里昂发表研究报告指，中国财政部及国家税务总局公布，新能源车出口增值税退税将由13%降至9%，自2027年4月起生效，此举符合市场预期，很可能是汽车股自8月以来跑输的主要原因。按离岸价计算，每车毛影响约为4%，而根据中国海关数据，该行估计每车毛影响约720美元，即约4,800元人民币。考虑到出口配额及欧盟出口关税等压力，里昂预期整车厂将调整零售价及经销商回扣，实际净利润受损料低于粗算金额。里昂指出，...
Source Link里昂发表研究报告指，中国财政部及国家税务总局公布，新能源车出口增值税退税将由13%降至9%，自2027年4月起生效，此举符合市场预期，很可能是汽车股自8月以来跑输的主要原因。按离岸价计算，每车毛影响约为4%，而根据中国海关数据，该行估计每车毛影响约720美元，即约4,800元人民币。考虑到出口配额及欧盟出口关税等压力，里昂预期整车厂将调整零售价及经销商回扣，实际净利润受损料低于粗算金额。里昂指出，...
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