智通财经APP获悉，汽车股午后走高，截至发稿，比亚迪股份(01211)涨6.92%，报302.8港元；吉利汽车(00175)涨4.79%，报16.2港元；小鹏汽车-W(09868)涨3.24%，报66.95港元；理想汽车-W(02015)涨2.43%，报92.6港元。
消息面上，近日，各大车企相继发布2025年1月销量数据，在春节假期和2024年底冲量等因素影响下，国内汽车市场呈现出明显分化态势。乘联分会预测，1月狭义乘用车零售总市场规模或约175万辆，新能源汽车零售预计可达72万辆，渗透率约41.10%。春节假期结束后，2月汽车销量有望企稳回升。
此外，商务部最新数据显示，截至1月31日零时，全国共收到2025年汽车以旧换新报废更新补贴申请5.7万份。国元证券指出，预计随着进入正常工作日，申请数量有望持续提升。该行指出，提振消费、稳增长仍需汽车销售发力。若上半年加力扩围以旧换新政策对汽车消费的提振不及预期，预计下半年仍将出台更大力度政策。仍然从全年角度看好汽车销量及二级市场表现。同时关注短期受春节及去年透支影响下短期需求不足的可能性风险。
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