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港股异动 | 小鹏汽车-W(09868)涨近6%领涨汽车股 11月前三周新能源车市场零售同比增长37%

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汽车股普涨,截至发稿,小鹏汽车-W(09868)涨5.78%,报72.25港元;零跑汽车(09863)涨3.94%,报36.9港元;长城汽车(02333)涨3.27%,报12港元;蔚来-SW(09866)涨2.8%,报60.65港元;理想汽车-W(02015)涨2.4%,报162.4港元。

消息面上,乘联会昨日发布数据显示,11月1-19日,乘用车市场零售97.4万辆,同比增长19%;今年以来累计零售1824.1万辆,同比增长4%。新能源车市场零售40.2万辆,同比增长37%,环比增长2%,今年以来累计零售635.6万辆,同比增长34%。

天风证券指出,展望11月,该行预计12家车企新增订单58-59万辆,较10月+2%至+7%。四季度以来多款新车陆续推出,根据数据,近几月车市订单显著回暖,呈现逐月增长态势。该行认为,随着进入年末冲刺阶段,许多车企顺势推出“双十一”促销政策,车市有望持续走强。

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