金吾财讯 | 汽车股走低，小鹏集团-W(09868)跌9.73%，赛力斯(09927)跌7.25%，岚图汽车(07489)跌7.05%，北京汽车(01958)跌7.23%，蔚来-SW(09866)跌6.97%，奇瑞汽车(09973)跌6.86%，吉利汽车(00175)跌6.50%，零跑汽车(09863)跌5.42%，广汽集团(02238)跌4.07%，理想汽车-W(02015)跌4.05%，比亚迪股份(01211)跌3.85%，长城汽车(02333)跌2.95%。中金公司表示，1H26国内乘用车需求弱于预期，该机构预计3季度总量仍承压，单月同比转正或后移至4季度；新车供给集中释放下，新能源销量有望率先修复。盈利端看，2Q26或为多数车企单车盈利低点，3-4Q修复速度取决于高端车型订单、终端价格稳定性和出口利润贡献，该机构认为出口仍是2H整车盈利与估值的重要对冲。
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