行业近况乘联会发布5 月产销数据：狭义乘用车零售/批发/生产193.2/231.0/227.0万辆，环比+10.1%/+5.5%/+1.8%，同比+13.3%/+12.8%/+12.6%；5 月乘用车出口（含整车和CKD）44.8 万辆，同环比+13.5%/+6%。评论两新政策支撑5 月零售端淡季不淡，新能源车出口表现亮眼。我们认为，尽管受端午假期的不利影响，但5 月零售依旧实现了同环比双位数的...
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