港股異動 | 汽車股走高 2月前三週新能源車市場零售增43%
格隆匯2月23日丨汽車股走高,長城汽車漲3%,蔚來、五菱汽車漲2%,慶鈴汽車股份、理想汽車漲1%。乘聯會發布的數據顯示,2月1-19日,全國乘用車新能源車市場零售21.5萬輛,同比去年增長43%,較上月同期下降4%,今年累計零售54.6萬輛,同比去年增長9%;全國乘用車廠商新能源批發28.4萬輛,同比去年增長37%,較上月同期增長27%,今年累計批發67.3萬輛,同比去年增長8%。東莞證券指出,國內經濟復甦,購買力恢復將有利於新能源汽車需求增長,預計全年銷量增速雖放緩,但仍將實現快速增長。當前板塊估值處於近三年底部區域,建議底部配置。申港證券分析師曹旭特認為,在國內外政策刺激以及車企以價換量的大背景下,汽車電動化智能化趨勢愈加清晰,消費者購買習慣改變,繼續對新能源汽車產銷保持樂觀態度,預計2023年,我國新能源汽車銷量950萬輛,同比增長近40%,滲透率有望達到35%。

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