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国泰君安:随着补贴调整确定 料新能源车发展更强劲
格隆汇 01-04 12:48

财政部、工信部、发改委和科技部四部委宣布,2021年新能源汽车补贴将在2020年的基础上下降20%。

国泰君安发出研究报告指出,补贴政策大部分细节与2020年4月宣布的新能源汽车补贴将延长至2022年的细节相同。从历史上看,通常新能源补贴政策会当年才宣布新的补贴标准,这给车厂带来不确定性。由于补贴调整经已确定,对车厂推出车型有利,因此可以预计今年新能源车的发展应更顺利。

报告指,关键政策已在2020年第四季度进行了更新,包括新能源汽车长期发展计划(2021年至2035年)。随着补贴的温和调整确定,预计2021年以后新能源汽车的发展将会强劲。2020年10月和11月的新能源汽车销量均同比增长104%,预计这一趋势将在2021年上半年持续,行业投资评级维持跑赢大市。

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