?°è?½æ?汽车2025å¹´ç????è¦?????å®???äº?ï¼?

??????��

????(1)?????¡å??ºæ??ç»????ï¼?è¡?ä¸??¿å??å¤??¹å??±ã??å±?????å¸?ï¼?ä¸?è¯?综æ??è¿?????å¸????²å?»å??é«???æµ??¨æ?§å?????¶ä???宽æ?¾ï??ºæ???????å¸??ºä?缺ä?é«?å¢??¿ç???¹æ?¿å????å¸þ@?¨ã??

????(2)?¨ä?????å¤?????äº?2021å¹????????°æ????8??份社??å­?????æ¯?å¢???继续走ä???0.3%ï¼?并å??ä¸?2019年以?¥å????°ä???ä½??????°å?»å¹´?????ºæ?°æ????ï¼??¥ä?两年平å??å¢???ä¸??¥ç??ï¼?社è??å­???å¢??¿æ??è§þ@???弹迹象ã??é¢?计é?????¿å??ºå?¸å??è¡??????????»å¹´é«??ºæ?°å½±??????æ¸?æ¶???ï¼?以å??å¤????è´·æ?é¢?åºþ>??ä¸?达使???社è??å¢???ä¹???????æ¸?ä¼?稳å??????

????(3)ä¸?±½?????äº?8??汽车???????µã???°è?½æ?汽车æ¸?????8??å·²æ??????7.8%??ä¸?±½?????ºï????§è??·ç?????¿å??å±?ï¼????½æ????????å®???025å¹´æ?°è?½æ?汽车20%å¸??ºä»½é¢???ä¸??¿æ??è§?????????å°½ç?????å­??¨ä?äº?æ³¢å???ä»?ä¸??¿æ????ç½???è§?åºþ

????æ­£æ??ï¼?

?????????¡å??ºæ??ç»????ï¼?è¡?ä¸??¿å??å¤??¹å??±ã??ä¸?è¯?综æ??ä¸?è·??æ¶???¨ä?ä¸?åºþ???²è??722?¹ï?è·?离年??3731?¹ç????é«?ä»?ä¸?æ­¥ä??¥ï?ä½???ç»?è¿??????°ä?ä¸?å®????»å??ï¼??¶ä?3703?¹ï????¨ä?æ¶?.39%???¶å?宽å?ºæ???°æ?¹é?????ä¸??¿æ??ä¸?æ¶?.19%ï¼?ä¸??500ä¸?æ¶?.11%ï¼?æ²?·±300ä¸?æ¶?.96%??

????ä»?å¤?ä¸??åºþ=?¥ç??ï¼?A?¡å??ºä??¶ç»´??äº?é«?æ´»è?åºþ:??????ä¸?º¤???¥ï?A?¡å¹³????交é?1.46ä¸?亿å??ï¼??½ç?¶ç???å°?å¹?ä¸???ï¼?ä½?ä¹???¹´??ç¬??é«????¶æ?ï¼?????èµ??????¨ç»§ç»???æµ??¥ä?140.65亿å??????????????9?¥ï???èµ????¸ä?é¢?è¾¾å??9118.76亿å??ï¼???ä¸?è¿?6å¹´æ?°é?ï¼?表æ????èµ?????ä¸?å¸??ºç????é«?涨ã??

?????¥æ?ï¼?Wind

????å±?????å¸?ï¼??½ç?¶å?¨ä?ä¸?è¯?综æ???¶å?ºä??¿ä?影线ï¼?ä½????????å¸????²å?»å??é«???æµ??¨æ?§å?????¶ä???宽æ?¾ï?欧ç?å¤????宽æ?¾é???ºå??为ç????ä¸?æ³???????½å???¹é???ç»?æµ?ä¸?è¡?????ä¸?å°?ï¼?é¢?计å??季度ä»??¶æ???¨é?¢é????空é?´ã??å°±è?¡å??¥è?ï¼???????两è?????°å???????ºé???½æ?????¾ç??å¢???èµ?????æ­¤å?ï¼?ä¸??½ç?ç®????°å??????°æ???¾ç¤ºï¼?8???°å????¶äºº??èµ???187ä¸?ï¼?å·²è?ç»?ä¸???ä¸???ï¼?8?????????¶äºº??èµ????°é??ç´??è¾?.92亿ï???æ¯?å¢???1.7%ï¼?说æ??å±?æ°?è´¢å?è½?§»??åº?延续ï¼?ä¸?ºº??èµ???ä¹??¨æ??ç»???ºã??

?????ºæ???????ï¼??¢é?????¤ç????¨æ??è¡?ä¸?ä¸??¥æ?¢ç?¼ï?è¿??????°ä?ç»??¶ç¼©å½±å??ï¼?????ä»·æ?¼ä?è¿?è¿?ä¸?涨ã??æ­¤å?ï¼????????°è?½æ?汽车???»ç??????å·¥ç?è¡?ä¸?ä¾??§ç»´??é«????ï¼?ä¸??¥å?è¿???ä¸?绩å??¿ä?使å?ä¼°å?¼æ???¾ä???????æ­¤æ?»ä??¥è?ï¼?å¸??ºä?缺ä????¹æ?¿å????å¸þ@?¨ã??

