港股异动 | 汽车股涨幅居前 八部门印发汽车行业稳增长方案 目标全年销量3230万辆

智通财经
Sep 15, 2025

智通财经APP获悉,汽车股涨幅居前,截至发稿,蔚来-SW(09866)涨4.22%,报50.15港元;广汽集团(02238)涨3.6%,报3.45港元;比亚迪股份(01211)涨3.35%,报108港元;零跑汽车(09863)涨2.87%,报62.7港元。

消息面上,近日,工业和信息化部等八部门印发《汽车行业稳增长工作方案(2025—2026年)》。方案提出主要目标:2025年,力争实现全年汽车销量3230万辆左右,同比增长约3%,其中新能源汽车销量1550万辆左右,同比增长约20%;汽车出口保持稳定增长;汽车制造业增加值同比增长6%左右。

国泰海通证券发布研报称,该方案在工信部与中汽协提出“反内卷”倡议、六部门联合印发《关于开展汽车行业网络乱象专项整治行动的通知》等一系列政策基础上,进一步明确了汽车行业应通过优化管理政策、规范市场竞争秩序,营造健康有序的市场环境的政策导向,为2025–2026年汽车产业实现高质量发展奠定更加坚实的基础。2025年1-8月中国乘用车市场表现稳健,销量达1835.4万辆,同比增长14%。该行预计,中国2026年全年乘用车同比增长率有望达5%,存量市场背景下保持稳定增长态势。

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