汽车及零部件行业动态:零售走弱下新能源韧性延续 出口维持景气

中金公司
Jan 11

行业近况乘联会发布12 月数据:狭义乘用车零售/批发/生产226.1/278.9/279.1 万辆,同比-14.0%/-9.0%/-4.6%,环比+1.6%/-7.0%/-10.1%,出口(含整车和CKD)58.8 万辆,同环比+46.2%/-2%。零售量承压,出口表现亮眼。全年看,狭义乘用车累计零售/批发/生产2,374.4/2,955.4/2,963.3 万辆,同比+3.8%/+8.8%/ +...

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