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五月內地汽車銷量整體表現疲弱 事件: 中國汽車行業五月份的汽車銷售數據顯示,汽車整體銷量按年下滑0.4%至190.4萬輛。其中乘用車銷量同比僅增長1.2%,至160.9萬輛,商用車銷量同比下滑8.3%,為29.5萬輛。 點評: 五月是今年第三次出現銷量較去年同期下滑的月份。乘用車細分子行業中,轎車和微車需求疲弱,同比分別下滑10.2%和22%至91.5萬輛和9萬輛。SUV和MPV市場的火熱仍然持續,分別同比增長44%和8.4%。SUV銷量已占乘用車總銷量的28.6%。 值得注意的是,5月自主品牌乘用車市場佔有率出現上升,較去年同期增加了2.6個百分點,這主要是得益于自主品牌紛紛推出當前大受歡迎的SUV新車型所致。比如長城汽車的H6,H2,H1,H9,H8,長安汽車的CS35,CS75,江淮汽車的S3,比亞迪的S7,帶動了各自品牌銷量的快速攀升。據統計,五月份自主品牌的SUV合計銷量為23.78萬輛,同比增長92%,在SUV市場的佔有率提高了13和百分點。我們認為SUV目前在中國仍屬於接受程度廣泛,成長迅速的細分市場。另外,吉利汽車也憑藉升級的新車獲得了遠超出行業平均的增速水平。 由於今年下半年仍有不少SUV新車型推出,預計自主品牌的SUV仍能保持快速增長,建議關注相關的上市公司如長城汽車,吉利汽車,長安汽車B。 |
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