周度核心数据：①内销：本周（6/23-6/29）上险总量58.5w，高于40w周度荣枯线（同比+31.5%/环比+4.3% ）。新能源周度上险量29.7w(同比+39.4%/环比+4.9%)，新能源渗透率达50.8%。周交付部分车企实现环比增长，部分小幅回落。预计7月各车企交付同比下滑，业绩承压。②订单：6月第四周行业整体平稳。③出口：5月出口总量45w（同比+18%）。25E自主出海有望持续高增...
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