新能源车购置税减免延续，推进充电桩大力建设_老虎社区_美港股上老虎 - 老虎社区

1
5
收藏

新能源车购置税减免延续，推进充电桩大力建设

老金调研纪要
2022-08-21

【量】购置税前期已两次延期实施，本次再延期预计新增免税1000亿元。此举避免了政策取消后新能源车涨价对消费的抑制，同时通常年末政策退坡带来的抢装现象有望有所缓解，销量变动更加平缓。

【技术】金钱换时间，给予新能源材料更多创新时间。钠离子，磷酸锰铁锂等材料创新技术验证周期较长，购置税（10%）减免延期保证了单车几千元到数万元的优惠，缓解了车企短期成本压力，使其更加专注于新技术的研发。

【充电桩】推动充电桩布置,金融工具支持拉动积极性。国内新能源汽车的“车桩比”截至22年5月为2.7:1，仍有较大提升空间。政策性开放性金融工具支持有望拉动企业布置充电桩积极性，带来充电桩和充电侧储能的机会。

【观点】需求维稳，利好产业链各环节龙头企业，推荐宁德时代、亿纬锂能；关注容百科技、当升科技、恩捷股份、贝特瑞、璞泰来。（2）充电桩建设有望加速，建议关注充电桩及核心零部件厂家：通合科技，英可瑞，科士达

——【光大电新殷中枢/吕昊】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

1

举报

评论（5）

推荐
最新

丹尼尔加
·2022-08-22
国内新能源汽车的“车桩比”截至22年5月为2.7:1，仍有较大提升空间，布局充电桩板块的股票
回复
点赞
举报
福斯特09
·2022-08-22
对你的科士达很感兴趣，有没有比较好的操作意见
回复
点赞
举报
老夫的少女心_
·2022-08-22
通合科技是我的股票，我觉得现在的我狠高兴
回复
点赞
举报
豆腐王中王
·2022-08-22
这几年的新能源完全是政策的推动才发展这么快的
回复
点赞
举报
尔维斯肌肤
·2022-08-22
宁德时代和亿纬锂能我也比较喜欢
回复
点赞
举报

