1、目錄一、本周觀點(diǎn)..............................................................................2二、汽車(chē)板塊行情回顧......................................................................32.1板塊行情.............................................

2、..............................32.2個(gè)股表現(xiàn)...........................................................................4三、本周行業(yè)要聞..........................................................................5四、行業(yè)數(shù)據(jù).................

3、.............................................................94.1汽車(chē)銷(xiāo)量數(shù)據(jù)跟蹤...................................................................94.2國(guó)際油價(jià)數(shù)據(jù)跟蹤..................................................................10

4、4.3上游原材料價(jià)格數(shù)據(jù)跟蹤............................................................10圖表目錄圖表1：重點(diǎn)公司盈利預(yù)測(cè)及評(píng)級(jí)（單位：元）................................................2圖表2：各行業(yè)漲跌幅（2018111920181123）..........................................

5、....3圖表3：汽車(chē)細(xì)分領(lǐng)域漲跌幅（2018111920181123）........................................3圖表4：汽車(chē)概念板塊漲跌幅（2018111920181123）........................................3圖表5：個(gè)股漲跌幅情況（2018111920181123）..........................................

6、..4圖表6：覆蓋公司漲跌幅情況（2018111920181123）........................................4圖表7：本周公司公告......................................................................5圖表8：汽車(chē)月度銷(xiāo)量（201109201809）（單位：萬(wàn)輛）.................................

7、............................................8圖表9：汽車(chē)月度銷(xiāo)量同比增速（201109201809）............................................8圖表10：乘用車(chē)領(lǐng)域銷(xiāo)量（201709201809）（單位：萬(wàn)輛）.....................................................................

8、..8圖表11：乘用車(chē)領(lǐng)域銷(xiāo)量增速（201709201809）（單位：%）....................................................................8圖表12：國(guó)際油價(jià)數(shù)據(jù)（2017112320181123）.............................................9圖表13：天然橡膠價(jià)格數(shù)據(jù)（2017112320181123）........

9、.................................9圖表14：冷軋板價(jià)格數(shù)據(jù)（2017112320181123）...........................................9圖表15：鋁錠價(jià)格數(shù)據(jù)（2017112320181123）............................................10二、汽車(chē)板塊行情回顧2.1板塊行情近五個(gè)交易日，汽車(chē)及零部件板塊漲跌幅7.

10、30%，上證綜指漲跌幅3.72%。汽車(chē)板塊漲跌幅位居第25位。圖表2：各行業(yè)漲跌幅（2018111920181123）資料來(lái)源：wind、中信建投證券研究發(fā)展部細(xì)分領(lǐng)域板塊漲跌幅依次為：客車(chē)5.65%、卡車(chē)3.32%、汽車(chē)銷(xiāo)售服務(wù)7.039%、乘用車(chē)1.92%、汽車(chē)零部件4.42%。概念板塊漲跌幅依次為：汽車(chē)后市場(chǎng)5.51%、新能源汽車(chē)5.18%、汽車(chē)與汽車(chē)零部件3.46%、燃料電池6.18%、智能汽車(chē)6.41%。圖表3：汽車(chē)細(xì)分領(lǐng)域漲

11、跌幅（2018111920181123）圖表4：汽車(chē)概念板塊漲跌幅（2018111920181123）(7.0)(1.0)(2.0)(3.0)(4.0)(5.0)(6.0)汽車(chē)后市場(chǎng)新能源汽車(chē)汽車(chē)與燃料電池智能汽車(chē)汽車(chē)零部件0.0(1.0)(2.0)(3.0)(4.0)(5.0)(6.0)(7.0)(8.0)卡車(chē)汽車(chē)銷(xiāo)售服務(wù)乘用車(chē)汽車(chē)零部件客車(chē)0.00.0(1.0)(2.0)(3.0)(4.0)(5.0)(6.0)(7.0)(8.0)(