小鹏集团-W（09868）今日盘中大涨5.13%，引发市场关注。
消息面上，此前工信部赴广汽埃安、小鹏开展监督检查引发市场对公司被"定点监管"的担忧，但广汽埃安内部人士透露，此次检查并非针对性行动，而是面向全行业的常规督查，该消息有效缓解了市场情绪。同时，小鹏X9召回逾3.3万辆车辆的利空此前已被市场消化，股价进入修复通道。
行业层面，国务院发布的《"十五五"碳达峰行动方案》为新能源汽车发展指明方向：到2030年，新能源汽车保有量占比力争达到30%。截至2026年6月底，全国新能源汽车保有量达4897万辆，占汽车总量的13.19%，较去年同期提高2.92个百分点。上海证券研究指出，汽车产业是国民经济战略性、支柱性产业，建议重点关注涉及电动化、智能化相关的整车及零部件企业。受此提振，港股汽车板块今日集体走强，理想汽车涨超8%，蔚来、小米集团等涨超3%，板块情绪整体回暖为小鹏集团提供有力支撑。
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