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第七批名單公佈開啟下半年新能源客車&專用車盛宴

事件:

7 月31 日,工信部發佈《新能源汽車推廣應用推薦車型目錄》<第7 批>,共計282 款新車型和95款擴展車型進入補貼目錄:其中新能源乘用車共41 款,占比14.5%;新能源客車共153 款,占比54.3%;純電動專用車88 款,占比31.2%。

評論:

2017 年上半年我國新能源汽車銷量19.3 萬輛,同比增長13.6%,銷量增速大幅下滑,原因在於2016年底2017年初中國政府對新能源補貼政策進行反省和審視,查處了前一輪粗放補貼中的漏洞,並醞釀形成改進後的新一輪政策,造成2017年初連續數月因政策真空期帶來的新能源汽車銷量大跌。我們預計,隨著新的補貼目錄再次明確,下半年將迎來新能源汽車銷售的高峰期。

具體而言,此次補貼目錄中,新能源客車和新能源專用車占比較大,合計佔據約85%的份額,相應的新能源客車及新能源專用車的生產商將獲益最大,投資者可關注國內新能源客車龍頭宇通客車(600066.SH)和新能源專用車新海宜(002089.SZ)。

撰稿: 章晶研究分析員
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