【华安汽车】车市日报

证券研究报告 分析师 邮箱 电话 姜肖伟 jiangxiaowei@hazq.com 186-8150-5180 SAC执业证书号S0010523060002 报告发布日期20241103 【华安汽车】车市日报-20241101 2 风险提示 1.行业竞争加剧：随着新能源汽车市场的快速发展，竞争日益激烈，可能会对市场份额和利润率造成压力。 2.原材料价格波动：原材料价格的波动可能会影响成本控制和盈利能力。 3.全球经济不确定性：全球经济的不确定性可能会影响汽车需求，特别是对出口业务的影响。 4.技术变革风险：在自动驾驶和电动汽车技术快速变革的背景下，需要持续投入研发以保持竞争力，这可能会对短期利润产生影响。 资料来源：wind、华安证券研究所 3 汽车板块与各板块涨跌幅对比 统计区间 行业板块 11/1 1.1、市场各板块行情回顾 11/1 10/25 10/18 10/11 10/4 9/27 9/20 9/13 9/6 8/30 8/23 8/16 8/9 8/2 7/26 7/19 7/12 7/5 6/28 6/21 6/14 6/7 5/31 5/24 5/17 5/10 5/3 4/26 4/19 4/12 10/25 10/18 10/11 10/4 9/27 9/20 9/13 9/6 8/30 8/23 8/16 8/9 8/2 7/26 7/19 7/12 7/5 6/28 6/21 6/14 6/7 5/31 5/24 5/17 5/10 5/3 4/26 4/19 4/12 4/5 000300.SH 沪深300 -0.03% -0.99% 4.44% -1.81% -3.25% 13.33% 15.88% 0.90% -3.02% -1.41% 0.25% -0.44% 0.08% -2.56% -0.44% -3.17% 2.04% 0.77% -0.67% -1.19% -0.87% -1.41% -0.56% -1.70% -1.07% 0.37% 1.72% 2.10% 0.41% 1.07% -2.58% 801880.SI 汽车(申万) -1.95% 0.62% 7.06% -2.56% -4.57% 13.48% 10.73% 1.18% -1.86% 3.39% 3.25% -2.44% -0.42% -5.27% 1.64% -2.47% -1.75% 5.56% -1.41% -1.67% 0.61% 1.57% -2.02% 0.18% -3.86% -2.58% 0.76% 2.72% 2.24% -0.44% -0.76% 801010.SI 农林牧渔(申万) -0.27% 2.28% 6.51% -3.44% -7.59% 14.89% 14.42% -0.96% -3.92% -0.34% 0.87% -8.85% -3.20% 0.07% 3.08% -4.12% 2.65% -1.34% 0.03% -2.76% -2.59% -2.05% -2.96% -2.61% 1.81% 1.93% 5.70% 1.13% 2.10% -2.72% -6.05% 801030.SI 基础化工(申万) -0.92% 1.51% 7.56% -2.36% -6.40% 14.45% 13.44% 0.21% -3.65% -1.08% 3.84% -3.11% -3.34% -1.82% 2.09% -3.33% -2.57% 1.75% -0.89% -2.46% -2.53% -0.39% -4.47% -1.47% -2.30% -1.46% 4.02% 3.85% 1.94% -1.51% -1.90% 801040.SI 钢铁(申万) 1.77% 6.09% 2.18% -0.06% -4.93% 12.09% 16.40% 0.47% -3.58% -1.69% 0.69% -3.93% -2.40% -2.40% 2.29% -3.34% -1.42% 0.89% 1.93% -1.88% -1.90% -0.60% -4.12% -0.98% -2.20% 0.09% 1.14% -0.36% -1.63% 2.32% -0.61% 801050.SI 有色金属(申万) 3.04% 2.18% 4.89% -0.24% -6.24% 11.80% 14.50% 5.13% -2.04% -4.66% 0.65% -0.33% 0.55% -4.61% 3.38% -8.69% -4.66% 3.54% 4.81% -1.73% -0.91% -2.44% -3.20% 0.24% -2.17% -0.17% 4.17% 1.38% -2.56% -1.27% 1.56% 801080.SI 电子(申万) -4.46% -1.14% 10.82% 3.69% -0.02% 20.01% 14.19% -0.98% -4.40% -1.79% 3.44% -2.55% 1.10% -6.64% 1.73% -4.07% -0.12% 6.07% -1.61% -2.57% 2.45% 4.12% -0.36% 0.24% -2.06% -1.50% -0.89% 4.88% 2.83% -2.20% -4.33% 801110.SI 家用电器(申万) -1.18% -2.62% 5.43% -2.17% -2.27% 8.98% 11.37% 4.93% -1.79% 1.26% 1.41% 3.31% -0.30% -3.95% 6.01% -0.78% -1.32% 1.06% -2.91% -2.55% -2.15% -0.73% -0.69% -1.59% -3.85% -1.94% 3.04% 4.56% -0.96% 6.11% -2.35% 801120.SI 食品饮料(申万) 0.72% 0.49% 