怎样理解智能汽车个股盈利预测汇总

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怎样理解智能汽车个股盈利预测汇总

2026-4-0

智能汽车个股盈利预测汇总注：市值参考日期为2026年4月10日，单位均为亿元人民币，港股市值按2026年4月10日1HKD=0.87CNY计算，美股市值按2026年4月10日1USD=6.83CNY计算；标*为东吴汽车覆盖标的，盈利预测来自东吴汽车；标 / 的为未披露数据；其他公司盈利预测源自2026年4月10日的wind一致预期。“/”代指未披露公告数据或Wind一致预期未披露。数据来源：Wind，东吴证券研究所11一级大类二级大类代码整车整车整车智能整车L4核心标的核心硬件TSLA.O9868.HK2015.HK1810.HK920599.BJPONY.OWRD.O601777.SH整车整车算法算法算法算法算法3881.HK002405.SZ运营平台 2643.HK运营平台 9680.HK运营平台 2618.HK运营平台 600611.SH运营平台 600650.SH运营平台 688648.SH运营平台 301070.SZ600745.SH002920.SZ688326.SH603786.SH600699.SH002906.SZ0285.HK2431.HK1316.HK芯片芯片芯片域控域控域控域控域控域控域控底盘底盘底盘底盘底盘传感器传感器传感器连接器 300679.SZ601965.SH检测301215.SZ检测600660.SH玻璃车灯601799.SH1057.HK002284.SZ603197.SH603596.SH个股特斯拉小鹏汽车*理想汽车*小米集团*同力股份*小马智行*文远知行千里科技希迪智驾四维图新曹操出行*如祺出行京东物流大众交通锦江在线中邮科技开勒股份*闻泰科技德赛西威*经纬恒润*科博达均胜电子*华阳集团*比亚迪电子*佑驾创新耐世特*伯特利*浙江世宝-H亚太股份*保隆科技*电连技术*中国汽研*中汽股份福耀玻璃*星宇股份*总市值90,4801,1291,4137,05285284181458922151341584884557191926983906311392253831615573812127512810671242155605180171801,47734920247,022.3408.71,444.63,659.161.25.43.669.64.135.0146.624.6营业收入2025A/E6,665.2767.21,123.14,572.969.16.36.8100.08.841.0201.952.91,828.42,171.528.118.19.13.323.84.7734.4276.255.159.4558.6101.11,773.16.5307.498.926.942.369.920.816.5382.946.346.53.9392.5132.520.915.013.93.737.68.8362.3325.671.574.5674.3129.91,794.87.6322.2119.635.555.386.930.319.4426.861.154.7/457.9151.82026E7406.3961.81380.55918.578.57.211.4145.8/50.6262.4/2578.8///4.553.714.3190.4420.480.495.4728.2155.62224.6/313.4155.0/63.9102.647.534.1491.276.370.0/546.32191.79PS2025A/E13.61.51.31.51.244.926.54.610.45.20.70.30.44.03.65.124.524.611.11.11.91.93.00.61.20.35.00.42.33.61.90.88.08.01.42.93.1/3.22.32026E12.21.21.01.21.139.115.93.1/4.30.5/0.3///20.317.36.82.01.51.72.40.51.00.3/0.41.8/1.70.75.14.51.22.42.4/2.71.82024509.7-57.980.3236.67.9-19.7-25.20.4-5.8-10.9-12.5-5.662.02.12.0-1.5-0.123.53.1-28.320.0-5.57.79.66.542.7-2.24.412.11.52.13.0-1.0-4.827.06.29.11.775.014.1归母净利润2025A/E266.7-11.411.2416.49.5-9.4-16.50.8-10.2-2.1-6.4-2.966.50.71.46.30.4-104.7-12.721.724.50.29.516.17.835.1-4.07.213.11.83.44.14.4-1.533.28.810.1/93.116.22026E454.3-13.60.3529.611.0-14.2-14.91.5/-2.7-2.7/84.3///0.7-14.1-8.733.433.31.712.319.510.363.3/11.217.4/4.25.79.00.642.410.912.3/111.1120.38PE2025A/E339.3-99.1125.616.98.9-30.1-11.0543.1-9.0-100.5-21.0-5.212.8115.838.611.2215.5-8.8-7.718.025.7609.123.823.820.615.9-9.516.921.071.031.217.455.6-105.918.220.416.9/15.921.52026E199.2-82.94249.913.37.7-19.9-12.2305.9/-79.8-48.8/10.1///127.8-65.8-11.311.719.079.918.319.715.68.8/10.815.8/25.312.427.0266.514.316.513.9/13.317.19660.HK 地平线机器人*2533.HK黑芝麻智能*禾赛*HSAI.O2498.HK2382.HK 舜宇光学科技*速腾聚创*

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