汽車及汽車零部件行業(yè)周報汽車板塊整體下跌3.46％，跑贏滬深300指數0.05個百分點

1、目錄索引汽車行業(yè)一周行情回顧....................................................................................................4汽車板塊整體下跌3.46%，跑贏滬深300指數0.05個百分點...................4汽車整車與汽車零部件估值均回落.......................................

2、...6國際整車、零部件公司估值速遞............................................9汽車行業(yè)數據跟蹤.........................................................................................................10乘聯會：11月乘用車零售、批發(fā)銷量表現不佳.....................

3、..........10重卡：10月重卡批發(fā)銷量8.0萬輛，同比下降13.2%.............................................11公路物流運價指數基本持平...............................................11上游原材料成本指數.....................................................12汽車行業(yè)一周要聞.

4、........................................................................................................14新車信息速遞：11月目前共有31款新車上市...............................................................16投資建議........................

5、...............................................................................................17風險提示.......................................................................................................................

6、18附：國內整車及零部件估值速遞....................................................................................18汽車行業(yè)一周行情回顧汽車板塊整體下跌3.46%，跑贏滬深300指數0.05個百分點2018.11.192018.11.23：Wind汽車與汽車零部件指數整體下跌3.46%，跑贏滬深300指數（下跌3.51%）0.05個百分點；SW汽車整

7、車指數下跌2.23%，SW汽車零部件指數下跌4.17%。分子行業(yè)看，SW乘用車下跌1.73%，SW商用載貨車下跌3.03%，SW商用載客車下跌5.31%。表1：汽車與汽車零部件主要板塊市場表現代碼指數最新價一周變動一月變動三月變動六月變動年初至今882105.WIWind汽車與汽車零部件指數6293.063.46%0.67%7.20%25.97%31.96%801094.SISW汽車整車4219.622.23%2.33%6.19%27.

8、40%32.77%850911.SISW乘用車5479.151.73%2.99%3.66%24.30%28.61%850912.SISW商用載貨車1895.463.03%9.72%4.14%19.94%35.53%850913.SISW商用載客車4668.625.31%4.42%22.18%46.53%51.62%850921.SISW汽車零部件Ⅲ3845.074.17%1.38%7.35%26.56%33.47%850941.SISW

9、汽車銷售693.336.87%2.24%16.35%28.35%33.78%000300.SH滬深3003143.483.51%3.88%4.97%19.53%22.01%000001.SH上證綜合指數2579.483.72%2.84%4.98%19.75%22.00%881001.WI萬得全A指數3395.604.59%0.50%6.20%22.63%24.92%Wind汽車與汽車零部件指數滬深3000.05%4.55%2.23%6.

10、44%9.94%SW申萬整車滬深3001.27%1.54%1.22%7.88%10.75%SW乘用車滬深3001.77%0.89%1.31%4.78%6.60%SW商用載貨車滬深3000.48%13.59%0.83%0.42%13.52%SW商用載客車滬深3001.80%0.55%17.21%27.01%29.60%SW汽車零部件Ⅲ滬深3000.66%5.26%2.37%7.04%11.45%SW汽車銷售滬深3003.37%6.12%1