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上半年全国乘用车市场零售同比下滑超2成 汽车股全线走低 北京汽车(01958)跌6.98%

金吾财讯
Jul 09

金吾财讯 | 汽车股全线走低，北京汽车(01958)跌6.98%，吉利汽车(00175)跌4.69%，零跑汽车(09863)跌4.12%，华晨中国(01114)跌3.88%，长城汽车(02333)跌3.88%，岚图汽车(07489)跌3.67%，比亚迪股份(01211)跌3.61%，新吉奥房车(00805)跌3.55%，理想汽车-W(02015)跌3.26%，广汽集团(02238)跌3.14%，蔚来-SW(09866)跌3.13%，小鹏集团-W(09868)跌2.59%。据乘联分会消息，6月全国乘用车市场零售160.2万辆，同比下降23.2%，环比增长6.1%；今年以来累计零售870.1万辆，同比下降20.2%。2026年6月国内乘用车市场呈现“总量承压、环比走强、结构极致分化”的运行趋势性复苏态势。乘联分会表示，当前国内车市存量竞争特征凸显，行业内部分化持续加剧。新能源市场告别全域增长，呈现“高端电动车爆发、低端经济型车型承压”的两极分化态势，县乡市场、入门级车型下滑过大。同时“新车效应”短期化，对市场拉动效力大幅减弱。渠道端压力持续凸显，行业被动去库存节奏加快，经销商普遍亏损、经营风险攀升。整体而言，6月车市环比走强仅为结构性修复，电动化迭代与海外出口已成为行业长期增长的核心支撑。

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