全球车市格局生变，中国车企“韧性增长”引领行业变革_老虎社区_美港股上老虎

全球车市格局生变，中国车企“韧性增长”引领行业变革

雷峰网2025-11-29

2025年临近尾声，全球汽车产业步入深度调整阶段，增长挑战日益凸显。三季度业绩显示，多数国际传统车企巨头增长动能减弱，甚至出现销量与营收的负增长，如斯特兰蒂斯、本田、奔驰等品牌表现疲软，而丰田、大众等也仅维持低速增长。与之形成鲜明对比的是，中国主流车企展现出强大的发展韧性与抗风险能力。销量数据稳步向好，比亚迪、上汽、吉利控股、奇瑞、小鹏等企业在销量方面均实现两位数同比增长。尤为引人注目的是，比亚迪...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2587630587?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-29 21:11","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2587630587","market":"hk","top_or_hot":-1,"title":"全球车市格局生变，中国车企“韧性增长”引领行业变革","media":"雷峰网","content":"<div>\n<p>2025年临近尾声，全球汽车产业步入深度调整阶段，增长挑战日益凸显。三季度业绩显示，多数国际传统车企巨头增长动能减弱，甚至出现销量与营收的负增长，如斯特兰蒂斯、本田、奔驰等品牌表现疲软，而丰田、大众等也仅维持低速增长。与之形成鲜明对比的是，中国主流车企展现出强大的发展韧性与抗风险能力。销量数据稳步向好，比亚迪、上汽、吉利控股、奇瑞、小鹏等企业在销量方面均实现两位数同比增长。尤为引人注目的是，比亚迪...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129211620a4c246fc&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球车市格局生变，中国车企“韧性增长”引领行业变革</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; 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\">\n全球车市格局生变，中国车企“韧性增长”引领行业变革\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-29 21:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129211620a4c246fc&s=b><strong>雷峰网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年临近尾声，全球汽车产业步入深度调整阶段，增长挑战日益凸显。三季度业绩显示，多数国际传统车企巨头增长动能减弱，甚至出现销量与营收的负增长，如斯特兰蒂斯、本田、奔驰等品牌表现疲软，而丰田、大众等也仅维持低速增长。与之形成鲜明对比的是，中国主流车企展现出强大的发展韧性与抗风险能力。销量数据稳步向好，比亚迪、上汽、吉利控股、奇瑞、小鹏等企业在销量方面均实现两位数同比增长。尤为引人注目的是，比亚迪...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129211620a4c246fc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0572944931.SGD","symbol_name":"Janus Henderson Horizon China Opportunities A2 SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129211620a4c246fc&s=b","article_id":"2587630587","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129211620a4c246fc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2587630587","pubTimestamp":1764421860,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"与之形成鲜明对比的是，中国主流车企展现出强大的发展韧性与抗风险能力。比亚迪、吉利、奇瑞等中国车企营收保持双位数增长，净利润表现同样亮眼，比亚迪、奇瑞前三季度净利润双双突破百亿元大关。反观部分海外车企，受外部环境及市场波动影响，营收增速普遍偏低，奔驰、大众、本田等利润降幅更超过50%，行业利润榜首丰田亦出现16%的利润收缩。面对国际汽车巨头转型阵痛，中国车企迎来重塑全球竞争格局的战略机遇。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81211":"比亚迪股份-R","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","BK1589":"北水核心资产","01211":"比亚迪股份","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","002594":"比亚迪","LU0823426308.USD":"法巴中国股票基金","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","HYDD.SI":"BYD HK SDR 10to1","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1509":"特斯拉概念股","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","00285":"比亚迪电子","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK1594":"碳中和概念股","BK1607":"新IT概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","BK1522":"燃料电池","BYDDY":"比亚迪ADR","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0594300419.USD":"富达中国消费基金A","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","BK1539":"汽车股","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD"},"translate_title":"The pattern of the global auto market is changing, and the \"resilient growth\" of Chinese auto companies leads industry changes","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"BYDDY":0.6,"HYDD.SI":0.6,"01211":0.67,"00285":0.67,"002594":0.6},"content_text":"2025年临近尾声，全球汽车产业步入深度调整阶段，增长挑战日益凸显。三季度业绩显示，多数国际传统车企巨头增长动能减弱，甚至出现销量与营收的负增长，如斯特兰蒂斯、本田、奔驰等品牌表现疲软，而丰田、大众等也仅维持低速增长。与之形成鲜明对比的是，中国主流车企展现出强大的发展韧性与抗风险能力。销量数据稳步向好，比亚迪、上汽、吉利控股、奇瑞、小鹏等企业在销量方面均实现两位数同比增长。尤为引人注目的是，比亚迪前三季度累计销售326万辆，跻身全球销量前五，与第四名福特的差距仅5万辆，显示出强劲的上升势头。在营收与盈利层面，中外车企分化加剧。比亚迪、吉利、奇瑞等中国车企营收保持双位数增长，净利润表现同样亮眼，比亚迪、奇瑞前三季度净利润双双突破百亿元大关。反观部分海外车企，受外部环境及市场波动影响，营收增速普遍偏低，奔驰、大众、本田等利润降幅更超过50%，行业利润榜首丰田亦出现16%的利润收缩。业内分析认为，当前全球汽车产业正呈现“东升西降”的结构性变化。中国车企之所以能在逆势中实现突围，与其长期以来在智能化、电动化等领域的持续高强度研发投入密切相关。数据显示，前三季度比亚迪研发投入同比增长31%，达437亿元，国内其他头部车企研发费用涨幅也普遍高于国际同行。而大众、宝马等海外企业则受制于业绩压力，研发增速有所放缓。面对国际汽车巨头转型阵痛，中国车企迎来重塑全球竞争格局的战略机遇。能否持续强化技术护城河、提升产品竞争力，将决定中国品牌能否在全球市场赢得长期主导权。","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":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}