金吾财讯 | 部分汽车股逆市冲高，理想汽车(02015)涨13.28%，小鹏汽车(09868)涨5.26%，吉利汽车(00175)涨3.78%，蔚来(09866)涨2%，零跑汽车(09863)涨1.44%，华晨中国(01114)涨1.21%。中国汽车流通协会乘用车市场信息联席分会秘书长崔东树发文称，根据2025年1月乘用车行业数据发布的较好表现，同时考虑到2025年的国家政策促销费的良好政策取向和未来环境变化趋势，乘联分会预测团队微调了2025年的行业年度预测。其中，预计乘用车全年零售2343万辆，同比增长2%，总量较1月的预测值增加7万辆。
国信证券引述上险数据，2月10日-2月16日，国内乘用车上牌33.85万辆，同比+220.7%，环比+35.5%；其中新能源乘用车上牌17.13万辆，同比+420.3%，环比+63.8%。2月累计更新(2.3-2.16)：2月国内乘用车累计上牌58.83万辆，同比+61.2%；其中新能源乘用车累计上牌27.59万辆，同比+157.4%。
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