日前，美国政府决定对中国产品实施显著的进口关税上调，其中电动汽车的关税增加幅度达到100%。根据美国贸易代表办公室的公告，部分关税调整将于9月27日开始实施。对此，业内人士分析称，当前我国对美出口新能源汽车规模很小，本次加征关税对我国新能源汽车出口的实际影响有限。Most of the auto stocks rose in early trading. As of the time of publication, Li Auto Inc-W (02015) rose 3.97% to HKD 77.2; Guangzhou Automobile Group (02238) rose 2.69% to HKD 2.29; Zero Run Auto (09863) rose 2.45% to HKD 23.
According to the Futubull Financial News APP, most of the auto stocks rose in early trading. As of the time of publication, Li Auto Inc-W (02015) rose 3.97% to HKD 77.2; Guangzhou Automobile Group (02238) rose 2.69% to HKD 2.29; Zero Run Auto (09863) rose 2.45% to HKD 23; BYD Company (01211) rose 1.67% to HKD 244; Xpeng Inc-W (09868) rose 1.14% to HKD 35.5.
In terms of news, according to data from the China Association of Automobile Manufacturers, from September 1st to 8th, retail sales of passenger vehicles reached 0.388 million units, a year-on-year increase of 10% and a month-on-month increase of 5%. From September 1st to 8th, retail sales of new energy vehicles reached 0.214 million units, a year-on-year increase of 56% and a month-on-month increase of 11%. In addition, as of midnight on September 14th, the auto scrappage subsidy application received by the car trade-in information platform has exceeded 1 million (with a daily average of over 0.013 million). Everbright Securities believes that with the steady progress of the car trade-in policy across the country, the industry's prosperity is expected to improve in the second half of 2024E.
Recently, the U.S. government decided to significantly increase import tariffs on Chinese products, with the tariffs on electric vehicles increasing by as much as 100%. According to the announcement of the Office of the U.S. Trade Representative, some tariff adjustments will take effect starting from September 27th. Industry insiders analyze that the scale of China's export of new energy vehicles to the United States is very small, so the actual impact of this additional tariff on China's export of new energy vehicles is limited.
