宁德时代等：中国汽车零部件行业特性洞察

和讯网2025-04-21

【中国汽车零部件行业多维度特性剖析】目前，中国汽车零部件行业下游用户涵盖汽车整车厂和汽车修配厂，需求快速增长，结构加快调整。宏观下行压力增大等因素叠加，汽车在中国从增量市场转向存量市场，未来几年该行业快速增长期将结束，趋向稳健发展。汽车零部件行业周期性主要取决于上下游产业，其上游产业是钢材及塑料等，下游产业为汽车整车制造与修配市场，行业受上游周期性影响较大，且与整车制造业联动密切，受国民周期波动...

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