?????¨ä?????å¤?????äº?2021å¹????????°æ???(1)?°å?人æ?å¸?è´·æ?12200亿å??ï¼?å¸??ºé???14100亿å??ï¼?????0800亿å??;(2)社ä???èµ?è§?æ¨?9600亿å??ï¼?å¸??ºé???28600亿å??ï¼?????0566亿å??;(3)M2??æ¯?8.2%ï¼?å¸??ºé???8.3%ï¼?????.3%;M1??æ¯?4.2%ï¼?????.9%??

????8??份社??å­?????æ¯?å¢???继续走ä???0.3%ï¼?æ¯?ä¸???????.4ä¸??¾å???¹ï?并å??ä¸?2019年以?¥å????°ä?ï¼??????¤æ?¿å??ºå?¸å??社è??å¢???èµ°ä???.6%??ä½??????°å?»å¹´?????ºæ?°æ????ï¼??¥ä?两年平å??å¢???ä¸??¥ç??ï¼?社è??å­???å¢??¿æ??è§þ@???弹迹象ã??é¢?计é?????¿å??ºå?¸å??è¡??????????»å¹´é«??ºæ?°å½±??????æ¸?æ¶???ï¼?以å??å¤????è´·æ?é¢?åºþ>??ä¸?达使???社è??å¢???ä¹???????æ¸?ä¼?稳å??????

?????¨ä?ä¸?±½?????äº?8??汽车???????µï?8??份汽è½þB????179.9ä¸?è¾?ï¼????ä¸???3.5%ï¼???æ¯?ä¸???17.8%??ä¸?±½??è´?责人???ºï?è½þ???????æ»???主è?????ä¹?ä¸???½¦è§?级è??????产ä?åº?ç´§å?ï¼?ä¼?ä¸???????¼º?°è±¡è¿?ä¸?æ­¥å???§ã??æ­¤å?ï¼????????ºæ?°è?é«?å½±å??ï¼?ä¹??¨è½¦äº§é????æ¯???å¹?æ¯?ä¸????????©å¤§;?þ???¹é????½å?????¾æ?è§????¢é??????????å¸??ºæ³¢?¨ç»§ç»?½±??货车??æ±?ï¼????¨è½¦äº§é??????延续äº?å¿???ä¸???è¶??¿ã??

????ä½?ä¸?æ­¤å???¶ï??°è?½æ?汽车?????´é??å¸?å¢??¿ï?è½þ??èµ?æº?纷纷???°è?½æ?è½þ@???¾æ????8???½å???°è?½æ?汽车产é????é¦?次è?è¿?30ä¸?è¾?ï¼????????²æ?°é?ï¼?????¾¾??0.9ä¸?è¾???32.1ä¸?è¾?ï¼????å¢???.8%??18.6%ï¼???æ¯?å¢??¿å??ä¸?.8?????°è?½æ?汽车??????ä¹?å¸þ@?¨ä??¨å???µæ?产ä??¾ç????å±?ï¼?8?????½å?¨å???µæ?产é???±è?19.5GWhï¼???æ¯?å¢???61.7%ï¼????å¢???2.3%??

?????¼å?注æ????????°è?½æ?汽车?°è½¦æ¸?????è¿??¥ä?????ä¸?è¡????¶æ??????³å?»å¹´åº??°è?½æ?汽车æ¸?????ä»?ä¸?è¶?0%ï¼???ä»?å¹???å·²æ??????7.8%ï¼??°è?½æ?ä¹??¨è½¦æ¸??????´æ???¥è?20%??ä¸?±½?????ºï????§è??·ç?????¿å??å±?ï¼????½æ????????å®???025å¹´æ?°è?½æ?汽车20%å¸??ºä»½é¢???ä¸??¿æ??è§??????????????°è?½æ?汽车产ä??¾å??¨ä?游ä?ç»?ç´§å?ï¼?ä¸?游é??æ±???????¶æ?ï¼???ç»????ä¸????é¢????????½ã??å°½ç?????å­??¨ä?äº?æ³¢å???ä»?ä¸??¿æ????ç½???è§?åºþ

?????¨æ???¿å???¨ä??ºç?°ä???è°?ï¼?å°¤å?¶æ???¤ç??TF(515220)ä¸?è·?4.52%ï¼?ä¸?å°?å°?ä¼?ä¼´æ??å¿??????è§?顶è????¶æ?è°??´ã??ä¸?è·???????主è????¥è????管å???????¹å?è¿?ç»??ºæ??严æ?¥ç??ä½??¤ä»·ä¹???ï¼?9??10?¥æ???´ï?å¸??ºç??管æ?»å?ä¹???åºþ@??声ï?强è?ç»??¥è??å®?ä»·ä??½ä?强è?å¸??ºä?æ±?ï¼?ä¸???????产ç??¥æ??????ä¼?ä¸?è¦??µå¾ª??¹³????æ³???è¯?å®?ä¿¡ç?¨ç??å®?ä»·å????ï¼?????å®?ä»·ã?????¶ï?ç»??¥è??ä»·æ?¼è?为ï??³å?ä»·ç??¥ã??ä»·æ?¼æ??示ã??è¿??¨ç??ä»·æ?¼æ??段é?½å???°å??ºç??管é?¨é?¨ç??管ã??

