智通财经APP获悉，汽车股延续涨势，截至发稿，零跑汽车(09863)涨7.83%，报41.3港元；小鹏汽车-W(09868)涨4.88%，报86.05港元；比亚迪股份(01211)涨3.72%，报362.2港元；蔚来-SW(09866)涨3.02%，报34.1港元；吉利汽车(00175)涨3.11%，报17.92港元。
消息面上，据乘联分会初步统计，2月1-28日，全国乘用车市场零售139.7万辆，同比去年同期增长26%，较上月下降22%，今年以来累计零售319.1万辆，同比增长1%。2月1-28日，新能源车市场零售72万辆，同比去年同期增长85%，较上月下降3%，今年以来累计零售146.5万辆，同比增长38%。
交银国际指出，根据部分已公布的2月车企交付量数据，得益于以旧换新补贴政策，以及各车企推出的促销活动，2月新能源车市场延续高增态势，其中10家车企销量同比增长129%，环比增长2.6%。该行认为，随着部分地区以旧换新政策的发布、智驾渗透率提升、新车型发布，新能源汽车有望延续高增态势。
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