金吾财讯 | 港股汽车股早盘持续承压，截至发稿，比亚迪股份(01211)跌3.62%，蔚来-SW(09866)跌3.18%，北京汽车(01958)跌2.44%，赛力斯(09927)跌2.29%，小米集团-W(01810)跌2.22%。消息面上，华源证券表示，整车方面，预计步入5月后整车个股将开始分化，板块性上涨机会将减弱，后续个股行情或将继续围绕各家车企重点产品周期展开，近期重点关注理想汽车新款L9上市后表现。零部件、液冷、AIDC发电方面，汽车零部件转型液冷赛道寻求第二增长曲线是今年众多零部件企业的核心战略。如果说去年的液冷板块围绕“交易预期”开展，那么今年的板块预计将围绕“交易落地”开展。国内外液冷或主要将在下半年开始规模化出货，板块或将首次步入业绩兑现阶段。自动驾驶方面，该机构认为今年是自动驾驶商业变革大于技术变革的一年。因此，若行业主旋律以技术变革为主应关注头部智驾乘用车主机厂，而若以商业变革为主则应关注以Robotaxi为代表的L4应用企业。该机构继续26年全面看多Robotaxi赛道。
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