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港股異動 | 汽車股集體上漲
格隆匯12月22日丨隔夜美股新能源汽車股集體反彈上漲,其中小鵬汽車漲近11%,蔚來漲7%,理想汽車漲6%,特斯拉漲4%,帶動港股汽車股集體走強,小鵬汽車漲6%,長城汽車,比亞迪股份,理想汽車漲2%,吉利汽車,雅迪控股,北京汽車,廣汽集團漲1%。另外,中信證券認為,汽車電動化將驅動系統從傳統“發動機+變速箱”轉化為“電池+電機+電控”,供應鏈從封閉轉向開放,中國電動化供應鏈已憑藉成本優勢實現出海。未來智能化成為行業競爭勝負手,中國車企有望憑藉先發優勢與快速迭代,持續擴大對海外車企的領先優勢,為海外市場拓展奠定堅實基礎。而從GitHub上自動駕駛相關項目看,L3場景項目佔比已達50.3%;2022年自主品牌車型中,L3級批量落地,且價格帶首次下探至20-50萬區間。在技術成熟、場景擴容及L3車型量產落地背景下,高級別自動駕駛商業發展預期有望爆發,建議關注整車廠中自動駕駛綜合實力領先的小鵬汽車-W、吉利汽車、蔚來汽車,以及L3滲透預期爆發帶來價值量邊際變化最大的增量傳感器激光雷達。

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