整车厂产销快报与客户信用评估（2026年9月）
生成时间：2026-10-17 09:06 · 数据来源：见微数据（公告正文）优先 / 万得 Wind 兜底 / 品牌官微·东方财富·财联社印证 · 财务数据：万得 Wind（2023-2025年报）
白名单共 16 家，9月已披露 16 家，未披露 0 家。单位：辆（同比/累计同比为 %）。
核心指标对比（2026年9月）
| 整车厂 | 代码 | 本月产量 | 本月销量/交付 | 本月同比 | 本年累计销量 | 累计同比 |
|---|
| 比亚迪 | 002594.SZ | 463,864 | 463,561 | | 3,131,576 | -3.94% |
| 长城汽车 | 601633.SH | 121,098 | 114,944 | -13.99% | 920,302 | -0.33% |
| 长安汽车 | 000625.SZ | 197,746 | 215,427 | -19.11% | 1,692,666 | -18.07% |
| 上汽集团 | 600104.SH | 406,494 | 406,051 | -7.67% | 3,147,080 | -1.45% |
| 广汽集团 | 601238.SH | 136,150 | 128,634 | -25.72% | 1,141,237 | -3.58% |
| 赛力斯 | 601127.SH | 30,344 | 32,218 | -33.28% | 283,161 | -16.88% |
| 江淮汽车 | 600418.SH | 32,533 | 27,201 | -18.69% | 255,178 | -9.42% |
| 北汽蓝谷 | 600733.SH | 24,843 | 24,080 | +17.24% | 163,376 | +46.52% |
| 福田汽车 | 600166.SH | 56,273 | 55,114 | | 517,867 | +7.88% |
| 东风股份 | 600006.SH | 9,942 | 9,014 | | 92,822 | +0.73% |
| 江铃汽车 | 000550.SZ | 35,220 | 35,168 | +2.15% | 285,285 | +9.32% |
| 吉利汽车 | 0175.HK | | 292,168 | +7% | 2,235,481 | +3% |
| 理想汽车 | 2015.HK | | 31,817 | -6.3% | | |
| 蔚来 | 9866.HK | | 37,408 | +7.7% | 300,301 | +49.2% |
| 小鹏汽车 | 9868.HK | | 41,256 | -0.78% | 284,267 | -9.24% |
| 零跑汽车 | 9863.HK | | 105,656 | +59% | | |
注：港股新势力（吉利/理想/蔚来/小鹏/零跑）为交付/销量口径，无"产量"；"—"为未披露。"同比"留空表示官方公告未单列该值（比亚迪/福田/东风公告仅列累计同比）。
财务数据 · 利润与盈利（2023-2025）
| 营业收入(亿) | 净利润(亿) | 扣非净利(亿) | 毛利率(%) | 净利率(%) | ROE(%) |
|---|
| 整车厂 | 代码 | 分类 | 2023 | 2024 | 2025 | 2023 | 2024 | 2025 | 2023 | 2024 | 2025 | 2023 | 2024 | 2025 | 2023 | 2024 | 2025 | 2023 | 2024 | 2025 |
|---|
| 比亚迪 | 002594.SZ | 乘用车 | 6,023.2 | 7,771.0 | 8,039.6 | 313.4 | 415.9 | 337.6 | 284.6 | 369.8 | 294.5 | 20.2% | 19.4% | 17.7% | 5.2% | 5.4% | 4.2% | 24.0% | 24.8% | 15.1% |
| 长城汽车 | 601633.SH | 乘用车 | 1,732.1 | 2,022.0 | 2,228.2 | 70.2 | 126.9 | 98.7 | 48.3 | 97.4 | 60.6 | 18.7% | 19.5% | 18.0% | 4.1% | 6.3% | 4.4% | 10.5% | 17.2% | 11.8% |
| 长安汽车 | 000625.SZ | 乘用车 | 1,513.0 | 1,597.3 | 1,640.0 | 95.0 | 61.0 | 31.7 | 37.8 | 25.9 | 28.0 | 18.4% | 14.9% | 15.5% | 6.3% | 3.8% | 1.9% | 16.8% | 9.9% | 5.3% |
