汽车行业周报:持续看好强势自主整车 年度重视整车&智驾&机器人

中泰证券股份有...
10 Apr

核心观点:持续看好强势自主整车,年度重视整车&智驾&机器人周度核心数据:①内销:本周(3.31-4.6)上险总量33.7w,低于40w周度荣枯线(同比-24.9%/环比-30.8%)。新能源周度上险量16.9w(同比-10.6%/环比-29.6%),新能源渗透率达50.2%。各车企周交付环比有所上升,预计3月比亚迪/理想/小鹏/零跑同比提升明显。②订单:2月节后复苏,行业车企订单下滑,预计3月底...

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