港股异动 | 汽车股集体下跌 新能源前三周批发增速弱于零售 机构指需警惕出口走弱

智通财经
Apr 28

智通财经APP获悉,汽车股集体下跌,截至发稿,北京汽车(01958)跌7.95%,报1.39港元;长城汽车(02333)跌4.5%,报11.89港元;理想汽车-W(02015)跌4.16%,报66.8港元;小鹏汽车-W(09868)跌3.89%,报61.7港元。

消息面上,数据显示,4月1-19日,全国乘用车新能源市场零售38.7万辆,同比去年4月同期下降14%,较上月同期下降5%;4月1-19日,全国乘用车厂商新能源批发41.3万辆,同比去年4月同期下降17%,较上月同期下降9%。

国元证券发布研报称,乘用车整体仍处于同比下行阶段。但值得注意的是新能源汽车4月前三周零售销售量与批发销量接近,且批发同比下行程度较零售同比下行程度略大。由于批发和零售差异中的较大部分为出口销量。或存在4月前三周新能源乘用车出口弱于以往的可能性。

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