港股異動丨港股市場汽車股普跌 全國2月銷量同比下降78.5% 全年預期下跌8%
格隆匯3月12日丨港股市場汽車股普跌,其中比亞迪股份(1211.HK)跌5.8%領跌,吉利汽車(0175.HK)跌5.67%。乘聯會日前公佈2020年2月份全國乘用車市場分析報告。受到春節提早的季節性影響以及新冠肺炎疫情的衝擊,上個月全國乘用車市場零售量為25.2萬輛,同比大幅下降78.5%,1-2月累計零售量同比下降41.0%,疫情因素的影響遠大於春節因素的干擾。 另外,乘聯會表示,如果4月末能夠解除疫情,5月後車市預計恢復正常。但如果國家層面沒有強力的刺激政策,那麼今年乘用車市場的降幅可能進一步加大。對於2020年乘用車市場的累計零售量,乘聯會此前的預期是同比下滑5%,如今再度下調3個百分點至8%。
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