国盛证券：汽车零部件行业受益智驾与机器人趋势，出海与国产替代推动增长

财中社2025-02-12

财中社2月12日电国盛证券发表研究报告分析汽车零部件行业发展趋势，2024年回顾：下游需求旺盛，产业新趋势创造板块新气象。1）需求：2024年国内乘用车销量预计超2750万辆，同比+6%，其中新能源1225万辆，渗透率45%，销量趋势前低后高，内需侧贡献Q4主要增量。2）折扣率：2024年，行业平均折扣率维持在17.5%-18.6%，其中新能源车型折扣率自三季度呈现收拢趋势；油车车型受合资品牌竞争...

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