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中國政府提高專車門檻,對新能源車製造商影響幾何

事件:10 月8 日,北京、上海、深圳、廣州、杭州等地分別對外發佈網約車(又稱“專車”)新規細則草案,向社會公開徵求意見。新政對平臺、車輛、司機等方面做了較為細緻苛刻的准入門檻。

評論:網約車新政細則中,媒體最關注的是京滬兩地要求司機必須有當地戶籍,筆者倒是更為關注對車輛的要求,尤其是對哪些新能源車可以作為網約車的合格車輛。根據有關媒體梳理,除了高端的特斯拉,比亞迪的E6,秦,騰勢皆符合;北汽有兩款純電動車入圍;吉利的帝豪EV也有份入選;日產啟辰,華泰汽車,海馬汽車各有一款入圍。我們知道,在這些網約車的主要市場中,新能源車目前是可以免費免拍獲得當地牌照的,這意味著,這些廠家的產品一舉具備兩項優勢。比亞迪,北汽,吉利將由此獲益,建議可以重點關注。

撰稿: 章晶研究分析員
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