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开源证券-乘用车行业深度报告：5月新能源渗透率创新高，欧洲本土化供应大势所趋-240626

 6月观察：车市仍偏弱、政策效果有待显现，关注电动智能化龙头后续表现6月车市仍偏弱，零售端预计同比下滑、环比小幅回暖。车市降价潮企稳、各地加速发布以旧换新政策实施细则、新能源车下乡活动陆续启动，后续值得期待。欧盟对国产纯电车征收临时关税，旨在推动汽车制造业回归欧洲本土。出海业务盈利能力强，本土车企不可放弃欧洲大市场。短期可通过提高终端售价、压缩海运费等成本、推出插混车型等措施应对，长期来看欧洲本

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