金吾财讯 | 汽车股午后急升，截至发稿，比亚迪股份(01211)涨5.44%，吉利汽车(00175)涨3.36%，小鹏汽车(09868)涨3.01%，理想汽车(02015)涨1.11%。消息面上，摩根大通发研报称，预计比亚迪、吉利、零跑和小鹏的盈利高于市场预期，主要得益于其产品组合扎实、成本效率提升和海外扩张加速；长城汽车和理想汽车盈利预期与市场大致相符。海外市场方面，中国汽车品牌正逐步崛起。预计到2030年，中国乘用车OEM在欧盟、拉丁美洲、中东/非洲和东盟的市场份额分别可达10-15%、15-20%、30-40%和20-25%，2024-2030年期间将带来约4500万辆的额外机遇，届时中国品牌在海外的全球市场份额可能超过11-13%，而2023年这一比例仅为6-7%。摩通在最近的全球电动汽车年度调查也显示，中国品牌越来越受到认可，尤其是在新兴经济体中。
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