Nissan Motor Co., Ltd. reported its global production, sales, and export figures for September 2025 and the first half of fiscal year 2025 (April–September), showing a mixed performance with modest growth in overseas markets — particularly China and North America — even as domestic production and sales in Japan continued to decline.

In September 2025, Nissan’s global production rose slightly by 0.5% year-on-year, reaching 270,933 vehicles. The growth was primarily driven by higher output in China (+11.3%), the United States (+11.3%), and the United Kingdom (+7.4%), which helped offset a sharp 18.1% decline in Japan. Production outside Japan increased 5.6%, reflecting steady demand for new-generation vehicles and electric models in key international markets.

For the April–September 2025 period, global production fell 5.3% from a year earlier to 1.44 million units, with Japan’s output declining 12.9%. Nissan cited the ongoing transition to next-generation EV platforms and restructuring of supply chains following the sale of shares in Renault Nissan Automotive India Pvt. Ltd. (RNAIPL) as key factors affecting production.

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On the sales front, global volumes in September slipped 3.6% year-on-year to 278,157 units. Domestic sales in Japan, including mini-vehicles, plunged 21.6%, while sales outside Japan remained virtually flat (+0.1%). Growth in North America (+5.0%), supported by strong SUV and electric crossover demand, and a 0.3% rise in China, helped stabilize overall results.

For the first six months of fiscal 2025, Nissan’s global sales totaled 1.53 million vehicles, down 3.1% year-on-year. Japan saw a 16.5% decline, while overseas markets dropped slightly by 0.9%, signaling moderate recovery in global demand for EVs and hybrid vehicles.

Exports from Japan fell sharply — down 33.6% in September and 14.1% for the half-year — largely due to declining shipments to North America (-62.1%) and Europe (-41.2%), as more Nissan models, including EVs, are now produced locally to serve regional markets.

Nissan continues to align its production with its Ambition 2030 roadmap, emphasizing electrification and localized manufacturing. The company plans to roll out next-generation electric vehicles featuring solid-state battery technology in 2026, which could help reverse production declines in Japan and strengthen its position in global EV markets.

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