| 上汽集团 | 600104.SH | 乘用车 | 7,262.0 | 6,140.7 | 6,461.5 | 200.6 | 58.3 | 174.4 | 100.4 | -54.1 | 74.2 | 10.2% | 9.4% | 10.1% | 2.8% | 0.9% | 2.7% | 5.0% | 0.6% | 3.4% |
| 广汽集团 | 601238.SH | 乘用车 | 1,287.6 | 1,068.0 | 956.6 | 37.4 | -4.9 | -114.8 | 35.7 | -43.5 | -98.6 | 6.9% | 5.8% | -1.3% | 2.9% | -0.5% | -12.0% | 3.9% | 0.7% | -8.0% |
| 赛力斯 | 601127.SH | 乘用车 | 358.4 | 1,451.8 | 1,650.5 | -41.6 | 47.4 | 61.5 | -48.2 | 55.7 | 51.4 | 10.4% | 26.2% | 29.1% | -11.6% | 3.3% | 3.7% | -21.5% | 50.2% | 22.4% |
| 江淮汽车 | 600418.SH | 乘用车 | 449.4 | 421.2 | 464.8 | -0.7 | -19.9 | -17.7 | -17.2 | -27.4 | -25.0 | 11.3% | 10.5% | 12.3% | -0.2% | -4.7% | -3.8% | 1.1% | -14.5% | -16.2% |
| 北汽蓝谷 | 600733.SH | 乘用车 | 143.2 | 145.1 | 279.4 | -53.7 | -68.7 | -63.8 | -60.2 | -73.2 | -48.1 | -5.7% | -11.6% | 0.4% | -37.5% | -47.4% | -22.8% | -90.3% | -117.7% | -141.3% |
| 福田汽车 | 600166.SH | 商用车/客车 | 561.0 | 477.0 | 612.5 | 8.6 | 0.4 | 12.9 | 4.5 | -2.1 | 8.3 | 11.4% | 12.6% | 10.0% | 1.5% | 0.1% | 2.1% | 6.5% | 0.6% | 9.1% |
| 东风股份 | 600006.SH | 商用车/客车 | 120.7 | 109.4 | 88.6 | 2.0 | 0.3 | -4.8 | -2.7 | -6.9 | -9.3 | 4.3% | 1.8% | -1.1% | 1.7% | 0.3% | -5.4% | 2.4% | 0.4% | -6.0% |
| 江铃汽车 | 000550.SZ | 商用车/客车 | 331.7 | 383.7 | 391.7 | 10.6 | 12.1 | 8.2 | 10.0 | 13.6 | 7.4 | 15.4% | 14.1% | 13.6% | 3.2% | 3.1% | 2.1% | 15.1% | 14.2% | 10.3% |
| 吉利汽车 | 0175.HK | 新势力 | 1,792.0 | 2,401.9 | 3,452.3 | 53.1 | 166.3 | 168.5 | 59.5 | 92.8 | 180.0 | 15.3% | 15.9% | 16.6% | 2.8% | 7.0% | 4.8% | 6.8% | 19.9% | 18.8% |
| 理想汽车 | 2015.HK | 新势力 | 1,238.5 | 1,444.6 | 1,123.1 | 117.0 | 80.3 | 11.2 | 117.0 | 80.3 | 11.2 | 22.2% | 20.5% | 18.7% | 9.5% | 5.6% | 1.0% | 22.3% | 12.3% | 1.6% |
| 蔚来 | 9866.HK | 新势力 | 556.2 | 657.3 | 874.9 | -211.5 | -226.6 | -155.7 | -211.5 | -226.6 | -155.7 | 5.5% | 9.9% | 13.6% | -37.3% | -34.1% | -17.1% | -85.6% | -143.8% | -307.5% |
| 小鹏汽车 | 9868.HK | 新势力 | 306.8 | 408.7 | 767.2 | -103.8 | -57.9 | -11.4 | -104.6 | -60.0 | -10.5 | 1.5% | 14.3% | 18.9% | -33.8% | -14.2% | -1.5% | -28.3% | -17.1% | -3.7% |
| 零跑汽车 | 9863.HK | 新势力 | 167.5 | 321.6 | 647.3 | -42.2 | -28.2 | 5.4 | -42.2 | -28.2 | -1.9 | 0.5% | 8.4% | 14.5% | -25.2% | -8.8% | 0.8% | -40.6% | -25.0% | 4.5% |
数据来源：万得 Wind 年报口径；港股与A股会计准则存在差异，仅作横向参考。