6月22日，港股汽车股持续跌势，其中，吉利汽车跌近6%，长城汽车跌5%，比亚迪股份、赛力斯、蔚来汽车跌超4%，奇瑞汽车、理想汽车跌近4%，岚图汽车、零跑汽车跌超3%，小鹏集团跌2.5%并且连跌5日，再度刷新年内新低。
消息上，汽车板块持续走弱，并非单一因素造成，而是需求疲软、盈利恶化、成本攀升与预期转弱等多重压力共同作用的结果。今年汽车消费数据明显转弱，5月单月汽车类消费零售额同比下降16.1%，1-5月累计汽车类消费同比下降11.8%。供给端同样印证了需求的低迷。今年1-5月国内汽车销量814.7万辆，同比下降20.6%，其中燃油车与新能源车双双下滑。此外，价格战与成本上涨双重挤压。价格战内卷：“加配置、降价格”成为常态，持续压缩利润空间。消费者对价格战已出现“审美疲劳”，持消极态度者比例已超过持积极态度者；原材料飙升：碳酸锂从7万元/吨涨至20万元/吨，铜、铝等价格也大幅上涨，成本压力将在后续财报中持续体现。
港股频道更多独家策划、专家专栏，免费查阅>>
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.