2025年1-9月累计，欧盟市场新车销售量达805.7万辆，同比增长0.9%。分动力源看，2025年1-9月欧盟市 场混合动力汽车销量占全部销量的34.7%，市场份额较上年同期提高4.3个百分点；汽油车销量占全部的 27.7%，较上年同期下降6.6个百分点；纯电动汽车销量占全部的16.1%，市场份额较上年同期提高3个百 分点。 据欧洲汽车制造商协会(ACEA)数据，2025年9月份，欧盟市场汽车新车销售量达88.9万辆，同比增长 10%，连续第三个月实现增长。 ...

Core Viewpoint - Morgan Stanley has raised Dongfeng Motor Group's revenue forecast for the fiscal year 2025 by 15%, driven by recent sales trends and management guidance, with sales expectations adjusted to 150,000 units [1] Group 1: Revenue and Sales Forecast - The average selling price has increased by 7% based on the report for the first seven months of 2025 [1] - The target price for Dongfeng Motor Group has been increased from HKD 10.65 to HKD 11.24, with a rating of "Overweight" [1] Group 2: Management Insights - Key points from the management meeting indicate that most existing models will be upgraded by 2025, supporting the sales target of 150,000 units and stable average selling prices [1] - Management aims for a year-on-year sales growth of 50% to 80% by 2026, benefiting from the launch of a new six-seat SUV in 2025 and SUV/MPV models in 2026 [1] Group 3: Production Capacity and Technology - New production capacity to be released in the first half of 2026 will assist in achieving sales targets [1] - Lantu will enhance revenue through external technical support, although there is currently no clear timeline for an IPO [1]

Core Viewpoint - Yutong Bus (600066.SH) reported a significant increase in sales volume for September 2025, with 4,756 units sold, representing a year-on-year growth of 25.55% [1] - The cumulative sales volume for the current year reached 33,556 units, showing a year-on-year increase of 7.05% [1] Summary by Category - **Sales Performance** - September 2025 sales volume: 4,756 units, up 25.55% year-on-year [1] - Year-to-date sales volume: 33,556 units, up 7.05% year-on-year [1]

上汽集团8月销售整车36.3万辆，同比增长41%，环比增长7.7%。 ...

格隆汇9月1日｜注册数据显示，特斯拉(TSLA.US)8月份在挪威的新车注册量同比增长21.3%。 ...

Core Insights - BYD's sales in the UK and Germany have seen significant growth, with UK sales increasing over fourfold to 3,184 units and German sales soaring nearly 390% [1] Group 1 - UK sales growth exceeded four times year-on-year, reaching 3,184 vehicles [1] - German sales experienced a nearly 390% increase [1]

Core Insights - European car sales increased by 1.9% in May, reaching a total of 1.11 million units sold [1] Industry Summary - The growth in car sales indicates a positive trend in the European automotive market, suggesting a potential recovery or stabilization after previous downturns [1] - The increase in sales volume reflects consumer demand and may influence production strategies among manufacturers [1]

Group 1 - Turkey's automotive sales increased by 7.4% year-on-year in May [1] - Cumulative automotive sales from January to May rose by 3.7% year-on-year [1]

Group 1 - The core viewpoint of the article is that Thailand's domestic automobile sales experienced a year-on-year increase of 0.97% in April [1] Group 2 - The report highlights the performance of the Thai automotive industry, indicating a slight growth in sales compared to the same month last year [1]