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

老虎社区侵权投诉指引

中国互联网举报中心·北京互联网举报中心

网络谣言曝光台·扫黄打非举报中心

网络110报警服务

© 2018-2024 老虎社区版权所有

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

qrcode

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":687223572,"tweetId":"687223572","gmtCreate":1661091537500,"gmtModify":1661092063071,"author":{"id":4110761498733470,"idStr":"4110761498733470","authorId":4110761498733470,"authorIdStr":"4110761498733470","name":"老金调研纪要","avatar":"https://static.tigerbbs.com/1eb04f9ab9ada3275438ce2b2305c023","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":0,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/5563174d1a5276cce498c4f9c197970f"}],"coverImages":[{"img":"https://static.tigerbbs.com/5563174d1a5276cce498c4f9c197970f"}],"title":"新能源车购置税减免延续，推进充电桩大力建设","extraTitle":"","html":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5563174d1a5276cce498c4f9c197970f\"></p><p>【量】购置税前期已两次延期实施，本次再延期预计新增免税1000亿元。此举避免了政策取消后新能源车涨价对消费的抑制，同时通常年末政策退坡带来的抢装现象有望有所缓解，销量变动更加平缓。</p><p>【技术】金钱换时间，给予新能源材料更多创新时间。钠离子，磷酸锰铁锂等材料创新技术验证周期较长，购置税（10%）减免延期保证了单车几千元到数万元的优惠，缓解了车企短期成本压力，使其更加专注于新技术的研发。</p><p>【充电桩】推动充电桩布置,金融工具支持拉动积极性。国内新能源汽车的“车桩比”截至22年5月为2.7:1，仍有较大提升空间。政策性开放性金融工具支持有望拉动企业布置充电桩积极性，带来充电桩和充电侧储能的机会。</p><p>【观点】需求维稳，利好产业链各环节龙头企业，推荐宁德时代、亿纬锂能；关注容百科技、当升科技、恩捷股份、贝特瑞、璞泰来。（2）充电桩建设有望加速，建议关注充电桩及核心零部件厂家：通合科技，英可瑞，科士达</p><p>——【光大电新 殷中枢/吕昊】</p></body></html>","htmlText":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5563174d1a5276cce498c4f9c197970f\"></p><p>【量】购置税前期已两次延期实施，本次再延期预计新增免税1000亿元。此举避免了政策取消后新能源车涨价对消费的抑制，同时通常年末政策退坡带来的抢装现象有望有所缓解，销量变动更加平缓。</p><p>【技术】金钱换时间，给予新能源材料更多创新时间。钠离子，磷酸锰铁锂等材料创新技术验证周期较长，购置税（10%）减免延期保证了单车几千元到数万元的优惠，缓解了车企短期成本压力，使其更加专注于新技术的研发。</p><p>【充电桩】推动充电桩布置,金融工具支持拉动积极性。国内新能源汽车的“车桩比”截至22年5月为2.7:1，仍有较大提升空间。政策性开放性金融工具支持有望拉动企业布置充电桩积极性，带来充电桩和充电侧储能的机会。</p><p>【观点】需求维稳，利好产业链各环节龙头企业，推荐宁德时代、亿纬锂能；关注容百科技、当升科技、恩捷股份、贝特瑞、璞泰来。（2）充电桩建设有望加速，建议关注充电桩及核心零部件厂家：通合科技，英可瑞，科士达</p><p>——【光大电新 殷中枢/吕昊】</p></body></html>","text":"【量】购置税前期已两次延期实施，本次再延期预计新增免税1000亿元。此举避免了政策取消后新能源车涨价对消费的抑制，同时通常年末政策退坡带来的抢装现象有望有所缓解，销量变动更加平缓。 【技术】金钱换时间，给予新能源材料更多创新时间。钠离子，磷酸锰铁锂等材料创新技术验证周期较长，购置税（10%）减免延期保证了单车几千元到数万元的优惠，缓解了车企短期成本压力，使其更加专注于新技术的研发。 【充电桩】推动充电桩布置,金融工具支持拉动积极性。国内新能源汽车的“车桩比”截至22年5月为2.7:1，仍有较大提升空间。政策性开放性金融工具支持有望拉动企业布置充电桩积极性，带来充电桩和充电侧储能的机会。 【观点】需求维稳，利好产业链各环节龙头企业，推荐宁德时代、亿纬锂能；关注容百科技、当升科技、恩捷股份、贝特瑞、璞泰来。（2）充电桩建设有望加速，建议关注充电桩及核心零部件厂家：通合科技，英可瑞，科士达 ——【光大电新 殷中枢/吕昊】","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/687223572","repostId":0,"isVote":1,"tweetType":1,"viewCount":2421,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["161028","399417"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":750,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7612863,"commentId":"7612863","gmtCreate":1661128287466,"gmtModify":1661128291449,"authorId":9000000000000316,"author":{"id":9000000000000316,"idStr":"9000000000000316","authorId":9000000000000316,"name":"丹尼尔加","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":687223572,"objectIdStr":"687223572","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"国内新能源汽车的“车桩比”截至22年5月为2.7:1，仍有较大提升空间，布局充电桩板块的股票","text":"国内新能源汽车的“车桩比”截至22年5月为2.7:1，仍有较大提升空间，布局充电桩板块的股票","html":"国内新能源汽车的“车桩比”截至22年5月为2.7:1，仍有较大提升空间，布局充电桩板块的股票","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7612865,"commentId":"7612865","gmtCreate":1661128417267,"gmtModify":1661128421684,"authorId":9000000000000307,"author":{"id":9000000000000307,"idStr":"9000000000000307","authorId":9000000000000307,"name":"福斯特09","avatar":"https://static.tigerbbs.com/e0718fadae159e83dfa236747cbf442c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":687223572,"objectIdStr":"687223572","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"对你的科士达很感兴趣，有没有比较好的操作意见","text":"对你的科士达很感兴趣，有没有比较好的操作意见","html":"对你的科士达很感兴趣，有没有比较好的操作意见","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7612864,"commentId":"7612864","gmtCreate":1661128342844,"gmtModify":1661128346341,"authorId":3479274702625278,"author":{"id":3479274702625278,"idStr":"3479274702625278","authorId":3479274702625278,"name":"老夫的少女心_","avatar":"https://static.tigerbbs.com/3cf1da32355d7fcd455bcb763ef83cd5","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":687223572,"objectIdStr":"687223572","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"通合科技是我的股票，我觉得现在的我狠高兴","text":"通合科技是我的股票，我觉得现在的我狠高兴","html":"通合科技是我的股票，我觉得现在的我狠高兴","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7612862,"commentId":"7612862","gmtCreate":1661128249438,"gmtModify":1661128253228,"authorId":9000000000000309,"author":{"id":9000000000000309,"idStr":"9000000000000309","authorId":9000000000000309,"name":"豆腐王中王","avatar":"https://static.tigerbbs.com/28b54c3ff00aca78d815cf3ac82272b2","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":687223572,"objectIdStr":"687223572","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这几年的新能源完全是政策的推动才发展这么快 的","text":"这几年的新能源完全是政策的推动才发展这么快 的","html":"这几年的新能源完全是政策的推动才发展这么快 的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7612855,"commentId":"7612855","gmtCreate":1661128168407,"gmtModify":1661128172140,"authorId":9000000000000308,"author":{"id":9000000000000308,"idStr":"9000000000000308","authorId":9000000000000308,"name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/b061e64f30a27d5aa62481a74a31d5a0","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":687223572,"objectIdStr":"687223572","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"宁德时代和亿纬锂能我也比较喜欢","text":"宁德时代和亿纬锂能我也比较喜欢","html":"宁德时代和亿纬锂能我也比较喜欢","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}