金吾财讯 | 汽车股普遍走低，蔚来-SW(09866)跌4.80%，理想汽车-W(02015)跌4.55%，小鹏集团-W(09868)跌4.37%，喜相逢集团(02473)跌3.41%，吉利汽车(00175)跌1.94%，北京汽车(01958)跌1.63%。汇丰研究发表报告指出，中国新能源汽车市场国内需求仍然疲弱，4月新能源乘用车零售销量按月持平，按年下跌6%，而整体乘用车需求更按年跌21%。该行将2026年中国乘用车需求增长预测下调至负5%，并预计新能源汽车渗透率于2026年至2028年分别为62%、70%及77%。该行认为，随著补贴退坡，竞争焦点正从入门级电动车转向高端市场，并逐渐从单纯的价格竞争转向技术整合与用户体验。出口方面，2026年首四个月中国乘用车出口量达270万辆，按年增长69%，主要由电动车带动，电动车占比由38%升至49%。该行认为，在国内需求疲软下，出口仍然是支持产能利用率、盈利韧性及产品组合改善的重要支柱。
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