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汽车股整体走高 理想汽车-W（02015）涨4.20% 机构指看好出海及产业升级投资机会

金吾财讯
Jul 28

金吾财讯 | 港股汽车股整体走高，截止发稿，理想汽车-W（02015）涨4.20%，小米集团-W（01810）涨3.28%，吉利汽车（00175）涨2.76%，零跑汽车（09863）涨2.75%，小鹏集团-W（09868）涨2.23%，蔚来-SW（09866）涨1.93%，比亚迪股份（01211）涨1.86%，奇瑞汽车（09973）涨1.80%，赛力斯（09927）涨1.70%，长城汽车（02333）涨1.69%，北京汽车（01958）涨1.18%。消息面上，日前乘联分会秘书长崔东树表示，今年首六个月面对国际环境复杂演变和国内转型压力等多重挑战，国民经济开局良好、质效提升，装备制造业和高技术制造业利润快速增长，原材料制造业利润两位数增长，为全年经济平稳运行奠定坚实基础。首六个月内地汽车生产1,510万辆，按年降4%。汽车行业收入5.19万亿元人民币（下同），按年增1.8%；成本4.61万亿元，增2.8%。国信证券新近研究指，国内整车企业持续推进渠道建设、丰富产品矩阵，出海规模加速增长。乘用车端，2026年上半年出口443万辆，同比增长72%，其中新能源乘用车出口230万辆，同比增长130%；重卡端，额外受益于非洲、东南亚等地基建、物流需求提升及国内品牌对二手欧美品牌持续替代，上半年出口23万辆，同比增长43%；客车端，随全球经济恢复、出行需求改善及各类大型赛事、展会如期举办，2026年上半年国内大中客车出口近3万辆，同比增长12%。该机构表示，中长期维度，自主崛起和电动智能趋势下，看好出海及产业升级（机器人、智驾、AI等）的投资机会。

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