金吾财讯 | 汽车股普遍上扬，北京汽车(01958)涨2.76%，小鹏汽车-W(09868)涨1.49%，比亚迪股份(01211)涨1.26%，赛力斯(09927)涨0.82%，华晨中国(01114)涨0.95%，广汽集团(02238)涨0.79%。中国银河证券指出，1-2月处于我国传统春节消费淡季，叠加政策退坡影响，国内销量阶段性回落，展望春节后，复产复工有序推进，全国首个A级车展北京车展临近（4月24日-5月3日），车企即将进入2026年上半年旗舰新品发布周期，理想L9 Livis、小鹏GX、比亚迪大唐、小米YU 7GT、新款SU7、问界M6、魏牌V9X、智界V9、极氪8X等新车有望上市，市场迎来新一轮密集供给，有望带动市场需求回暖，新能源渗透率有望触底反弹。
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