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港股異動丨汽車股大跌 小鵬汽車重挫15% 關稅影響持續發酵
格隆匯 04-07 11:33

港股汽車股集體下挫,其中,零跑汽車大跌超18%,吉利汽車大跌超17%,小鵬汽車大跌15%,比亞迪股份、理想汽車、蔚來汽車、廣汽集團均跌超10%。消息上,華泰證券研報稱,4月3日,美國宣佈對進口汽車徵收25%的關稅。關稅政策基本符合市場預期,與2月相比,本輪政策的主要差異點是:滿足《美墨加協議》(USMCA)的關稅豁免政策延續。同日,中歐雙方同意儘快重啓電動車反補貼案價格的承諾談判,爲產業投資和合作營造良好的環境。華泰證券認爲25%的汽車關稅對於國內直接出口的負面影響較小(2024年出口美國僅約11.6萬輛),其主要影響日本、韓國、德國等國家的頭部車企的預期收入和盈利。(格隆匯)

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