港股異動丨汽車股逆勢上升,國六B實施日期出爐,車市吃下“定心丸”
格隆匯5月10日丨港股汽車股逆勢上升,其中,長城汽車升超4%,比亞迪股份和華晨中國升超2%,北京汽車升超1%。乘聯會祕書長崔東樹在月度乘用車市場研討會上表示,4月價格戰熱度逐漸消退,經銷商恐慌心態逐步穩定,消費者恢復理性消費,觀望情緒得以緩解,前期壓抑的需求有所釋放;疊加‘五一’小長假出行用車需求增長,帶動4月購車消費前置,整體車市延續3月底的增長態勢,企穩修復。另外,工信部等5部門發佈公吿,自2023年7月1日起,全國範圍全面實施國六排放標準6b階段,禁止生產、進口、銷售不符合國六排放標準6b階段的汽車。不過,政策針對部分實際行駛污染物排放試驗(即RDE試驗)報吿結果為“僅監測”等輕型汽車國六B車型,給予半年銷售過渡期,允許銷售至2023年12月31日。崔東樹稱,半年銷售緩衝期的設立,已經緩解了目前市場上大部分庫存燃油車型銷售的焦慮。這對於穩定企業和經銷商心態,從而穩定市場消費。整體來看,政策的出台給行業帶來很好的穩定作用,預計5-6月份生產會得到大幅的恢復,也會穩定市場的心態。

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