Interest rates cuts, shifting buyer sentiment and growing model competition made Q2 2025 an active, but margin-sensitive period for the industry.
Dealers continue to face cost pressures, and increasing stock levels, but strong EOFY campaigns and a more positive economic environment helped support volume.
Pitcher Partners’ Australian Market Vehicle Facts (VFACTS) analysis reporting for Q2 2025 is now available!
Our in-depth analysis, backed by industry knowledge and dealer relationships, offers a clear view of the evolving sales landscape.
Key highlights include:
- June was the strongest month of the year, with 127,437 new vehicles sold, the best since 2016 – 2018.
- Chinese-made vehicles are now reshaping the market, accounting for over 17% of units sold.
- Private demand remains cautious, but business buyers continue to drive growth.
- PHEV sales surged 210% year-on-year, with hybrids also maintaining strong momentum.
- New entrants continue to gain traction in the market with BYD, Chery, and Geely leading the way.
- Dealer strategies are evolving as brands fragment and margins compress.
- Will the second half of 2025 bring further rate cuts, and another lift in sentiment?
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