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        2019年以来,促进汽车消费的政策密集出台

        2019年06月13日 17:04:36字号:T|T

            2019年以来,促进汽车消费的政策密集出台。国家发展改革委和商务部等三部委近日发布关于新能源汽车、农村汽车消费等方面的促消费实施方案;5月份,商务部、海关总署等三部委发文支持有条件地区开展二手车出口业务;新的促进汽车“五大总成”回收利用的《报废机动车回收管理办法》也在今年6月1日由国务院颁行。

            其中,三部委实施方案明确要求,严禁各地出台新的汽车限购规定,各地对新能源汽车不得实行限行、限购,并且已经实行的应当取消。

            “这次与前两次汽车消费支持政策不同,汽车下乡和购置税减半都是通过财政税收补贴的方式,今年是通过放松汽车限购管制,降低了汽车购车指标的交易成本,形成了汽车消费的正向激励。”中信建投宏观固收首席分析师黄文涛在接受采访时说。

            地方层面,近期广州、深圳放宽有关汽车限购和摇号的限制,在2020年末两地将新增汽车牌照10万张和8万张。“汽车行业在全社会消费品零售总额中占有重要地位,该政策在全国范围内具有很好的示范作用,其他限购城市后续跟进值得期待。”工银国际研究部汽车行业分析师朱帅在接受采访时说。

            从数据来看,目前的汽车消费还处于行业低迷期,但有边际改善迹象。中国汽车工业协会数据显示,今年1至4月我国汽车销量同比下滑12.1%。而全国乘联会的最新数据显示,5月份狭义乘用车销售量为158.2万辆,环比增长4.8%。

            自7月1日起,京津冀及周边地区、长三角、汾渭平原、珠三角地区、成渝地区等重点区域将提前实行国六标准,这些区域占到全国销量近三分之二,这对之前国五车型的去库存将起到推动作用。

            从北京某家奥迪4S店获悉,目前国五车型仅剩个位数的车辆,降价幅度达到26个点,也就是以七四折出售。销售人员表示,国五车型的降价促销对去库存有直接的效果。

            中国汽车流通协会近日公布的5月份汽车经销商综合库存系数为1.65,环比降幅达到18%。中国汽车工业协会近期也倡议,行业企业应停止向国六提前实施区域继续供应国五车型;同时,消费者也应理性看待排放升级,减少国五车购买和使用疑虑。

            有分析指出,目前正是汽车行业基本面反转的前夕,预计行业数据将在年中左右出现转折。朱帅也认为,5月或是行业全年景气低点,预计行业营收在6月出现回升,利润拐点大概率在四季度出现。

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