港股異動丨中國重汽、濰柴動力大升,商用車以舊換新首次出台超市場預期
港股市場商用車及貨車概念股集體走強,其中,中國重汽升超13%,濰柴動力升超10%,中集集團升近4%。發改委、財政部25日聯合發佈通知,明確由國家發改委牽頭安排3000億元左右超長期特別國債資金,加力支持大規模設備更新和消費品以舊換新。中信證券發表報吿指出,相較於此前的設備更新和以舊換新系列政策,本次措施資金額度更大、資金來源明確、中央出資比例提高。此外,乘用車以舊換新補貼金額在此前基礎上翻倍。汽車銷量有望被明顯帶動,乘用車、商用車、兩輪車、動力電池等板塊有望全面受益。報吿指,分行業看,商用車以舊換新首次出台,大超市場預期;貨車方面,文件提出加快更新為低排放貨車。報廢並更新購置符合條件的貨車,平均每輛車補貼8萬元;無報廢只更新購置符合條件的貨車,平均每輛車補貼3.5萬元;只提前報廢老舊營運類柴油貨車,平均每輛車補貼3萬元。此外,文件還提出了支持電動自行車以舊換新,有望提振兩輪車需求。

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