大行評級|交銀國際:以舊換新支援加大助力新能源汽車和天然氣重卡需求釋放
交銀國際發表研報指,發改委和財政部聯合發佈《關於加力支持大規模設備更新和消費品以舊換新的若干措施》。當中包括加大消費者乘用車以舊換新的補貼力度,以及提高營運貨車、新能源公交車更新補貼標準。該行認為,本次新增的刺激性政策明顯較今年4月底的更強,將有利進一步刺激老舊重卡加快更新為低排放重卡,並加快老舊燃油乘用車置換。
該行亦指,新能源汽車和天然氣重卡銷量將受惠於本輪刺激政策,並提及中國重汽、濰柴動力、比亞迪、理想汽車、蔚來均為商用車或乘用車板塊的優質股份。
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