17家A股车企一季度成绩单：比亚迪净赚91.5亿元领跑，赛力斯净利增长240%

时代周报2025-05-07

近日，国内多家A股上市整车企业发布2025年一季度业绩报告。经统计的17家整车企业中，有11家企业一季度实现净利润同比增长（或净亏损收窄），占比达到64.71%。比亚迪（002594.SZ）、上汽集团（600104.SH）一季度净利润位居行业前两位，分别达到91.55亿元、30.23亿元。图片来源：时代周报记者摄6家车企净利润同比下滑，跌幅最大的是江淮汽车（600418.SH）、广汽集团（...

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240%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1,"399300":1,"601127":1,"002594":1,"EVS.SI":0.6},"content_text":"近日，国内多家A股上市整车企业发布2025年一季度业绩报告。经统计的17家整车企业中，有11家企业一季度实现净利润同比增长（或净亏损收窄），占比达到64.71%。比亚迪（002594.SZ）、上汽集团（600104.SH）一季度净利润位居行业前两位，分别达到91.55亿元、30.23亿元。图片来源：时代周报记者摄6家车企净利润同比下滑，跌幅最大的是江淮汽车（600418.SH）、广汽集团（601238.SH）和长城汽车（601633.SH），分别下跌311.39%、159.95%、45.60%。江淮汽车、广汽集团一季度由盈转亏。经统计的5家商用车整车企业均在今年一季度盈利，客车巨头宇通客车（600066.SH）一季度净利润最高，达到7.55亿元；中通客车（000957.SZ）、金龙汽车（600686.SH）、一汽解放（000800.SZ）与安凯客车（000868.SZ）净利润则均不足1亿元。总的来看，今年一季度国内上市整车企业呈现整体向好的态势，尤其是乘用车企业。中国汽车流通协会数据显示，2025年1-3月乘用车国内单月零售量均有增长，一季度乘用车整体销量同比增长6%，超过预期。另一方面今年乘用车行业价格战稍显温和，3月降价车型数量23款，较去年3月的51款大幅减少，这可能促进了车企业绩改善。11家车企盈利能力改善17家上市整车企业中，12家归为乘用车企业（包含同时拥有乘用车、商用车业务的企业，下同），其余5家为商用车企业（仅拥有货车或客车业务，下同）。数据来源各企业，时代周报记者制图今年一季度，5家乘用车企业净利润有所增长，分别为比亚迪、上汽集团、长安汽车（000625.SZ）、赛力斯（601127.SH）、福田汽车（600166.SH）。其中比亚迪以91.55亿元的单季净利润高居行业首位；上汽集团以30.23亿元的净利润排在第二位。赛力斯的净利润同比增幅为行业最高。今年一季度赛力斯营收191.47亿元，同比减少27.91%。但其净利润达到7.48亿元，在17家整车企业中排名第6，同比增幅更是高达240.60%。此外北汽蓝谷（600733.SH）一季度净亏损9.53亿元，但其营收和汽车销量分别同比增长150.75%、173.80%，达到37.73亿元、2.77万辆汽车；海马汽车（000572.SZ）、众泰汽车（000980.SZ）也处于亏损状态，一季度分别亏损0.30亿元、1.03亿元。不过就数据而言，这两家车企亏损分别收窄65.08%、18.55%。因此整体来看，今年一季度上述8家乘用车上市公司的经营状况有所改善。除了乘用车企业，还有3家商用车上市公司赚到了更多的钱。今年一季度，宇通客车、中通客车、金龙客车净利润分别达到7.55亿元、0.77亿元、0.47亿元，同比分别增长14.91%、80.52%、164.79%。宇通客车当季净利润甚至高于赛力斯等多家乘用车企业。不过客车市场规模有限，金龙汽车、宇通客车、中通客车、安凯客车4大客车企业一季度营收分别仅有49.22亿元、64.18亿元、16.93亿元、6.58亿元。江淮等6家车企业绩下滑多数A股整车企业一季度业绩向好，但也有6家企业出现业绩下滑。在经统计的17家整车企业中，江淮汽车一季度净利下滑最为严重，同比暴跌311.39%，并由盈转亏至亏损2.23亿元。2024年一季度，江淮汽车净利润为1.05亿元。对此江淮汽车解释称，亏损主要因销售规模下降导致主营业务毛利减少，同时合营联营企业的投资收益同比下滑。数据来源各企业，时代周报记者制图江淮汽车是一家以商用车为主的整车企业，一季度其整车销量99724辆，商用车销量占据66.96%。净利润暴跌的同时，其正与华为联合开发超豪华汽车品牌“尊界”，发力乘用车市场。该品牌首款车型“尊界S800”有望于本月底上市，预售价100万-150万元。在业内人士看来，相较于赛力斯与华为合作的问界品牌（覆盖20万-50万元市场），尊界品牌的百万级产品市场规模有限。江淮汽车能否实现赛力斯一样的利润增长，还未可知。广汽集团、长城汽车的净利润也有大幅下滑，跌幅分别为159.95%、45.60%。不过长城汽车仍盈利17.51亿元，广汽集团则由盈转亏至亏损7.32亿元。这两家公司一季度汽车销量分别下滑9.42%、6.73%，仅有37.11万辆、25.68万辆，成为净利润、销量双跌的乘用车企业。此外一汽解放与安凯客车的净利润同比分别下滑83.43%、9.95%，为0.29亿元、0.04亿元。以商用车为主江铃汽车一季度净利润也同比下滑36.56%，跌至3.06亿元。在其当季销售的76007辆汽车中，有53270辆为商用车。整体来看，相较于去年同期，A股整车企业大多实现业绩改善。但在竞争激烈的乘用车市场中，江淮汽车等车企仍需发力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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