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德邦证券-汽车行业季度策略：业绩表现有一定分化，板块依然可圈可点-240513

化有望贡献业绩增量。受价格战等因素影响，长安汽车、特斯拉 2024Q1 毛利率同环比均下滑，比亚迪毛利率虽有所增长但荣耀版推出下单车净利润同环比均有一定下滑。出口&高端化赋能下，长城汽车（坦克系列+出口赋能）、赛力斯（问界放量）业绩表现亮眼，长城汽车 2024Q1 归母净利润环比分别+59.3%，赛力斯 2024Q1 归母净利润环比转正。综合看车企盈利能力表现分化，部分车企盈利能力受产品结构改善、

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