中概新能源车盘前走低 小鹏汽车跌1.63% 野村指以旧换新计划的回吐效应正在加剧

金吾资讯
Dec 11, 2025

金吾财讯 | 中概新能源车盘前走低,小鹏汽车跌1.63%,理想汽车跌1.1%,蔚来跌0.6%。野村发报告指,汽车行业是今年以旧换新补贴计划的主要受益者。今年首11月,以旧换新补贴共涉及1120万辆汽车,占同期汽车销量的52%。然而,该计划的回吐效应正变得愈加明显。据中国乘用车市场信息联席会(CPCA)发布的数据,12月首周,国内乘用车零售销量暴跌32%。尽管这基于汽车经销商实时数据收集的每周领先...

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