> 数据图表如何了解各车企24Q42025-5-2各车企24Q4&25Q1表现：均符合预期图表：各车企24Q4&25Q1业绩表现车企23Q323Q424Q124Q224Q324Q425Q1收入（亿元）yoy销量（辆）yoy毛利率归母净利润（亿元）yoy单车收入（万元/辆）单车利润（万元/辆）收入（亿$）yoy销量（辆）yoy毛利率（汽车业务-不含租赁&积分）归母净利润（亿$）yoy单车收入（不含积分&租赁，万$/辆）单车利润（万$/辆）收入（亿元）yoy销量（辆）yoy毛利率归母净利润（亿元）yoy单车收入（万元/辆）单车利润（万元/辆）赛力斯特斯拉（美金）理想汽车来源：各公司公告、中泰证券研究所56.48-47.3%44,623-37.7%7.58%-9.50 0.2%12.7 -2.13 233.58.8%43505926.5%15.7%18.5 -43.7%4.3 0.4 346.8271.2%105108296.3%22.04%28.2-272.1%33.02.7191.6274.5%116,39566.3%13.54%-1.56265.61421.8%114,138172.2%21.51%2.20384.84547.7%121,662142.2%27.47%14.05415.82636.3%133,617199.4%25.53%24.13385.49101.2%127,5919.6%28.70%19.08-86.5%扭亏扭亏扭亏扭亏16.5 -0.13 251.73.5%48450719.5%16.6%79.3 115.0%4.3 1.6 417.3136.4%131805184.6%23.45%56.62102.1%31.74.323.3 0.19 213.0-8.7%386810-8.5%15.6%11.3 -55.1%4.3 0.3 256.336.4%8040052.9%20.61%5.9-36.3%31.90.731.6 1.15 255.02.3%443956-4.8%13.9%14.8 -45.3%4.2 0.3 316.810.6%10858125.5%19.50%11.0-51.9%29.21.031.121.81251.87.8%4628906.4%16.4%21.7 16.9%4.1 0.5 428.723.6%15283145.4%21.52%28.1-0.3%28.11.830.211.50257.072.1%4955702.3%12.8%22.7 -71.4%3.8 0.5 442.76.1%158,69620.4%20.26%29.1-48.5%35.22.2191.47-27.9%68,368-40.1%27.62%7.48240.6%28.011.09193.35-9.2%336681-13.0%11.3%23.7 109.7%3.8 0.17中泰证券综合其他
