周二,港股汽车股短线走低。截至发稿,吉利汽车跌2.7%,比亚迪股份、理想汽车、零跑汽车跌约2.5%,蔚来、长城汽车跌超2%,小鹏汽车、北京汽车跌超1%。
有媒体消息称,相较于油车来说,电动汽车的保值率下滑的更快,究其原因可能还是更新换代太快,同时厂商竞争激烈所致。据了解,类似情况在特斯拉Model 3、Model Y、比亚迪汉、蔚来ET5T等热门车型上同样显著,这些车型一年车龄的二手价普遍较新车指导价下跌30%-50%。相关从业人员表示,5月份,受到新车促销叠加高速事故持续发酵、大规模退订等因素影响,二手车市场已经出现“价崩”。
乘联分会秘书长崔东树日前发文称,2025年1-4月中国汽车实现出口216万辆,同比2024年1-4月增速15%,4月中国汽车实现出口62万辆,同比增12%,环比增36%,同、环比走势总体较强;今年的主要动力仍是中国产品竞争力提升和全球南方国家市场的小幅增长,但俄乌危机下的俄罗斯市场的国际品牌全面被中国车替代的周期可能结束,减量巨大。
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