墨西哥10年期国债 (Mexico10Y) 加自选

继9月份下降0.3%之后，墨西哥汽车出口在2025年10月同比下降5.5%，至314227辆。大众汽车（-7.4%，至28451辆）、日产（-52.6%，至21264辆）、本田（-23.5%，至17300辆）、奥迪（-9.6%，至15711辆）和宝马集团（-23.3%，至11992辆）的出口下降。今年迄今为止，汽车出口下降约1.5%，至288.1万辆。

Mexico’s car exports fell 5.5% year-on-year to 314227 units in October 2025, following a 0.3% decrease in September. Exports fell for Volkswagen (-7.4% to 28451), Nissan (-52.6% to 21264), Honda (-23.5% to 17300), Audi (-9.6% to 15711) and BMW Group (-23.3% to 11992). Year-to-date, auto exports fell around 1.5% to 2.881 million units.

继9月份下降6.1%之后，墨西哥汽车产量在2025年10月同比下降3.7%，至367870辆。日产（-17.4%，至58115辆）、福特汽车（-9.5%，至32921辆）、本田（-24.1%，至14323辆）和马自达（-36.9%，至13353辆）的产量下降。另一方面，通用汽车（3%至85385辆）和Stellantis（13.7%至36597辆）的产量有所增加。1月至10月，总产量达到336.7万台，比2024年同期下降0.8%。

Mexico’s car production decreased 3.7% year-on-year to 367,870 units in October 2025, following a 6.1% fall in September. Output dropped for Nissan (-17.4% to 58115), Ford Motor (-9.5% to 32921), Honda (-24.1% to 14323) and Mazda (-36.9% to 13353). On the other hand, production increased for General Motors (3% to 85385), and Stellantis (13.7% to 36597). From January to October, total output reached 3.367 million units, down 0.8% from the same period in 2024.

墨西哥的年通货膨胀率从上个月的3.76%降至2025年10月的3.57%，这是三个月来的首次减速，与分析师预测的3.56%基本一致。通货膨胀率稳定在央行2%至4%的目标范围内。食品和非酒精饮料的价格增长有所放缓（9月份为2.64%对3.94%）；餐馆和酒店（7.48%对7.61%）和杂项商品和服务（5.69%对6.06%）。与此同时，核心通胀率为4.28%，为2024年4月以来的最高水平，与9月持平，基本符合4.27%的预测。10月份CPI环比上涨0.36%，而前一个月上涨0.23%，与市场预测相符。

Annual inflation in Mexico eased to 3.57% in October 2025 from 3.76% in the prior month, marking the first deceleration in three months and coming broadly in line with analysts' estimates of 3.56%. Inflation stayed comfortably within the central bank’s 2%–4% target. Price growth moderated primarily for food & non-alcoholic beverages (2.64% vs 3.94% in September); restaurants & hotels (7.48% vs 7.61%) and miscellaneous goods & services (5.69% vs 6.06%). Meanwhile, the core inflation rate stood at 4.28%, the highest since April 2024, unchanged from September, largely matching forecasts of 4.27%. On a monthly basis, the CPI rose by 0.36% in October, after a 0.23% increase in the prior month, matching market forecasts.

墨西哥10月份总体通胀符合预期（0.36%）。墨西哥10月份总体通胀符合预期（0.36%）

Mexico Headline Inflation in line with expectations (0.36%) in October.Mexico Headline Inflation in line with expectations (0.36%) in October