金吾财讯 | 汽车经销商走低，中升控股(00881)跌3.91%，美东汽车(01268)跌2.94%，永达汽车(03669)跌2.60%。中国汽车流通协会发布2026年5月“汽车经销商库存”调查结果：5月汽车经销商综合库存系数为1.63，环比下降13.8%，同比上升18.1%。进入6月，汽车市场面临传统淡季与半年度冲量的双向影响。高温多雨、农忙等因素压制终端客流，叠加5月车展需求提前释放带来的透支效应，消费者观望情绪依然浓厚。但端午假期、高考毕业季释放阶段性购车需求，辅以地方促消费政策加力、618促销启动，以及车企进入半年度目标冲刺阶段，经销商持续加大终端优惠力度，推动前期意向订单集中落地，全力冲击半年目标，带动终端成交走强。综合判断，6月终端销量环比有望实现小幅回升，但同比仍将承压。
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