h25com| Completely explode! Hong Kong stock new energy vehicle companies have surged across the track, and the wind outlet is approaching?

　　炒股就看金麒麟分析师研报h25com，权威，专业，及时，全面，助您挖掘潜力主题机会！

　　港股新能源车企暴涨！

　　5月2日，港股新能源车企股价大涨。截至券商中国发稿，蔚来汽车大涨20h25com.56%，零跑汽车涨16.02%，小鹏汽车涨8.72%。

　　消息面上，新能源车企4月销售数据陆续出炉，多家车企销量持续增长。鸿蒙智行4月全系交付新车29632辆。比亚迪4月交付新能源汽车313245辆，同比增长48.96%。小米SU7在4月份已完成交付7058辆，截至4月30日24时，小米SU7锁单量达88063辆。其他多家车企4月份交付量也都快速增长。

　　政策层面上，对于新能源汽车产业利好也不断出台。国家发改委负责人5月1日表示，将促进新能源汽车骨干企业发展壮大，加快落后企业和产能退出，推动新能源汽车企业优化重组。4月26日，商务部、财政部等7部门联合印发的《汽车以旧换新补贴实施细则》，购买符合节能要求乘用车新车的个人消费者，可享受一次性定额补贴，补贴金额为7000元或10000元。

　　港股汽车股价狂飙

　　5月2日，港股开盘，汽车板块快速上涨。截至券商中国发稿，新能源汽车板块涨超5%，蔚来汽车大涨20.56%，零跑汽车涨16.02%，小鹏汽车涨8.72%。

　　新能源汽车企业4月优异的销量数据可能成为港股汽车板块爆发的核心推动力。其中，蔚来汽车4月交付量大爆发，累计交付15620辆新车，同比增长134.6%。1—4月累计交付45673辆汽车，同比增长21.2%。4月1日，蔚来曾推出最高10亿元的油车置换补贴。到了5月，蔚来再度推出“0首付”购车方案，“以旧换新”可享最高20000元专属补贴。

　　鸿蒙智行4月全系交付新车29632辆。其中，问界M9交付新车13391辆，累计大定超7万辆，智界S7交付新车4546辆。问界新M7上市至4月30日累计交付133808 辆。除此之外，鸿蒙智行享界S9也在北京车展期间首发亮相。

　　根据比亚迪公布的数据显示，4月公司销量达到31.32万辆，同比增长48.96%，环比增长3.57%，销量持续攀升。其中，比亚迪的王朝、海洋系列销售29.79万辆，腾势汽车销售1.11万辆，而百万级仰望品牌则销售952辆，另外方程豹汽车销售为2110辆。

　　在出口方面，比亚迪首次突破4万大关。其4月海外销量达到4.1万辆，同比增长176.6%。今年前4月，比亚迪海外销量已经累计达到13.89万辆。

　　值得注意的是，雷军此前豪言，“上市即交付，交付即上量”。最终数据上看，截至4月30日24时，小米SU7锁单量达8.8万辆。小米汽车表示，小米SU7正全力扩充产能，加速交付，保证今年年交付10万辆目标达成。   

　　理想汽车4月交付25787辆同比增长 0.4%，今年累计交付量达106187辆，表现相对低迷。

　　乘联会此前分析称，4月初车市恢复动力不足，各企业采取降价应对，但价格下探带来的成交转化收效甚微。随着北京车展来临，各厂商开始发力，自4月中旬起，陆续有新品牌、新车型问世，消费者对车市关注度大幅升温，有望刺激前期压抑的购车需求加速释放。

　　发改委发声：推动新能源汽车企业优化重组

　　国家发改委负责人5月1日表示，将促进新能源汽车骨干企业发展壮大，加快落后企业和产能退出，推动新能源汽车企业优化重组。

　　国家发展改革委负责人接受新华社记者采访时表示，聚焦新能源汽车产业高质量发展，正抓紧研究完善有关政策措施，重点推进三方面工作。

　　一是推进产业优化升级。坚持以科技创新推动产业创新，引导企业持续加强研发投入和技术创新。促进动力电池、智能驾驶等技术研发创新，提升整车和零部件标准化集成化水平。促进新能源汽车骨干企业发展壮大，加快落后企业和产能退出，推动新能源汽车企业优化重组。同时，中国将全面取消制造业领域外资准入限制措施，欢迎全球汽车企业深度融入中国市场和产业链体系，共享新能源汽车发展成果。

