汽车和汽车零部件行业周报:世界机器人大会将召开 机器人催化可期

民生证券
Aug 03, 2025

本周数据:2025 年7 月第4 周(7.21-7.27)乘用车销量44.8 万辆,同比+4.5%,环比+13.1%;新能源乘用车销量24.0 万辆,同比+15.6%,环比+10.4%;新能源渗透率53.4%,环比-1.3pct。本周行情:汽车板块本周表现弱于市场。本周(7 月28 日-8 月1 日)A 股汽车板块下跌1.88%,在申万子行业中排名第12 位,表现弱于沪深300(-1.64%)。...

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