智通财经APP获悉，汽车股延续跌势，截至发稿，北京汽车(01958)跌8.14%，报0.79港元；小鹏汽车-W(09868)跌4.55%，报45.72港元；广汽集团(02238)跌4.09%，报2.11港元；理想汽车-W(02015)跌2.19%，报46.36港元。
消息面上，汽车行业深陷“增收不增利”局面。数据显示，一季度板块营收同比增长2.94%至9462.77亿元，但归母净利润同比大降22.30%至320.82亿元。毛利率微升至16.47%的同时，净利率却下滑至3.64%。盈利承压主要源于价格战对产业链利润的持续影响。
高盛指出，中国汽车行业盈利下调趋势正在加速，并下调国内乘用车销量预测5%。此外，欧盟即将对插混车型征收反补贴关税，东南亚各国纷纷抬高电动车准入门槛，整车海外增长逻辑受阻，高度依靠海外市场的港股车企股价跌幅更为明显。
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