智通财经APP获悉，汽车股全线重挫，截至发稿，小鹏汽车-W(09868)跌4.92%，报77.35港元；理想汽车-W(02015)跌4.65%，报106.6港元；长城汽车(02333)跌4.02%，报12.4港元。
消息面上，比亚迪宣布配股净筹约433.83亿港元，拟作集团研发投入、海外业务发展、补充营运资金以及一般企业用途。中信建投在研报中提示风险称，汽车电动智能化趋势下，国内整车厂和零部件供应商竞相布局，随着技术进步、新产能投放等供给要素变化，未来行业竞争或加剧，整车和零部件企业的市场份额及盈利能力或将有所波动。
大摩此前发布研报称，即使有自动驾驶升级的推动，维持对今年行业平均售价同比下降4%至6%的预测。该行估算主流电动车型的自动驾驶升级带来每辆车成本增加4,000至1万元人民币。而要在不显著提价的情况下抵销相关成本，代工生产车厂需要增加至少30%的车辆销量，同时将零件成本降低5％至10%。
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