车市“金九银十”即将兑现全年表现有望超预期

市场资讯2023-10-27

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　来源：证券时报　　　车市“金九银十”胜利在望。最新统计数据显示，10月前三周乘用车市场零售环比增长19%，而在刚刚过去的9月，我国汽车产销量均创历史同期新高。受访专家向记者表示，今年汽车行业全年稳增长目标有望超预期实现。　　销售端的亮眼也有助于车企业绩的走强。近期披露2023年三季报的整车企业...

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论股谈票
2023-10-27
论股谈票
中汽协数据，9月单月新能源领域销售TOP10企业销量合计77.4万辆。关注国内充电服务市场，能链智电（NASDAQ：NAAS）服务国内主流充电运营商及80%主机厂，包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。
- 新能源八卦小报:
  截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。
- 红红火火的丽丽:
  现在新能源车销售还分金九银十么？
- 股友899:
  能链的发展速度够快的
- 看股票的球哥:
  合作商这多了？
- 纯天然绿色学渣:
  看着特斯拉的走势操作这个股票不会错

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　　来源：证券时报\n　\n\n\n\n\n\n\n\n\n\n\n　　车市“金九银十”胜利在望。最新统计数据显示，10月前三周乘用车市场零售环比增长19%，而在刚刚过去的9月，我国汽车产销量均创历史同期新高。受访专家向记者表示，今年汽车行业全年稳增长目标有望超预期实现。\n　　销售端的亮眼也有助于车企业绩的走强。近期披露2023年三季报的整车企业业绩表现普遍亮眼，龙头车企比亚迪的单季利润超过百亿元。\n　　乘联会10月25日披露的最新数据显示，10月1日至22日，我国乘用车市场零售121.3万辆，较去年同期增长19%，较上月同期增长8%。其中，10月第三周全国乘用车市场日均零售6.0万辆，较去年同期增长11%。\n　　乘联会在报告中分析称，随着部分亮点车型的重磅推出，部分车企主动调整产品价格促销，行业鲶鱼效应对消费的拉动作用持续体现。同时，随着各地促消费政策的持续不断，各类车展等线下活动蓬勃开展，新能源下乡活动成为展销购车的良好载体，拉动消费效果稳定体现。\n　　乘联会秘书长崔东树接受证券时报记者采访时表示，预期今年车市“金九银十”效应将有充分的体现，并且全年汽车行业整体产销表现有望超出预期。“根据现有数据，基本可以确定今年车市表现将略超全年产销目标，出口市场的表现发挥了重要的作用。”崔东树说。\n　　刚刚过去的“金九”，见证了我国汽车工业取得新的里程碑，当月汽车产销量均创历史同期新高。中汽协数据显示，今年9月，中国汽车产销分别完成285万辆和285.8万辆，环比均增长10.7%，同比分别增长6.6%和9.5%。当月新能源汽车产销分别完成87.9万辆和90.4万辆，同比分别增长16.1%和27.7%，同为历史新高。\n　　外销市场持续发力，在9月汽车出口连续第2个月超过40万辆。俄罗斯是重要的出口增量市场，新能源汽车仍是打开海外市场的有力武器。崔东树表示，伴随着中国新能源的规模优势和市场扩张需求，中国制造新能源产品品牌越来越多地走出国门，在海外的认可度持续提升，以及服务网络的不断完善，新能源出口市场仍然向好，前景可期。\n　　内销市场也亮点纷呈。一方面，中国品牌乘用车市场份额持续走高，9月份中国品牌乘用车月销量达140.2万辆，同比增长20.3%，市场份额较上年同期上升6.4个百分点达到56.4%；另一方面，高端品牌乘用车保持较快增长，9月国内生产的高端品牌乘用车销量完成40.9万辆，环比增长3.1%，同比增长1.1%。\n　　在今年剩余的两个月里，前期密集发布的高热度新车型有望继续提振车市表现，帮助汽车行业完成预期的年度目标。昨日，华为常务董事余承东宣布，12月将要发布的问界M9盲订订单突破1.5万台，已于9月上市的问界M7上市一个月大定超过六万。另一款在9月上市的焦点车型比亚迪仰望U8也已正式推出，该车型定价超过百万元。\n　　在创历史同期新高的汽车产销表现中，龙头车企发挥了重要的作用，不少车企也有效地将销售端的积极表现兑现在经营业绩中。\n　　据中汽协统计，9月份汽车销量排名前十的车企合计实现销量246.6万辆，占当月汽车销售总量约86%。其中，新能源汽车的销售集中度提升尤为明显，9月单月新能源领域销售TOP10企业销量合计77.4万辆，市场份额较上年同期提升大约7个百分点。\n　　在9月份，比亚迪实现乘用车销量28.69万辆，同比增长近43%，乘用车出口2.8万辆，同比增长262%。比亚迪方面介绍，作为比亚迪首款“战略出海”的全球化车型，元PLUS已问鼎多国新能源汽车销量冠军，比如在泰国，元PLUS已连续8个月获得纯电动汽车销冠，持续领跑泰国纯电动乘用车销量榜。\n　　良好的销售表现也体现在上市公司的业绩上，比亚迪上周发布的业绩预告显示，公司预计前三季度盈利205亿元至225亿元，同比增长120%至142%；其中第三季度预盈95.4亿元至115.4亿元。比亚迪在业绩预告中介绍，2023年第三季度，新能源汽车行业延续良好的增长势头，公司新能源汽车销量持续创下历史新高，稳居全球新能源汽车销量第一。\n　　比亚迪并非个例，目前已披露三季报的整车上市公司业绩走势亮眼，且利润增长速度较营收增长速度更高。崔东树分析，这一特点与相关企业对今年出口机会的把握程度有关。\n　　中集车辆三季报显示，前三季度该公司实现营业收入195.7亿元，同比增加12%；扣非后净利润14.0亿元，同比增长113%。中集车辆着重提及海外市场的亮眼表现称，“公司积极把握海外市场的增长契机，全球半挂车的盈利能力同比提升，其中在欧洲市场与新兴市场获得了强劲的业务增长。”