港股異動 | 行業回暖,汽車股行情爆發,比亞迪股份、吉利汽車領升
uSMART友信智投7月3日消息, 週五港股,汽車股行情爆發,截至9時59分,比亞迪股份升7.69%,吉利汽車升6.84%,華晨中國升6%,北京汽車升4%,長城汽車升3.15%。
隔夜美股,新能源汽車的行情就率先啟動,蔚來汽車手升18.58%,報9.38美元,二季度交付量超預期,今年6月份,該公司交付了3740輛汽車,同比增長179.1%,這是繼5月份破紀錄後再創月度新高。
港美汽車股行情爆發的大背景,是汽車市場回暖。據中汽協會資料微信公眾號7月2日消息,6月汽車行業銷量預計完成228萬輛,環比增長4%,同比增長11%。
此外,6月22日,工信部發佈新版“雙積分”政策,明確2021-2023年新能源汽車積分比例分別為14%、16%和18%,修改了新能源汽車積分的計算方法,有利於實現到“2025年乘用車新車平均燃料消耗量達到4.0升/百公里、新能源汽車產銷占比達到汽車總量20%”的目標,利好新能源汽車產業發展。
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