Group 1 - The new batch of subsidy funds has led to a tightening of the "national subsidy" policy in 20% of regions, affecting customer conversion for some dealerships significantly [1][2] - In August, the overall performance of the car market was stable, with passenger car sales expected to reach around 2 million units, showing improvement compared to July [1][2] - Over 75% of dealerships reported significant negative impacts on sales due to policy adjustments, with nearly 30% experiencing sales declines exceeding 15% [2] Group 2 - The government is expected to invest over 180 billion yuan in vehicle replacement subsidies this year, which is projected to drive a 10% increase in sales [3] - The "two new" policies are anticipated to continue supporting consumer demand for vehicle purchases throughout the year, with September expected to see a traditional sales peak [2] - Upcoming large autumn auto shows and the proximity of holidays like Mid-Autumn Festival and National Day are expected to boost consumer interest and purchasing intentions [2]
“国补”重启利好汽车消费，专家预计将带来10%销量增长
Di Yi Cai Jing·2025-09-05 01:32