金吾财讯 | 汽车股多数受压，小鹏汽车(09868)跌5.78%，华晨中国(01114)跌3.55%，蔚来(09866)跌3.43%，吉利汽车(00175)跌2.41%，理想汽车(02015)跌1.84%。
东莞证券表示，受明年以旧换新政策尚未落地及春节假期用车需求增加影响，12月汽车销量稳步增长。新能源汽车产销维持高增速，叠加智能驾驶落地进程持续推进，有望推动新能源产业持续发展。智能驾驶软硬件协同升级，叠加“车路云一体化”推动基础设施建设，待监管及相关法规落地后，智能驾驶产业链有望迎来新的增长动力。年底各大车企准备提交年度成绩单并做出明年规划目标，展望未来车市将继续回暖。全球新能源汽车需求仍有增长空间，短期受海外关税政策变动承压，有望拓展东南亚、欧洲等海外市场。
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