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汽車板塊走弱 2月預計狹義乘用車零售銷量環比下滑44.9%
格隆匯 02-23 10:00
格隆匯2月23日丨港A市場汽車板塊走弱,其中A股長城汽車跌超6%,宇通客車跌超5%,長安汽車、江淮汽車、比亞迪等跟跌;港股市場中,比亞迪股份跌超4%,吉利汽車跌3%。據乘聯會消息顯示,由於去年2月市場基數較低,本月的周度分析選取春節時間較為接近的2018年2月作為同比基礎。主要廠商零售第一、二週日均同比分別為-24%、-26.3%,累計同比下降28.5%。第三週開始,市場進入春節後的恢復期,預計同比-2.9%,第四周銷量同比增速預計為-7.8%。綜合估算2月零售將達到119萬輛,環比1月下滑44.9%。總體來説,宏觀經濟和政策層面對於汽車市場的支撐仍在延續。此外,芯片供應短缺預計在一季度之後才能有所緩解,從生產端傳遞到終端銷售的影響還需進一步觀察。

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