《大行報告》大摩:內地減徵乘用車購置稅速度和範圍令人驚喜 看好長汽(02333.HK)、吉利(00175.HK)及廣汽(02238.HK)
摩根士丹利發表報告指,內地減徵乘用車購置稅的速度和範圍令人驚喜,其中國家稅務總局宣布引擎2升以下、增值稅前車價低於30萬元人民幣的車輛,其購置稅由10%降至5%。
該行認為,是次政策出台有助推動內地下半年的汽車銷售,購置稅下調料受惠的不止本土品牌,亦包括合營企業的主要車款。
車企中,大摩看好長城汽車(02333.HK)、吉利汽車(00175.HK)及廣汽集團(02238.HK),為該行於內地實施政策刺激措施時的首選,因三企在2升以下的細分市場有據點,且有強勁的訂單積壓及良好的未推出車款,可支持下半年有更強勁復甦。
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