金吾财讯 | 汽车经销商普升，永达汽车(03669)涨10.64%，美东汽车(01268)涨5.13%，和谐汽车(03836)涨2.82%，正通汽车(01728)涨2.5%，中升控股(00881)涨2.31%。国家信息中心正高级经济师徐长明今日在2024汽车金融产业峰会上表示，今年全年国内乘用车批发销量预计为2300万辆，同比增长2.7%，终端销量有望达到2350万辆左右，同比增长6-7%，全年新能源车渗透率有望达到48-49%。徐长明同时表示，2025年车市表现很大程度上取决于经济、政策，“明年车市的影响关键因素是今年的两个政策，即报废更新政策和置换更新政策，这两个政策若能延续，明年车市总量有望继续增长，但如果政策撤出的话，车市或将出现比较明显的负增长。国信证券发研指，各地报废更新政策已陆续落地，补贴减税持续利好新能源产业。截至11月12日，我国新能源汽车年产量已突破1000万辆，成为全球第一个新能源汽车年产量突破1000万辆的国家。乘联分会数据显示，新能源车零售渗透率从1月份的32.8%升至10月份的53.0%。该行认为，年底购车需求有望持续抬升。
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