智通财经APP获悉，汽车股早盘走高，截至发稿，零跑汽车(09863)涨6.05%，报65.75港元；理想汽车-W(02015)涨4.63%，报112.9港元；小鹏汽车-W(09868)涨3.81%，报81.75港元；比亚迪股份(01211)涨2.48%，报405.6港元；蔚来-SW(09866)涨2.4%，报31.95港元。
消息面上，乘联分会数据显示，4月新能源乘用车市场零售90.5万辆，同比增长33.9%，环比下降8.7%；1-4月累计零售332.4万辆，增长35.7%。4月新能源车在国内总体乘用车的零售渗透率51.5%，较去年同期提升7个百分点。交银国际指出，此次上海车展的新车发布力度温和，自主新势力品牌多为中高端车型发布，且考虑到2024年5月车市在以旧换新政策助力下逐步恢复，今年5月的基数相对较高，因此该行预计5月车市增长相对平稳。
另值得一提的是，零跑汽车2025年1月-4月累计出口销量超13600台，位居中国新势力品牌第一。交银国际表示，随着中国新能源品牌海外的认可度持续提升，以及插混汽车出口强劲，该行预计新能源车出口仍将维持高增速。
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