智通财经APP获悉，汽车经销商盘中走强，截至发稿，中升控股(00881)涨14.52%，报14.2港元；美东汽车(01268)涨5.08%，报2.48港元；永达汽车(03669)涨4.24%，报1.72港元。
消息面上，今年9月底，国家推出一揽子提振消费信心的政策，报废更新及各地以旧换新政策对汽车消费的拉动效应明显。截至10月24日，全国汽车报废更新补贴申请超过157万份，各地汽车置换更新补贴申请超126万份，补贴申请量呈现快速增长态势。中国汽车流通协会调查显示，有37.6%的经销商表示，10月份的汽车置换率与去年同期相比增长了5%-10%。
据中国汽车流通协会统计数据显示，2024年10月份，国内汽车经销商库存预警指数为50.5%，同比下降8.1个百分点，环比下降3.5个百分点，库存预警指数接近荣枯线。中国汽车流通协会预计，进入11月，车企及经销商保持冲刺状态，促销力度不减，购车需求将持续释放。同时，随着各地秋收的逐渐完成，全国大部分地区天气转冷以及春节的临近，消费者购车需求增加。此外，报废更新和以旧换新补贴的政策即将在年底收尾，经销商销售节奏的加快以及“双11”购车活动的开展，将促使消费者到店看车购车。
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