智通财经APP获悉，汽车股早盘表现强势，截至发稿，北京汽车(01958)涨4.48%，报2.33港元；广汽集团(02238)涨4.47%，报3.27港元；长城汽车(02333)涨4.5%，报14.4港元；吉利汽车(00175)涨4.38%，报15.24港元。
消息面上，11月8日，中国汽车流通协会乘用车市场信息联席分会发布的数据显示，今年10月新能源乘用车产量137.9万辆，同比增长49.9%，环比增长12.6%；批发销量达136.9万辆，同比增长55.2%，环比增长11.2%。中汽协发布的数据显示，10月，新能源汽车产销分别完成146.3万辆和143万辆，同比分别增长48%和49.6%，新能源汽车新车销量占汽车新车总销量的46.8%。
国海证券表示，政策作用持续显现+密集新车上市，积极看待后续汽车板块机会。基于9月密集的新车上市催化（蔚来乐道、极氪7X/智界R7等），以及以旧换新政策支持下的汽车整体消费景气提升（地方政策的刺激作用预计11月显现），预计11月汽车零售景气有望继续提升，建议积极参与汽车板块机会。
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