异动解读 | Robotaxi合作与电动卡车出海双重利好,吉利汽车盘中大涨5.04%

异动解读
Mar 11

吉利汽车(00175)今日盘中股价大幅拉升,涨幅一度达到5.04%,市场关注度显著提升。

消息面上,多重利好共同推动股价走强。首先,自动驾驶公司文远知行与吉利旗下远程新能源商用车集团深化战略合作,双方发布全新升级版前装量产Robotaxi GXR,并宣布2026年预计交付2000台该车型,投放至国内和海外市场。此次合作标志着全球首例前装量产无人驾驶汽车在国际市场上投放运营,增强了市场对吉利在自动驾驶领域布局和未来增长潜力的信心。其次,有报道指出中国电动卡车正加速进军欧洲市场,吉利控股旗下Farizon等企业计划于2026年在欧洲销售重型卡车,凭借技术优势和更具竞争力的价格,可能颠覆当地市场格局,为吉利开辟了新的增长曲线。

此外,今日早盘出现明显的大手资金买入。数据显示,该股在上午交易时段出现一笔61万股的大手买入,成交价为16.5港元,涉资约1006万港元。机构观点方面,广发证券发布的研究报告预计2026年新能源乘用车单车带电量将显著提升,并在此背景下将吉利汽车列为建议关注的右侧标的之一,进一步提振了投资者情绪。

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