国金证券指出，9月各省陆续发布置换政策响应国家推出的报废更新政策，鼓励消费者以旧换新，有效拉动了新车销量。在政策补贴的加成下，车市传统的“金九”销量表现亮眼，新能源产品增量势能高于历史预期。此外，9月19日美联储降息50个基点，正式开启了世界降息周期，对车市消费也是利好因素。预计今年金九银十旺季销量表现将超预期。The automotive industry chain recorded the highest increase. As of press release, Zhongsheng Holdings (00881) rose 6.42% to HK$9.62; MeiDong Auto (01268) rose 6.08% to HK$1.92; NIO SW (09866) rose 6.51% to HK$42.55; Ideal Automobile-W (02015) rose 4.67% to HK$88.6; Xiaopeng Automobile-W (09868) rose 2.28% to HK$38.05.
The Zhitong Finance App learned that the automotive industry chain had the highest increase. As of press release, Zhongsheng Holdings (00881) rose 6.42% to HK$9.62; MeiDong Auto (01268) rose 6.08% to HK$1.92; NIO - SW (09866) rose 6.51% to HK$42.55; Ideal Automobile-W (02015) rose 4.67% to HK$88.6; Xiaopeng Motor - W (09868) rose 2.28% to HK$38.05.
According to the news, according to relevant data from the China Automobile Dealers Association, in August, the overall discount rate for the new car market was 17.4%. From January to August of this year, the “price war” caused a cumulative loss of 138 billion yuan in total retail sales in the new car market, which had a great impact on the healthy development of the industry. The Association urges relevant government departments to pay close attention to the current financial difficulties and shutdown risk issues facing the automobile dealership sector, and resolutely adopt phased financial relief policies and measures to effectively prevent the occurrence of systemic risks in the automobile dealership sector.
Guojin Securities pointed out that in September, various provinces successively issued replacement policies in response to the scrapping and renewal policies introduced by the country to encourage consumers to trade in, effectively boosting new car sales. With the addition of policy subsidies, the traditional “Golden Nine” sales performance in the auto market is impressive, and the incremental potential for new energy products is higher than historical expectations. Furthermore, the Federal Reserve cut interest rates by 50 basis points on September 19, officially starting the world cycle of interest rate cuts, which is also a favorable factor for car market consumption. It is expected that this year's gold, nine and silver peak season sales performance will exceed expectations.
