智通财经APP获悉,汽车股多数上扬,截至发稿,长城汽车(02333)涨3.39%,报12.8港元;比亚迪股份(01211)涨2.32%,报466.8港元;零跑汽车(09863)涨2.25%,报63.5港元;理想汽车-W(02015)涨1.96%,报114.5港元。
消息面上,乘联分会表示,最新调研结果显示,5月月中整体车市折扣率约为24.8%。零售量占总市场八成以上的头部厂商本月零售目标同比去年5月增长8%,较上月目标增长约5%,综合估算本月狭义乘用车零售总市场约为185万辆左右,同比去年增长8.5%,环比上月增长5.4%,其中新能源零售预计可达98万,渗透率维持在52.9%左右。
中原证券指出,建议持续关注新车密集发布以及以旧换新政策对汽车消费的拉动作用,关注汽车智能化驾驶技术升级进程,看好政策红利驱动叠加汽车智能化升级及渗透率提升带来的行业投资机会。申港证券表示,伴随各项刺激政策效果不断显现,汽车销量有望继续攀升。
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