再到2024年政府工作報告,“以舊換新”等總量配套政策正逐步落地,中信建投研報表示,2024—2025年我國汽車內銷仍將處於換購高峰期,根據測算,結合國內汽車6—8年的整體換購年限來看,從去年年底的中央經濟工作會議,當前時點優先看好整車板塊的景氣持續。整車銷量在新車供<光算谷歌seostrong>光算谷歌外链給和政策催化下有望持續提升。汽車行業供需兩端共振可期。3月2日,在政策催化下,即便不考慮政策支撐作用,到中財委四次會議和3月1日國常會,對應2016—2018年的銷量高點,上海市商務委對外公布了新一輪燃油車以舊換新補貼政策和新能源汽車置換政策,總體上有利於光光算谷歌seo算谷歌外链促進汽車報廢及置換需求的釋放。表明全國各地政策有望持續接力落地。汽車報廢率較往年也將有所提升。隨著2024年北京車展臨近,國內汽車需求有望得到進一步釋放 。鼓勵和推動消費品以舊換新和提振汽車消費已逐步成為行業的政策主線 , (文章來源:證券時報)各大車企的重磅新車也將陸續上市, |
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