金吾财讯 | 汽车股多数由跌转升，恒大汽车(00708)涨5.66%，长城汽车(02333)涨2.46%，理想汽车(02015)涨2.04%，小鹏汽车(09868)涨1.42%，华晨中国(01114)涨1.41%。据中国乘联分会的初步统计，10月乘用车零售市场销量按年增长16%至236.1万辆，按月则上升12%。期内新能源车市场零售按年增加67%至128.4万辆，按月增加14%。
华西证券研报指出，2024年汽车行业整体需求仍然无虞，无论是国内需求还是出口均会保持增长，需求端消费升级、供给端智能电动化带来自主品牌整车及零部件公司的跨越式发展机遇。车市进入置换高峰期，八成换购用户倾向消费升级，助推高价值车型占比提升、拉升成交均价；此外，智能电动化时代，自主车企技术占据领先优势，有望充分受益。
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