Tiger Brokers

汽车股走弱 赛力斯（09927）跌5.00%、小鹏集团-W（09868）跌3.55%

金吾财讯
Aug 04

金吾财讯 | 市场担忧行业价格竞争持续加剧、销量增长承压，汽车股走弱，赛力斯（09927）跌5.00%，小鹏集团-W（09868）跌3.55%，理想汽车-W（02015）跌3.38%，奇瑞汽车（09973）跌3.35%，吉利汽车（00175）跌3.06%，岚图汽车（07489）跌3.04%，蔚来-SW（09866）跌1.98%，零跑汽车（09863）跌2.02%。国元证券表示，多家车企发布具身智能计划，汽车科技竞争持续。7月28日，比亚迪官方回应称，计划八月其人形机器人在“迪空间”亮相发布；29日，零跑旗下湖州凌升精密制造有限公司成立经营范围涵盖汽车零部件及配件制造、工业机器人制造及智能机器人研发等，标志零跑开始涉及具身智能领域。此外，曹操出行宣布正式开放Robotaxi主驾无安全员测试；上汽集团与飞书达成合作，双方将围绕AI研发及组织协同开展合作；上汽通用五菱与清华大学联合研究中心首批V2G规模化应用试点揭牌。国元证券指，随着补贴退坡，内卷消退，汽车行业聚焦市场份额、盈利和科技进步。内需市场和外需市场同样重要。建议透过上半年市场下行压力，关注具有强产品力企业的长期向上，以及科技对汽车的赋能作用。

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