智通财经APP获悉,汽车经销商全线走高,截至发稿,美东汽车(01268)涨14.6%,报2.59港元;永达汽车(03669)涨8.43%,报2.83港元;中升控股(00881)涨7.79%,报13.84港元;和谐汽车(03836)涨5.45%,报0.58港元。
消息面上,根据中国汽车流通协会最新发布的中国汽车经销商库存预警指数调查结果,2025年2月我国汽车经销商的库存预警指数达到56.9%,较去年同期下降7.2个百分点,环比减少5.4个百分点。2月份库存预警指数呈现出来同、环比双降的趋势。汽车流通协会发布的汽车消费指数则显示,2025年2月汽车消费指数为73.4,较上月上升,预期3月份销量相较2月有所回升。
国元证券此前指出,2月1-23日零售端同比下滑趋势较上周收窄,但批发量增长速度更快,批发零售增速剪刀差进一步扩大。市场仍然持续主动加库存态势。新能源车继续快速增长,但零售端增速较上一周期扩增有限,同样呈现加库存趋势。
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