2025年10月,印度汽车销售猛增40.3%,由节庆、减税和农村需求推动。 Indian auto sales surged 40.3% in October 2025, fueled by festivals, tax cuts, and rural demand.

2025年10月,印度汽车销售量逐年猛增40.3%,其驱动因素是节日需求、GST减速和农村支出增加。 Indian auto sales jumped 40.3% year-on-year in October 2025, driven by festive demand, GST rate cuts, and stronger rural spending. BSE自动指数在三个月内上升8.5%,超过市场业绩,双轮汽车在增长中领先,原因是价格可承受和融资情况较好。 The BSE Auto Index rose 8.5% in three months, outperforming the market, with two-wheelers leading growth due to affordability and better financing. 预计客车增长将在基数影响和供应限制很大的情况下放慢。 Passenger vehicle growth is expected to slow amid high base effects and supply constraints. 分析家指出,正在进行的政策支助,包括一般技术改革以及即将进行的薪资委员会改革,是中期复苏的主要驱动力。 Analysts cite ongoing policy support, including GST reforms and upcoming pay commission changes, as key drivers for medium-term recovery. 虽然基本面仍然很强,但对2026年初以后需求可持续性的关切依然存在,这引发了投资者的谨慎态度和选择性的股票采集。 While fundamentals remain strong, concerns linger over demand sustainability beyond early 2026, prompting cautious investor sentiment and selective stock picking.