Nissan China sold 53,843 vehicles in June, +1.8% y/y

Nissan China sold 53,843 vehicles in June, +1.8% y/y

Nissan China reported a 1.8% year-over-year increase in vehicle sales for June 2025, selling a total of 53,843 vehicles. This growth comes amidst a broader industry trend of rising demand for electric and alternative energy vehicles in China [1].

The rise in sales can be attributed to strong consumer interest in electric vehicles (EVs) and government incentives aimed at promoting cleaner transportation. The China Association of Automobile Manufacturers reported that new energy vehicle (NEV) sales, including electric and plug-in hybrid models, surged by 26.7% year-over-year in June, accounting for 45.8% of overall sales [1].

Nissan's performance in China stands out against the backdrop of the company's broader restructuring efforts. The automaker recently announced the closure of its iconic Oppama Plant, the birthplace of the world's first mass-market electric vehicle, the Nissan LEAF. This move is part of Nissan's Re:Nissan restructuring plan, which aims to streamline operations and pivot toward high-margin electric vehicles [2].

The closure of Oppama is expected to reduce Nissan's global workforce by 20,000 (15%) and consolidate production sites from 17 to 10. These cost-cutting measures are designed to align costs with demand in a slowing automotive market and position Nissan to better compete in the EV market [2].

Despite the challenges, Nissan's strategic shift towards electric vehicles and operational efficiency presents an opportunity for investors. The company aims to achieve a 5–7% operating profit margin by 2027, with a focus on doubling EV sales to 40% of global volume by 2030 [2].

References:
[1] https://www3.nhk.or.jp/nhkworld/en/news/20250711_B3/
[2] https://www.ainvest.com/news/nissan-bold-bet-closing-oppama-reinvent-ev-future-2507/