港股异动 | 汽车股早盘回暖蔚来-SW(09866)涨超6% 北京车展开幕在即

智通财经04-23

智通财经APP获悉，汽车股早盘回暖，截至发稿，蔚来-SW(09866)涨5.9%，报31.4港元；小鹏汽车-W(09868)涨2.64%，报27.2港元；零跑汽车(09863)涨1.64%，报21.65港元。

消息面上，北京车展将于4月25日开幕，预计本次车展参展车型约140款，新车型过半至85款，自主品牌约占本次参展车型65%以上。其中，小鹏汽车预计将推出一款全新品牌，该产品定位10-15万级全球市场，致力于为年轻人打造一款真正的AI智驾汽车；蔚来品牌旗下8款2024款车型将首次在车展上亮相，其中2024款ET5和ES7将首次对公众展出，智能电动高端行政轿车2024款ET7也将同步登录北京车展。

财通证券指出，传统车企众多重磅新能源车型发布有望带动行业景气度继续向上，带动乘用车市场销量进一步提升。光大证券表示，本轮车展新车型有望于1H24前上市并于2H24E开启批量交付，看好新车型+中央/地方补贴落地等因素共同驱动下的新能源销量爬坡前景。

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