港股异动 | 汽车股早盘普涨 多个汽车限购城市将适时优化小客车调控政策 Robotaxi或带动新一轮创新周期
汽车股早盘普涨，截至发稿，蔚来-SW(09866)涨3.97%，报37.95港元；小鹏汽车-W(09868)涨3.43%，报34.7港元；理想汽车-W(02015)涨3.18%，报81港元；零跑汽车(09863)涨2.26%，报24.85港元。
消息面上，据证券时报报道，下一步，天津将根据国家相关政策、小客车需求等情况适时优化调整小客车调控政策，更好适应经济社会发展需要；杭州市也表示，根据实施效果将适时优化调控政策；另外，广州仍将继续在促进消费的大背景下，对新能源车指标给予政策倾斜。
此外，国金证券指出，Robotaxi，跟特斯拉发布Model3的意义类似，意味着汽车产业新一轮创新周期开启。我们认为，robotaxi跑马圈地竞争导致的产业迭代速度将会持续超越投资者预期。出海方面，乘用车出海Q2高增持续，H2增长或将加速；长城长安业绩超预期，出海加速拉动盈利改善。
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