财经快讯|中信建投:汽车以旧换新细则出台,有望进一步拉动汽车内需
中信建投4月30日研报指出,与此前几轮购置税减免政策不同,本次以旧换新主要针对的是长车龄存量用户的潜在换购需求,市场上普遍关注存量符合条件车型有多少,除此之外,补贴对于向新车购置的转化率也会有明显提升(无政策条件下,报废后有大量流向购买二手车或不买车),最终拉动作用可能超预期,我们测算对新车购置需求拉动有望达到258万辆。复盘22年购置税减免政策,虽然政策前股价提前反应,但销量数据得到积极验证后整车持续上涨,超额收益在8月达到峰值。零部件行情滞后于整车,在7月开始启动,整体看整车和零部件均跑出明显超额收益。参考上一轮,推荐投资节奏先整车再零部件。
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