智通财经APP获悉，汽车股延续下跌，截至发稿，理想汽车-W(02015)跌7.7%，报74.95港元；小鹏汽车-W(09868)跌7.13%，报62.55港元；长城汽车(02333)跌4.9%，报10.84港元；广汽集团(02238)跌3.69%，报2.61港元。
华福证券新能源汽车行业分析师认为，2024年中国汽车对美出口仅占中国汽车出口总量的1.8%，在美国市场的份额更是不足0.6%，且其中大部分为中美合资企业在中国生产后返销美国的车型，美国加征汽车关税对中国整车出口影响不大，更多是情绪层面影响。
招银国际测算，3月汽车全行业平均折扣环比收窄0.1个百分点，主要得益于部分德系品牌的折扣收缩。尽管3月行业整体零售销量超预期，但头部品牌通过推出新车型，上月折扣仍保持相对稳定。该行预计中国车企1Q25盈利能力将进一步分化，小鹏和吉利凭借1Q25强劲的销量表现和折扣收窄，业绩表现有望跑赢同行。更多新车型计划在上海车展期间亮相或将于4月上市或交付，有望推动2Q25新能源汽车销量增长。
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