　　二是更好满足消费需求。会同有关部门开展汽车以旧换新行动、2024年新能源汽车下乡活动等，持续扩大市场规模，以高品质供给更好满足新能源汽车使用需求。将配合有关部门加快推动消费品以旧换新行动方案落实，依法依规通过财税等优惠政策，对符合条件的以旧换新行为予以支持，更好满足消费者对新能源汽车的需求。

　　三是加快基础设施建设。加强新能源汽车与能源电力、基础设施等行业的统筹协调。加快构建高质量充电基础设施体系，大力推进老旧小区、公路沿线、农村地区等重点区域充电设施建设，加快建设以快充为主的公共充电设施，提升高速公路服务区等节假日充电保障能力。推动完善技术标准、加强安全监管，提升充电基础设施运营服务水平。落实并完善峰谷分时电价政策，加大用地、融资等保障力度，为充电基础设施建设提供有力支撑。

Policies such as "trade-in" in the auto industry have been launched before. On April 26, the detailed rules for the implementation of Automobile Trade-in subsidies (hereinafter referred to as the "detailed rules") jointly issued by the Ministry of Commerce, the Ministry of Finance and other seven departments were released to the public. The detailed rules stipulate that during the period from the date of publication to December 31, 2024, fuel passenger cars with emission standards of three or less in scrapped countries or new energy passenger vehicles registered before April 30, 2018, and individual consumers who buy new passenger cars that meet the energy-saving requirements, can enjoy an one-time fixed subsidy of 7000 yuan or 10,000 yuan, depending on the type of newly purchased passenger car.

Taking into account the natural replacement every year, it is expected that this trade-in policy will still promote some owners of old models to actively replace new cars, assuming that the increment ratio of replacement is calculated according to different increments (5% ~ 15%). It is estimated that the increment of passenger car sales driven by the trade-in policy will account for 3.1% of passenger car sales in 2023. With the formal introduction of the subsidy rules, it is expected that the car purchase demand for holding money for purchase due to the wait-and-see policy will be gradually released, the follow-up passenger car market demand is expected to gradually pick up, and the middle and low-end passenger car demand is expected to take the lead in recovery. " Oriental Securities pointed out in a research report released a few days ago.

According to Cui Dongshu, secretary-general of the Federation of passengers, the number of domestic passenger cars will be about 260 million by 2023, with 15.83 million vehicles with emission standards of three or less in China, accounting for 6.0 per cent of the total. According to the China Automobile Association, sales of new energy vehicles totaled about 1.82 million from 2015 to April 30, 2018. As a result, the total number of vehicles eligible for trade-in is about 17.65 million.

Driving a new energy car causes cancer by radiation? The provincial CDC strongly refutes the rumor!

With the increasing market penetration of new energy vehicles, the discussion about new energy vehicles is also increasing. Interestingly, recently, there has been an increase in the number of statements such as "driving a new energy car causes radiation cancer" on the Internet.

The Jiangsu Center for Disease Control and Prevention recently wrote on its official account that there is no scientific basis for this claim. New energy vehicles do have radiation, but the amount of radiation is within a safe range.

The state has strict limits on electromagnetic radiation, and any vehicle should carry out a "EMC test" before listing, that is, a comprehensive evaluation of the interference and anti-interference ability of electronic products in the electromagnetic field. At present, the limit of the national standard magnetic field radiation safety standard is 100 μ T, and the electric field radiation safety standard is 5000V/m, while the magnetic field radiation of the front row of the new energy vehicle is generally 0.8-1.0 μ T, and the rear row is 0.3-0.5 μ T, and the electric field radiation of each part of the vehicle is less than 5V/m. The formal test in line with the national standard can fully ensure that the electromagnetic radiation level of the electronic products on board is within the national standard.

Driving new energy vehicles does not increase the risk of cancer, according to the Jiangsu Center for Disease Control and Prevention. The intensity of electromagnetic radiation released by electric vehicles is within the safe range and does not pose a major threat to the health of drivers. With regard to the problem of radiation, we should supervise and manage it in a scientific manner so as to protect the safety and health of the public.

Editor: Luo Xiaoxia

Proofread: Zhao Yan

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