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港股異動 | 汽車股普漲 長城汽車(2333.HK)漲超4%
格隆匯10月25日丨汽車股普漲,長城汽車(2333.HK)漲超4%,小鵬汽車漲超3%,比亞迪、廣汽集團漲超2%。近期有行業專家表示,汽車芯片短缺的至暗時刻已經過去,預計接下來的幾個月,國內汽車產銷會逐步走強。全國乘用車市場信息聯席會祕書長崔東樹認為,汽車芯片供給最黑暗的時期已經過去,未來會持續改善。但想完全解除芯片的短缺,估計還是要到明年春節銷售高峯之後。更多的業內人士認為,解決短期的供需矛盾並不能解決“缺芯”之痛的根本,長期來看,還是需要從供應鏈角度建立完善的汽車芯片生態體系。另據中國汽車工業協會統計分析,2021年9月,中國品牌乘用車銷量環比呈較快增長,同比增速略低,總體表現好於乘用車行業。2021年1-9月,中國品牌乘用車共銷售643.3萬輛,同比增長31.4%,佔乘用車銷售總量的43.3%,佔有率比上年同期提升6.7個百分點。

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