汽車股大漲,理想汽車-W(2015.HK)漲超31%
格隆匯3月16日丨港股汽車股集體大漲,理想汽車-W(2015.HK)漲超31%,蔚來-SW、小鵬汽車-W漲超28%,比亞迪漲近17%,長城汽車漲超13%,吉利汽車漲超12%,北京汽車、廣汽集團等紛紛走高。

比亞迪官方發佈“關於車型價格調整的説明”稱,受原材料價格持續大幅上漲影響,比亞迪汽車將對王朝網和海洋網相關新能源車型的官方指導價進行調整,上調幅度為3000元-6000元不等。值得注意的是,這也是比亞迪自1月21日宣佈漲價以來的第二次價格調整。
另據中國汽車工業協會,中國2月份新能源汽車銷量33.4萬輛,同比上漲184.3%。1-2月份新能源車累計銷量76.5萬輛,同比上漲154.7%。
中信建投研報指出,供給端來看,3月排產環比如期恢復,上游漲價並未對電池排產形成壓制;需求端來看,行業需求持續旺盛,包括比亞迪、廣汽埃安、特斯拉等車企漲價基本未影響到訂單情況,預計國內3月新能源汽車批售42-45萬,全年銷量有望突破600萬。
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