汽车行业周报

2025年6月16日看好市场表现截至2025/6/16资料来源：Wind，国新证券整理分析师：方曼乔登记编码：S1490524100001邮箱：fangmanqiao@crsec.com.cn证券研究报告 。 。 未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明利润进一步降至1.3万元。行业存在无序竞争、品牌冗余的现象，整合仍是长期趋势。风险提示1、汽车消费需求不及预期；2、政策落地不及预期；3、技术推进不及预期；4、原材料价格大幅波动。 未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明目录一、市场回顾.................................................................................................................................................................................4二、行业重点新闻.........................................................................................................................................................................6（一）5月汽车产销分别同比分别增长11.6%和11.2%....................................................................................................6（二）多家车企承诺支付账期不超过60天......................................................................................................................7（三）交通运输部：深入实施“人工智能+交通运输”行动..........................................................................................7（四）深圳放宽市场准入24条特别措施将加快实施.......................................................................................................7（五）广汽丰田联合华为、Momenta、小米打造AI生态圈...........................................................................................7（六）海关总署:今年前5个月我国出口电动汽车增长19%...........................................................................................8三、行业数据................................................................................................................................................................................8四、投资建议...............................................................................................................................................................................11五、风险提示...............................................................................................................................................................................11 2 未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明图表目录图表1：申万一级行业周涨跌幅（2025/6/9-2025/6/13）..........................................................................................................4图表2：本周大盘指数涨跌幅（2025/6/9-2025/6/13）..............................................................................................................4图表3：2024年初至今大盘指数涨跌幅（2025/1/1-2025/6/13）.............................................................................................4图表4：二级细分行业涨跌幅（2025/6/9-2025/6/13）..............................................................................................................5图表5：三级细分行业涨跌幅（2025/6/9-2025/6/13）..............................................................................................................5图表6：汽车行业个股涨幅前十（2025/6/9-2025/6/13）..........................................................................................................5图表7：汽车行业个股跌幅前十（2025/6/9-2025/6/13）..........................................................................................................5图表8：汽车行业央企涨幅前五（2025/6/9-2025/6/13）..........................................................................................................6图表9：汽车行业估值水平市盈率PE（TTM）......................................................................................................................6图表10：钢铁类大宗商品价格指数............................................................................................................................................9图表11：浮法平板玻璃（4.8/5MM）价格走势........................................................................................................................9图表12：橡胶类大宗商品价格指数............................................................................................................................................9图表13：锌锭(0#)市场价格走势.................................................................................................................................................9图表14：铝锭(A00)市场价格走势..............................................................................................................................................9图表15：碳酸锂市场价格走势....................................................................................................................................................9图表16：电解液市场价格走势..................................................................................................................................................10图表17：磷酸铁锂（动力型）市场价格走势..........................................................................................................................10图表18：正极材料市场价格走势..............................................................................................................................................10图表19：中国乘用车、商用车、新能源车销量情况..............................................................................................................10图表20：中国汽车销量情况（当月值）..................................................................................................................................10图表21：中国新能源车渗透率........................................