智通财经APP获悉,汽车股普遍高开,截至发稿,蔚来-SW(09866)涨5.54%,报33.35港元;理想汽车-W(02015)涨2.65%,报94.9港元;零跑汽车(09863)涨1.48%,报51.5港元;吉利汽车(00175)涨1.26%,报16港元。
消息面上,据市场消息报道,美国总统特朗普将在星期二(4月29日)宣布措施以降低其汽车关税所带来的冲击。多名美国官员表示,特朗普的新措施将降低对美国制造汽车使用外国零部件的部分关税,同时避免对外国产汽车征收的关税叠加在他已征收的其他关税上。
据美国汽车研究中心的一项最新分析发现,美国总统特朗普4月初实施的25%汽车关税将使美国汽车制造商2025年的成本增加约1080亿美元。此前,研究机构Counterpoint认为,随着乘用车进口被征收25%的关税,以及零部件关税即将推出,新车价格可能上涨8000美元至1.5万美元。成本上升将压缩消费者的购买力,迫使买家转向二手车市场,并抬高维修成本。以美国为主要市场的欧洲、日本和韩国车企也将陷入困境。
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