每周觀�(diǎn):中汽�(xié)公布6月汽�(chē)�(chǎn)�(xiāo)情況,生產(chǎn)216.74�(wàn)�,�(huán)比增�(zhǎng)3.86%,同比增長(zhǎng)5.42%;�(xiāo)�217.19�(wàn)�,�(huán)比增�(zhǎng)3.62%,同比增長(zhǎng)4.54%。其�:乘用�(chē)�(xiāo)售環(huán)比增�(zhǎng)4.60%,同比增長(zhǎng)2.32%;商用�(chē)�(xiāo)售環(huán)比下�1.35%,同比增長(zhǎng)18.36%。上半年,汽車(chē)�(chǎn)�(xiāo)1352.58�(wàn)輛和1335.39�(wàn)�,同比增長(zhǎng)4.64%�3.81%,增速比上年同期有所減緩。新能源�(chē)部分,6月產(chǎn)�(xiāo)分別完成6.5�(wàn)輛和5.9�(wàn)�,同比分別增長(zhǎng)43.4%�33.0%。上半年,新能源汽�(chē)�(chǎn)�(xiāo)分別完成21.2�(wàn)輛和19.5�(wàn)�,比上年同期分別增�(zhǎng)19.7%�14.4%。我們認(rèn)�:一、上半年,乘用�(chē)�(chǎn)�(xiāo)增速同比下降明�,商用�(chē)增速明顯高于同�;二、新能源汽車(chē)走出低谷,蓄勢(shì)待發(fā)。經(jīng)�(guò)一季度的車(chē)型調(diào)整和目錄重審,四月、五月、六月新能源乘用�(chē)的復(fù)合增速接�15%,�(dāng)月新能源商用�(chē)更是完成極大放量,同比增長(zhǎng)129%,�(huán)比增�(zhǎng)150%;三、后半年,新能源乘用車(chē)將會(huì)持續(xù)和穩(wěn)定增�(zhǎng)。三元電池體系產(chǎn)�(yè)鏈�(gè)股有望受�,投資者可持續(xù)�(guān)注億緯鋰能、廈門(mén)鎢業(yè)、天齊鋰�(yè)和洛�(yáng)鉬業(yè)� v 市場(chǎng)表現(xiàn):本周滬深300指數(shù)上漲1.42%,收于3703.09�(diǎn),汽車(chē)與零部件指數(shù)下跌2.63%,新能源汽�(chē)指數(shù)下跌2.48%,鋰電池指�(shù)下跌1.04%,特斯拉指�(shù)下跌3.28%。鋰電池和新能源汽車(chē)板塊表現(xiàn)弱于大盤(pán)