金吾财讯 | 港股新能源汽车板块承压，截至发稿，理想汽车-W（02015）跌1.81%，小米集团-W（01810）跌1.91%，吉利汽车（00175）跌1.92%，北京汽车（01958）跌2.08%，蔚来-SW（09866）跌2.25%。消息面上，花旗指出，由于2026年8月新能源车中国零售按月仅升6.2%（相当于2025年8月按月升12.3%的0.5倍），今年需求相对疲弱，料9月全月订单及零售按月升幅很大机会低于2025年9月。惟9月迄今电动车订单按月已升11%，加上小米新车于9月下半月开始交付，该行因此预期9月全月中国国内新能源车零售销量将逐步改善至按月升13%（相当于2025年9月按月升幅的0.75倍），对应约110万辆，即2026年首九个月按年跌12.8%，单计第三季约300万辆，料按季升9.7%、按年跌10.8%。
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