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受惠國策電動車股全面逆市造好 「蔚小理」漲逾3%-5%
納指昨晚假後復市最多跌0.9%,收市僅續吐不足0.1%。然而,反映中概股表現的金龍中國指數昨晚挫4.9%。本港科指今早續跌2%,現報3,991。恆指低見19,260,現報19,272,續跌334點或1.7%。 美國電動車公司Rivian(RIVN.US)宣布,旗下客戶可於明年接入特斯拉(TSLA.US)充電網絡,兩者股價昨晚逆市齊漲逾半成。此外,內地新能源汽車免徵車輛購置稅政策延至2025年底。 本港電動車股今早全線逆市造好,尤其是獲阿布扎比主權基金入股7%的蔚來(09866.HK)重越百天線,股價曾彈逾6%高見74.85元,現報74.3元,回升5.3%。 小鵬(09868.HK)及理想汽車(02015.HK)繼昨天整固後,今早股價高見44.4元及138.1元,現報44.25元及137.4元,回升4.1%及3.1%。 藍籌比亞迪(01211.HK)承過去三連吐勢,今早股價再考驗10天線(260.2元),最低見258.2元獲承接,掉頭高見267元,現報264元,反覆回升0.4%。零跑(09863.HK)今早低開報42.15元獲承接,掉項高見44.35元,現報43.4元,反覆回升1.5%。 然而,傳統車股普遍受壓,長汽(02333.HK)及藍籌吉利(00175.HK)最低見8.73元及9.56元,現報8.91元及9.66元,續跌0.9%及0.7%。 國家財政部、稅務總局、工業和信息化部聯合發布《關於延續新能源汽車免徵車輛購置稅政策的公告》,對購置日期在2024年1月1日至2025年12月31日期間的新能源汽車免徵車輛購置稅。其中每輛新能源乘用車免稅額不超過3萬元人民幣;對購置日期在2026年1月1日至2027年12月31日期間的新能源汽車減半徵收車輛購置稅,其中,每輛新能源乘用車減稅額不超過1.5萬元人民幣。
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