汽车股早盘跌幅居前，截至发稿，北京汽车(01958)跌12.4%，报2.26港元；广汽集团(02238)跌4.48%，报3.2港元；小鹏汽车-W(09868)跌4.22%，报85.15港元；长城汽车(02333)跌4.06%，报15.6港元；理想汽车-W(02015)跌3.1%，报103港元。

消息面上，3月19日，据中国汽车工业协会统计分析，2025年1-2月，汽车销量排名前十位的企业（集团）共销售385.6万辆，占汽车销售总量的84.7%。海通国际此前指出，从2月销量数据来看，新年竞争持续白热化，智能驾驶的表现逐渐成为各大车企销量的分水岭。当前，智能驾驶平权催化叠加价格战，车市分化趋势进一步加剧。行业头部企业正通过快速技术迭代构筑护城河，智驾竞争也将单纯的配置比拼转向用户体验之争。

此外，3月20日，全国政协常委、经济委员会副主任，工信部前部长苗圩表示，车企打价格战是短视之举。内卷、价格战最根本的原因是产品的同质化。车市价格战已经持续两年有余，车企和上下游相关行业叫苦不迭，但是国内车市进入缓慢增长阶段，所有车企都希望抢占更高份额，导致价格战难以停歇。

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