汽车行业:25H1销量维持高增 中期需踏准节奏布局

华创证券
18 Jul

25Q2 新能源乘用车批发/零售销量同比+34%/+29%,出口销量同比+108%。1) 批发与零售:25Q2 新能源乘用车批发销量357 万辆/同比+34%、环比+25%,1H25 批发销量642 万辆/+39%;零售销量预计296 万辆/同比+29%、环比+27%,1H25 零售销量预估529 万辆/+31%。在以旧换新政策以及Q2 车展新品驱动下,国内新能源批零销量维持高增长态势。2) 出口...

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