金吾财讯 | 汽车零件板块走低，拿森科技（02261）跌4.32%，敏实集团（00425）跌3.65%，中创智领（00564）跌3.47%，耐世特（01316）跌2.36%，福耀玻璃（03606）跌2.08%，英恒科技（01760）跌1.93%，博泰车联（02889）跌1.87%。根据TrendForce集邦咨询最新电动车产业研究，2026年第二季全球纯电动车（BEV）、插电混合式电动车（PHEV）和氢燃料电池车等新能源车合计销量达537万辆，年增10.4%。若计入油电混合车（HEV），上述四类电动车总计贡献第二季全球汽车销量达33.2%。中国虽然仍是全球新能源车最大的单一市场，但因本土需求增速放缓，其在全球销量占比已从同期的66%下滑至56%。TrendForce集邦咨询指出，仅依赖中国本土市场即可维持成长的品牌正加速减少，海外市场的销售与出货能力已正式成为评估中系车厂核心竞争力的关键指标。
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