汽车和汽车零部件行业动态跟踪报告：德系日系份额提升；配件看好大众产业链.pdfVIP

汽车和汽车零部件 ·行业动态跟踪报告 正文目录 一、二级市场表现：汽车板块近一个月上涨6.5% ···················································5 二、重卡景气度持续，新能源车增速提高·····························································6 2.1 乘用车：SUV 增速继续领跑，自主品牌冠军易主·············································7 2.2 重卡高景气持续，客车加速回暖 ·································································12 2.3 新能源车景气度走高·················································································15 三、行业库存明显改善····················································································17 四、合资与自主均有不同程度终端优惠 ······························································18 五、行业收入增幅收窄，利润增速稳定 ······························································19 六、行业重要事项与动态 ················································································20 6.1 工信部计划制订禁售燃油车时间表·······························································20 七、盈利预测与投资建议 ················································································21 八、风险提示································································································22 请务必阅读正文后免责条款 2 / 23 汽车和汽车零部件 ·行业动态跟踪报告 图表目录 图表1 近一个月各板块涨跌幅单位：%5 图表2 平安主要跟踪公司本年度、近一月表现5 图表3 整车/零部件/经销商本年度、近一月涨幅靠前的企业6 图表4 汽车月度销量 单位：万辆7