汽车板块普遍承压 蔚来-SW(09866)跌8.11% 5月全国乘用车市场零售同比下降20%

金吾财讯
6 hours ago

金吾财讯 | 汽车板块普遍承压,比亚迪股份(01211)跌4.13%,岚图汽车(07489)跌4.19%,理想汽车-W(02015)跌4.48%,赛力斯(09927)跌4.92%,北京汽车(01958)跌5.61%,小鹏集团-W(09868)跌5.63%,零跑汽车(09863)跌6.41%,蔚来-SW(09866)跌8.11%。

消息面上,6月8日乘联分会发布产销数据,5月1-31日全国乘用车市场零售154.5万辆,同比去年同期下降20%。数据显示,5月1-31日,全国乘用车市场零售154.5万辆,同比去年同期下降20%,较上月同期增长12%;今年以来累计零售715万辆,同比降19%。5月1-31日,全国乘用车厂商批发223.2万辆,同比去年同期下降4%,较上月同期增长6%;今年以来累计批发1,020.9万辆,同比下降6%。

华源证券研报指出,整车板块走势分化,暂无系统性上涨机会,国内汽车制造业整体产能利用率高于海外多国,无全局性产能过剩,仅存在结构性产能过剩,行业出清大概率集中于中小主机厂,行业大规模出清概率偏低。

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