港股异动 | 汽车股跌幅居前 多股跌超3% 机构称明年结构性“价格战”仍在
汽车股跌幅居前，截至发稿，理想汽车-W(02015)跌4.36%，报129.5港元；小鹏汽车-W(09868)跌3.97%，报54.45港元；长城汽车(02333)跌2.02%，报9.69港元。
消息面上，近日，各大汽车品牌再度掀起“价格战”，以价换量带动汽车消费。中汽协数据显示，11月汽车市场热度延续，借助“双11”大促等消费浪潮，购车需求进一步释放，市场表现持续向好、超出预期。
平安证券指出，预计2024年汽车批发销量将达到3140万台，同比增长5.7%。该行判断，头部新能源车企在24年增速承压，因此以头部新能源车企主导的价格战仍将延续，尤其是在10-20万元的主流价格带，此外电池成本下行也为车企降价提供了进一步空间。
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