智通财经APP获悉，汽车股早盘显著冲高，午后集体转跌。截至发稿，华晨中国(01114)跌4.3%，报3.78港元；长城汽车(02333)跌2.75%，报15.54港元；广汽集团(02238)跌1.86%，报3.17港元；理想汽车-W(02015)跌1.18%，报87.9港元。
消息面上，工信部等三部门此前发文明确2026-2027年减免车辆购置税新能源汽车产品技术要求。瑞银发布研报称，虽然大多数汽车制造商应能满足新标准，但最新的政策更新可能显得更为严格，不利市场情绪。虽然2024年中期的政策顺风可能在2026年转向，但投资者对个别公司的新车推出仍普遍乐观。
此外，乘联分会秘书长崔东树近日表示，乘联分会8月已上调全年车市预期，10月下旬研讨后会进一步调整预测，预计将向上修正2025年增长预测。申万宏源近期发布研报称，汽车补贴陆续进入尾声且明年起新能源免征购置税政策结束，购车成本将明显上升，进入四季度或许会因此迎来一波市场抢装。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.