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港股异动 | 理想汽车-W(02015)回落逾11% 2月交付量环比下滑35% 行业价格战持续升温

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理想汽车-W(02015)早盘回落近14%,截至发稿,跌12.39%,报157港元,成交额20.86亿港元。

消息面上,理想汽车发布公告,2024年2月,理想汽车共计交付新车20,251辆,同比增长21.8%,环比下滑35%。理想汽车董事长兼CEO李想表示,随着新车型的发布和交付(理想MEGA和2024款理想L系列车型),我们的目标是3月恢复到月交付五万辆的水平。

值得注意的的是,随着比亚迪、特斯拉两家新能源头部车企在3月1日拉开新一轮降价潮的帷幕,龙年车市“价格战”持续升温,或将进一步加速市场洗牌。据不完全统计,3月份至今已有9家车企官宣降价或开启限时优惠,最高降价4.7万元。中国工程院院士欧阳明高表示,从产业角度来看,新能源车市场正在从增量发展转向存量竞争。

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