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大行評級|大和:預料長汽、吉利、中國重汽及時代電氣等將受惠以舊換新政策 予“買入”評級
大和發表研究報吿指,國家發改委日前發佈大規模設備更新及消費品以舊換新的若干措施通知,統籌安排3,000億元人民幣資金用於加強支持大規模設備更新和消費品以舊換新,當中汽車以舊換新補貼有所提升,預料長城汽車、吉利汽車、中國重汽及時代電氣等都將受惠,全數給予“買入”評級,憧憬新政策可推動乘用車、重型貨車及新能源城市巴士的置換需求上升。
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