金吾财讯 | 汽车股早盘普升，蔚来(09866)涨3.46%，华晨中国(01114)涨3.43%，理想汽车(02015)涨2.52%，零跑汽车(09863)涨2.43%，小鹏汽车(09868)涨2.39%。消息面上，2024年“双新”（报废更新、以旧换新）补贴政策临近结束，进一步激发了消费者的购车热情。据商务部数据，截至12月13日，该政策已带动乘用车销量超过520万辆，其中报废更新车辆超251万辆，置换更新车辆超272万辆。据乘联分会统计，各地以旧换新政策对电动车的补贴比油车高出1000-5000 元。2024 年 1-11 月新能源汽车零售 959.4 万辆，同比增长 41.2%。11 月，新能源渗透率达到了 52.3%，较去年同期增12%，已连续 5 个月突破 50%。国新证券表示，当前，国产新能源汽车快速发展，乘用车方面，燃油车与新能源车向“油电同权”趋势发展，各品牌产品在技术和功能方面同质化现象较明显，价格竞争仍然激烈。该行认为品牌势能较强以及在智能化方面具有领先优势的新能源车企在单车利润方面具有提升空间，将更具竞争力。建议关注明年汽车以旧换新接续补贴政策。
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