大和：維持對中國汽車產業正面看法，預計海外市場仍是主要增長動力

格隆匯

01/02

格隆匯1月2日｜大和發表研報指，內地發布2026年汽車以舊換新補貼的細則，自今年1月1日起生效，明確了個人購車者的兩種補貼渠道。該行維持對中國汽車產業的正面看法，並繼續將國內的政策支持(包括此項以舊換新計劃)視為能夠穩定換車需求、緩衝周期性疲軟的影響，而海外市場(出口及國際化擴張)仍是中國汽車製造商的主要增長動力。大和認為，此次補貼規模與去年非常相似，這消除了市場對政府會在今年大幅削減補貼金額的...

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