港股異動 | 汽車股集體上漲 2月新能源車銷量同比增190%
格隆匯3月9日丨汽車股集體上漲,其中吉利汽車漲4.6%,小鵬汽車-W漲3.8%,長城汽車,比亞迪股份漲2.5%,恆大汽車漲1.5%,五菱汽車漲近1%,慶鈴汽車股份,北京汽車,理想汽車-W跟漲。乘聯會表示,目前的國內車市增長面臨較大的環境壓力,1月的新能源車批發滲透率在19%,但2月新能源車的銷量仍達32萬輛,同比增長190%,滲透率達到21.8%,究其原因也是車市的增長分化,傳統燃油車平穩增長,但新能源車高速增長。乘聯會最新預測判斷,2022年國內零售銷量增5%,總體廠商批發銷量增10%,上半年新能源車滲透率將快速上升。對於鎳價突然暴漲,中國乘聯會祕書長崔東樹迴應表示,這對內地新能源汽車產業鏈下游環節影響並非不是很嚴重,相信鎳短期價格上升屬於炒作,年底可能會回落,因為俄羅斯鎳礦規模並非特別大,在印尼等地規模才是最大。對於俄烏衝突導致原材料價格上升影響,崔東樹認為總體來看對車市銷量影響應該不大,但芯片供應商主要在東南亞地區,這或會給車企帶來較大的盈利壓力。

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