港股异动 | 小鹏汽车-W(09868)涨超5%领涨汽车股 供给端、政策端促汽车消费 车市具备销量反弹动能
汽车股再度走高，截至发稿，小鹏汽车-W(09868)涨5.28%，报40.9港元；蔚来-SW(09866)涨3.65%，报48.25港元；零跑汽车(09863)涨1.8%，报25.5港元；比亚迪股份(01211)涨1.72，报200.8港元。
消息面上，国家金融监督管理总局局长李云泽日前表示，近期，正在降低乘用车贷款首付比，同时进一步优化新能源车险的定价机制，助力汽车走进千家万户。国泰君安认为，风险偏好回升，乘用车板块进入预期修复期。短期机会主要在两个方向：一是2023年业绩高增长和2024年一季度业绩预期较好的标的；二是赛道存在边际变化的子行业。
银河证券指出，2月销量回调符合传统淡季规律，春节后销量具备十足反弹动能。展望后市，该行认为当前车市具备可观的销量反弹动能，一方面，价格战的延续进一步对消费者让利，刺激潜在需求持续转化；另一方面，两会再度明确汽车“以旧换新”政策支持，有望带来换购需求释放。
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