异动解读 | 喜相逢集团股价盘中大涨5.04%,新能源汽车市场持续增长

异动解读
Aug 21

喜相逢集团(02473)今日盘中大涨5.04%,引发市场关注。与此同时,汽车股板块整体表现强劲,多家新能源汽车企业股价出现明显上涨。长城汽车涨幅最大,达7.63%,蔚来汽车紧随其后,上涨5.47%。

根据乘联会最新数据,8月1日至17日期间,全国乘用车新能源市场零售量达50.2万辆,同比增长9%。新能源汽车市场渗透率已达58.0%,今年累计零售量为695.8万辆,同比增长28%。这些数据表明,新能源汽车市场持续保持强劲增长势头,为相关上市公司带来利好。

浦银国际证券分析认为,今年下半年中国新能源汽车行业销量将继续保持高速增长。多家新兴车企在销量增长的同时,毛利率也有所改善,盈亏平衡能见度大幅提升。此外,中国车企正在海外市场稳步拓展,深化全球布局。尽管行业竞争仍然激烈,但优质车型供给的增加正在满足新能源汽车市场的多元化需求,这为喜相逢集团等汽车相关企业带来了新的发展机遇。

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