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《大行報告》大摩:內地延長新能源車購置稅政策符預期 或令短期行業情緒有支持
大摩發研究報告指,內地延長新能源車購置稅政策至2025年底,大致上符合市場預期。雖然該政策能為行業提供短期支持,但該行預料,新能源汽車銷量或利潤率並不會有任何明顯變化,主要因市場競爭仍然激烈及經濟前景仍不明朗。市場現時期待進一步刺激經濟政策會在下半年出台,尤其是利好新能源汽車的政策。所以除了潛在需求復甦外,政策將會主導行業進一步跑贏大市。(ca/u) ~
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