港股异动 | 华晨中国(01114)涨超5% 3月新能源市场同比增长30.5% 汽车以旧换新细则逐步出台
华晨中国(01114)涨超5%，截止发稿涨5.45%，报6.38港元，成交额3.31亿港元。
消息面上，此前乘联会发文称，3月各企业发力冲击季度末销量目标，终端车市季节性恢复，中国流通协会乘用车市场信息联席分会数据显示，3月狭义乘用车终端零售169.0万辆，同比增长6.2%，环比增长52.8%。随着气温回暖以及终端价格大幅下探，新能源市场加速恢复，3月新能源市场销量71.4万辆，同比增长30.5%，渗透率42.3%。
东莞证券指出，4月份车市持续价格战，各地汽车以旧换新细则逐步出台，下游需求有望保持增长。在需求回暖带动下，产业链排产呈环比上升趋势，近期产业链整体价格以持稳为主，行业景气度正在改善。预期Q1产业链盈利将构筑全年低点，Q2有望边际修复。
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