中国汽车：专家电话会议要点-春节后需求复苏，或有农村电动车补贴支撑国内销量-China Automobiles_ Expert call takeaways_ Demand recovery post CNY, potential rural EV subsidy to support domestic volume

3 March 2026 | 3:58PM CST Equity Research CHINA AUTOMOBILES Expert call takeaways: Demand recovery post CNY, potential rural EV subsidy to support domestic volume We hosted an expert call with Ms. Lang (Deputy General Secretary at China Automobile Dealers Association) on China Auto Industry Policy Update on Mar 2, with main focuses on government policies including trade-in subsidy, anti-involution, and L3 regulation. Key takeaways: (1) Industry trend: Demand recovery observed post CNY; (2) Subsidy stimulus: ...