《大行》摩通:中国乘用新能源车出口退税下调 车企明年盈利再受冲击 估比亚迪、零跑最受影响

阿斯达克财经
Oct 13

摩根大通发表研究报告指,国家财政部出乎预期地宣布,乘用新能源车出口增值税退税将由目前的13%下调至9%,自2027年4月起生效。该行指出,政策本身未必令多数投资者意外,因市场预期中国政府或会配合与欧盟谈判调整出口退税,以争取更佳市场准入安排,但公布时间早于预期。该行表示,出口退税下调仅适用于乘用新能源车,不包括燃油车及新能源重卡,中国重汽(03808.HK) 不受影响。相反,乘用新能源车出口敞口较...

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