港股異動 | 汽車股普漲 上週乘用車市場零售環比增長44%
格隆匯12月22日丨汽車股普漲,“造車新勢力”漲幅居前,小鵬汽車漲11.45%領漲,蔚來和理想汽車漲約5%。乘聯會數據顯示,12月12日-18日,乘用車市場零售54.2萬輛,同比增長18%,環比增長44%,較上月同期增長56%;乘用車批發47.9萬輛,同比下降5%,環比增長38%,較上月同期增長27%。12月1-18日,乘用車市場零售104.1萬輛,同比去年增長6%,較上月同期增長36%;全國乘用車廠商批發94.6萬輛,同比去年下降15%,較上月同期增長15%。國泰君安證券指出,在全球電動化的大趨勢下,新能源汽車銷量仍將保持快速增長態勢,預計2023年全球新能源汽車銷量有望突破1400萬輛,中國動力電池產業鏈作為佔據全球主要份額的參與者將充分受益。
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