惠譽:內地新能源車補貼政策延長對今年電動車銷量影響不大
評級機構惠譽發表報告指,內地延長新能源汽車購置稅減免政策應能促進行業穩步增長。補貼範圍繼續覆蓋插電混動汽車,進一步印證插電混動汽車將成為內地向電動汽車轉型的關鍵催化劑。最新的補貼政策亦凸顯出政府正加大力度重振增速趨緩的內地汽車銷量。
惠譽預期,補貼政策延長對內地今年電動汽車銷量的影響不大,仍然預測年內電動汽車交付量增速超過30%,電動汽車市場滲透率達到35%。不過,補貼政策延長或意味著今年第四季度的前置購車需求將減弱,屆時消費者將不會在免稅政策到期前急於購車。
惠譽認為,今年車企激進的定價策略或刺激電動汽車銷量更強勢增長,從而抵銷前述影響。更為明晰的長期稅收激勵措施將為今年以後電動汽車的盈利提供緩衝,進而令車企能夠在未來一至兩年內維持「以價換量」的競爭策略。
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