行情直击09-29
9月29日，蔚来-SW盘中下跌3.94%，报27.32港元，成交额376.11万港元。此前一个交易日，蔚来因宣布与吉利控股达成充换电战略合作一度涨超3%，当前走势呈现获利回吐特征。
消息面上，9月28日蔚来与吉利签署正式协议，吉利以易易互联100%股权及6.4亿元现金入股蔚来能源、持股30%，蔚来能源投后估值约160亿元。但市场在消化交易细节后对条款产生分歧：吉利所持股权与营运里程碑挂钩，若经营未达预期可下调至20%，同时吉利保留追加投资至34%的选择权，蔚来则承担网络整合的全部执行风险。此外，汽车制造板块整体承压，吉利汽车同日下跌2.91%，理想汽车跌1.22%，比亚迪股份跌1.48%，板块情绪偏弱加剧个股回调。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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