智通财经APP获悉，汽车股涨幅居前，截至发稿，蔚来-SW(09866)涨16.68%，报44.5港元；吉利汽车(00175)涨9.96%，报17.67港元；小鹏汽车-W(09868)涨6.78%，报77.2港元；比亚迪股份(01211)涨2.37%，报99.25港元。
消息面上，3月5日，比亚迪正式发布第二代刀片电池及闪充技术，刷新全球量产充电速度纪录。方正证券发布研报称，比亚迪引领行业技术升级，政策+新车周期共振开启板块修复：1-2月车市受政策接续节奏影响，短期需求有所承压，节后随着各地置换补贴政策加速落地，龙头比亚迪率先牵引行业预期回暖，终端需求有望加速修复。叠加出口延续强劲表现，行业周期波动趋于平滑。
国联民生证券发布研报称，1-2月乘用车终端需求较弱，主要因为：政策端，部分地方的补贴政策还未正式开启；供给端，各家新推出车型较少。2月至今，这2个因素均有所改善。预计随着多地地补到位后，3月汽车需求有望企稳回升，建议关注乘用车需求底部的左侧机会。
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