【上市车企上半年逾七成盈利 商用车成确定性主线】随着A股市场2026年半年报披露落下帷幕,上市车企业绩表现再度成为投资者关注的焦点。同花顺iFinD统计显示,沪深两市19家整车上市公司及港股上市的吉利汽车、奇瑞汽车、北京汽车已全部完成半年报披露。其中,16家车企实现盈利,占比73%;10家车企净利润同比增长,占比45%。与乘用车盈利承压形成鲜明对比,商用车板块上半年全面复苏,成为车市确定性最高的增长赛道。中汽协数据显示,2026年上半年商用车销量229.7万辆,同比增长8.3%;重卡增长22.6%、中卡增长25.3%、客车增长5%,A股商用车上市公司普遍实现营收、净利润双增。
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