> 数据图表你知道智能汽车个股盈利预测汇总2026-8-1智能汽车个股盈利预测汇总注：市值参考日期为2026年7月31日，单位均为亿元人民币，港股市值按2026年7月31日1HKD=0.86CNY计算，美股市值按2026年7月31日1USD=6.75CNY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7月31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13一级大类 二级大类代码整车整车整车智能整车TSLA.O9868.HK2015.HK1810.HK920599.BJPONY.OWRD.O601777.SHL4核心标的核心硬件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.SZ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HSAI.O传感器2498.HK传感器2382.HK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.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科博达9660.HK 地平线机器人*2533.HK黑芝麻智能*德赛西威*002920.SZ688326.SH经纬恒润*603786.SH600699.SH002906.SZ0285.HK2431.HK1316.HK均胜电子*华阳集团*比亚迪电子佑驾创新耐世特*伯特利*603596.SH浙江世宝-H亚太股份*保隆科技*禾赛*速腾聚创*舜宇光学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85,9628431,0076,4867923714038879163791290676454268675745578317631113649016992431007265187102556157149721,46427820247,022.3408.71,444.63,659.161.25.43.669.64.135.0146.624.6营业收入20256,665.2767.21,123.14,572.963.56.36.898.88.841.1201.952.91,828.42,171.528.118.19.13.323.84.7276.255.159.4558.6101.11,773.16.5307.496.426.942.369.920.816.5382.946.346.53.9392.5132.522.014.913.82.737.68.2325.668.168.9611.8129.91,794.87.6322.2117.135.555.787.130.319.4432.353.749.15.7457.9152.62026E14230.2961.81380.54406.070.39.012.0153.4/49.9263.1/2326.9///3.560.018.0383.983.282.3652.8156.01659.312.147.0150.0/65.0102.543.036.0419.966.356.06.8519.0179.7PS2026E6.00.90.71.51.126.511.72.5/3.30.3/0.4///19.411.34.11.51.02.10.50.90.31.42.11.6/1.10.64.32.81.32.42.710.62.81.5202512.91.10.91.41.237.520.53.9/4.00.4/0.4///24.918.09.01.71.22.60.51.00.32.20.32.12.81.30.76.25.21.32.93.012.73.21.82024509.7-57.980.3236.67.9-19.7-25.20.4-5.8-10.9-12.5-5.662.02.12.0-1.5-0.123.53.120.0-5.57.79.66.542.7-2.24.412.11.52.13.0-1.0-4.827.06.29.11.775.014.1归母净利润PE2025266.7-11.411.2416.48.4-9.4-16.50.8-10.21.0-6.4-2.966.50.71.46.30.0-104.7-14.224.51.08.313.47.835.1-4.07.213.11.84.92.14.4-1.546.42.710.62.193.116.22026E806.3-13.615.8272.89.3-17.9-16.01.6/-3.5-2.7/77.0///0.3-34.0-13.028.04.09.418.09.433.2-2.11.615.5/7.03.45.50.636.75.711.32.6101.318.52025322.4-74.089.515.69.4-25.2-8.5459.6/157.3-12.5/13.6///-5523.7-6.5-5.222.782.721.223.317.413.9-4.113.818.555.514.630.442.9-69.612.058.314.133.815.717.12026E106.6-61.963.623.88.5-13.2-8.8240.9/-46.2-28.9/11.8///199.2-19.9-5.719.920.718.717.314.514.8-7.861.715.7/10.219.034.0169.315.227.513.227.914.515.0东吴证券综合其他
