汽车周报:11月乘用车零售销量同比降8% 中央定调2026年优化“两新”政策实施

信达证券
Dec 14, 2025

投资要点:行情回顾:本周 A 股汽车板块跑赢大盘。(1)本周沪深 300 指数跌幅0.08%,其中汽车板块涨幅0.16%,涨跌幅位居A 股申万一级行业第9 位。(2)本周SW 乘用车涨幅0.23%,长城汽车、上汽集团领涨。(3)本周SW 商用车涨幅0.25%,中集车辆、中通客车领涨。(4)本周SW 汽车零部件涨幅0.11%,华懋科技、跃岭股份领涨。行业重点新闻。(1)乘联分会:11 月乘用车零售...

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