China just dropped 17 measures to stimulate auto aftermarket consumption — covering vehicle mods, RV camping, classic cars, repair/insurance, motorsports, and rentals.

This is Beijing directly targeting the services layer of the auto value chain, not just EV production. Interesting pivot. Could be meaningful for domestic auto services players and insurers with exposure to China's massive car parc.

Worth watching how this flows through to consumer spending data and whether it translates to real activity or just policy noise. Auto aftermarket is fragmented but huge — any acceleration here shows up in discretionary spend trends.