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友善虎

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2023-03-30

_主要是油价上涨！所以汽车行业效益下降

2023年汽车行业效益为何下降42%？乘联会这样分析

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19:35","market":"hk","language":"zh","title":"2023年汽车行业效益为何下降42%？乘联会这样分析","url":"https://stock-news.laohu8.com/highlight/detail?id=2323987277","media":"格隆汇","summary":"汽车行业利润艰难","content":"<html><head></head><body><blockquote>汽车行业利润艰难</blockquote><p>近期汽车行业生存压力巨大。<strong>2023年1-2月汽车行业收入12,847亿元，同比下降6%；成本11,264亿元下降5%；利润414亿元，同比下降42%，</strong>汽车行业利润率3.2%，相对于整个工业企业利润率4.6%的平均水平，汽车行业仍属偏低。</p><p>造成汽车行业利润剧烈下滑的原因是多元的，主要是汽车生产受到春节和库存偏高因素影响下降14%，而新能源车渗透率达到28.7%，同比增长8个百分点，带动利润结构的变化。由于常规燃油车市场的需求低迷，导致企业促销也是同比增加近3个点，进一步侵蚀利润。未来随着市场的逐步企稳，世界油价的下降，燃油车需求会逐步回稳，推动汽车行业利润逐步走稳改善。</p><p><strong>1、汽车行业利润艰难<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b00c1fc3b3cc8b832d932c6e54d80d2\" tg-width=\"616\" tg-height=\"485\"/></p><p>结合前几年的利润率下行趋势看，汽车行业利润下滑幅度明显改善，市场压力急剧增大。但6月车市启动600亿减车购税政策后，市场结构改善，企业效益也明显提升。</p><p>促进利润明显改善主要是豪华车的生产恢复，前期的芯片损失导致豪华车的生产低迷，巨大影响了利润增速。未来豪华车恢复增长，汽车行业利润仍会改善。</p><p><strong>2、汽车生产下降导致利润下降<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3246a0957e1e530a7e0f1cd68527b0dc\" tg-width=\"756\" tg-height=\"312\"/></p><p>汽车生产带来利润基础，生产减少导致利润下降大。2023年前两个月汽车累计产量365万辆。消费结构进一步不利于消费，轿车生产增速偏低，弱于汽车平均增速，SUV的生产增速低于汽车总体增速，成为抑制消费导致利润低迷的因素。</p><p><strong>3、乘用车行业库存压力较大<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/772ebb14b9fd3c84a73a2bfe4460d1ad\" tg-width=\"882\" tg-height=\"485\"/></p><p>2023年1月月末全国乘用车库存333万辆，其中厂商库存72万辆，渠道库存261万辆。厂商库存占比22%，较去年1月提升5个百分点。</p><p><strong>4、国内市场促销加剧利润损失<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6650e1367d373dd01cc74bba823f049f\" tg-width=\"752\" tg-height=\"469\"/></p><p>传统燃油车的促销在2023年2月收缩后，3月又开始大幅反弹到12.9%，2月促销较去年同期增加2.5个百分点。目前达到近期最高位水平。</p><p><strong>5、燃油车销量下降影响利润<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28108b4967ec39a16785998ef5c5b57d\" tg-width=\"599\" tg-height=\"474\"/></p><p>2023年新能源发展仍极度不均衡，自主品牌中的新能源车渗透率48.6%；豪华车中的新能源车渗透率22.0%；而主流合资品牌中的新能源车渗透率仅有3.5%。</p><p>2023年1-2月的国内新能源零售77万辆，增长23%较强。而燃油车零售下降30%的利润损失大。稳定传统燃油车销售对稳定车市增长的意义重大。</p><p><strong>6、出口对改善盈利有促进<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d2195da67110d3c838ac0145809e715\" tg-width=\"701\" tg-height=\"209\"/></p><p>2020年全年的出口销量达到108.5万辆，同比下降13.1%。