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光大證券:多省區發佈升級版汽車以舊換新政策,關注汽車整車板塊
格隆匯 09-06 08:33
光大證券表示,關注汽車整車板塊。過去11天十多省區發佈升級版汽車以舊換新政策,共同特徵都是將新能源車與燃油車補貼標準翻倍。而9、10月被視為車市銷售的“金九銀十”,疊加車企自身促銷力度也在加大,9、10月汽車銷售有望迎來同環比雙增。尤其補貼力度更大的新能源車預計擴大增長優勢,並帶來板塊估值修復機會。
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