近五个交易日，汽车及零部件板块涨跌幅9.25%，上证综指涨跌幅4.21%。汽车板块涨跌幅位居第5 位。细分领域板块涨跌幅依次为：汽车零部件7.85%，乘用车12.86%，汽车销售服务8.46%，卡车9.05%，客车8.28%。 概念板块涨跌幅依次为：燃料电池9.61%，智能汽车9.48%，新能源汽车11.66%，汽车与零部件9.82%，

汽车后市场6.83%。

一、本周观点 ........................................................................................................................................................... 2

二、汽车板块行情回顾 ........................................................................................................................................... 3

2.1 板块行情 ..................................................................................................................................................... 3

2.2 个股表现 ..................................................................................................................................................... 4

2.3 行业估值 ..................................................................................................................................................... 4

三、本周要闻 ........................................................................................................................................................... 5

四、本周新车型梳理 ............................................................................................................................................... 7

五、行业数据 ........................................................................................................................................................... 8

5.1 汽车销量数据跟踪 ..................................................................................................................................... 8

5.2 国际油价数据跟踪 ..................................................................................................................................... 9

5.3 上游原材料价格数据跟踪 ......................................................................................................................... 9

六、重点公司盈利预测 ......................................................................................................................................... 10