金吾财讯 | 新能源车部分逆市上行，蔚来(09866)涨4.62%，小鹏汽车(09868)涨3.59%，零跑汽车(09863)涨2.89%，理想汽车(02015)跟涨0.18%。乘联会2月新能源乘用车市场数据显示，2月生产81.9万辆，按年增85.9%，按月下降12.8%。今年首两个月，累计生产175.9万辆，按年增48.1%。2月市场零售68.6万辆，按年增79.7%，按月下降7.8%。今年首两个月，累计零售143万辆，按年增35.5%。此外，乘联会发布3月份全国乘用车市场展望报告，预计2025年3月内地乘用车市场销量将保持较强增长态势，其中新能源汽车将成为主要驱动力。报告称，春节假期后，各行各业快速转入正常运作，3月按月产销增长迅猛。由于外部环境的剧烈变化，且出现超预期的多极化新现象，有利于持续稳定消费走势。在此背景下，2025年3月内地乘用车市场销量有望保持较强增长，新能源汽车将担当主要驱动力，而传统燃油车市场则会继续萎缩。
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