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港股異動丨汽車股普漲 小鵬汽車漲3.3% 吉利汽車漲近3%
港股汽車股繼續上漲,其中,小鵬汽車漲3.3%,吉利汽車漲近3%,理想汽車、蔚來汽車、比亞迪股份、零跑汽車、廣汽集團、北京汽車跟漲。消息上,工業和信息化部辦公廳等五部門發佈關於開展2025年新能源汽車下鄉活動的通知,選取滿足鄉村地區使用需求、口碑好、質量可靠的新能源車型,開展展覽展示、試乘駕駛等活動。東方證券表示,從投資策略上看,一季度汽車行業競爭加劇導致汽車公司盈利能力、現金流等整體表現相對承壓,但部分行業地位領先、經營管理效率較高的整車及零部件公司仍然實現淨利潤、毛利率、經營性現金流同比改善,業績表現跑優於行業平均水平;隨着汽車“兩新”政策以及地方促消費政策效果持續釋放、車展期間多款新車發佈,預計二季度有望促進汽車公司業績表現逐步回暖。(格隆匯)

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