購置税減徵600億 汽車股集體走強 長城汽車漲超13%
格隆匯5月24日丨港A兩地汽車股集體高開,港股長城汽車漲超13%,吉利汽車漲近10%,廣汽集團漲近6%,東風集團漲超4%,五菱汽車漲超3%,北京汽車漲超2%;A股中通客車、安凱客車漲停,江淮汽車、長城汽車和上汽集團漲超3%。國常會提出階段性減徵部分乘用車購置税600億元及其他多項利好汽車行業恢復和發展的政策。中信證券認為購置税減免是拉動汽車銷量最有效的政策之一,政策力度超市場預期,有望拉動100-200萬乘用車新增需求。汽車行業最差時間已經過去,未來有望持續邊際好轉,看好汽車行業的整體復甦和長期發展,當前時點建議超配汽車板塊。


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