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鋰電池板塊掀漲停潮,寧德時代暴力拉昇漲近10%,為何?
格隆匯 05-28 14:07
格隆匯5月28日丨A股市場鋰電池板塊掀漲停潮,容百科技(漲20%)、天際股份、多氟多漲停,恩捷股份、天賜材料、璞泰來等盤中均觸及漲停,寧德時代一度暴力拉昇漲近10%,逼近萬億市值。消息面上,5月27日,美國參議院財政委員會提出推動電動汽車、清潔能源税收抵免的提案,其中關於電動汽車方面,力度大超預期:1)取消了之前的車企累計銷量20萬輛後,需要在一年內退坡的限制。2)直到電動車佔當年汽車總銷量的50%後,退税補貼才會逐步退坡。3)單車補貼金額上限由7500美元上修至12500美元(在美國組裝生產的電動車才有補貼)。目前參議院的財政委員會對此提案已表決通過,下一步將提交給參議院、眾議院審議,都通過後由總統簽署生效。天風證券稱,由於本屆民主黨佔據了參、眾兩院的控制權,後續通過概率較大。本次提案無論是補貼力度(從7500到12500美元),還是補貼時長(滲透率達到50%才退坡,目前美國滲透率僅2%)都大幅超出預期,若通過後,預計美國電動車市場爆發力度或不低於歐洲市場。
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