异动解读 | 小鹏汽车盘中大跌5.01%,天津公司注销引发市场担忧

异动解读
Sep 18, 2025

港股市场今日震荡,小鹏汽车(09868.HK)盘中大跌5.01%,截至14时39分报价格未知。消息面上,小鹏汽车旗下天津智能汽车科技公司近日被注销,引发市场对公司业务调整的猜测。

据天眼查工商信息显示,天津小鹏智能汽车科技有限公司登记状态由存续变更为注销。该公司成立于2020年4月,注册资本10亿人民币,由小鹏汽车关联公司广州橙行智动汽车科技有限公司全资持股。虽然公司尚未就此事发表官方声明,但市场普遍认为这可能是小鹏汽车对业务结构进行优化调整的举措之一。

此外,市场对新能源汽车行业的整体增速放缓也存在担忧。据市场研究机构Rho Motion数据,8月中国电动汽车销量增速已回落至6%,创7个月来最低。在竞争加剧的背景下,投资者对小鹏汽车未来的市场表现持谨慎态度。分析人士指出,小鹏汽车需要在产品创新和市场策略上做出更多努力,以应对日益激烈的行业竞争。

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