汽车行业事件快评：2024年6月中大排摩托车数据点评-6月销量9万辆，同比翻倍以上增长

Investment Rating - The report maintains an "Overweight" rating for the motorcycle industry, specifically for the mid-to-large displacement motorcycle segment [1]. Core Insights - The mid-to-large displacement motorcycle segment (over 250cc) achieved a record monthly sales of 90,000 units in June, nearly doubling year-on-year, indicating a rising industry sentiment [2]. - Domestic demand is stabilizing, and exports are performing strongly, contributing to the overall positive outlook for the segment [2]. - Key players such as Chuanfeng Power and Longxin General are expected to benefit from the ongoing growth and new product launches in 2024 [2]. Summary by Sections Industry Overview - The report highlights that June's total sales for mid-to-large displacement motorcycles reached 90,000 units, marking a 103% year-on-year increase and a 16.6% month-on-month increase [2]. - Domestic sales in June were 54,000 units, up 95% year-on-year and 23% month-on-month, while exports reached 36,000 units, reflecting a 116% year-on-year increase and an 8% month-on-month increase [2]. Company Performance - Chuanfeng Power's sales for mid-to-large displacement motorcycles in June were 20,000 units, a 155% increase year-on-year and a 36% increase month-on-month [2]. - Qianjiang Motorcycle reported sales of 19,000 units in June, up 158% year-on-year and 43% month-on-month [2]. - Longxin General's sales were 11,000 units in June, reflecting a 115% year-on-year increase [2]. Future Outlook - The report anticipates that the industry will continue to see high demand, with Chuanfeng Power set to launch several new models in 2024, which could further boost sales [2]. - The overall sentiment in the industry is improving, with leading manufacturers showing strong performance [2].