港股概念追踪 | 2026汽车以旧换新继续！政策景气催化凸显车企配置价值(附概念股)

智通财经2025-12-31

智通财经APP获悉，近日，汽车行业再迎利好，国家发展改革委、财政部印发的《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》正式对外发布，明确2026年“两新”政策的支持范围、补贴标准和工作要求。从《2026年汽车以旧换新补贴实施细则》来看，2026年国补继续对汽车报废、汽车置换给予了大力支持。具体细则上，支持汽车报废更新方面。个人消费者报废登记在本人名下的乘用车，并购买纳入《减免车辆...

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Policy boom catalyzes the allocation value of car companies (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80175":0.6,"81211":0.6,"HYDD.SI":0.6,"NIO":1.9,"EVS.SI":0.6,"002594":1.95,"GELYY":1.92,"09868":1.9,"BYDDY":1.95,"XPEV":1.9,"01211":1.95,"00175":1.92,"09866":1.9,"HOmain":0.85,"NIO.SI":1.9},"content_text":"智通财经APP获悉，近日，汽车行业再迎利好，国家发展改革委、财政部印发的《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》正式对外发布，明确2026年“两新”政策的支持范围、补贴标准和工作要求。从《2026年汽车以旧换新补贴实施细则》来看，2026年国补继续对汽车报废、汽车置换给予了大力支持。具体细则上，支持汽车报废更新方面。个人消费者报废登记在本人名下的乘用车，并购买纳入《减免车辆购置税的新能源汽车车型目录》的新能源乘用车或2.0升及以下排量燃油乘用车的，给予汽车报废更新补贴支持，购买新能源乘用车补贴车价的12%(最高不超过2万元)、购买2.0升及以下排量燃油乘用车补贴车价的10%(最高不超过1.5万元)。支持汽车置换更新方面。个人消费者转让登记在本人名下的乘用车，并购买纳入《减免车辆购置税的新能源汽车车型目录》的新能源乘用车或2.0升及以下排量燃油乘用车的，给予汽车置换更新补贴支持，购买新能源乘用车补贴车价的8%(最高不超过1.5万元)、购买2.0升及以下排量燃油乘用车补贴车价的6%(最高不超过1.3万元)。为确保政策平稳有序衔接，并满足元旦、春节等旺季消费需求，国家发展改革委已向地方提前下达了2026年第一批625亿元超长期特别国债支持消费品以旧换新资金计划。商务部数据显示，今年1月至11月，消费品以旧换新带动相关商品销售额超过2.5万亿元，惠及超过3.6亿人次。其中，汽车以旧换新超过1120万辆，占同期汽车总销量的三分之一以上。中信证券发布研究报告称，2026年汽车行业以旧换新政策延续，建议投资人聚焦具有全球竞争力的中国企业，全面拥抱产业新趋势。2026年上半年有望跑赢的投资标的包括：出海景气延续、出海盈利弹性大的乘用车和商用车龙头企业。随着我国汽车市场持续发展壮大，中国汽车在的世界份额屡创新高。数据显示，2025年1-11月，乘用车产销分别完成2738.8万辆和2725.6万辆，同比分别增长12%和11.5%。今年世界前10车企中3家中国车企的份额是上升较强的，比亚迪达到世界第6位、吉利第8位，奇瑞第10位。电动化发展也导致部分国际车企逐步走向衰落。除了美国市场异常暂时较强和铃木等印度市场较好的因素促进，其它国际品牌份额出现全面较大的下滑。乘联分会秘书崔东树指，2026年延续2025年的政策基调，继续实施更加积极的财政政策和适度宽松的货币政策，叠加国家补贴实施的早，效果会很突出，预计车市1月实现开门红正增长。他认为，春节前较长的时间段内，补贴政策将对车市增长带来巨大推动，奠定2026年车市增长好于预期的基础。预计2026年1季度车市同比有望持平，新能源车1季度有望微增5%。目前，国内市场处于国标更新关键节点，新国标推动行业规范化，加速中小品牌出清，头部企业凭借规模与技术优势主导市场，产品向智能化、高端化升级。方正证券发布研报称，中央经济工作会议及财政部明确优化“两新”政策，多地遴选以旧换新平台企业。政策端积极信号持续释放，国家市场监管局发布汽车行业价格行为合规指南后，行业价格竞争趋缓，竞争环境持续优化。同时，部分城市已开始部署新国补相关工作，行业有望迎来政策细则落地与配套支持的补充催化，龙头车企底部配置价值突显，关注后续政策景气催化。相关概念股比亚迪股份(01211)：前11月新能源汽车产量约411.76万辆，同比增长7.29%；销量约418.2万辆，同比增长11.3%。吉利汽车(00175)：前11个月的汽车总销量为278.78万辆，同比增长42%。11月的汽车总销量为31.04万辆，较去年同期增长约24%。蔚来-SW(09866)：前11月交付27.79万辆汽车，同比增长45.6%；11月交付3.63万辆汽车，同比增长76.3%。小鹏汽车-W(09868)：前11月累计交付量达到39.19万辆，同比增长156%。 11月交付3.67万辆，同比增长19%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2595434107","isCrawlerRequest":true}