汽车产业链股拉升 香山股份、海马汽车等涨停

Core Viewpoint - The automotive industry chain stocks experienced a significant rise on the 15th, with several companies seeing substantial gains, indicating a positive market sentiment driven by strong sales and favorable policies [1] Industry Summary - The China Association of Automobile Manufacturers reported that by September 2025, the production and sales of new energy vehicles in China both surpassed 10 million units, with year-on-year growth exceeding 30% [1] - The recent "old-for-new" vehicle replacement policy has shown effectiveness, alongside vibrant local auto shows and a surge in new product launches, contributing to a favorable overall market trend [1] Company Summary - Futu Technology saw its stock price increase by over 12%, while other companies like Bohai Automobile, Shenda Co., Xiangshan Co., and Haima Automobile reached their daily price limits [1] - According to Founder Securities, the sales peak season and year-end rush are expected to continue driving sales growth, despite some local subsidy adjustments in October [1] - The export sector may face short-term impacts due to recent tariff disturbances, but the long-term outlook remains positive for domestic manufacturers' global competitiveness and market expansion capabilities [1] - The automotive market is entering a consumption peak period, with expectations for continued growth in exports, highlighting the sector's long-term stable investment value [1]