5.26% -5.40% -7.47% 16.23% 26.03% -1.91% -6.63% -1.19% 1.71% -3.08% -2.24% 2.90% -1.42% -4.90% 3.56% -0.17% -3.03% -3.06% -4.60% -3.93% -2.76% -3.39% -1.68% -1.12% 1.72% 2.01% 2.73% -0.58% -5.66% 801130.SI 纺织服饰(申万) -2.49% -0.94% 6.13% -1.25% -6.44% 12.41% 12.81% 0.31% -3.75% -0.35% 1.03% -3.46% -2.24% 0.01% 2.20% -2.90% -2.92% -0.36% -1.47% -2.71% -3.59% 0.18% -3.49% -0.81% -3.27% 0.82% 0.59% 2.23% -0.91% -2.93% -0.53% 801140.SI 轻工制造(申万) -2.16% 2.13% 8.87% -1.36% -7.01% 13.81% 15.71% 0.43% -4.19% -0.89% 2.40% -4.35% -2.40% 0.01% 3.70% -3.21% -3.33% 0.20% -1.50% -2.31% -3.59% 0.52% -5.60% -4.02% -4.41% 2.81% 3.69% 3.73% 1.60% -5.15% -3.83% 801150.SI 医药生物(申万) -0.62% -1.37% 6.95% -3.77% -6.00% 18.13% 13.76% -1.86% -4.44% -1.06% 1.40% -4.57% -1.52% 0.40% 3.38% -3.64% 1.68% 3.03% -0.65% -3.12% -3.57% -0.93% -1.85% -1.85% -3.80% -3.27% 2.61% 4.17% 3.78% -2.36% -3.03% 801160.SI 公用事业(申万) -0.36% 0.21% 2.03% -2.51% -4.83% 8.71% 7.57% 0.83% -4.14% -2.84% -2.23% -2.83% -0.12% -2.24% -2.33% -0.92% -1.04% -0.77% 2.99% 0.98% -3.30% 0.51% 2.26% 2.42% 2.25% 0.39% 2.03% 0.98% -1.25% -2.04% 2.26% 801170.SI 交通运输(申万) 0.67% 1.94% 3.37% -1.98% -6.56% 10.45% 12.38% 1.37% -4.13% -0.07% -1.03% -1.51% -1.45% -2.71% 2.12% -0.51% 0.05% -1.22% 0.55% -1.19% -0.68% -2.25% 0.81% -1.13% 0.07% 0.99% 3.22% -0.72% 1.19% 1.23% -1.00% 801180.SI 房地产(申万) 0.00% 7.81% 4.72% 2.77% -8.31% 16.64% 22.05% 7.68% -2.08% 2.35% 1.81% -5.04% -2.33% 2.57% 2.58% -4.48% 1.82% 0.58% -0.36% -4.71% -4.19% 0.61% -2.19% -8.01% 1.72% 16.73% 4.38% 8.72% 1.87% -5.22% -7.13% 801200.SI 商贸零售(申万) -0.73% 7.00% 8.00% -2.42% -6.14% 14.52% 17.02% 2.15% -2.94% 0.70% 3.38% -3.91% -4.02% -0.51% 3.61% -2.58% 0.30% 1.58% 2.15% -4.09% -5.54% -0.06% -2.29% -2.79% -2.69% 0.30% 0.13% 4.37% 0.66% -6.87% -4.11% 801210.SI 社会服务(申万) -1.24% 4.02% 7.55% -0.19% -8.66% 17.39% 16.94% 0.85% -5.14% 0.86% 3.10% -3.71% -4.92% 0.53% 6.88% -3.05% -1.86% 2.12% -0.49% -3.97% -3.97% 1.24% -4.91% -1.21% -3.01% -0.01% -0.01% 1.45% 1.11% -6.85% -0.74% 801230.SI 综合(申万) -3.74% 5.96% 10.29% -1.44% -4.74% 13.20% 16.04% 0.99% -1.48% -0.44% 4.20% -3.94% -3.13% -0.51% 7.97% -2.60% 0.68% 0.80% 2.18% -3.55% -4.05% 0.52% -8.06% -4.39% -3.00% 0.30% 2.99% 2.88% -0.53% -9.91% -2.24% 801710.SI 建筑材料(申万) -1.60% 5.01% 5.78% 0.71% -6.15% 14.72% 17.58% 1.01% -4.42% -1.60% 2.74% -4.86% -4.10% -0.01% -0.23% -1.97% -0.28% 0.14% -0.74% -1.06% -1.19% -1.42% -3.93% -5.72% -2.11% 6.31% 4.53% 3.38% -0.43% -1.35% -4.10% 801720.SI 建筑装饰(申万) -0.37% 3.11% 5.38% -0.49% -2.36% 11.85% 1