汽车零部件板块强劲增长，多家汽车企业2024年业绩亮眼

环球网2025-03-06

【环球网消费综合报道】随着2024年度业绩快报的陆续公布，汽车行业的业绩向好愈发清晰。据申万行业分类，截至目前，已有37家汽车行业上市公司披露了业绩快报，其中27家公司净利润实现正增长，占比超过七成。零部件板块的利润高增长、国内外市场的持续拓展、降本增效措施的实施以及出口销售的增长，成为推动这些公司业绩提升的主要动力。在净利润增速方面，泰德股份以超过200%的同比增长率位居榜首。泰德股份、德众...

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长，成为推动这些公司业绩提升的主要动力。在净利润增速方面，泰德股份以超过200%的同比增长率位居榜首。泰德股份、德众汽车、航天智造等多家公司净利润同比增长均超过50%，主要集中在底盘与发动机系统、车身附件及饰件、汽车电子电气系统等细分板块。泰德股份2024年营业总收入达到3.45亿元，同比增长25.01%，净利润为2521.51万元，同比增长219.90%。公司表示，净利润的增长得益于精细化生产管理的实施，降低了单位产品生产成本，同时加大市场开拓和新产品研发投入，提升了客户满意度。德众汽车得益于汽车市场行情的变化和制造商对经销商的政策支持，2024年实现了扭亏为盈，营业收入23.59亿元，净利润600.63万元，同比增长134.44%。航天智造2024年营业收入77.81亿元，同比增长32.78%，净利润7.91亿元，同比增长86.77%。该公司指出，汽车零部件板块的业绩增长是推动整体营业收入大幅增长的关键因素。值得注意的是，海外市场的拓展成为多家公司业绩增长的关键。上声电子、林泰新材等公司均表示，海外市场的稳定需求和出口销售的增长是业绩提升的重要因素。上声电子2024年营业总收入276562.87万元，同比增长18.88%，净利润23620.03万元，同比增长48.56%。中国汽车流通协会乘用车市场信息联席分会数据显示，2024年中国汽车出口641万辆，出口增速23%，其中新能源汽车出口量201万辆，同比增长12%。乘联会认为，国际芯片短缺对中国车市影响较小，反而推动了中国汽车出口的强劲表现。中国银河证券分析认为，受以旧换新政策驱动和自主品牌加速推进新能源替代，A股汽车行业2024年整体业绩向好。乘用车板块、商用车板块、零部件板块和摩托车板块均实现了较高的利润增长。（文馨）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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