金吾财讯 | 汽车板块走势分化，吉利汽车(00175)逆市升4.41%，比亚迪股份(01211)涨3.08%，赛力斯(09927)涨1.66%，零跑汽车(09863)涨1.61%，北京汽车(01958)在1.42%。跌幅方面，岚图汽车(07489)跌5.04%，蔚来(09866)的4.47%，小鹏汽车(09868)的2.58%，理想汽车(02015)跌1.72%。据乘联分会消息，2026年春节时间较晚，受此影响，3月上半月仍处于节后消费修复期，市场热度恢复相对缓慢。随着各地以旧换新补贴发力、春季新车陆续上市，终端热度逐步提升，预计下旬起市场将开启季节性回暖，消费者观望情绪有望减弱。初步推算3月狭义乘用车总市场约为170万辆左右，同比下降12.4%，环比回升64.5%，其中新能源零售可达90万左右，渗透率52.9%，再度恢复至50%以上。
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