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《大行報告》大摩:若新能源車補貼報道屬實 比亞迪(01211.HK)、長汽(02333.HK)、吉利(00175.HK)等本土品牌較受惠
有報道指,內地正探討推出一系列購車補貼,以刺激新能源和傳統汽車銷售。摩根士丹利發表報告,指若消息屬實,補貼計劃將側重於價格不超過15萬元人民幣(下同)的汽車,這些汽車是比亞迪(01211.HK)、長汽(02333.HK)、吉利(00175.HK)等國產品牌的大本營。 大摩相信,蔚來-SW(09866.HK)、小鵬汽車-W(09868.HK)、理想汽車-W(02015.HK)這三家電動汽車公司不會受到影響,因為他們的所有車型都在15萬元以上,但二線電動車初創或將受惠。 按歷史經驗,報告稱,刺激措施通常最少需要一至兩個月才見效,料自第三季中段起提振汽車銷售。大摩認為,投資者對正面消息引頸以待,料市場對報道反應正面,意味汽車業最壞時刻已過去;上海生產基地近期亦已復工,即使進度較緩慢。倘消息屬實,銷量貢獻將取決於執行時間表、政策時間長度、新車款管線、汽車供應,以及更重要的疫情發展。
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