金吾财讯 | 招银国际表示，新能源汽车销量在年后得到较好的恢复，该行预测新能源车的市占率有望从1月的38.5%恢复至2月的约49%。大部分汽车厂商还在等待新技术、新车型的发布及上市，3-4月会迎来一波新产品的集中上市期，产品上市的市场反馈将成为影响股价的重要因素。进入3月，三地上市的汽车公司会进入年报的集中披露期，市场在关注公司去年业绩表现的同时也会更加关注管理层对今年的指引和展望。
在传统整车厂中，该行仍推荐吉利汽车(00175，买入)，该行认为公司在AI技术和产品方面的积累有望超出市场预期；新势力中推荐小鹏汽车(XPEV US，买入)，公司作为以智驾为标签的公司，今年有望乘着技术和产品的东风，实现翻倍增长。
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