The National Association of Bus, Truck and Tractor Producers (ANPACT) announced that the heavy vehicle market began 2025 with a 32.5% drop in wholesale sales compared to January 2024.
This behavior is largely due to the high levels of inventory that some brands and distributors accumulated at the end of 2024, anticipating the change in environmental regulations NOM-044 .
The results shared by ANPACT show that the cargo segment registered a 25.2% drop in wholesale sales, with especially pronounced declines in the categories of Class 4 trucks (-87.2%), Class 5 (-85.5%) and Class 6 (-82.0%). Meanwhile, fifth-wheel tractor-trailers, which represent the largest sales volume, fell 8.5 percent .
The passenger segment, for its part, suffered a 63.6% drop , with a significant decrease in the sale of urban and intercity buses.
Unlike wholesale sales, the retail market showed a better performance , with a more moderate contraction of 11.7% in the total units sold.
In particular, tractor-trailers registered a growth of 4.2% , while Class 8 trucks advanced 5.2% compared to January 2024, suggesting that the inventory that distributors managed to accumulate before the close of the previous year has begun to be displaced.
Regarding NOM-044 , various sources have confirmed to T21 that some brands have exhausted their inventory of units with Euro 5 engines since last November, so they have completely transitioned to Euro 6.
This is why there has been an adjustment in wholesale sales, while the drop in retail volume was smaller, while in categories such as tractor-trailers marginal growth was recorded.
This adjustment, coupled with uncertainty about the availability of ultra-low sulfur diesel (ULSD) , is slowing the purchase of new units, reflected in the drop in wholesale sales.
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