节点:下游(终端消费/应用)位置:下游情绪:利好参考度:6/10


11月汽车产销分别完成353.2万辆和342.9万辆,环比分别增长5.1%和3.2%,同比分别增长2.8%和3.4%。月度产量首次超过350万辆,创历史新高。1-11月,汽车产销分别完成3123.1万辆和3112.7万辆,同比分别增长11.9%和11.4%,产销量增速较1-10月分别收窄1.3和1个百分点。

乘用车内销方面,11月国内销量241.4万辆,环比增长1%,同比下降6.5%。其中,传统燃料乘用车国内销量98.9万辆,同比下降18.3%;1-11月乘用车国内销量2186万辆,同比增长9.8%,传统燃料乘用车国内销量1014.5万辆,同比下降1.1%。

中国汽车工业协会表示,展望全年,汽车内需市场在政策组合效应推动下有效改善,新动能加快释放,对外贸易呈现较好韧性,全年有望再创历史新高,实现“十四五”圆满收官。相关政策释放积极信号,有助于提振信心、稳定预期、全链条扩大消费,为“十五五”良好开局奠定基础。

合资板块11月表现分化。日产中国终端销量70084辆,同比增长10.29%,其中东风日产(含日产、启辰、英菲尼迪)销量64243辆,同比增长7.95%;1-11月累计销量595077辆,同比跌幅收窄至个位数。

本田在华表现承压,11月终端销量50840辆,同比下降33.78%;1-11月累计销量578580辆,同比降幅超二成。广汽本田11月销量41366辆ϼ..

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