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北京放開新能源車限購,新能源車消費利好更進一步

北京市政府於十月底公佈:對2015年第五期小客車指標申購者中,屬於新能源車的限購指標全部直接發放,不再搖號。這是繼深圳以後,第二個對新能源車放開限購的大城市。

我們認為,由於公共交通資源的擁擠,北上廣深為了控制私家車數量紛紛實行車牌限購政策,車牌的拍賣價格甚至超過12萬人民幣,人為抑制了汽車消費需求。由於新能源車牌不需拍賣,牌照資源獲得方便程度優於燃油車,成為這些城市消費者購買新能源汽車的主要理由,放開限購政策在此基礎上更進一步。北上廣深有望成為新能源車消費的主戰場。

10月份以來國家通過購置稅優惠、降息降准等方式刺激消費,新能源汽車製造商的業績增速有望再上臺階。建議關注北京汽車,比亞迪,江淮汽車,吉利汽車,廣汽集團。

撰稿: 章晶研究分析員
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