异动解读 | 长城汽车盘中大涨5%,汽车板块走强及芯片布局渐成加分

异动解读
27 Feb

长城汽车(02333.HK)今日盘中大涨5%,引发市场广泛关注。消息面显示,汽车板块整体直线走强,成为推升长城汽车等个股上扬的主要动力。

数据显示,2月1日至23日,国内乘用车市场零售同比去年2月份增长18%,新能源汽车零售更是大增77%。利好行业销售数据,令整个汽车板块备受追捧,港股多只汽车股集体大涨,助推了长城汽车股价上扬。

除行业整体向好外,长城汽车自身的业务动向也为其股价注入动力。公司最新披露将通过全资子公司收购,实现对无锡芯动半导体科技有限公司100%持股,标志着长城汽车开始自研芯片,这将有助增强公司在新能源汽车领域的核心竞争力。市场对长城汽车在芯片等方面的长期规划充满期待,推动股价走高。

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