汽車及汽車零部件行業(yè)周報(bào)汽車板塊整體下跌3.46％，跑贏滬深300指數(shù)0.05個百分點(diǎn)

1、目錄索引汽車行業(yè)一周行情回顧....................................................................................................4汽車板塊整體下跌3.46%，跑贏滬深300指數(shù)0.05個百分點(diǎn)...................4汽車整車與汽車零部件估值均回落.......................................

2、...6國際整車、零部件公司估值速遞............................................9汽車行業(yè)數(shù)據(jù)跟蹤.........................................................................................................10乘聯(lián)會：11月乘用車零售、批發(fā)銷量表現(xiàn)不佳.....................

3、..........10重卡：10月重卡批發(fā)銷量8.0萬輛，同比下降13.2%.............................................11公路物流運(yùn)價指數(shù)基本持平...............................................11上游原材料成本指數(shù).....................................................12汽車行業(yè)一周要聞.

4、........................................................................................................14新車信息速遞：11月目前共有31款新車上市...............................................................16投資建議........................

5、...............................................................................................17風(fēng)險(xiǎn)提示.......................................................................................................................

6、18附：國內(nèi)整車及零部件估值速遞....................................................................................18汽車行業(yè)一周行情回顧汽車板塊整體下跌3.46%，跑贏滬深300指數(shù)0.05個百分點(diǎn)2018.11.192018.11.23：Wind汽車與汽車零部件指數(shù)整體下跌3.46%，跑贏滬深300指數(shù)（下跌3.51%）0.05個百分點(diǎn)；SW汽車整

7、車指數(shù)下跌2.23%，SW汽車零部件指數(shù)下跌4.17%。分子行業(yè)看，SW乘用車下跌1.73%，SW商用載貨車下跌3.03%，SW商用載客車下跌5.31%。表1：汽車與汽車零部件主要板塊市場表現(xiàn)代碼指數(shù)最新價一周變動一月變動三月變動六月變動年初至今882105.WIWind汽車與汽車零部件指數(shù)6293.063.46%0.67%7.20%25.97%31.96%801094.SISW汽車整車4219.622.23%2.33%6.19%27.

8、40%32.77%850911.SISW乘用車5479.151.73%2.99%3.66%24.30%28.61%850912.SISW商用載貨車1895.463.03%9.72%4.14%19.94%35.53%850913.SISW商用載客車4668.625.31%4.42%22.18%46.53%51.62%850921.SISW汽車零部件Ⅲ3845.074.17%1.38%7.35%26.56%33.47%850941.SISW

9、汽車銷售693.336.87%2.24%16.35%28.35%33.78%000300.SH滬深3003143.483.51%3.88%4.97%19.53%22.01%000001.SH上證綜合指數(shù)2579.483.72%2.84%4.98%19.75%22.00%881001.WI萬得全A指數(shù)3395.604.59%0.50%6.20%22.63%24.92%Wind汽車與汽車零部件指數(shù)滬深3000.05%4.55%2.23%6.

10、44%9.94%SW申萬整車滬深3001.27%1.54%1.22%7.88%10.75%SW乘用車滬深3001.77%0.89%1.31%4.78%6.60%SW商用載貨車滬深3000.48%13.59%0.83%0.42%13.52%SW商用載客車滬深3001.80%0.55%17.21%27.01%29.60%SW汽車零部件Ⅲ滬深3000.66%5.26%2.37%7.04%11.45%SW汽車銷售滬深3003.37%6.12%1