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《大行報告》交銀國際:延長新能源乘用車免徵購置稅是一劑強心針 續看好比亞迪(01211.HK)及理想-W(02015.HK)
交銀國際發表研究報告指,內地政府公布在2024至25年購買的新能源乘用車將合資格享有每輛最高3萬元人民幣的購置稅減免,在2026至27年免稅額減半至每輛1.5萬元。 交銀國際認為,購置稅減免延期政策比市場預期好,另外延期意味著對新能源車行業的持續政策支持。大眾市場的新能源車在未來幾年仍將享受全額購置稅豁免。這對大眾市場龍頭比亞迪和其他專注於這一領域的內地整車廠來說是一個利好。 交銀國際表示,值得注意的是插電混動車沒有被區別對待,這是混動車銷售前景的積極信號;又指,汽車行業在過去幾個月表現強勁,符合預期;該行預計今年下半年,擁有強勁月度銷售增長和新車型銷售上量的車企將跑贏同行。 該行表示,繼續看好比亞迪(01211.HK)及理想汽車(02015.HK),給予投資評級均為「買入」。
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