金吾财讯 | 华泰证券表示，第二十一届上海车展于2025年4月23日-5月2日举办。根据威尔森统计，本次车展参展车型达97款（其中全新车型43款），新能源车型占比为69%（其中纯电车型占新能源比例为62%），B级和C级SUV占比32%，自主与合资车型比例接近1:1。该行看好在新车密集上市带动下，市场观望情绪有望逐步缓解，4-5月终端需求或回暖，行业景气度回升。该行对本次车展上市的重点车型梳理，建议关注两条主线：①自主品牌推动辅助驾驶渗透至大众经济型市场。得益于辅助驾驶技术进步，叠加降本，本次车展上零跑B10、海豹06、枭龙MAX等10-15万元车型，已实现标配/选配高速NOA功能。②自主品牌竞相发布中大型车。25年全尺寸混动SUV市场新玩家加速入局，理想和赛力斯引领自主中大型SUV市场，传统车企如吉利、比亚迪等加速入局，该行预计奥迪Q7/宝马X5/奔驰GLE等传统豪华竞品车型承压。
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