智通财经APP获悉，汽车股跌幅居前，截至发稿，理想汽车-W(02015)跌3.38%，报108.5港元；长城汽车(02333)跌2.46%，报11.88港元；广汽集团(02238)跌2.19%，报2.68港元。
消息面上，新一轮汽车价格战再起。近日，工信部、中汽协纷纷发声表示反对。工业和信息化部表示，将加大对汽车行业“内卷式”竞争整治力度。中国汽车工业协会也明确表示，支持企业通过正常的方式参与市场竞争，坚决反对无底线的“价格战”。
海通国际此前指出，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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