野村:能源汽車補貼期限延長 首選華晨中國(1114.HK)及吉利(0175.HK)
野村發表研究報告稱,內地政府昨日公佈新能源汽車進一步的補貼政策,將新能源汽車補貼政策實施期限延長至2022年底,而2020年至2022年的補貼標準,將分別在上一年基礎上逐步降低補貼比例,分別為按上一年補貼幅度降10%、20%、30%。該行評價華晨中國(1114.HK)及吉利汽車(0175.HK)為行業首選股。
野村表示,消費者對汽車等高價消費品的消費情緒或減弱,短期內新能源汽車的需求不太可能增加,但是隨着今年下半年更多新車型號推出,以及在2021年開始另一輪補貼削減,相信需求會強勁增加。
另外,為了反映公共衞生事件的影響,野村下調今年新能源汽車出貨量預測14%,但由於更高質量型號的汽車推出,加上補貼延長,該行將2021年出貨量預測僅下調了6%。
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