摩根士丹利：內地延長新能源車購置税政策符預期 或令短期行業情緒有支持

金十數據
2023.06.21 07:20
金十數據 6 月 21 日訊，大摩發研究報告指，國內延長新能源車購置税政策至 2025 年底，大致上符合市場預期。雖然該政策能為行業提供短期支持，但大摩預料，新能源汽車銷量或利潤率並不會有任何明顯變化，主要因市場競爭仍然激烈及經濟前景仍不明朗。市場現時期待進一步刺激經濟政策會在下半年出台，尤其是利好新能源汽車的政策。所以除了潛在需求復甦外，政策將會主導行業進一步跑贏大市。
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