“金九银十”产销数据表现较好，汽车ETF（516110）涨超1%

Core Viewpoint - The passenger car market shows strong performance in production and sales during the "Golden September and Silver October" period, but short-term demand is tempered by uncertainties regarding next year's purchase tax increase and subsidy policies [1] Group 1: Passenger Vehicle Market - The market outlook remains positive for high-end, intelligent, and overseas expansion segments, with a focus on the release of L3 autonomous driving standards, progress in the Robotaxi industry, and competitive advantages in overseas vehicle sales [1] - The performance of the 800 Automotive Index, which tracks companies involved in vehicle manufacturing, parts supply, and related services, reflects the overall performance of the automotive industry in China, including both new energy and traditional fuel vehicles [1] Group 2: Commercial Vehicle Sector - The commercial vehicle sector benefits from domestic subsidies and steady export growth, with the heavy-duty truck and bus segments maintaining strong fundamentals [1] - In Q3, the low base effect led to a significant increase in growth rates for these core segments, highlighting the low valuation and high prosperity characteristics of the sector, with leading companies likely to experience a "Davis Double" effect [1]