> 数据图表如何才能乘用车最新年度预测数据2026-2-4乘用车最新年度预测数据◼ 我们预测2026全年实现2200万辆零售销量，同比-3.2%。表：乘用车最新年度预测数据（数据来源：交强险，乘联会，东吴证券研究所212020202120222023202420252026E内需-交强险口径/万辆乘用车销量自主品牌销量新能源乘用车销量YOY1890-7.8%672-9.7%市占率 35.6%YOYYOY渗透率11727.12%6.2%外需-乘联会口径/万辆乘用车出口量新能源乘用车出口批发-乘联会口径/万辆乘用车批发销量新能源批发销量渠道库存总体渠道库存新能源YOYYOY占比YOYYOY渗透率501973-6.3%11710.3%5.9%33.24(0.36)20206.9%84125.1%41.6%301156.66%14.9%1976-2.2%8936.1%45.2%52674.61%26.6%150200.6%2521066.7%330181.4%15.6%(64.35)3.0323858.9%6226%23149.9%64996.8%28.0%99.6460.1020986.2%105017.6%50.0%73238.97%34.9%38160.3%10466.9%27%255510.4%88736.8%34.7%75.7051.9722768.5%136429.9%59.9%107647.14%47.3%47023.2%12016.0%26%27106.0%121537.0%44.8%(36.64)18.512273-0.2%152311.7%67.0%123815.05%54.5%57221.8%245104.0%43%29468.7%153626.4%52.1%101.2252.292200-3.2%15401.1%70.0%13206.6%60.0%65815.1%36247.8%55%2882-2.2%171811.8%59.6%23.335.6东吴证券综合其他
