行业报告丨行业点评天风证券图1：2023年6月新黄力各家当月销量（单位：辆）及同比增速50000200%4501345000150.1%146.9%150.2%40000150%3500086.7%100%30000325752500050%200000.0-17.4%15000193%0%-43.6%10000121321320950%500006203007862010707-100%埃安问界寒力斯深蓝■202308◆一月同比资料来源：各车企微信公众号、天风证券研究所300000250%189.0%200%1320%150%200000124.3%110.8%100%50.1%50%10000021133639.9%39111436456824127541160311009%=2023年累计资料来源：各车企微信公众号、天风证券研究所图3：2023年6月各家销量（单位：辆）及增速统计202305202306月同比月环比2023年累计累计同比75068620-43.6%14.8%41435615510707-17.4%74.0%54561理想2827732575150.1%15.2%139117189.0%1302912132-7.8%6.9%62417零跑120581320917.3%9.5%4450210620146.9%22.4%42633124.3%埃安450034501386.7%0.0%211336110.8%问界/塞力斯562956680.7%2754150.1%深蓝7021804114.5%4162630033007150.2%0.1%15031132.0%比亚迪2390922516855.3%124816195.6%总计37545140127770.0%6.9%192836081.0资料来源：各车企微信公众号、Wd、天风证券研究所请务必阅读正文之后的信息披露和免责申明2