JPMorgan Econ FI-China Weak domestic auto demand continued in July-109868720

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JPMorgan Econ FI-China Weak domestic auto demand continued in July-109868720.pdf
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📊 核心数据
  1. 2023. China’s auto production (NBS, units) fell 2.4%oya in July (vs +1.8%oya
  2. in June). Seasonally adjusted, we estimate that July auto production fell 3.4%m/m
  3. sa. The sequential growth trend turned negative, as production fell 5.5%3m/3m
  4. saar in July. NEV production remained solid, rising 27.8%oya, or +2.0%m/m sa,
  5. by our estimate. In value-added terms, automobile sector VAI rose 4.4%oya in
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报告摘要

Asia Pacific Economic Research Automobile production fell in oya terms for the first time since July 2023 Auto retail sales value fell further amid soft domestic demand

📋 核心要点(部分)

  1. 15 August 2024
  2. 15.4
  3. 90.5
  4. 30.3

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《JPMorgan Econ FI-China Weak domestic auto demand continued in July-109868720》主要包含哪些内容?

Asia Pacific Economic Research Automobile production fell in oya terms for the first time since July 2023 Auto retail sales value fell further amid soft domestic demand核心数据:2023. China’s auto production (NBS, units) fell 2.4%oya in July (vs +1.8%oya;in June). Seasonally adjusted, we estimate that July auto production fell 3.4%m/m;sa. The sequential growth trend turned negative, as production fell 5.5%3m/3m。

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