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“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 01:47

Group 1 - The overall performance of the automotive market in August was stable, with passenger car sales expected to reach around 2 million units, exceeding expectations [1] - Despite the seasonal transition in the automotive market and extreme weather conditions, there was a noticeable improvement in market demand and daily sales compared to July [1] - The resumption of "national subsidies" in various regions, along with changes in the application process for vehicle replacement subsidies, has impacted sales at dealerships, with over 75% of stores reporting significant negative effects [1] Group 2 - The implementation of the central government's interest subsidy policy began on September 1, and the "two new" policies are expected to support consumer demand throughout the year [2] - The automotive market is anticipated to enter a traditional sales peak in September, driven by the "two new" policies, upcoming auto shows, and increased consumer interest due to holidays [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 [2]