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港股異動 | 汽車股持續走低 馬斯克揚言繼續開打價格戰
格隆匯 04-21 10:05
格隆匯4月21日丨汽車股持續走低,蔚來跌3%,零跑汽車跌2%,長城汽車、吉利汽車、比亞迪股份、小鵬汽車、理想汽車跌1%。由於一季度特斯拉在全球主要市場輪番大幅降價,導致營收雖同比增超20%,但Q1淨利潤同比鋭減24%至25.13億美元。即使毛利率和利潤大幅下滑,特斯拉也將繼續降價追求銷量。中信證券研報指出,在新能源汽車補貼退坡大背景下,疊加燃油車價格戰影響,2023年一季度新能源汽車銷量承壓,產業鏈各環節排產較弱,相關公司經營端受到一定壓力,去庫存行為明顯。當前時點,我們認為行業即將迎來積極信號,4月上海車展新車型發佈,有望從供給端刺激新能源汽車消費需求,疊加上游碳酸鋰價格下行趨勢有望企穩,產業鏈公司庫存水平有望探底,預計排產將在Q2-Q3逐步恢復。

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