电车需求跟踪8月:以旧换新调整&购置税提前购车共同博弈Q4需求

五矿证券
Sep 27

报告要点月度关注:各地区以旧换新政策调整,将略微减弱需求,但购置税退坡将促进提前购车,Q4 需求仍有博弈。自今年6 月起全国各地由于资金使用完毕暂停了以旧换新的申请,近期随着第三批资金下达,各地区均调整了以旧换新政策,调整主要分为三类:申领难度加大。政策调整了补贴申领方式,调整前消费者购车后提交材料申请即可拿到补贴,调整后多数地区是每月或每周的固定时间释放补贴资格、抢到补贴资格的消费者可以获得补贴...

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