汽车周观点:6月第4周乘用车环比+3.9% 继续看好汽车板块

东吴证券
Jul 07, 2025

本周复盘总结:六月第四周交强险56.9万辆,环比上周/上月周度+3.9%/+24.2%。本周细分板块涨跌幅排序:SW摩托车及其他(+5.1%) >SW商用载客车(+4.4%) >SW乘用车(+0.4%) >SW汽车(+0.1%)> SW商用载货车(0.1%) > SW汽车零部件(-0.7%) 。本周已覆盖标的春风动力、爱玛科技、宇通客车、上汽集团、中国重汽涨幅前五。本周团队研究成果:外发小鹏G7...

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