金吾财讯 | 汽车股部分走强，截至发稿，长城汽车(02333)涨7.63%，蔚来-SW(09866)涨5.47%，喜相逢集团(02473)涨1.76%，广汽集团(02238)和小鹏汽车-W(09868)跟涨。消息面上，据乘联分会数据，8月1—17日，全国乘用车新能源市场零售50.2万辆，同比增长9%；全国乘用车新能源市场零售渗透率58.0%，今年以来累计零售695.8万辆，同比增长28%。
浦银国际证券认为，1)今年下半年，中国新能源汽车行业销量将保持高速增长。在年初“两新”等政策带动下，多家新势力车企在销量成长规模放大的过程中实现毛利率的改善，带动车企端盈亏平衡能见度大幅提升。同时，车企在海外多个地区的稳步拓展，进一步加深中国车企的全球布局。2)中国新能源汽车渗透率加速上扬，优质供给增加，竞争激烈程度依然较高。行业优质车型供给仍在增加，涵盖新能源汽车细分市场和需求。
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