长三角是中国汽车产业重要一极，共有汽车零部件上市公司150家，全国占比达到59%。以此一斑，可窥全豹。 21世纪经济报道记者以申万二级行业为筛选维度，梳理了长三角三省一市汽车零部件行业上市公司财报，从扣非净利 来看，江苏汽车零部件上市公司平均同比暴降32.49%，浙江同比增长13.27%。各地区差异甚大。 此外，出海成为长三角汽车零部件行业一致的选择，其中浙江起步较早，成效显著，不过在年初中美贸易战的影响 下，增速有所下滑。 江苏扣非净利暴降 长三角整体而言，汽车零部件相关上市公司上半年营收平均达到26.75亿元，平均持续经营净利润达到1.60亿元。平均 营收同比增长11.66%，平均扣非净利下降5.43%。 今年上半年汽车零部件行业中报季刚刚落下帷幕，年初开始的价格战对产业上游盈利造成不小影响，不过紧随其后的 行业反内卷正在初步显现效果。 （数据来源：wind，记者根据申万二级行业-汽车零部件上市公司财报梳理） 浙江出海步伐领先 随着中国成功向新能源车转型，不少整车厂都在寻求出海的大机遇。而汽车零部件公司，更是早已深耕海外，其中浙 江出海总量断层领先，增速也最快。 从长三角汽车零部件（申万二级行业）来看，浙 ...

Core Viewpoint - The automotive parts industry in the Yangtze River Delta is experiencing significant disparities in performance, with a notable impact from price wars and subsequent industry adjustments [1][5]. Revenue and Profitability - The average revenue of automotive parts companies in the Yangtze River Delta reached 2.675 billion yuan, with an average net profit from continuing operations of 160 million yuan, reflecting an 11.66% year-on-year revenue growth but a 5.43% decline in net profit [2][5]. - Jiangsu's automotive parts companies saw an average net profit drop of 32.49%, while Zhejiang experienced a 13.27% increase in net profit [1][2]. Regional Performance - Shanghai led in average revenue with 5.32 billion yuan, while Anhui showed the best revenue growth rate at 16.61% year-on-year [5]. - Jiangsu's declining net profit is attributed to local automotive manufacturers' struggles, including reduced production of traditional fuel vehicles and a lack of new energy vehicle production [6]. Export Trends - The Yangtze River Delta's automotive parts companies are increasingly focusing on overseas markets, with Zhejiang leading in export volume and growth [1][8]. - In the first half of the year, the overseas revenue for automotive parts companies in Zhejiang, Shanghai, Jiangsu, and Anhui was 56.9 billion yuan, 24.1 billion yuan, 15.4 billion yuan, and 5.3 billion yuan, respectively [8]. Industry Challenges - The automotive sector is facing intense competition and price wars, which have pressured profit margins and overall profitability [2][10]. - The tire and wheel segment has seen significant overseas revenue growth, although this has slowed due to the impact of the US-China trade war [8][10]. Anti-Competition Measures - The automotive industry has begun to show initial effects of anti-competition measures aimed at reducing price wars, with improvements in accounts receivable turnover days noted in the Yangtze River Delta [11][12]. - Zhejiang has seen the most significant improvement in payment cycles, attributed to better business environments and financial policies [12][14].