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Old 08-06-2011, 03:07 AM   #1
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22128619 2010 年 12 月 30 日 15:13 Reading (loading. ..) Comments (0) Category: Car Information
Recently, the automotive industry has been hit multiple bad, plate cut by a big margin. Bad for the current policy, a number of brokerage firms that hard to change industry trends, future investment in Aspect is the industry
multiple bad incoming
Recently the Ministry of Finance,la gears, State Administration of Taxation issued a notice, the State Council approved the following displacement of 1.6 liters and 7.5% of passenger car tax rate reduced rate of vehicle purchase tax policy in December 31, 2010 after the expiration of stop the execution, since 1 January 2011, the displacement of 1.6 liters and below passenger unified tax rate of 10% vehicle purchase tax. Tax incentives for the purchase of the cancellation of a number of agencies released a report that this does not affect the long-term passenger growth trends.
Hai Tong Securities released a report that the current profitability of the automotive industry at its peak. Rapid sales growth,la gear light, tight capacity, auto sales profit rate of the manufacturing sector since 2009, started its rapid climb high in 2010 and has stabilized at slightly increased the level of the current has reached 8.7%, close to the industry's best in history. Exit policy in line with market expectations. Policies implemented from 2010 to see, in addition to subsidies for energy-saving policy,la lights, the majority of car policy will expire at the end of 2010. As the automotive industry close to the historical peak of profitability,la gear walking shoes, so the expected extension of subsidies are not high. In this context of domestic tax abolition of smaller cars and preferential tax policies in market expectations.
Orient Securities that the abolition of purchase tax concessions to a more rational energy subsidies introduced as a precondition. As the market before the tax incentives for purchase is expected that there will soon cancel, cancel the policy before consumers choose to focus on the purchase, resulting in sales of short-term fluctuations in Q1 2011 sales growth of low-emission cars to a certain pressure; but in the long term ,la gear mens shoes, due to more intensive energy conservation subsidies offer an effective alternative, this cancellation of purchase tax preferential policies for the growth of the passenger car market does not constitute a negative impact.
Previously, Beijing has introduced a number of control measures passenger cars, but the multi-agency analysis, less impact on the industry this policy. GF Securities after the introduction of this policy analysts believe that Beijing is about 4.78 million cars in volume, was 217 thousand holdings; the national vehicle population of approximately 85 million,la gear sneakers, thousands of holdings for the 65 / thousand people, Beijing's ownership is much higher than the national average. Transport facilities do not match with the vehicle requirements necessary requirement for certain measures to alleviate the contradiction between them, so the purchase of Beijing introduced the policy in line with expectations, had little influence on the industry.
seize the
for future investment opportunities in the automotive industry, institutional analysis, investment in the automotive industry is the industry Aspect more Rapid development of the industry development trend of more and more obvious, grasp the structural opportunities is particularly important.
Shanxi Securities believes that the industry point of view of molecular, promising second and third tier cities, cars car market, in this competitive market, enterprises will be a better investment targets. Heavy truck market, the heavy truck products, high-end trend in the next year, will gradually clear, high-end price of about 50 million share of heavy truck sales will be greatly improved. Long-term deal with the Chinese auto market to maintain optimism, along with the further development of China's auto industry some of our Automotive Group and will be among the list of the world's leading automotive groups, and this is the only way in which high value-added chain through the As part of the development of the expansion of the major vehicle manufacturers, their parts suppliers have become increasingly demanding, so the development of high-quality parts and components business will be far more than industry growth. (Shanghai Securities News)
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Old 08-06-2011, 04:30 AM   #2
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