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新日股份(603787.SH):電動兩輪車的置換週期平均為5年左右
格隆匯 09-05 19:34

格隆匯9月5日丨新日股份(603787.SH)在業績説明會上表示,自2019年新國標實施以來,大量不符合規定的電動兩輪車淘汰更替,另外,電動兩輪車的置換週期平均為5年左右,隨着我國電動兩輪車行業的發展和保有量的增加,自然替換需求預計將有增長。政策面上,一方面,自上半年國務院印發《推動大規模設備更新和消費品以舊換新行動方案》以來,商務部等部門發佈了一系列“煥新”行動方案和若干措施,2024年7月,國家發改委、財政部聯合印發《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》,其中第(七)條明確指出:“支持地方提升消費品以舊換新能力。直接安排超長期特別國債資金,用於支持地方自主提升消費品以舊換新能力。國家發展改革委商財政部綜合各地區常住人口、地區生產總值、汽車和家電保有量等因素,合理確定對各地區支持資金規模。各地區要重點支持汽車報廢更新和個人消費者乘用車置換更新,家電產品和電動自行車以舊換新,舊房裝修、廚衞等局部改造、居家適老化改造所用物品和材料購置,促進智能家居消費等。”一系列政策措施的出台有望刺激電動兩輪車替換需求增長。共享出行作為一種新興的交通方式,以其便捷、靈活和經濟的特點,逐漸成為城市居民出行的重要選擇,不僅解決了城市交通擁堵問題,還促進了資源的高效利用。一線城市在試點運營共享電單車時,兼顧了規範與便捷,通過政策引導和市場調節,促進了共享電單車的健康發展。隨着政策支持和市場進一步開放,預計未來共享出行將會更加便捷、安全和高效,滿足不同用户的個性化需求。

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