Core Insights - The Chinese automotive market has shown a significant recovery, with the registration rate reaching 116.8% year-on-year in July, despite a substantial cumulative decline in domestic demand [1] Group 1: Market Recovery Factors - The recovery of the automotive market is driven by two main factors: the pandemic has led to an earlier purchase timeline and increased purchasing willingness, resulting in higher current purchase volumes [1] - Several government policies aimed at encouraging automotive consumption have also boosted consumer enthusiasm [1] Group 2: Seasonal Trends and Policy Support - The traditional peak sales season, referred to as "Golden September and Silver October," is expected to further enhance automotive consumption demand due to the concentration of promotional policies from the Ministry of Commerce and local governments [1] - Frequent marketing activities, such as auto shows, combined with existing local market stimulus policies, are anticipated to contribute to increased consumer demand for automobiles [1]
汽车市场恢复程度超预期
Ge Long Hui·2025-09-22 23:51