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汽车股表现疲软 理想汽车(02015)跌超3.5% 工信部：加大汽车行业“内卷式”竞争整治力度

金吾财讯
Jun 02, 2025

金吾财讯 | 汽车股表现疲软，理想汽车(02015)跌3.56%，广汽集团(02238)跌3.28%，蔚来(09866)、长城汽车(02333)跌近3%，小鹏汽车(09868)、比亚迪(01211)跌逾2%。多家车企发布5月销售数据：蔚来年5月交付23,231辆汽车，同比增长13.1%。今年首5个月交付约8.92万辆汽车，增长34.7%长城汽车公布，5月汽车销量总计10.22万台，同比增长11.78%，1-5月累计销售45.91万台，同比微减0.54%。5月新能源车销售3.26万台，1-5月累计销售12.4万台；吉利汽车公布，5月总销售23.52万部汽车，同比增长约46%，今年累计销售117.31万部汽车，同比增长约49%。理想汽车公布，5月交付新车约4.08万辆，同比增长16.7%，环比增20.35%。比亚迪公布，5月汽车销量约38.25万辆，同比增长15.27%，环比增0.63%。今年首5个月汽车销量约176.3万辆，同比增加约38.7%。工信部相关负责人表示，工信部赞同并支持中国汽车工业协会提出的“维护公平竞争秩序 促进行业健康发展的倡议”。车企之间“价格战”，给汽车企业正常的生产经营带来较大冲击，危及行业健康、可持续发展。工信部将加大汽车行业“内卷式”竞争整治力度，推动产业结构优化调整，加强产品一致性抽查，配合相关部门开展反不正当竞争执法，采取必要的监管措施，坚决维护公平有序市场环境，切实保障消费者根本利益，推动汽车产业高质量发展。

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