你知道产批比较：25Q2行业整体同比下降，国内拖累

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你知道产批比较：25Q2行业整体同比下降，国内拖累

2025-8-0

产批比较：25Q2行业整体同比下降，国内拖累◆ 2025年二季度行业整体销量下滑。25Q2行业大中客销量同比-4%，宇通/金龙/中通大中客销量同比-10%/-15%/-1%，国内销量同比-26%，宇通/金龙/中通国内销量分别-25%/-45%/-42%，原因主要为25Q2国内公交景气度明显好于座位客车，而公交市场格局更差，导致头部企业相对行业整体跑输。表：客车行业及重点车企产批数据 / 辆数据来源：中汽协，各公司公告，东吴证券研究所85大中客大型客车中型客车轻型客车大中客行业宇通客车金龙汽车中通客车安凯客车761611399692910576大型客车 5204中型客车 2412轻型客车大中客7455378大型客车 3785中型客车 1593轻型客车 4415大中客2759大型客车 2305中型客车轻型客车大中客大型客车中型客车轻型客车45420786538548054774643935150077675536223150043232186813643788384354034374193273620058676454041365093267016571013138147670077633966933883190367854712207360363138222691218220041383621270-7%-10%-1%27%-13%-15%-7%21%-3%19%-33%-52%139%218%54%-38%53%60%42%-5%-22%4%-50%19%18%34%-10%32%36%98%-20%-20%101412696799476113681007337261109991101924595237276455853768181742942305191938620981832449462474303938145676845354233053782869170111683201027515512248453227291750571541841531532926681733935981234584650360660635862118651343332180495628441990854229188412736112642024Q1 2024Q2 2025Q1 2025Q2 25Q2同比 25Q2环比 2024Q1 2024Q2 2025Q1 2025Q2 25Q2同比 25Q2环比 2024Q1 2024Q2 2025Q1 2025Q2 25Q2同比 25Q2环比产量销量交强险（国内销量）1142071277141233451385338%12%7705105728302111442086628770222622764913161181981396016505-4%-9%5%11%-10%-11%-9%45%-15%-19%-6%-8%-1%17%-27%-28%83%147%19%6%24%18%34%9%40%46%31%21%14%4%42%-7%7%15%-9%134%53%118%-6%-27%13007175811306813068637366348795950772671240647132812013126830197613444171704061292771509624795711494975104204330696444993056144333061188622566346614242372716834623491898580431412663968259714591138150811076124959929178213230552166111131305661289127701644245312541199172269056013032531491223174-26%-43%-17%-2%-25%-31%-16%71%-45%-59%-17%-48%-42%-10%-77%-6%-49%-62%-40%0%-19%6%23%-2%-8%4%70%-6%-14%5%14%-38%-8%-74%228%8%17%5%145%-24%

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