港股汽車再度走強，五菱汽車盤中一度大漲超60%
今日（10月15日），港股汽車板塊整體走勢喜人，早盤比亞迪股份高開領漲，吉利汽車一度漲至3.5%以上，廣汽集團早盤開盤拉昇至2.25%。儘管午盤過後，整體汽車股股價回落，但是總體表現不俗。
而港股五菱汽車卻在午後急劇拉昇，盤中一度漲幅高達61.19%，達0.54港元。價格衝高後有所回落，隨後再度上衝無法再創新高後小幅回調。截止發稿，漲幅達43.94%，達0.475港元。
數據來源：富途牛牛
此輪大漲，在消息面上主要是五菱宏光近日推出新款A00級新能源車宏光MINI EV，續航120-170km，最高車速100km/h，售價僅為2.88萬-3.88萬元，7月銷量達到7348輛，8月銷量達到1.5萬輛，9月銷量達20150輛，上市即成爆款，成為全球銷量最快破萬的小型新能源車。
終究其原因，首先是汽車的消費旺季來臨，整體車市回暖。全國乘聯會發布9月汽車市場數據，9月，乘用車市場零售達到191.0萬輛，同比去年9月增長7.3％，實現了連續3個月8％左右的近兩年最高增速。＂金九銀十＂，是每年汽車的銷售旺季,在汽車的消費旺季的拉動下，整體汽車的回暖，在此大背景下，宏光MINI EV也在9月迎來單月破兩萬的喜人成績。
其次，隨着特斯拉Model 3、比亞迪漢、蔚來ES6等車型持續推出，爆款車型持續推動消費者對新能源車的認知，加速了市場的培育，新能源的滲透率持續提升，TO C市場逐漸打開，同時低端市場也開始步入需求導向市場。
宏光MINI EV與特斯拉、蔚來等主攻與一、二線市場不同的是，三、四線市場的新能源購車者，不受到牌照等外部條件的限制，三、四線市場的居住環境以及使用場景，更適合小型電動車。
華創證券指出，中短途代步剛需疊加價格優勢或是宏光MINI EV熱銷的主因。我國城鎮居民日常出行里程在30公里以內，中大型城市的通勤里程也在60公里以內，中短途代步出行需求龐大，尤其是三四線城市低速電動車熱銷側面反映了居民短途、經濟代步的剛需。宏光MINIEV精準定位中短途出行市場，憑藉實用性和超高性價比大概率延續旺銷。
目前宏光MINI EV單月銷量突破兩萬輛，隨着產能爬坡有望進一步提升銷量，雙林股份、川環科技、鵬輝能源、萬安科技、寧波高發等相關供應商也同樣迎來發展機遇。
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