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大行評級|花旗:內地提高以舊換新政策補貼 比亞迪、零跑、長汽及吉利可能最受惠
花旗發表報吿指,內地上調了4月推出的汽車以舊換新政策的補貼金額,其中新能源乘用車補貼標準由1萬元提高至2萬元;購買2.0升及以下排量燃油乘用車,補貼標準提高至1.5萬元。花旗預期今次更新補貼(有效期至12月31日)影響下,內地汽車廠商第四季表現將受惠提前釋放的2025年初需求。整體而言,該行相信今次刺激政策將有利於內燃機汽車去庫存,並相對較快地提升插電式混合動力車及增程型電動車於第四季滲透率。該行認為,由於比亞迪、零跑汽車、長城汽車及吉利汽車擁有較高的銷售上升潛力,以及豐富的插電式混合動力車及增程型電動車產品線,因此應能從今次更新補貼中最受惠。
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