上半年汽车销量同比增长23.3%,企业收入和利润均大幅增长,这说明汽车行业不仅销量增长,行业盈利能力也在提高。我们维持行业看好评级,重点推荐上海汽车、长安汽车、宇通客车、潍柴动力、福耀玻璃。 In the first half of the year, car sales increased by 23.3% from the same period of previous year, and revenue and profit of the enterprises both increased substantially. This shows that the auto industry is not only increasing sales but also boosting the profitability of the industry. We maintain a bullish rating on the industry, focusing on Shanghai Automotive, Changan Automobile, Yutong Bus, Weichai Power and Fuyao Glass.