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我国将制定禁售燃油车时间表 新能源汽车产业链股价大涨

2017-09-12 09:33:25   央广网

央广网北京9月12日消息(记者徐进)据经济之声《天下财经》报道,工信部宣布我国将制定停止生产、销售传统能源汽车的时间表。这个重磅消息持续发酵,车企“应声而动”,资本市场也产生“冲击波”,新能源车板块出现大面积涨停。

双管齐下:“时间表”、“双积分”都将出台

在中国汽车产业发展国际论坛上,工信部副部辛国斌宣布,我国将制定传统燃油车的退出时间表:“一些国家已经制订了停止生产销售传统能源汽车的时间表,目前工信部也启动了相关研究,也将会同相关部门制订我国的时间表。”

与此同时,传统汽车“反哺”新能源汽车的长效机制——双积分制度也将实行。双积分就是平均油耗积分和新能源积分,车企要想获得积分,要么生产销售足够量的新能源汽车,要么削减燃油汽车产量。

安徽江淮汽车集团股份有限公司董事长安进认为,这将加快新能源汽车的推广。

安进说:“新能源汽车通过提供正积分获得效益,那么生产燃油汽车它油耗不达标等等方面问题,要购买这个正积分。这个中间的这个交易的差额,不就是相当于新能源汽车效益的价值吗?”

“不进则退,慢进也是退”

无论是即将出台的双积分制度,还是呼之欲出的“禁售燃油汽车”时间表,都表明发展新能源汽车是大势所趋。辛国斌还特别举了柯达公司的例子,告诫国内车企要跟上趋势。

辛国斌说:“柯达曾是全球最大的胶片和摄影器材公司,但后来由于战略决策的失误,最终让自己发明的数码摄影技术,把自己推向破产的边缘。我国汽车产业发展正处于一个新的关键时期,不进则退,慢进也是退。”

车企挥别内燃机拥抱新能源

其实,不少“嗅觉敏锐”的国内车企,已经果断挥别内燃机,积极布局新能源领域。倪亚波是华泰汽车有限公司的负责人,他说,他们正在做产品结构调整,缩减燃油车产能,并采取减价措施。

比亚迪董事长王传福认为,新能源汽车厂商将迎来机遇。中国新能源汽车已经从产品导入期进入一个成长期,电动化的趋势已经不可逆转,私家车将是下一个爆发点。

新能源相关板块大涨

车企“嗅觉”敏锐,资本市场更是“应声而动”。在新能源汽车产业链上有布局的投资者,这两天肯定心情不错。这两天,锂电池等板块,集体轮番上攻,出现大面积涨停。

第一创业首席投资顾问张翠霞给出的操作建议:“在政策利好极度刺激和推动下,应该是判断和评估该板块各股加速上涨的一个关键。对于投资者来说,如果是一直持有该板块的一线或二线的龙头品种,我建议继续做多,如果想此时新进,我建议寻求一些比较安全稳妥的品种。”

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