“金九银十”车市升温：多地推出限时补贴，销售许诺“跨省操作”

Core Insights - The automotive market is experiencing a surge in consumption during the traditional "golden September and silver October" period, with over 70 new car models entering the market and various local car exhibitions being held across more than 23 cities during the National Day holiday [1][6]. Group 1: Government Support and Subsidies - A total of 300 billion yuan has been allocated for the "old-for-new" vehicle replacement subsidy program, with the fourth batch of 69 billion yuan being distributed as planned in October [6]. - Various local governments are implementing their own automotive consumption subsidies to fill the gap left by the suspension of national subsidies in several provinces [6][7]. - For example, the government of Dongguan is offering consumption vouchers for new energy vehicles and "National VI" standard gasoline vehicles, with varying amounts based on the purchase price [4][5]. Group 2: Market Dynamics and Consumer Behavior - Despite the suspension of national subsidies in cities like Dongguan, dealers are finding ways to help consumers access subsidies from other cities, indicating a competitive market environment [3]. - The automotive industry is seeing significant promotional activities, with many car manufacturers offering substantial trade-in subsidies and promotional pricing strategies to attract customers [5][6]. - The application volume for the "old-for-new" program has reached 8.3 million as of September 10, indicating strong consumer interest in vehicle replacement [7]. Group 3: Future Outlook - The Ministry of Commerce aims to reform restrictive measures on automotive consumption and promote a shift from purchase management to usage management, which could foster new growth points in automotive consumption [7]. - The target for automotive sales in 2025 is set at approximately 32.3 million units, reflecting a year-on-year growth of about 3% [7].