销售环比增速处于历史低位、终端需求疲软。8 月份全月狭义零售量同比减少9.95%，相比7 月降幅有扩大趋势。根据狭义批发与零售数据差值的推测经销商大约增加了5.97 万辆的库存，在需求未改善的局面下，经销商被动增库。从历史数据来看，7 月份是每年的销售低点，8 月份环比会有回升，但2019 年7 月和8 月环比增速是最弱，为9 年内的最低；短期终端需求疲软。

据中汽协统计，19 年8 月我国汽车销量约为195.8 万辆，同比下降6.9%，前8 月汽车销量1608.4 万辆，累计同比下降10.9%。8 月乘用车销量为165.3 万辆，同比下降7.7%，商用车销售30.5 万辆，同比下降2.8%，新能源汽车销售8.5 万辆，同比下降15.1%。

The Indian government introduced 100% FDI into the automotive and automotive component sector. As a result, many foreign companies have started establishing facilities in the country for manufacturing vehicles for the local and global markets. For instance: One of the biggest Chinese automobile manufacturers, SAIC Motor, planned to invest USD 1 billion by the end of 2018. It is also exploring possibilities for setting up a manufacturing unit in one of the three states of Maharashtra, Andhra Pradesh, and Tamil Nadu. Kia Motors is investing approximately USD 1.1 billion in India, and intends to set up a greenfield car plant to produce 3,000 units a year. One of the biggest automotive manufacturers in the world, BMW, is planning to manufacture a local version of below-500 CC motorcycle, the G310R, in the TVS Motor’s Hosur plant, in Tamil Nadu.

7 月份，新能源汽车产销同比年内首次出现下降。当月，新能源汽车产销分别完成 8.4 万辆和 8 万辆，比上年同期分别下降 6.9%和 4.7%。1～7 月，新能源汽车产销分别完成 70.1 万辆和 69.9万辆，比上年同期分别增长 39.1%和 40.9%，增速较上年同期分别放缓 45.9 个、56.2 个百分点。具体来看，纯电动车产销增速高于插电式混动车；新能源乘用车仍占据绝对比重，新能源商用车较为低迷。

德系品牌的主场：德系主流品牌，包括大众集团（大众、奥迪、保时捷、斯柯达等）、奔驰、宝马等几乎悉数到场，而且积极展出全新电动车型。零部件企业展示新技术：众多零部件企业带来了无人驾驶、新能源和轻量化方面的新技术和研究成果，尤其是电池技术在本届车展尤其亮眼。