智通财经APP获悉，汽车股涨幅居前，截至发稿，华晨中国(01114)涨5.54%，报2.86港元；小鹏汽车-W(09868)涨5.19%，报46.6港元；比亚迪股份(01211)涨5.04%，报291.6港元；长城汽车(02333)涨4.29%，报13.14港元；理想汽车-W(02015)涨4.12%，报101.1港元。
国金证券指出，在国内置换政策与报废补贴政策刺激消费作用充分发挥、及整车厂商给予补贴整车下，车市消费仍维持强势，10月1-20日销量同环比均增长，金九银十旺季更旺，销量超预期。后续看，置换补贴等促消费政策与低利率利好仍存在，看好11月车市，目前乘用车市场处于季节性加库存期，预计24年车市仍将维持强势。
国元证券则指出，欧盟对中国进口电动汽车征收五年反补贴税正式生效，与此同时国产车企正加速海外布局节奏：韩国KGMobility将运用奇瑞技术开发新车型，长城汽车澳大利亚全新配送中心正式运营，极氪正式登陆埃及开启非洲市场，理想汽车正式成立出海部门并锁定中东拉美市场等。
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