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港A兩市汽車股普漲 1月新能源乘用車市場零售同比增132%
格隆匯2月15日丨港A兩市汽車股普漲,港股中,比亞迪股份、吉利汽車漲近3%,理想汽車、小鵬汽車、廣汽集團紛紛走高;A股中,曙光股份封漲停,小康股份、長安汽車漲超3%,江淮汽車、比亞迪等跟漲。乘聯會發布數據顯示,2022年1月新能源乘用車市場零售達到34.7萬輛,同比增長132%,環比下降27%。乘聯會祕書長崔東樹表示,由於12月份是補貼退坡節點,形成高增長高拉昇的情況。從歷年來看,1月新能源乘用車零售量較12月環比降幅都是極大的,目前27%的環比下降是比較好的。此外,乘聯會在月度信息發佈會上稱,近期隨着新能源汽車補貼退坡和鋰礦等基礎資源價格劇烈上漲,新能源車企面臨一定的成本壓力。乘聯會判斷,車企對此應有能力化解壓力,新能源車的市場價格預計不會大幅上漲,2022年新能源汽車市場將繼續保持較快增長。

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