10月15日,小牛电动(NIU)股价盘中大跌5.95%,引发市场广泛关注。此前,港股三大指数集体低开低走,其中新能源汽车板块领跌,蔚来股价更是大跌超8%。分析人士指出,主要有以下几方面原因导致新能源车股大幅下挫:
首先,欧盟电动汽车反补贴案最新磋商表明,中欧双方仍存在重大分歧,对于新能源汽车出口前景带来不确定性。其次,近期国内消费信心尚未完全恢复,再加上传统汽车消费淡季来临,新能源车销量难有大幅增长。此外,投资者风险偏好下降,内房股等权重股集体下跌,也对新能源车等成长股估值带来压力。
虽然分析人士认为,政策利好和消费修复将支撑新能源车明年表现好于今年,但目前来看,小牛电动作为行业代表,股价仍受到行业整体走势影响而大幅波动。
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