港股异动 | 汽车股延续近期跌势 前5月国内汽车销量下降逾19.5% 机构指多因素导致板块跑输大盘

智通财经
Jun 23

智通财经APP获悉,汽车股延续近期跌势,截至发稿,小鹏汽车-W(09868)跌3.94%,报49.52港元;理想汽车-W(02015)跌3.88%,报48.56港元;北京汽车(01958)跌1.11%,报0.89港元。

消息上,6月13日,蔚来汽车创始人、董事长、CEO李斌在重庆论坛上表示,中国汽车产业今年进入了一个新的发展阶段,也是最残酷的阶段,李斌介绍称,1-5月国内零售市场同比下降了19.5%,下半年不会逆势增长,他呼吁全行业要做好“全年国内市场零售量和去年同比下跌15%—20%”的心理准备。

东兴证券指出,汽车板块业绩下滑、市场风格集中于科技高景气板块共同导致汽车板块跑输大盘。1月1日-6月16日,上证指数上涨3.01%,沪深300指数上涨5.49%。而中信乘用车指数下跌23.52%,中信汽车零部件指数下跌9.75%,均跑输大盘。板块业绩上,乘用车整车板块受国内汽车市场下行影响,车企营收及利润端承压。且多数车企归母净利润表现明显弱于收入表现。

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