谁知道智能化零部件营收/客户销量分析

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谁知道智能化零部件营收/客户销量分析

2025-8-0

智能化零部件营收/客户销量分析◆ 智能化汽零25Q2受益智驾平权行业趋势，收入增速跑赢行业，整体表现较好，新势力核心配套车企表现更佳。行业层面，2025Q2国内乘用车行业批发销量700.18万辆，环比增长10.99%；国内新能源乘用车行业批发销量359.89万辆，环比增长26.41%。重点车企方面，赛力斯/蔚来25Q2销量环比增加较多，沪光较为受益收入增速较快；奇瑞/吉利25Q2销量环比增量不大，伯特利/华阳等公司收入增速受到一定压制。表：重点覆盖标的营收指标及核心客户销量变化数据来源：公司公告，乘联会，东吴证券研究所43营收（亿元）/批发销量（万辆）地平线机器人德赛西威华阳集团保隆科技伯特利沪光股份理想比亚迪理想小米奇瑞汽车吉利汽车长城汽车长安汽车奇瑞汽车吉利汽车赛力斯理想蔚来汽车奇瑞汽车全球通用吉利汽车长安汽车上汽大众特斯拉赛力斯2024Q12024Q22024Q32024Q42025Q12025Q22025Q2环比9.3814.4615.67-8.0462.2056.488.0451.0347.5719.9123.1742.8151.0347.578.3714.838.043.0118.6051.03113.5447.5742.8115.3324.8122.099.9710.8698.2760.4510.862.7354.7448.0022.0323.5737.6954.7448.0011.1417.0110.865.7421.1154.74138.4948.0037.6918.8526.4020.5711.1415.28112.9272.8215.283.9863.0753.4026.4825.3733.3063.0753.4012.4018.4315.286.1926.0763.07122.8653.4033.3021.1426.0024.9112.4015.87151.3986.4315.876.9782.6868.6933.1633.4150.4782.6868.6911.9119.9915.877.2633.5882.68167.2068.6950.4723.8237.6024.0911.919.2998.6067.929.297.5960.0170.3824.8920.6844.4660.0170.385.3519.059.294.2126.3860.01137.7870.3844.4615.4322.8217.285.3511.11112.7078.5211.118.2061.3870.3928.2226.6739.3361.3870.3911.0720.4511.117.2125.2661.38151.8570.3939.3320.8726.4019.1711.0719.59%14.30%15.61%19.59%8.08%2.28%0.01%13.36%28.98%-11.55%2.28%0.01%106.81%7.34%19.59%71.28%-4.25%2.28%10.21%0.01%-11.55%35.28%15.71%10.94%106.81%

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