“微观大势”系列之二：汽车：拉动经济的“第三支柱”.pdf

1 / 21 2020 09 15 - -2020.9.13 - -2020.9.13 - -2020.9.12 zhaowei1kysec S0790520060002 duanyuzhukysec S0790120070013 2017 7.0% 7.2% 19.3% ( ) ( ) 0.25 2009 2015 45.5% 13.9% 2009 2015 2009 7 90% 2020 8 SUV 67.7% 7.5% 2 / 21 1 “ ” . 4 1.1 . 4 1.2 . 6 2 . 9 2.1 . 9 2.2 . 10 3 “ ” . 12 3.1 . 12 3.2 . 16 4 . 18 5 . 19 1 . 4 2 7.2% . 4 3 . 4 4 . 4 5 . 5 6 . 5 7 30% . 5 8 80% . 5 9 . 6 10 . 7 11 . 7 12 . 7 13 . 8 14 . 8 15 . 8 16 . 8 17 “ ” . 9 18 . 9 19 . 9 20 . 9 21 . 10 22 . 10 23 2008-2009 2015-2016 . 10 24 . 10 25 2008-2009 2015 . 11 26 . 11 27 2009 2015 . 11 28 2009 2016 . 12 3 / 21 29 1.6 . 12 30 2009 . 12 31 . 12 32 2018 . 13 33 15% . 13 34 2020 . 13 35 1 . 13 36 2018H2-2019 . 14 37 2019 . 14 38 . 15 39 “ ” . 15 40 . 15 41 . 15 42 SUV . 16 43 SUV . 16 44 . 16 45 . 16 46 2 . 17 47 . 17 48 . 17 49 . 17 50 . 18 51 . 18 52 . 18 53 . 18 1 4 15 . 6 2 2018-2019 . 13 4 / 21 1 1.1 7% 1980 2% 2017 7.0% 7.2% 2008 2019 8.7% 2 6%