智通财经APP获悉，汽车股集体回暖，截至发稿，理想汽车-W(02015)涨6.47%，报51港元；岚图汽车(07489)涨6.08%，报2.965港元；蔚来-SW(09866)涨5.06%，报36.54港元；小鹏汽车-W(09868)涨5.01%，报48.24港元。
消息面上，中国汽车工业协会披露的7月汽车产销数据显示，7月汽车出口104.3万辆，环比增长0.6%，同比增长81.3%，连续两个月出口量超过100万辆；7月新能源汽车月度新车销量占比首次超过60%，1-7月全国汽车产销分别完成1756.7万辆和1760.2万辆，同比降幅较上半年进一步收窄。
此外，第二十九届成都国际汽车展览会将于2026年8月21日至30日在中国西部国际博览城举办。湘财证券发布研报称，作为下半年首场A级车展，成都车展将汇聚自主品牌、豪华品牌、主流合资品牌及新能源汽车品牌，展现中国汽车产业电动化、智能化、高端化的最新进展，本届车展的表现将很大程度上预示着下半年的市场走向。在全新产品和技术的加持下，我们预计下半年国内车市有望迎来新一轮的消费热潮。
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