3月23日，新能源车企板块逆市上涨，零跑汽车、吉利汽车涨超5%，比亚迪股份涨超2%，赛力斯涨超1%
消息面上，近期受国际局势影响，国际油价持续走高。据乘联会终端调研结果，油价上涨推高用车成本、导致燃油车消费者观望情绪加重，机构认为预计有望加速新能源车订单及销量回暖。另据报道，2025年中国汽车制造商全球销量达到约2700万辆，25年来首次超越日本车企登顶全球第一。其中，比亚迪和吉利的销量已分别超过日产和本田，日产20多年来首次跌出榜单前十。
国金证券指出，海外方面，根据Marklines，2025年西欧/东南亚/拉美/澳新新能源渗透率分别为29%/12%/9%/10%，仍有较大提升空间，油价上涨带来燃油车使用成本增加、有望推动海外市场新能源加速渗透，利好中国新能源车出口。根据菲律宾、泰国、新西兰等多国经销商反馈，近期新能源车订单量大幅增长。
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