华源证券:纯电和混动价差缩小 并非一定导致混动销量承压

智通财经网
Oct 22

智通财经APP获悉,华源证券发布研报称,尽管2026-2027年新能源汽车购置税补贴退坡且技术指标要求提升,但伴随优质供给推出,预计新能源汽车销量仍能实现增长,维持汽车“看好”评级,建议关注:1)受新能源汽车购置税补贴退坡影响较小的高端车企:江淮汽车(6000418.SH)等;2)新车周期强势,有望较好对冲补贴退坡影响的车企:吉利汽车(00175)、零跑汽车(09863)等;3)有望通过自动驾驶等...

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