中信證券:汽車以舊換新政策超預期落地 商用車尤為受益
中信證券研報表示,7月25日,國家發改委、財政部印發《關於加力支持大規模設備更新和消費品以舊換新的若干措施》的通知。文件提出“統籌安排3000億元左右超長期特別國債資金,加力支持大規模設備更新和消費品以舊換新”,汽車是以舊換新政策的重要支持領域。本次汽車以舊換新政策全面超市場預期,有望對行業銷量形成較明顯的拉動,行業景氣度有望上行,推薦超配汽車板塊。
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