汽車整車板塊走弱 長城汽車跌超7%
格隆匯9月16日丨汽車整車板塊走弱,長城汽車跌超7%,江淮汽車跌超5%,廣汽集團跌近5%,北汽藍谷、長安汽車、東風汽車、比亞迪等紛紛下挫。港股汽車板塊走低,恆大汽車跌超13%,長城汽車跌超4%,吉利汽車跌超3%,比亞迪股份、東風集團股份、小鵬汽車、理想汽車等跟跌。乘聯會此前數據顯示,2021年8月乘用車市場零售達到145.3萬輛,同比下降14.7%,而且相較2019年8月下降7%,增速偏弱。減速的原因主要是2020年7-8月零售高基數的影響。今年1-8月同比增量188萬輛中的新能源車增量就達100萬輛,佔總增量54%,對1-8月同比增速貢獻了9個百分點。

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