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昔日報告:
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重卡將受益於政府降低物流成本舉措

事件:

5月16日召開的國務院常務會議上,中國政府部署確定進一步降低實體經濟物流成本的措施,預計全年將降低物流成本120億元。

評論:

旨在降低社會物流成本的政策舉措中,與汽車行業相關的主要包括兩方面:降低稅費和簡政放權。前者比如從今年7月1日至2021年6月30日,對掛車減半徵收車輛購置稅,推動取消高速公路省界收費站;後者則包括取消4.5噸及以下普通貨運從業資格證和車輛營運證;今年底前,實現貨車年審、年檢和尾氣排放檢驗“三檢合一”,對貨運車輛推行跨省異地年檢,簡化手續。

周所周知,中國的物流成本較國外高出很多,效率較低,令到本國企業生產成本和國民生活成本高企,此次舉措將有益於降低全社會物流成本,物流行業的設備提供方,上游的重卡行業將首先受益於購置稅減半。平均一輛8萬元的掛車,用戶可節省4000元。我們建議關注港股上市的中國重汽(3808.HK)和濰柴動力(2338.HK)。

撰稿: 章晶 研究分析員
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