金吾财讯 | 汽车板块随市走低，汽车经销商中，中升控股(00881)跌5.46%，永达汽车(03669)跌4.05%，美东汽车(01268)跌2.74%；汽车股中，长城汽车(02333)跌3.64%，比亚迪(01211)、蔚来(09866)、小鹏汽车(09868)跌逾2%，理想汽车(02015)跌1.34%。乘联分会秘书长崔东树今日发文称，2025年5月月末，全国乘用车行业库存345万辆，较上月下降5万辆，较2024年5月增16万辆，形成库存持续高位的特征。目前的政策启动带来厂商的总体乐观，以旧换新的生产较高，厂家批发相对积极，行业库存创出近两年新高。崔东树表示，随着中央促消费政策的推动，各地车展等营销活动的活跃，以及随着6月至8月的销售逐步转入季节性淡季，未来三个月的销量逐步下行。因此，根据2025年5月底的库存与未来销量综合预估的现有库存支撑未来销售天数在54天，相对于2023年5月的54天、2024年5月的51天，今年5月的总体库存压力稍有增大。
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