乘用车行业:新车周期叠加购置税减半政策 BETA在即

中信建投证券
Aug 07

核心观点:近期第三批“以旧换新”国补已陆续下发地方,乘用车板块消费景气有望改善,26-27年新能源车购置税由免征调整为减半征收。当前新能源车免征购置税3万元,26-27年将调整为减半征收(即从减免最高3万元下调为1.5万元),购置税减免退坡,beta上行在即,叠加反内卷,利好当前产品周期“弱转强”的30万元价位带品牌;L2智驾国标或落地在即,板块密集催化下产业趋势进一步强化;商用车内需修复和非俄...

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