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中国电动汽车_本土市场降温迹象明显
2025-11-16 15:36
China Auto/EV Global Markets Research EQUITY: AUTOS & AUTO PARTS Local market cooling down evident Rush deliveries rather than orders into final two months Wholesales remain heathy, while retails data indicate local demand has already started to cool down The China auto market delivered 3.0mn wholesales unit shipments (+7.5% y-y, +3.6% m- m), while retail unit shipments were 2.2mn units (-0.9% y-y, -0.1% m-m), according to CAAM and CPCA. China PV EV monthly retail sales were at 1.28mn units during the month ...