本文来自方正证券研究所于2025年8月2日发布的报告《半年报披露在即,新品周期有望驱动行业复苏》,欲了解具体内容,请阅读报告原文。报告摘要本周市场:2025年7月28日至2025年8月1日,申万商用载货车下跌0.44%,申万商用载客车下跌0.66%,申万汽车零部件下跌2.08%,申万乘用车下跌3.37%,申万汽车服务下跌4.19%。A股汽车板块下跌2.36%,沪深300指数下跌1.75%,汽车板块...
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