> 数据图表如何才能收入/ASP比较：收入增速分化，单车ASP整体向上
2025-8-0收入/ASP比较：收入增速分化，单车ASP整体向上◆ 收入维度，三线车企增速跑赢。25Q2中通/安凯收入同比增速较快，二者在国内或者出口上都有大单斩获，销量层面跑赢行业。◆ 单车售价维度，行业整体向上。25Q2由于行业整体出口增速优于内需，宇通/金龙/中通单车售价同环比均提升，中通客车受新能源出口大幅增加影响提升显著。表：重点车企收入（亿元）及单车均价（万元）数据来源：各公司公告，东吴证券研究所88营业收入/亿元2024Q12024Q22024Q32024Q42025Q12025Q2宇通客车金龙客车中通客车安凯客车宇通客车金龙客车中通客车安凯客车66.1639.7912.825.7397.2057.8314.745.7577.3946.3714.785.46131.4385.6615.0010.41单车售价/万元64.1849.2216.936.5897.1254.0522.489.352024Q12024Q22024Q32024Q42025Q12025Q285.5840.2850.9939.7475.8044.2746.2245.1071.7246.4252.0849.4184.4049.8852.3051.5971.2244.5761.2141.2878.8947.1373.1443.5225Q2同比 25Q2环比51.32%9.81%32.75%42.08%-0.09%-6.54%52.48%62.58%25Q2同比 25Q2环比10.77%5.74%19.49%5.43%4.09%6.44%58.23%-3.49% 
