智通财经APP获悉，汽车股尾盘涨幅扩大，截至发稿，吉利汽车(00175)涨4.9%，报20.98港元；比亚迪股份(01211)涨4.1%，报106.6港元；理想汽车-W(02015)涨4.01%，报67.4港元；小鹏汽车-W(09868)涨3.21%，报73.9港元。
消息面上，近期，国际原油价格持续高位震荡，显著放大新能源汽车在海外市场的全生命周期使用成本优势。国联民生证券发布研报称，油价上行强化新能源优势，头部车企出口超预期，预计3月新能源出口增速将持续向上，看好整车出海大趋势。
该行指出，内需方面，2月至今，政策端及供给端均有所改善：各地方政府陆续开启以旧换新补贴，本周增加更多热门城市的多轮补贴；各车企或将在4月下旬北京车展前陆续推出新车。预计3月汽车需求有望企稳回升，看好整车内需好转+出口向上的投资机会。
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