Tiger Brokers

汽车板块普遍承压 吉利汽车(00175)跌8.50% 终端消费持续走弱 价格成本双向挤压

金吾财讯
Jun 22

金吾财讯 | 汽车板块普遍承压，奇瑞汽车(09973)跌4.08%，理想汽车-W(02015)跌4.15%，小鹏集团-W(09868)跌4.23%，北京汽车(01958)跌4.26%，岚图汽车(07489)跌4.43%，赛力斯(09927)跌4.65%，零跑汽车(09863)跌4.80%，长城汽车(02333)跌4.95%，吉利汽车(00175)跌8.50%。

消息上，蔚来CEO李斌表示：“当前，全国乘用车保有量达3.7亿辆，市场从增量时代正式进入存量时代；1-5月国内汽车零售销量同比下降19.5%，6月跌幅可能会进一步扩大至21%甚至22%，下半年国内零售市场销量可能不会增长，全年要做好同比下跌15%-20%的准备。”

本轮板块走弱由多重行业因素共同驱动，终端消费需求呈现明显收缩态势。数据显示，5月国内汽车类消费零售额同比下降16.1%，1至5月累计同比下降11.8%；1至5月国内汽车销量814.7万辆，同比下滑20.6%，燃油车与新能源车销量同步回落。同时行业陷入持续价格内卷，车企普遍采取降价增配策略，叠加市场对价格刺激敏感度下降，终端拉动效果减弱。此外碳酸锂价格自7万元/吨上涨至20万元/吨，铜、铝等原材料价格同步上行，进一步压缩车企盈利空间，后续财报盈利端仍将承压。

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