《大行報告》大和:國務院研究延長免徵新能源車購置稅 顯示續支持行業
新能源汽車股今日股價抽升,理想汽車-W(02015.HK)股價彈近9.9%,蔚來-SW(09866.HK)股價抽升7.3%,小鵬汽車-W(09868.HK)股價揚9.9%,而比亞迪(01211.HK)揚4.9%。
就國務院召開常務會議,指要活躍二手車市場,促進汽車更新消費,對小型非營運二手車,8月1日起全面取消符合國五排放標準車的遷入限制,並支持新能源汽車消費,指考慮當前實際研究免徵新能源汽車購置稅政策年底到期後延期問題等。大和表示,內地電動汽車購置稅豁免將於今年結束,市場預期中央可能會通過一些調整延長政策。該行認為中國政府將繼續通過延長新能源汽車購置稅豁免來支持行業。
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