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every ai news,china galaxy released a research report on september 30, giving the automotive industry a recommended rating.

according to data from the passenger car association, from september 1 to 22, the passenger car market retailed 1.243 million units, +10% year-on-year, and +10% compared with the same period last month. a total of 14.709 million units have been sold since the beginning of this year, +3% year-on-year; in september from january 1 to 22, passenger car manufacturers nationwide wholesaled 1.373 million units, +5% year-on-year, and +31% compared with the same period last month. since the beginning of this year, a total of 17.313 million units have been wholesaled, +4% year-on-year. in terms of new energy, from september 1 to 22, the new energy vehicle market retailed 664,000 vehicles, +47% year-on-year, and +7% compared with the same period last month. a total of 6.673 million vehicles have been retailed this year, +36% year-on-year; september 1- on the 22nd, passenger car manufacturers nationwide wholesaled 698,000 new energy vehicles, +33% year-on-year, and +22% compared with the same period last month. since the beginning of this year, a total of 7.378 million new energy vehicles have been wholesaled, +32% year-on-year. the central trade-in subsidy + local replacement subsidy policy continues to be vigorous, and the popularity of "golden nine" has not diminished. as of september 25, the national automobile trade-in information platform has received more than 1.13 million applications for automobile scrapping renewal subsidies, and the number continues to increase by more than 10,000 daily. trend, this week sichuan and shandong released car replacement subsidy policies. among them, consumers in sichuan province who transfer their own passenger cars and purchase fuel-powered passenger cars will receive a subsidy of 8,000-15,000 yuan based on the car price, and a subsidy for purchasing new energy passenger cars. the standard will be increased by 2,000-3,000 yuan; consumers in shandong province who transfer old passenger cars and purchase fuel-powered passenger cars will receive a subsidy of 3,000-12,000 yuan based on the vehicle price, and the subsidy standard for new energy passenger cars will be increased by 1,000-3,000 yuan; shanghai will the one-time subsidy standards for replacement purchases of fuel and new energy passenger cars have been raised to 12,000 yuan and 15,000 yuan respectively. the coverage rate of the car replacement subsidy policy has been further improved, which is expected to continue to support the continued popularity of the auto market.

independent brands continue to deploy new models in the "golden nine and silver ten" periods, and orders for multiple models have achieved outstanding performance, bringing strong impetus to the subsequent growth of new energy sales. on september 20, ji krypton’s new medium-sized suv ji ni 7x was officially launched, priced at 229,900-269,900 yuan. orders exceeded 58,000 units in 20 days from pre-sale to official launch; on september 24, huawei and chery jointly built hongmeng zhixing's first smart coupe suv, the zhijie r7, is officially launched, priced at 259,800-339,800 yuan. bookings have exceeded 30,000 units within two weeks of pre-sale, and the number of units has exceeded 6,000 within 24 hours of launch; on september 25, orders for the dark blue s07 exceeded 30,000 units within two months of its launch. the new car was launched on july 25, priced at 149,900-212,900 yuan. on september 26, avita's third model, the luxury suv avita 07, was officially launched. the price is 219,900 yuan to 289,900 yuan, and the 20-hour deposit exceeds 10,000 yuan; on september 26, xpeng g9 added a 650 four-wheel drive high-performance pro version model, and officially launched a limited-time car purchase privilege of up to 50,000 yuan, including with a limited-time subsidy of 20,000 yuan, the price range of all models after the subsidy is 243,900-339,900 yuan, and the sales volume is expected to exceed 8,000 units within 72 hours of launch.

investment advice: for complete vehicles, we recommend gac group, byd, changan automobile, and great wall motors; for intelligent parts, we recommend huayu automobile, bethel, desay sv, keboda, joyson electronics, and xingyu; for new energy zero component recommendations include fara electronics, zhongrong electric, huawei technology, precision forging technology, tuopu group, and xusheng group.

risk warning: 1. the risk that car sales are not as good as expected; 2. the risk that policy effects are not as good as expected; 3. the risk that industry competition intensifies.

every headline (nbdtoutiao)——

(reporter wang xiaobo)

disclaimer: the content and data in this article are for reference only and do not constitute investment advice. please verify before use. operate accordingly at your own risk.

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