\n　　江铃汽车三季报同样报喜。今年前三季度江铃汽车营业收入规模235.1亿元，同比增长近7%；归母净利润约10.1亿元，同比增长近41%。江铃汽车解释称，公司归母净利润指标的增长，受益于销量的增长以及原材料成本下降带来的毛利增加。公司曾表态，正大力拓展海外出口业务，夯实存量市场，开拓增量市场。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：凌辰","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":235088720134184,"gmtCreate":1698416631588,"gmtModify":1698416982477,"author":{"id":"4107612084981750","authorId":"4107612084981750","name":"论股谈票","avatar":"https://static.tigerbbs.com/bde6a9082ae48edb315b3271715e6214","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"中汽协数据，9月单月新能源领域销售TOP10企业销量合计77.4万辆。关注国内充电服务市场，能链智电（NASDAQ：NAAS）服务国内主流充电运营商及80%主机厂，包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。","listText":"中汽协数据，9月单月新能源领域销售TOP10企业销量合计77.4万辆。关注国内充电服务市场，能链智电（NASDAQ：NAAS）服务国内主流充电运营商及80%主机厂，包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。","text":"中汽协数据，9月单月新能源领域销售TOP10企业销量合计77.4万辆。关注国内充电服务市场，能链智电（NASDAQ：NAAS）服务国内主流充电运营商及80%主机厂，包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/235088720134184","repostId":2378947508,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":8080889,"gmtCreate":1698594393758,"gmtModify":1698594397453,"authorId":4160139703976500,"author":{"id":4160139703976500,"authorId":4160139703976500,"name":"新能源八卦小报","avatar":"https://static.tigerbbs.com/3d3f40862d461054790b5038c04deac3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":235088720134184,"type":1,"supId":0,"prevId":0,"content":"截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。<br>","text":"截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。<br>","html":"截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。<br>"},{"id":8080813,"gmtCreate":1698555460593,"gmtModify":1698555464354,"authorId":4157535218330590,"author":{"id":4157535218330590,"authorId":4157535218330590,"name":"红红火火的丽丽","avatar":"https://static.tigerbbs.com/be1b3973e7792045b4b072e1ee1eb26a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":235088720134184,"type":1,"supId":0,"prevId":0,"content":"现在新能源车销售还分金九银十么？","text":"现在新能源车销售还分金九银十么？","html":"现在新能源车销售还分金九银十么？"},{"id":8080758,"gmtCreate":1698539298310,"gmtModify":1698539302833,"authorId":4157536146330870,"author":{"id":4157536146330870,"authorId":4157536146330870,"name":"股友899","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":235088720134184,"type":1,"supId":0,"prevId":0,"content":"能链的发展速度够快<u>的</u>","text":"能链的发展速度够快<u>的</u>","html":"能链的发展速度够快<u>的</u>"},{"id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车市“金九银十”即将兑现 全年表现有望超预期

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车市“金九银十”即将兑现全年表现有望超预期