美国市场 YTD 2023分车企市占率变化

美国乘用车市场市占率较为稳定，年初截至2023年9月，底特律三大车企占比

39.7%、日韩车企占比39.5%、欧洲车企占比14.7%。

100%

80%

60%

40%

20%

0%

日韩车企欧洲车企底特律车企特斯拉中国车企其他

其他

0.3%

0.1%

0.6%

-1.4%

0.3%

0.1%

中国车企特斯拉

底特律车企欧洲车企日韩车企

-2.0%-1.5%-1.0%-0.5%0.0%0.5%1.0%

资料来源：Marklines，兴业证券经济与金融研究院整理资料来源：Marklines，兴业证券经济与金融研究院整理

2023 Car2022 YOY 2023 LightTruck2022YOY 2023 车型汇总

2022 YOY

9月销量（万辆）日韩车企 16.7 14.6 15% 38.7 30.5 27% 55.4 45.1 23%

欧洲车企 5.9 4.6 28% 13.7 11.1 24% 19.6 15.7 25%

底特律车企 3.7 3.7 0% 47.8 41.4 15% 51.4 45.1 14%

特斯拉 1.9 2.2 -14% 3.2 2.3 42% 5.1 4.5 15%

中国车企 0.3 0.2 86% 0.9 0.6 53% 1.2 0.8 60%

其他 0.1 0.1 -2% 1.3 0.8 57% 1.3 0.9 52%

总计 28.6 25.3 13% 105.6 86.8 22% 134.2 112.1 20%

9月 车型占比 21% 23% -1.3pct 79% 77% 1.3pct 100% 100% 0%

9月市占率日韩车企 58% 58% 0.9pct 37% 35% 1.5pct 41% 40% 1.1pct

欧洲车企 21% 18% 2.4pct 13% 13% 0.2pct 15% 14% 0.6pct

底特律车企 13% 15% -1.7pct 45% 48% -2.5pct 38% 40% -1.9pct

特斯拉 7% 9% -2pct 3% 3% 0.4pct 4% 4% -0.2pct

中国车企 1% 1% 0.4pct 1% 1% 0.2pct 1% 1% 0.2pct

其他 0% 0% 0pct 1% 1% 0.3pct 1% 1% 0.2pct

总计 100% 100% 0pct 100% 100% 0pct 100% 100% 0pct

YTD2023销量（万辆）日韩车企 144.4 130.1 11% 321.5 276.9 16% 465.9 406.9 14%

欧洲车企 55.9 48.4 16% 116.9 99.5 17% 172.8 148.0 17%

底特律车企 35.6 32.1 11% 428.7 389.5 10% 464.4 421.6 10%

特斯拉 18.9 18.7 1% 32.4 20.4 59% 51.3 39.1 31%

中国车企 1.9 1.4 38% 8.3 6.5 27% 10.2 7.9 29%

其他 0.6 0.4 36% 9.4 5.2 81% 10.0 5.6 77%

总计 257.4 231.0 11% 917.2 798.0 15% 1,174.6 1,029.1 14%

YTD2023 车型占比 22% 22% -0.5pct 78% 78% 0.5pct 100% 100% 0%

YTD2023市占率日韩车企 56% 56% -0.2pct 35% 35% 0.4pct 40% 40% 0.1pct

欧洲车企 22% 21% 0.8pct 13% 12% 0.3pct 15% 14% 0.3pct

底特律车企 14% 14% 0pct 47% 49% -2.1pct 40% 41% -1.4pct

特斯拉 7% 8% -0.7pct 4% 3% 1pct 4% 4% 0.6pct

中国车企 1% 1% 0.1pct 1% 1% 0.1pct 1% 1% 0.1pct

其他 0% 0% 0pct 1% 1% 0.4pct 1% 1% 0.3pct

总计 100% 100% 0pct 100% 100% 0pct 100% 100% 0pct