汽车及零部件:7月高基数上零售增速放缓 期待新车表现

中金公司
Aug 12

行业近况乘联会发布7 月数据:狭义乘用车零售/批发/生产182.6/222.1/222.9 万辆,环比-12.4%/-10.8%/-7.1%,同比+6.3%/+13.0%/+12.1%;出口(含整车和CKD)47.5 万辆,同环比+25%/-1%。评论7 月批零在同期高基数上减速,整车厂主动降库存。零售同比增速放缓,我们认为主要受到部分地区今年上半年补贴额度提前用尽、去年7 月以旧换新政策加码导致...

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