On September 30, the latest “Auto Dealer Inventory Warning Index Survey” VIA released by the China Automobile Dealers Association showed that the auto dealer inventory warning index for September 2026 was 63.2%, up 8.7 percentage points from the previous year and 0.9 percentage points from the previous month. The inventory warning index was above the boom and bust line. According to survey data, 54.2% of dealers believe that this year's “gold nine silver ten” peak season effect is significantly weaker than previous years, 33.7% believe that the peak season effect has basically disappeared, and only 3.6% think the performance is superior to previous years. Although manufacturers launched new cars intensively in September and dealers stepped up promotion efforts, they were still unable to effectively leverage terminal sales growth, and the traditional peak season had a very weak driving effect on consumer demand. Judging from this, the retail sales volume of passenger car terminals is estimated to be around 1.65 million units in September.

Zhitongcaijing · 3d ago
On September 30, the latest “Auto Dealer Inventory Warning Index Survey” VIA released by the China Automobile Dealers Association showed that the auto dealer inventory warning index for September 2026 was 63.2%, up 8.7 percentage points from the previous year and 0.9 percentage points from the previous month. The inventory warning index was above the boom and bust line. According to survey data, 54.2% of dealers believe that this year's “gold nine silver ten” peak season effect is significantly weaker than previous years, 33.7% believe that the peak season effect has basically disappeared, and only 3.6% think the performance is superior to previous years. Although manufacturers launched new cars intensively in September and dealers stepped up promotion efforts, they were still unable to effectively leverage terminal sales growth, and the traditional peak season had a very weak driving effect on consumer demand. Judging from this, the retail sales volume of passenger car terminals is estimated to be around 1.65 million units in September.