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歐盟考慮減免電動車增值税,動力電池集體拉昇
格隆匯 05-20 10:28

來源:wind

據外媒消息,歐盟正在討論對零排放汽車(Bev)免徵增值税,此舉是歐盟“綠色復甦”(green recovery)的一部分。

根據媒體報道的歐盟文件草案,

1)零排放汽車(Bev)將免徵增值税;

2)歐盟高管正在鼓勵車企銷售清潔能源汽車,歐盟委員會提議建立歐盟清潔車採購機制,決定兩年內投入200億歐元用於減少碳排放;

3)此外計劃投入400-600億歐元加速三電系統投入,及2025年建設200萬個公共充電站。

草案目前正在討論中,根據歐盟現在法律,歐盟不允許成員國增值税低於15%,通常在20%以上,最高的是27%。一旦一些成員國採取行動,其他成員國就會有巨大的動力效仿。在歐盟,增值税只能徵收一次。如果匈牙利(增值税27%)沒有取消增值税,但奧地利取消了,匈牙利買家可以坐火車去奧地利,在那裏買一輛電動汽車,省下一大筆錢。

目前歐盟成員國中,挪威、荷蘭電動車銷量佔比最高。

據天風證券測算,歐盟電動車銷量主要國家為德國、法國、荷蘭(英國已脱歐,挪威非歐盟國家),選取大眾Golf與e-Golf、寶馬3系與Model 3購置價格對比,如果免徵增值税,除了法國Model 3與荷蘭e-Golf仍高於對標燃油車外約2000歐元外,其他車型購置價均低於燃油車2000-3000歐元,性價比非常高。

據歐洲汽車製造商協會(ACEA)的數據,2020年Q1,歐盟電動車銷量猛增超100%,報告顯示,今年前三個月,歐盟新登記的ECV數量為167132輛。電池汽車(BEV)和插電式混合動力汽車(PHEV)分別增長了68.4%以及161.7%。

與此同時,新註冊的柴油車數量急劇下降32.6%,汽油車銷量縮減32.2%。

A股開盤,動力電池產業鏈活躍,璞泰來、恩捷股份、當升科技漲停,寧德時代等跟漲。

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