智通财经APP获悉，汽车股逆市走高，截至发稿，蔚来-SW(09866)涨7.26%，报52.3港元；比亚迪股份(01211)涨3.81%，报109.1港元；奇瑞汽车(09973)涨3.28%，报33.36港元；吉利汽车(00175)涨1.52%，报25.36港元。
消息面上，中汽协发布数据显示，一季度汽车出口222.6万辆，同比增长56.7%；其中新能源汽车出口95.4万辆，同比增长1.2倍，传统燃料汽车出口127.1万辆，同比增长29.9%。乘联分会表示，3月乘用车厂商燃油车与新能源车出口量均创出历年各月新高。
国联民生证券发布研报称，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，中国新能源产品的全球竞争力进一步凸显。3月我国乘用车出口销量达69.5万辆，同比增长74.3%，环比增长25.2%；第一季度累计出口销量为183.0万辆，同比增长61.4%。结构上，头部车企出海势能强劲，吉利汽车第一季度出口销量同比增长125.7%，比亚迪、奇瑞同比超过50%，看好整车出海大趋势。
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