Michael Pettis· @michaelxpettis · X·· 1 天前AI 关注度一般动态
AI 导读
该数据未指明具体国家，仅从销量下滑与出口高增的组合看，与近年中国汽车市场特征相似，但原文未提及中国。若为中国数据，则反映内需走弱、出口维持高增，对整车及零部件出口链形成结构性影响。
正文
Reuters: "Passenger vehicle sales fell 28.1% from a year earlier to 1.63 million units in September, worsening from a 23.7% decline in August. Car exports jumped 73.2% on year to 923,000 vehicles last month, versus a 77.5% rise in August."
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来源：Michael Pettis · twitter.com