美银美林:国务院重申刺激车市 料影响终端需求有限 但豪华车品牌可受惠
国务院办公厅日前印发《关於加快发展流通促进商业消费的意见》等举措,其中包括实施汽车限购的地区要结合实际情况,探索推行逐步放宽或取消限购的具体措施。美银美林发表报告表示,今次总体措施与此前已宣布的相同,指个别城市已放松汽车新牌照限制、鼓励内地政府购置新能源汽车、放松跨省汽车交易限制等,该行认为今次政策对内地汽车终端需求影响有限,显示中央政府并非推行强力的财政支持。
就内地放松汽车新牌照限制,该行估计豪华品牌汽车销售增长可望受惠,料北京汽车(01958.HK)、华晨中国(01114.HK)及豪华品牌汽车代理商可受惠相关政策。
就内地放松跨省汽车交易限制,美银美林指市场早已广泛讨论及预期,认为措施可鼓励汽车代理商更为进取进行二手市场交易,估计中升控股(00881.HK)及广汇宝信汽车(01293.HK)可望受惠。
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