????ä½??¤ä»·???ºæ???¢æ????强å?²ã???½ç?¶å?????¸´?ºå?æ·¡å??????ä½??±ä???????ºå??¶é?´å??¿ã??è¡¥å????¶é?´å???????9-10??)ï¼???å°?å¤????¤ç??º§????ç»??¾ä»¥å¢???ï¼?å½????µå?????¤å???¨å¤©?°ç»´??10天左?³ä?ä½?ï¼??µå??ä¾??¶æ??è¾?强补åº??¨å??ï¼?å¸þ=?¥ç?¤ä»·è¶?é¢???ä¸?涨ç?????½æ?§é??常大ï¼??¤ç???å¸????¸ä?季度???©å??¿æ??????????

???????þ=?¹é???山西?¤ç?¿ä?????å®?æ£?è¶?严è?ä¸?æ­¥å???§ä?ç»??¶ç´§ï¼??????þ>?¤ä»·?¼æ¶¨?¿å»¶ç»???þ>???¨æ??????¨å?¨ä?è¿?ç»???æ¶??ä¸?游é?¢å????æ±?表ç?°ä?å¼±ï?ä¸?åº?å­?ä½?ä½?ï¼????????þ?»·?¼å¼º?¿ã???»ä??¥ç??ä¸?ï¼?ç´§ä?ç»?å±??¢è??¾ç?解ï?ä¸???å¹´ç?¤ç???ä¸?é«????åºþ???¹ã???¤ç??TF(515220)???¨è?模涨è¶?10亿ï??¨ä?ä¸?è·?ä¹?è¿??¥è?4亿å????æµ??¥ï???ç»????½ä???ä¸?????表ç?°æ?ºä???

????é£??©æ??示ï?

??????èµ?人å?å½?????äº?解å?ºé??å®???å®?é¢???èµ????¶å??´å??ç­??¨è???¹å????ºå????å®???å®?é¢???èµ????导æ??èµ?人è?è¡??¿æ????èµ???å¹³å????èµ???????ä¸?ç§?ç®?????è¡?????èµ??¹å???ä½??????å®?é¢???èµ?并ä??½è??¿å?ºé????èµ????ºæ????é£??©ï?ä¸??½ä?è¯???èµ?人è?·å??¶ç??ï¼?ä¹?ä¸????¿ä»£?¨è????ç­?????è´¢æ?¹å???

??????论æ???¡ç¥¨ETF/LOF/??级å?ºé??ï¼??½æ???äº?è¾?é«?é¢???é£??©å??é¢????¶ç????è¯??¸æ??èµ??ºé????ç§?ï¼??¶é????¶ç????é¢???é£??©æ°´å¹³é?äº?æ··å?????ºé?????ºå?¸å???ºé????è´§å?å¸??ºå?ºé????

?????ºé??èµ?产æ??èµ?äº?ç§????¿å????ä¸??¿è?¡ç¥¨ï¼?ä¼???¸´????èµ???????å¸??ºå?¶åº¦ä»¥å??交æ??è§???ç­?å·??å¸þ=?¥ç???¹æ??é£??©ï???请æ??èµ???注æ????

?????¿å??/?ºé??????涨è?å¹???示ä?ä½?为æ??ç«?????è§??¹ä?è¾??©æ????ï¼?ä»?ä¾?????ï¼?ä¸?????对å?ºé??ä¸?绩ç??ä¿?è¯???

??????ä¸?????ä¸??¡ç????ä¸?绩ä?ä¾?????ï¼?ä¸??????¡ç¥¨?¨è??ï¼?ä¹?ä¸?????对å?ºé??ä¸?绩ç??é¢?æµ???ä¿?è¯???

????以ä?è§??¹ä?ä¾?????ï¼?ä¸???????èµ?建è????¿è???å¦???è´?¹°?¸å?³å?ºé??产å??ï¼?请æ?¨å?³æ³¨??èµ?????å½??§ç????¸å?³è?å®?????????好é??©æ?è¯?ï¼?并æ?¹æ???¨è??º«??é£??©æ?¿å???½å??è´?¹°ä¸?ä¹??¸å?¹é????é£??©ç?级ç???ºé??产å?????ºé????é£??©ï???èµ???è°¨æ????

责任���Robot RF13015
精彩?¨è??
??è½½æ?´å?
?¨é?¨è?è®