关键词：福特汽车；冲压线；中国制造

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大中客：政府明确提出公交客车率先使用新能源汽车，预计新能源客车规模将逐步扩大。重卡： 6月销量好于预期。投资选择：6月狭义乘用车销量符合预期，其中SUV 继续保持高增长，MPV需求持续 回暖；日系车市场份额持续环比回升；6月大中客车销量增速大幅提高，政府明确提出发展新能源客车；6月重卡销量增速好于预期，但进入淡季及投资增速的不确定性，重卡需求持续性待观察。近期公告的汽车中期业绩快报中，多数业绩好于市场预期。投资策略上仍以业绩具成长性的乘用车和优质客车龙头为主，继续看好：江淮汽车、长安汽车、广汽集团、长城汽车、上汽集团；客车推荐宇通客车；经销商推荐国机汽车。

关键词：汽车；汽车零部件；大中客；重卡；乘用车；新能源客车；SUV；MPV

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关键词：高强汽车钢；市场空间；汽车销量；乘用车；商用车；汽车用钢

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报告从行业事件分析、市场环境、政策环境、分类环境、区域环境、国内对手情报、国外对手动向以及相关行业数据方面对汽车行业进行了分析评论。

关键词：战略性分析；竞争环境；竞争对手；行业数据

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受益销量回暖，行业利润保持快速增长。公司业绩两极分化，具备新车型及SUV车型的公司保持高速增长。行业观点仍然保持谨慎。投资建议：相对看好全年仍能保持高增长且估值合理的公司。

关键词：受益销量；行业利润；两极分化；新车型；SUV

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展望2013年下半年，行业新阶段的特征把握以及投资逻辑的再梳理将成为汽车投资的关键。回顾2013年上半年，汽车板块在资本市场的表现呈现了冷热不均的局面，并出现了违反传统投资逻辑的现象。板块之间表现的分化是行业表现差异的体现，更是投资逻辑的转换的结果。尤其是背后中国整个经济体转型的大背景之下行业的驱动因素显然是发生了明显了变化。这些因素的变化决定了行业新的特征，从而导致新的投资逻辑。因而判断行业所处周期阶段的特征，以及新阶段下行业投资的新逻辑将尤为重要。

关键词：乘用车；商用车；投资

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Tires, the integral component of automobiles, are manufactured using raw materials such as natural rubber, nylon tire cord fabric, and carbon black. Rubber chemicals and synthetic rubbers, such as styrene butadiene rubber and poly butadiene rubber, are also used in the manufacture of tires. The Tire market in China caters to various vehicle segments such as Two Wheeler, Passenger Car, Truck and Bus, Light Commercial Vehicle, and Tractor segments. The demand for tires and automobiles are interdependent. Various types of tires, such as cross ply or bias tires and radial tires, are manufactured in China.The Tire market in China is growing steadily. The production of auto parts has recently gained momentum and the demand for tires is expected to increase during the forecast period. The market is dominated by East China, followed by Middle South China and North East China. The Tire market is expected to grow at a CAGR of 11.31 percent during the period 2012-2016.

关键词：轮胎；汽车零部件；需求；市场预测

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Over the last few years, the Automotive industry in China has witnessed slow but steady growth in sales of automobiles. The increasing number of vehicles in the country has led to a gradual increase in the demand for automobile bodies and trailers. The Automobile Body and Trailer Manufacturing industry in China is primarily involved in the manufacture of three products: vehicle bodies, trailers, and parts for vehicle bodies and trailers.The Automobile Body and Trailer Manufacturing industry in China is growing steadily. The production of automobile bodies and trailers has recently gained momentum, and the demand for them in the industry is expected to increase during the forecast period. The industry is dominated by East China, which is followed by Middle South China and North China. The overall industry is expected to grow at a CAGR of 13.8 percent during the period 2012–2016.

关键词：中国汽车；车身；拖车；需求；市场预测

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过去近十年，我国自主品牌在销量规模和技术储备等方面取得较快发展；但产品主要集中在中低端市场，并日益面临合资品牌产品、价格下探的挑战。盈利方面，目前自主品牌内部呈现“民企强、国企弱”的分化局面。在民营体制下涌现出一批自主品牌，其中部分企业经过多年的市场历练，销量和盈利已初具规模；我们认为，它们在未来的竞争角逐中更有望脱颖而出，成为中国的“现代汽车”。具体而言，我们看好长城和吉利的自主发展之路。对于上汽和长安，虽然两者自主品牌业务尚不能贡献盈利，但由于旗下合资品牌雄厚的实力基础，未来业绩增长具有一定保证。A 股推荐长城汽车、上汽集团、长安汽车；H 股推荐长城汽车、吉利汽车。

关键词：自主品牌轿车；技术；产品布局；盈利

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6月车价季节性回落0.1个百分点，SUV价格坚挺，进口车优惠幅度收窄。美系车优惠幅度收窄，日韩系略有扩大。奔驰优惠幅度创历史新高，途观再现加价情形。

关键词：汽车；汽车零部件；SUV价格；进口车；优惠幅度

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