20240513_海通证券_汽车行业2023年年度总结：价格战持续影响行业盈利能力汽车产销在修复中创出新高_20页.pdf
Table_MainInfo/2024 05 13 Table_InvestInfo Table_QuoteInfo-15.92%-10.14%-4.36%1.43%7.21%12.99%2023/5 2023/8 2023/11 2024/2 Table_ReportInfo 2024 2024.05.12 2024.04.27 Table_AuthorInfo:Tel:(021)23154145 Email:S0850522120003:Tel:(021)23185699 Email:S0850522030001:Email:2023 Table_Summary 2023 3009+12.0%2023 100976+8.7%5086-4.4%/5.0%5.4%2022 2023Q4 Q4+9.3%+36.0%Q4-18.5%+32.7%Q4+24.6%+94.4%Q4+7.5%+147.1%Q4-6.2%Q4-3.5%-46.8%2023 2022 Q4 2023 2023 2023 2021-2022 2023 1 2 6 2 1.6 2.7 2.1.8 2.2.9 2.3.11 2.4.13 2.5.14 2.6.15 3.16 3.1.16 3.2.18 3.3.18 4.19 ZXEVuNtOtQoPpRoNnQtMnM9P9R9PmOnNoMtPlOqQsPkPpOqNbRrRwPMYpNpRMYtRpP 3 1.6 2.6 3.6 4.6 5.7 6.7 7.7 8.7 9.8 10 SUV.8 11 A.8 12 A.8 13 A.9 14 A.9 15.9 16.9 17.9 18.9 19.10 20.10 21.10 22 A.10 23 A.10 24 A.11 25 A.11 26.11 27.11 28.11 29.11 30.12 4 31.12 32 A.12 33 A.12 34 A.13 35 A.13 36 A.13 37 A.13 38 A.14 39 A.14 40.14 41 2023 12.14 42 A.15 43 A.15 44 A.15 45 A.15 46 A.16 47 A.16 48 A.16 49 A.16 50 2023Q1-Q4%.16 51 300 2023Q1-Q4.17 52 2023 12 31.17 53/300.17 54 2023Q1-Q4.17 55 2023Q1-Q4.17 56 A TTM.18 57 A TTM.18 ffKUSQDioqo0rMGFXiCUkpKvZxvDHl7CnYBIQwX/6MOpc6Jcevs4TYM2mPjcs2yR 5 1.7 6 1.2023 12 31 2023 100976+8.7%5086-4.4%/5.0%5.4%Q4 29826+11.2%1626 0.84%Q4 5.5%5.3%1 2 3 4 7 5 6 2023 3009+12.0%2606+10.6%7 8 2.A 1 8 2.1 2023 2606+10.6%SUV 50.7%2022 2023 SUV 1321+18.0%9 10 SUV A 2023 11989+7.8%369-8.4%23Q4 3497+9.3%60.9+36.0%2023 12.1%+0.4 10.4%+0.3 3.1%-0.5 23Q4 12.7%+0.9 10.7%-0.2 1.7%+0.3 2023 11 A Wind 12 A Wind 9 13 A Wind 14 A Wind 2.2 2023 403+22.1%354+22.4%49+20.6%87.8%15 16 2023 49+20.6%2015 1-2 17 18 2023 10.9%7.8%81.3%2022 10 19 20 21 A 2023 540+11.9%15+4081.9%23Q4 162-18.5%4.1+32.7%2023 19.5%+3.2 14.7%-0.7 2.7%+2.6 23Q4 23.8%+7.0 16.0%+2.2 2.5%+1.0 22 A Wind 23 A Wind 11 24 A Wind 25 A Wind 2.3 2023 354+22.4%25.7%3.0%53.5%17.7%26 27 2023+35.6%+12.0%+17.1%+23.6%28 29 12 30 31 A 2023 3013+22.3%118+86.3%23Q4 774+24.6%36+94.4%2023 17.9%+2.4 12.3%-0.4 3.9%+1.3 23Q4 19.8%+2.4 13.0%-0.8 4.6%+1.7 32 A Wind 33 A Wind 13 34 A Wind 35 A Wind 2.4 A 2023 5083+10.3%280+25.3%23Q4 1424+7.5%75+147.1%2023 17.2%+0.5 11.0%+0.1 5.5%+0.7 23Q4 18.0%+1.0 11.3%-0.2 5.2%+3.0 2023 36 A Wind 37 A Wind 14 38 A Wind 39 A Wind 2.5 2023 958.7 949.5+35.8%+37.9%912.2 904.8+35.8%+38.2%626.1 625.8+22.0%+24.3%286.1 278.9+80.6%+84.2%40 41 2023 12 A 2023 11940 23.8%942-11.6%23Q4 3264-3.5%201-46.8%2023 22.8%-0.4 10.9%+2.0 7.9%-3.2 23Q4 22.8%-1.6 11.9%+2.7 6.2%-5.0 2023 15 42 A Wind 43 A Wind 44 A Wind 45 A Wind 2.6 A 2023 1851-8.5%6 23Q4 471-6.2%-5.1 2023 8.2%+1.4 6.6%-0.6 0.3%+2.1 23Q4 8.3%+7.3 7.2%-0.4-1.1%+8.2 2023 16 46 A Wind 47 A Wind 48 A Wind 49 A Wind 3.3.1 2023+10.7%6.4 A+4.3%Q4+1.0%2.9 A-1.9%50 2023Q1-Q4%Wind 17 2023 300 55.4 39.0 37.2 300 29.9 14.6 11.4 51 300 2023Q1-Q4 Wind 52 2023 12 31 Wind 2023 300 68%B B 53/300 Wind 54 2023Q1-Q4 Wind 55 2023Q1-Q4 Wind 18 3.2 2023 2022 Q4 2023 2023 56 A TTM Wind 57 A TTM Wind 2023 12 31 3.3 2023 2021-2022 2023“”1 2 19 6 4.20 Table_Analysts Table_Reports,-W,-W,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%“”
