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港股異動丨汽車股集體上漲 比亞迪股份再創新高 理想汽車漲約4%

港股汽車股持續上漲,其中,比亞迪股份漲超3%再創新高,理想汽車漲約4%,吉利汽車漲2.33%,華晨中國、零跑汽車、蔚來汽車皆上漲。消息上,據中國汽車工業協會統計分析,2025年1—4月,銷量排名前十位的轎車生產企業共銷售250.2萬輛,佔轎車銷售總量的68.7%。在上述十家企業中,與上年同期相比,比亞迪股份、吉利汽車、上汽通用五菱和中國一汽銷量呈不同程度增長。華龍證券指出,展望2025年,整車端,政策發力託底內需,海外產能&渠道建設拓展海外市場,乘用車&商用車均有望實現內外需共振下銷量上行。另外,花旗再次上調比亞迪目標價,稱今年前四個月的中國乘用車出口格局進一步利好比亞迪。分析師Jeff Chung等人在報告中表示,比亞迪純電動車出口市場份額從2024財年的23%大幅上升至2025年前四個月的38%。比亞迪2025財年出口80萬至100萬輛的目標進展順利。(格隆匯)

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