智通财经APP获悉，蔚来-SW(09866)早盘涨超6%，截至发稿，涨6.12%，报36.4港元，成交额7999.71万港元。
消息面上，汽车以旧换新消费刺激政策能否延续到2025年尚未明确。中信证券指出，2024年陆续出台的以旧换新政策在2024年下半年很好地起到了销量托底作用，该政策延续的可能性较大，且不排除会有其他多样化的刺激性政策。
值得注意的是，蔚来与其第二品牌乐道联合宣布，自2025年起至2月28日，针对开票购车的用户推出以旧换新补贴限时兜底政策。期间，若用户因新车开票时间早于“以旧换新”政策要求时间而无法申请政府置换补贴，蔚来和乐道将通过积分和等额加电补贴的形式，全额兜底补贴差额。蔚来和乐道还推出“零首付3年零息限时金融优惠”政策。
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