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港股异动 | 汽车股跌幅居前 车企年终价格战再升级 机构指明年行业价格压力仍较大

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汽车股跌幅居前,截至发稿,小鹏汽车-W(09868)跌3.28%,报62港元;理想汽车-W(02015)跌1.93%,报136.9港元;长城汽车(02333)跌1.54%,报10.22港元。

消息面上,进入12月,新能源车企“价格战”再度升级。据不完全统计,近期有超15家汽车品牌推出了各种优惠政策试图在岁末冲量。其中多家新势力品牌直降1至3万元,甚至包含多款上市仅一月的新车型。传统汽车公司也纷纷给出定金抵扣、购置税补贴和置换补贴等吸引消费者。

华创证券指出,明年汽车行业价格压力依旧较大,但电动对燃油的替代、自主对合资的侵蚀仍持续发生。“价格战”目前有三个核心影响因素,其中由于合资价格、电动价格仍未到底,且空间幅度相对较大,预计2024年将延续2023年的价格压力。

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