港股异动 | 部分汽车股反弹 零跑汽车(09863)涨超3% 利好政策或驱动购车需求释放
部分汽车股反弹，截至发稿，零跑汽车(09863)涨3.02%，报23.9港元；理想汽车-W(02015)涨2.44%，报113.2港元；小鹏汽车-W(09868)涨2.35%，报28.3港元。
消息面上，4月16日，苏州市积极响应“以旧换新+消费券”联动，推出汽车、家电“以旧换新”政策，总补贴达1.2亿元。此前《推动消费品以旧换新行动方案》发布，进一步明确2025年报废汽车回收量较2023年增长50%的阶段性目标，推动“国三”及以下排放标准乘用车加快淘汰。
申港证券表示，在国家促消费政策及车企优惠促销等因素驱动下，购车需求持续释放，新车型持续发布，汽车市场热度延续，市场表现持续向好。新能源汽车销量增速依然保持较高水平。伴随各项刺激政策效果不断显现，汽车销量有望继续攀升，全年销量有望创历史新高。
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