Part 9/14:
Market Dynamics: The shift from weekly to monthly sales reporting provides a clearer picture, less susceptible to short-term fluctuations or transit delays. Herbert emphasizes that delays in shipping and inventory smoothing can create misleading dips, but the underlying demand remains strong.
Sales Incentives and End-of-Year Push: With subsidy deadlines approaching, Chinese customers are likely to accelerate purchases, leveraging available credits. The expiry of trade-in and sales tax incentives is anticipated to further bolster December and early January sales, effectively creating a last-minute rush similar to US market behavior during tax credit expirations.