2021年的出口市场销量218.7万辆，同比增长102%。</p><p>2022年的出口市场销量340万辆，同比增长55%，主要是海外供给不足和中国车企出口竞争力的大幅增强。近两年的国际疫情加上俄乌危机下的中国出口增长较大。</p><p>2023年1-2月中国汽车出口68万辆，同比增长39%，表现超强，相对于国内汽车销量的低迷，出口市场的表现仍是较强的。今年的主要动力仍是俄乌危机下俄罗斯市场的国际品牌全面被中国车替代和中<a href=\"https://laohu8.com/S/600617\">国新能源</a>出口竞争力提升。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2023年汽车行业效益为何下降42%？乘联会这样分析\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 19:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/590295><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汽车行业利润艰难近期汽车行业生存压力巨大。2023年1-2月汽车行业收入12,847亿元，同比下降6%；成本11,264亿元下降5%；利润414亿元，同比下降42%，汽车行业利润率3.2%，相对于整个工业企业利润率4.6%的平均水平，汽车行业仍属偏低。造成汽车行业利润剧烈下滑的原因是多元的，主要是汽车生产受到春节和库存偏高因素影响下降14%，而新能源车渗透率达到28.7%，同比增长8个百分点，带动...</p>\n\n<a href=\"https://www.gelonghui.com/p/590295\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b1ebcd1dc2b0b1766b9c2e458a374f38","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/590295","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2323987277","content_text":"汽车行业利润艰难近期汽车行业生存压力巨大。2023年1-2月汽车行业收入12,847亿元，同比下降6%；成本11,264亿元下降5%；利润414亿元，同比下降42%，汽车行业利润率3.2%，相对于整个工业企业利润率4.6%的平均水平，汽车行业仍属偏低。造成汽车行业利润剧烈下滑的原因是多元的，主要是汽车生产受到春节和库存偏高因素影响下降14%，而新能源车渗透率达到28.7%，同比增长8个百分点，带动利润结构的变化。由于常规燃油车市场的需求低迷，导致企业促销也是同比增加近3个点，进一步侵蚀利润。未来随着市场的逐步企稳，世界油价的下降，燃油车需求会逐步回稳，推动汽车行业利润逐步走稳改善。1、汽车行业利润艰难结合前几年的利润率下行趋势看，汽车行业利润下滑幅度明显改善，市场压力急剧增大。但6月车市启动600亿减车购税政策后，市场结构改善，企业效益也明显提升。促进利润明显改善主要是豪华车的生产恢复，前期的芯片损失导致豪华车的生产低迷，巨大影响了利润增速。未来豪华车恢复增长，汽车行业利润仍会改善。2、汽车生产下降导致利润下降汽车生产带来利润基础，生产减少导致利润下降大。2023年前两个月汽车累计产量365万辆。消费结构进一步不利于消费，轿车生产增速偏低，弱于汽车平均增速，SUV的生产增速低于汽车总体增速，成为抑制消费导致利润低迷的因素。3、乘用车行业库存压力较大2023年1月月末全国乘用车库存333万辆，其中厂商库存72万辆，渠道库存261万辆。厂商库存占比22%，较去年1月提升5个百分点。4、国内市场促销加剧利润损失传统燃油车的促销在2023年2月收缩后，3月又开始大幅反弹到12.9%，2月促销较去年同期增加2.5个百分点。目前达到近期最高位水平。5、燃油车销量下降影响利润2023年新能源发展仍极度不均衡，自主品牌中的新能源车渗透率48.6%；豪华车中的新能源车渗透率22.0%；而主流合资品牌中的新能源车渗透率仅有3.5%。2023年1-2月的国内新能源零售77万辆，增长23%较强。而燃油车零售下降30%的利润损失大。稳定传统燃油车销售对稳定车市增长的意义重大。6、出口对改善盈利有促进2020年全年的出口销量达到108.5万辆，同比下降13.1%。2021年的出口市场销量218.7万辆，同比增长102%。2022年的出口市场销量340万辆，同比增长55%，主要是海外供给不足和中国车企出口竞争力的大幅增强。近两年的国际疫情加上俄乌危机下的中国出口增长较大。2023年1-2月中国汽车出口68万辆，同比增长39%，表现超强，相对于国内汽车销量的低迷，出口市场的表现仍是较强的。今年的主要动力仍是俄乌危机下俄罗斯市场的国际品牌全面被中国车替代和中国新能源出口竞争力提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}