华泰证券:二季度汽车板块营收稳健增长 布局政策支撑下的旺季行情

E公司
Sep 16, 2025

人民财讯9月16日电,华泰证券研报表示,二季度汽车板块营收同环比+9.0/16.6%,乘用车销量稳增,批发量/零售量环比+11%/13%,乘用车板块营收同环比+11%/22%,二季度净利率同环比-1.4/ -0.8pct,或系自主品牌竞争白热化,新车让利消费者等因素暂影响盈利能力。二季度乘用车板块应收账款周转天数同环比均有所降低,带动经营现金流同环比净增加252/972亿元;零部件板块二季度应收...

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