汽车股全线上扬 比亚迪股份(01211)涨4.57% 机构指新车催化下4月需求有望持续回暖

金吾财讯
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金吾财讯 | 汽车股全线上扬,比亚迪股份(01211)涨4.57%,零跑汽车(09863)涨4.32%,小鹏集团-W(09868)涨4.07%,吉利汽车(00175)涨3.24%,奇瑞汽车(09973)涨1.99%,赛力斯(09927)涨1.71%,岚图汽车(07489)涨1.59%,理想汽车-W(02015)涨1.48%,蔚来-SW(09866)涨1.36%。交银国际表示,展望后市,汽车行业正迎来2季度新车密集上市期,多款重磅车型发布提振市场需求。叠加北京车展的催化,预计行业销量将延续环比改善态势。建议重点关注今年出口业务具备高增长确定性的标的、物理AI在自动驾驶领域的商业化落地进程、头部车企在大模型上的技术更迭,以及车企向人形机器人等新业务领域的跨界延伸。国金证券表示,2026年3月市场热度逐步恢复,新车催化下4月需求有望持续回暖。随着各地以旧换新补贴发力、春季新车陆续亮相或上市,市场热度逐步恢复,根据乘联会初步统计,3月全国乘用车市场零售165.7万辆,同比下降15%、降幅较1-2月显著收窄;其中新能源市场零售78.4万辆,同比下降21%,新能源零售渗透率达到47.3%。然而由于新车从预售到上市到交付仍存在一定时间跨度,新车带来的增量未在3月销量完全体现,该机构认为4月会带来更明显增量(如新一代小米SU7、比亚迪宋ULTRA、零跑A10等),同时仍有极氪8X、零跑D19等重磅新车即将上市,北京车展也将催化市场热度进一步提升。

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