智通财经APP获悉，汽车股今日继续重挫，截至发稿，华晨中国(01114)跌3.14%，报3.08港元；理想汽车-W(02015)跌2.46%，报107.2港元；广汽集团(02238)跌1.79%，报2.74港元；长城汽车(02333)跌1.84%，报11.76港元。
消息面上，比亚迪近日推出重磅限时促销活动，包括王朝网及海洋网两大系列共22款智驾版车型参与，最高优惠可达5.3万元人民币。海通国际认为，此举或将成为新一轮汽车价格战的导火索，引发行业竞争加剧。
该行认为，新一轮价格战已拉开序幕，车企们将相继出招。若行业协会或监管机构不介入，下半年竞争将聚焦降本能力，成本控制薄弱的中尾部车企或加速出清。短期内，价格战将催化行业洗牌，动销波动加剧，6万元级混动车与10万元级高配车型的普及将推动新能源车对燃油车的替代提速。长期来看，竞争将转向技术深度与产业链整合能力，行业终局将由兼具成本控制与技术创新的车企主导。
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