汽车行业周报:小米第三工厂选址落地 博世入局具身智能

西南证券股份有...
Jun 23, 2025

投资建议:6月1-15日,乘用车零售70.6万辆,同比增长20%,环比下降9%;今年以来累计零售952.2 万辆,同比增长10%。随着部分地区的补贴资金阶段性紧张,经销商为了抢抓以旧换新政策机会,加大促消费的宣传,效果较好。乘联会预计本月狭义乘用车零售总市场约为200 万辆左右,同比增长13.4%,环比增长3.2%。智能汽车方面,全球高阶智驾进展不断,Waymo 加速扩张美国运营范围,特斯拉有望于...

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