> 数据图表谁知道净利润比较：行业整体利润普遍增厚2025-8-0净利润比较：行业整体利润普遍增厚◆ 行业整体利润规模提升：➢ 25Q2宇通/金龙/中通归母净利润同比分别+16%/+43%/+66%，行业整体利润增厚，二三线车企由于基数较低、出口增速跑赢行业驱动利润增速跑赢行业。表：重点车企归母净利润（亿元）及单车净利（万元）数据来源：各公司公告，东吴证券研究所912024Q12024Q22024Q36.570.180.420.0510.170.490.690.027.580.100.84-0.13归母净利润/亿元2024Q416.840.810.540.142025Q17.550.470.770.04单车净利/万元2025Q2 25Q2同比 25Q2环比11.81 16.11% 56.36%0.69 42.55% 48.57%1.14 66.09% 48.84%0.14 483.21% 220.93%2024Q12024Q22024Q38.500.181.690.347.930.372.150.197.030.102.97-1.142024Q410.820.471.890.682025Q18.380.422.770.272025Q2 25Q2同比 25Q2环比9.59 20.96% 14.46%0.61 62.35% 43.07%3.71 72.36% 33.97%0.65 246.18% 138.16%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东吴证券综合其他
