据墨西哥全国汽车零部件工业协会（INA）数据，2025 年 1-9 月墨西哥汽车零部件产业产值达 892.4 亿美元。9 月单月产值 104.1 亿美元，强劲表现有效对冲了前期累计的下滑态势，使全行业前 9 月同比降幅收窄至 4.35%，行业企稳信号显著。
According to data from the National Auto Parts Industry Association (INA), Mexico's auto parts industry recorded a production value of $89.24 billion from January to September 2025. With September output reaching $10.41 billion, the strong performance effectively offset the earlier accumulated decline, narrowing the industry's year-on-year contraction to 4.35% in the first nine months and sending a clear signal of stabilization.
INA 指出，行业回暖与美国汽车市场走势高度相关。该协会表示：“美国汽车产量仅同比下降 1.30%，大幅降低了此前影响需求的波动性”，而美国作为墨西哥汽配的核心出口市场，其需求稳定为墨产业复苏提供了关键支撑。
INA noted that the industry's recovery is closely linked to trends in the US automotive market. "Vehicle production in the United States fell only 1.30% year-on-year, significantly reducing the volatility that had been affecting demand," the association stated. As the core export market for Mexican auto parts, stable US demand provided key support for Mexico's industrial recovery.
数据进一步印证了墨西哥作为美国最大汽配供应国的地位。1-9 月，墨西哥占美国汽配进口总量的 43.38%，出口额达 751.3 亿美元，为墨西哥创造 242.6 亿美元贸易顺差，凸显两国供应链的深度绑定，也彰显美国作为墨汽配核心输出目的地的关键作用。
Data further confirms Mexico's status as the top auto parts supplier to the United States. From January to September, Mexico accounted for 43.38% of total US auto parts imports, with export shipments reaching $75.13 billion, generating a $24.26 billion trade surplus for Mexico. This underscores the deep integration of the two countries' supply chains and highlights the US's role as the core export destination for Mexican auto parts.
区域产能分布延续墨西哥工业枢纽集聚特征。北部地区以 391.3 亿美元产值占全国 43.8%，巴希奥地区（Bajio）紧随其后，贡献 36% 的产值（321.6 亿美元）。州级层面，科阿韦拉州以 134.3 亿美元位居首位，瓜纳华托州（122.4 亿美元）、新莱昂州（116.9 亿美元）分列二三位，三大州构成墨汽配产业的核心增长极。
Regional production distribution continues to reflect the concentration of Mexico's manufacturing capacity in key industrial hubs. The northern region accounted for 43.8% of national production with $39.13 billion in output, followed by the Bajio region contributing 36% ($32.16 billion). At the state level, Coahuila ranked first with $13.43 billion, followed by Guanajuato ($12.24 billion) and Nuevo Leon ($11.69 billion) — the three states form the core growth engines of Mexico's auto parts industry.
产业外资表现呈现 “环比回暖” 态势。1-9 月汽配行业吸引外国直接投资（FDI）19.1 亿美元，尽管三季度 FDI 同比下降 17.24%，但环比增长 7.36%。投资来源地中，美国以 6.76 亿美元居首，法国、德国、韩国、日本紧随其后，反映出全球主要汽车制造国对墨市场的持续关注。
Foreign investment in the sector showed a "quarter-on-quarter recovery" trend. From January to September, the auto parts industry attracted $1.91 billion in foreign direct investment (FDI). Although Q3 FDI declined 17.24% year-on-year, it increased 7.36% quarter-on-quarter. The United States was the largest investor with $676 million, followed by France, Germany, South Korea and Japan, reflecting sustained interest from major global automotive manufacturing countries in the Mexican market.
产品结构上，五大类组件占据主导地位。电气元件以 171.6 亿美元产值（19.2%）领跑，传动系统及离合器（87.7 亿美元，9.8%）、织物地毯及座椅（81.2 亿美元，9.1%）、发动机零部件（72.2 亿美元，8.1%）、悬挂及转向系统（60.1 亿美元，6.7%）依次位列其后。五大品类合计占比超 52%，彰显墨西哥在现代汽车核心系统领域的专业化优势。
In terms of product structure, five major component categories dominate. Electrical components led with $17.16 billion in output (19.2%), followed by transmissions and clutches ($8.77 billion, 9.8%), fabrics, carpets and seats ($8.12 billion, 9.1%), engine parts ($7.22 billion, 8.1%), and suspension and steering systems ($6.01 billion, 6.7%). Together, these five categories account for over 52% of national production, demonstrating Mexico's specialized advantages in core systems for modern vehicles.
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MEXCHAM continues building bridges between Mexico and China.
中国墨西哥商会将继续作为墨西哥与中国之间的桥梁，不断努力。
Cámara de Comercio de México en China
(MEXCHAM)中国墨西哥商会
