汽车产业链股拉升，晋拓股份4连板，旭升集团等涨停

Group 1 - The automotive industry chain stocks experienced a significant rise on the 24th, with JinTuo Co., Ltd. hitting the daily limit for the fourth consecutive trading day, and other companies like Xiangxin Technology, Feilong Co., Ltd., and Huawei Technology also reaching their daily limits [1] - JinTuo Co., Ltd. announced that its daily operations are normal, with no significant changes in market environment, industry policies, production costs, or sales, and no undisclosed major information [1] - The Ministry of Commerce reported that the online retail sales in 2024 are expected to grow by 7.4%, with physical goods accounting for 26.8% of total online sales, and a notable 15.8% growth in agricultural product online sales [1] Group 2 - Huatai Securities indicated that the used car replacement policy and year-end sales push will lead to increased consumer activity in the automotive market, with a total of 2.92 million applications for scrapping subsidies in 2024, and a 76% increase in applications in the fourth quarter [2] - Retail sales are expected to grow by 27% quarter-on-quarter to 7.36 million units, potentially driving rapid revenue and profit growth in the passenger car sector in the fourth quarter [2] - The continuation of the used car replacement subsidy in 2025, along with an expanded scope for scrapping subsidies, is anticipated to further boost demand [2]