港股异动 | 汽车股集体走低 1月汽车销量同环比回落 机构看好节后景气度回升

智通财经
Feb 26

智通财经APP获悉,汽车股集体走低,截至发稿,理想汽车-W(02015)跌4.11%,报68.9港元;小鹏汽车-W(09868)跌3.59%,报68.55港元;长城汽车(02333)跌2.68%,报13.05港元;广汽集团(02238)跌2.11%,报3.72港元。

消息面上,据中汽协发布,1月中国汽车销量同比下降3.2%,新能源汽车销量同比增长0.1%。另据乘联分会,1月新能源乘用车批发销量同比下降3.3%,零售销量同比下降20.0%。群益证券(香港)表示,1月汽车销量同环比回落,主要是因为需求在去年底提前释放,随着春节后各家车企陆续发布新车、新一轮购车补贴资金下发,汽车市场景气度有望回升。

此外,2月26日,特斯拉中国官宣新一轮购车金融优惠政策,在3月31日前下单,全系车型均可享受7年超低息贷款。其中Model 3、Model Y及Model Y L三款主力车型,可额外选择5年0息方案,贷款购车无需支付任何利息,此举被业内普遍解读为又一轮“变相降价”,旨在进一步提振终端销量。

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