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今年1~8月,全国汽车累计销量为1247万辆,同比仅增长4%,景气度依旧维持低位。“分化”仍是上半年关键词,表现为“乘强商弱”、“合资强自主弱”。从目前情况看,需求已经出现回暖迹象,5月份开始,销量增速逐渐提升。但是受降价促销影响,行业盈利能力有所下滑。我们认为,在“稳增长”的大背景下,鼓励汽车消费将是大势所趋,汽车行业的成长之路还很长。随着国家新审批基
From January to August this year, the cumulative sales of the nation’s automobiles totaled 12.47 million units, up only 4% over the same period of last year, and the economy remained at a low level. “Differentiation ” is still the key words of the first half of the year, manifested as “strong strong business weak ”, “strong joint venture strong ”. From the current situation, demand has shown signs of pick-up, from May, sales growth gradually increased. However, affected by price promotions, profitability of the industry declined. In our opinion, under the background of “steady growth,” encouraging automobile consumption will be the trend of the times and the auto industry will have a long way to go. With the new national approval base