智通财经APP获悉，汽车股午后跌幅扩大，截至发稿，长城汽车(02333)跌5.14%，报13.28港元；广汽集团(02238)跌3.7%，报3.12港元；理想汽车-W(02015)跌2.79%，报97.4港元；小鹏汽车-W(09868)跌1.99%，报81.25港元。
消息面上，美国总统特朗普此前宣布的对进口汽车加征25%关税的措施于4月3日正式生效。根据特朗普上周宣布的计划，部分汽车零部件也将不晚于5月3日被征收同等税率的关税。美银分析师表示，特朗普政府对汽车行业普征关税可能会导致汽车需求减少数百万辆，并导致停产的可能性上升。
海通国际此前指出，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。中越期货则指出，在中国汽车市场饱和率越来越高和居民储蓄率下降背景下，2025年传统汽车消费面临较大压力，新能源汽车增速或也将放缓。
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