智通财经APP获悉，汽车股延续近期涨势，截至发稿，零跑汽车(09863)涨6.1%，报47.28港元；吉利汽车(00175)涨4.44%，报18.82港元；理想汽车-W(02015)涨3.86%，报72.6港元；小鹏汽车-W(09868)涨3.19%，报80.75港元。
消息面上，工信部第405批新车申报目录近日发布。包括理比亚迪海豹08、比亚迪大唐DM-i/DM-p、新款问界M9、尚界Z7/Z7T、零跑D99/A05、新款坦克300Hi4-T/Hi4-Z、MG 4X等多家车企的多款重磅新车，后续这些产品力强劲的新车上市有望催化车市需求进一步释放。
国金证券指出，2026年1-2月内销承压。目前各省以旧换新通道已基本开启，部分因观望政策而被抑制的需求有望逐步释放，叠加各车企新车上市拉动，3月起销量增速有望边际修复。
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