周四上午，港股新能源汽车板块整体表现低迷，其中零跑汽车（09863.HK）盘中大跌5.17%，引发市场关注。
从行业整体来看，港股新能源车企股今日早盘普遍走低。除零跑汽车外，理想汽车、小米集团均跌超1%，比亚迪股份、吉利汽车、小鹏汽车等个股也出现不同程度下跌。这表明零跑汽车股价下跌可能更多受到行业整体走势影响，而非公司自身因素。
值得注意的是，零跑汽车今日发布了利好消息，宣布其累计交付量突破90万台。公司在7月份月销量首次突破5万台，并连续5个月成为中国新势力品牌月销量冠军。此外，零跑汽车在近期公布的2025年中期业绩中表示，公司今年上半年已实现盈利。然而，这些积极消息似乎未能阻止股价下跌，反映出当前市场对新能源汽车行业的谨慎情绪可能超过了个股利好因素的影响。
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