金吾财讯 | 汽车股普升，吉利汽车(00175)、蔚来(09866)均涨3.27%，比亚迪(01211)涨2.55%，小鹏汽车(09868)、理想汽车(02015)涨近2%。
国元证券指出，上周某车企领导人的“车圈恒大论”引爆行业舆论，市场聚焦关注汽车供应链金融带来的供应商端延期付款问题。央媒、工信部、中汽协再次发声反对“内卷式”降价竞争。汽车行业竞争剧烈程度显著增强。该行认为无论供应链金融的付款周期问题，还是企业降价销售问题，仍然还属于市场化行为，较难通过行政命令直接干预。未来相关领域问题的解决，仍需行业整合与出海寻求新市场来解决。建议关注行业领先企业的稳固地位，以及并购整合和出海机会。
花旗指出，多数新能源汽车品牌上周起开始出现周环比订单回暖，加上近期多家车企推出促销活动，6月存在更多上行可能。花旗分析师Jeff Chung等人在报告中表示，汽车行业Beta估值在端午节后或已触底，市场将优先追逐Beta更高（高波动性）、平均售价更高的品牌如理想、蔚来、赛力斯、小鹏以及与高级辅助驾驶(ADAS)相关的公司如地平线、禾赛；其次才是Beta较低的比亚迪、长城等企业。
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