港股异动 | 汽车股全线走低 智驾平权及车企金融战来袭 车市竞争或显著加剧

智通财经
13 Feb

智通财经APP获悉,汽车股全线走低,截至发稿,长城汽车(02333)跌4.4%,报11.74港元;华晨中国(01114)跌3.58%,报3.77港元;理想汽车-W(02015)跌3.27%,报97.6港元;小鹏汽车-W(09868)跌2.97%,报60.5港元。

消息面上,比亚迪近期发布智能化战略,将智驾下沉到10万元以下。海通国际指出,比亚迪2025年“智驾平权”战略从消息面看酝酿已久。智驾平权将掀起2025年中国汽车市场主流产品综合性价比的激烈竞争,并进一步降低智驾技术门槛。

此外,2月12日,鸿蒙智行宣布,智界新S7推出3年0息、5年低息的限时金融政策。中信证券指出,车企金融政策可能会进一步加剧新能源汽车市场的价格战。国泰君安也指出,特斯拉小鹏汽车、智己等多个汽车品牌集中发布重磅购车优惠政策,涵盖保险补贴、零息金融方案等多样化策略。2025 年的“价格战”更多地转向了优化消费者购车门槛的方向。

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