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Vehicle sales in China were 22.6% higher in February than one year ago. Winter economic activity and data are always distorted by the changing timing of the Lunar New Year which fell on February 8 in 2016 and January 28 in 2017.  Despite the uncertainty introduced by the holiday, two trends stood out: Passenger vehicle sales … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (February Update)

Vehicle sales in China were 0.2% higher in January than one year ago.   Winter economic activity and data are always distorted by the changing timing of the Lunar New Year which fell on February 8 in 2016 and January 28 in 2017.  Despite the uncertainty introduced by the holiday, two trends stood out: Passenger vehicle … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (January Update)

Vehicle sales in China were 9.5% higher in December than one year ago. December passenger vehicle sales were 9.1% higher than one year ago  with fading support from the purchase tax reduction that began in October 2015.  The tax rate on qualifying vehicles will rise from 5% in 2016 to 7.5% in 2017, still below the normal … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (December Update)

Vehicle sales in China were 10.9% higher in November than one year ago. November Passenger vehicle sales were 10.5% higher than one year ago  with continued support from the purchase tax reduction that began last October and will continue until the end of this year.  There’s some speculation that the tax benefit will be extended to 2017. … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (November Update)

Vehicle sales in China were 18.7% higher in October than one year ago. October Passenger vehicle sales were 20.3% higher than one year ago  with continued support from the purchase tax reduction that began last October and will continue until the end of this year.  There's some speculation that the tax benefit will be extended to … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (October Update)

Vehicle sales in China were 26.6% higher in September than one year ago.   September Passenger vehicle sales were 28.9% higher than one year ago  with continued support from the purchase tax reduction that began last October and will continue until the end of this year.  Year-over-year comparisons may weaken in coming months. Commercial Vehicle sales … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (September Update)

Vehicle sales in China were 26.6% higher in August than one year ago. August Passenger vehicle sales were 26.3% higher than one year ago  with continued support from the purchase tax reduction that began last October.  Year-over-year comparisons should remain strong in the third quarter and then weaken in the fourth quarter.  Commercial Vehicle sales … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (August Update)

Vehicle sales in China were 23.2% higher in July than one year ago. July Passenger vehicle sales were 26.3% higher than one year ago  with continued support from the purchase tax reduction that began last October.  Year-over-year comparisons should remain strong in the third quarter and then weaken in the fourth quarter.  Commercial Vehicle sales, … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (July Update)

Vehicle sales in China were 14.9% higher in June than one year ago. Passenger vehicle sales were 17.7% higher with continued support from the purchase tax reduction that began last October.  Year-over-year comparisons should remain strong in the third quarter and then weaken in the fourth quarter.  Commercial Vehicle sales, have been relatively weak.  New … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (June Update)

Passenger Vehicle sales in China were 11.3% higher in May than one year ago.  Year over year comparisons should remain favorable in coming months due to the slowdown last summer.  The long-term outlook remains mildly positive due to the country’s low level of vehicle ownership and rising personal incomes. Commercial Vehicle sales in China continued their rebound … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (May Update)