智通财经APP获悉，汽车股集体回落，截至发稿，北京汽车(01958)跌6.98%，报0.8港元；长城汽车(02333)跌3.2%，报8.48港元；小鹏汽车-W(09868)跌2.97%，报50.6港元；理想汽车-W(02015)跌2.84%，报47.14港元。
消息面上，7月8日，乘联分会发布的最新数据显示，6月全国乘用车市场零售销量为160.2万辆，同比下降23.2%，环比增长6.1%。今年上半年乘用车累计零售同比下滑20.2%，乘联分会方面认为，6月，国内零售下滑核心原因是“燃油崩塌”促进新能源乘用车零售渗透率快速突破60%，达到62.8%，电动化替代速度超预期。
值得注意的是，财政部、税务总局、工信部近期调整节能汽车、新能源汽车车船税优惠政策。长江证券指出，此次车船税政策变化预计带来使用成本增加，但总体绝对值金额较小，预计对于车市影响有限。且有别于去年底新能源购置税退坡前的抢装，此次车船税政策变化预计不会带来抢装效应。
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