Core Viewpoint - The report from Credit Lyonnais indicates that mainland China's automotive orders remained stable in the last week of 2025, with expectations for a boost in car sales in the first quarter of 2026 due to the continuation of subsidy policies and traditional demand before the Lunar New Year [1] Group 1: Automotive Sales and Demand - The automotive sales in the first quarter of 2026 are anticipated to benefit from the extension of subsidy policies and pre-Lunar New Year demand [1] - Regulatory authorities have indicated that stimulating consumption will be a primary task in 2026, with continued funding for vehicle trade-in programs [1] - The subsidy amounts will be calculated as a percentage of the vehicle price, positively impacting models priced around 150,000 RMB [1] Group 2: Market Impact and Trends - The measures are expected to have a neutral impact on lower-priced models while further promoting the high-end transformation of new energy vehicles [1] - Overall, the continuation of subsidy policies is believed to help release consumer demand that has been hesitant from the fourth quarter of 2025 to the first quarter of 2026 [1]
里昂：料新一轮汽车补贴有利于15万元人币车型 释放消费者需求
智通财经网·2026-01-02 09:07