金吾财讯 | 中概新能源车盘前普跌，小鹏汽车跌1.92%，理想汽车跌1.75%，蔚来跌0.2%。交银国际发布研报称，1Q26车市受季节性因素叠加前期消费透支影响，整体表现相对平淡。尽管“以旧换新”政策延续提供了底部支撑，但终端观望情绪较重，导致部分需求递延释放。该机构表示，展望后续，随着各地细则加速落地，车市景气度有望逐步回暖。出口方面，受益于中欧、中加关税谈判的积极进展，以及自主品牌全球化战略...
Source Link金吾财讯 | 中概新能源车盘前普跌，小鹏汽车跌1.92%，理想汽车跌1.75%，蔚来跌0.2%。交银国际发布研报称，1Q26车市受季节性因素叠加前期消费透支影响，整体表现相对平淡。尽管“以旧换新”政策延续提供了底部支撑，但终端观望情绪较重，导致部分需求递延释放。该机构表示，展望后续，随着各地细则加速落地，车市景气度有望逐步回暖。出口方面，受益于中欧、中加关税谈判的积极进展，以及自主品牌全球化战略...
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