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① new car-making forces announced their “report card” for september, and the industry’s fundamental prosperity is expected to continue to improve.during the national day holiday, new car-making forces announced their “report card” for september. among them, li auto delivered 53,709 units in september, setting a record high for single-month delivery; xpeng motors delivered 21,352 new cars in september, setting a record for single-month delivery; nio delivered 21,181 new cars in september, setting a new high for delivery in the third quarter.huafu securities predicts that competition in the new energy vehicle market will become more intense in the second half of the year and is expected to continue to maintain rapid growth, with independent brands expected to occupy a larger share. against the background of the introduction of local replacement subsidies, various car companies are sprinting towards sales, and the industry's fundamentals are expected to continue to improve.② many places have introduced real estate market optimization policies, and institutions say the sector is expected to bottom out and stabilize in the near future.according to cctv news, reporters learned from the ministry of housing and urban-rural development that since the end of september, various regions have successively introduced real estate optimization and adjustment measures, and the market has responded positively. during the national day, the number of house inspections and visits, which reflect the willingness to buy houses, increased significantly. sales of commercial housing in many places increased to varying degrees, and market confidence recovered.sinolink securities stated that the central government has set a heavy tone and changed market expectations, and monetary policy, fiscal policy, and real estate and financial policies have all worked together. with the accelerated implementation of various policies in the fourth quarter, the process of real estate stabilizing has accelerated. after expectations have changed and confidence has been boosted, the real estate sector has low valuations and low positions. we should seize the real estate opportunities in the fourth quarter.zhongtai securities said that with the implementation of policies, the wait-and-see mood on home purchases may be eased, and the real estate sector is expected to bottom out and stabilize in the near future. investors can pay attention to real estate companies with solid performance.③ during the national day, the tourism market in popular first- and second-tier cities is booming, and outbound tourism continues to grow at a high rateaccording to the securities times, during this year’s national day holiday, the vitality of tourism consumption in various places continued to be released. the rich cultural and tourism activities drove a tourism consumption boom. the tourism market in popular first- and second-tier cities remained hot. enthusiasm for in-depth tourism in counties increased, and the national day consumption format showed diversified characteristics.the "2024 national day holiday travel express" released by fliggy shows that the enthusiasm for national day tourism consumption is high. on a comparable basis, the bookings of domestic high-star hotels, itineraries, car rentals and other tourism products have increased significantly year-on-year; outbound tourism rebounded strongly last year on the basis of continued high growth, bookings increased by more than 50% year-on-year, of which the scale of international hotel bookings has recovered to approximately 120% of 2019.founder securities said that the prosperity of the scenic spot sector continues to rise. from mid-2023 to the present, the prosperity of the scenic spot sector has continued to be at a high level, and the increase in the number of domestic tourists during various holidays has basically remained at double-digit levels compared with 2019. (this article comes from china business news)