China Car & Fuel Sales - Fantastic Statistics

I came across an amazing piece of statistics. It goes like this.....
Car sales in China are up 50 % year on year, however fuel consumption is the same as compared to last year.
The optimists argue:
1. The car sold are more fuel efficient.
2. Since fuel prices have gone up year-on-year (China also has the same administered price regime like India), the usage of car has gone down.

The pessimists argue:
1. Under the stimulus package State Governments have been asked to buy cars, which are now parked in the Govt offices.
2. The car sales numbers only reflect the sales made by manufacturers to dealers. There is a huge inventory built up happening at the dealer level.