China Auto Sector to See Positive Growth in 4Q, Says RHB Securities’s Zhuang

The transcript discusses the trends in the Chinese automotive market, highlighting the normalization of inventory levels and the expected positive growth in the fourth quarter. It provides historical context, noting the double-digit negative growth in the fourth quarter of 2018 and the impact of the Chinese New Year on sales. The discussion also covers factors such as the previous tax cuts that influenced sales in 2018 and 2019, and the potential for a return to normal sales levels in 2020. The Great Wall's performance is seen as a positive indicator for the sector.

What indicators suggest that the Chinese auto market is returning to normal?

What expectations are set for the auto sector in the fourth quarter?

What role does the early Chinese New Year play in auto sales?

How did the Chinese purchase tax cut affect auto sales in 2018 and 2019?

What does the performance of Great Wall indicate about the overall auto sector?