沪市半年报看“反内卷”｜汽车行业从“价格战”转向“效率战”

国金证券第5小时09-05

汽车行业的“反内卷”最为直观。新能源车补贴退坡、竞争加剧后，多家沪市车企在半年报中明确提出“反内卷”，强调走差异化和效率化路线。业内人士认为，汽车行业“反内卷”的成效将在下半年逐渐显现，具备品牌和技术优势的公司有望率先突围。上汽集团上半年营收2995.88亿元，同比增长5.23%；归母净利润60.18亿元，同比下降9.21%。公司在半年报中表示，汽车行业竞争激烈，整体盈利水平持续承压，强自律、反...

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