16家A股整車上市公司披露上半年業績預吿，汽車ETF上升
格隆匯7月18日丨A股主要指數探底回升，三大指數午後全線翻紅，汽車產業鏈領升市場。
ETF方面，國泰基金汽車ETF、華夏基金智能車ETF、國泰基金智能汽車ETF、匯添富基金智能車ETF基金、富國基金智能汽車ETF跟升。
截止7月18日，16家A股整車上市公司披露了2023年上半年業績預吿。以預吿淨利潤上限計算，16家車企上半年平均淨利潤為8.12億元。
統計顯示，共有10家車企預計完成盈利，佔比62.5%，比亞迪、福田汽車、一汽解放和中通客車等4家企業上半年淨利潤預增，且相比去年同期增長幅度均超過一倍，其中，比亞迪盈利能力最強，預計報吿期內盈利105-117億元，超其他15家公司同期淨利潤之和。
宇通客車預計淨利潤增幅最高，同比增長958.05%，其次為比亞迪，同比增長225.43%，福田汽車以166%位居第三位。比亞迪今年上半年累計銷量達到125.56萬輛，同比增長94.25%，奪得全球新能源汽車銷售冠軍。對於業績增長的原因，比亞迪方面表示，2023年上半年度，新能源汽車行業保持快速增長，公司新能源汽車銷量在去年同期的高基數上實現強勁增長，市場份額持續提升，繼續強化在新能源汽車行業的領導地位。儘管上半年汽車行業競爭加劇，憑藉不斷提升的品牌力、持續擴大的規模優勢和強大的產業鏈成本控制能力，以及上游原材料價格回落，公司繼續保持良好的盈利水平。
6家商用車上市公司預吿上半年淨利潤上限超過1億元，分別為江鈴汽車、福田汽車、宇通客車、中國重汽、一汽解放和江淮汽車，預計淨利潤分別為7.29億元、5.8億元、5.6億元、5.29億元、4.2億元和1.5億元。
在汽車全覆蓋比較視角下，東吳證券認為認為今年汽車行情值得重視的點：電動化邏輯的權重在降低，Q1行情提升了出海邏輯的權重，Q2行情正提升了智能化邏輯的權重。2023是汽車切換之年，破舊立新，聚焦AI智能化+出海兩條主線。
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