值得一提的是，财政部日前发布《关于强化制度执行 进一步推动行政事业性国有资产管理提质增效的通知》。其中提出，严格实行公务用车编制管理，在编制内合理配备公务用车，鼓励使用新能源汽车，按照规定逐步扩大新能源汽车配备比例。东海证券指出，政策暖风叠加新车周期，行业龙头定价权优势持续显现，智驾升级重塑竞争格局，关注受益新车型增量的比亚迪、小鹏汽车等。The stocks of Electric Vehicles have risen. As of the time of publication, NIO-SW (09866) increased by 5.48%, priced at 36.55 HKD; LEAPMOTOR (09863) rose by 4.19%, priced at 32.3 HKD; Li Auto-W (02015) increased by 2.91%, priced at 93.7 HKD.
According to the Zhito Finance APP, the stocks of Electric Vehicles have risen. As of the time of publication, NIO-SW (09866) increased by 5.48%, priced at 36.55 HKD; LEAPMOTOR (09863) rose by 4.19%, priced at 32.3 HKD; Li Auto-W (02015) increased by 2.91%, priced at 93.7 HKD; Xpeng Motors-W (09868) rose by 1.65%, priced at 49.5 HKD.
It is worth mentioning that, due to the traditional peak season at the end of the year combined with the trade-in policy, the retail side of the Passenger Vehicle market continues to show a high prosperity trend. According to data from the Ministry of Commerce, as of December 13, applications for vehicle scrapping and trade-in subsidies reached 2.51 million and 2.72 million vehicles respectively, with a total exceeding 5.2 million vehicles. Additionally, according to data from the Passenger Car Association, retail sales of Electric Vehicles in November reached 1.268 million units, a year-on-year increase of 50.5%, and a month-on-month increase of 5.9%. The retail penetration rate of domestic Electric Vehicles in November was 52.3%. From January to November 2024, retail sales reached 9.594 million units, a year-on-year increase of 41.2%.
The Ministry of Finance recently issued a notice titled 'Strengthening Institutional Implementation to Further Enhance the Quality and Efficiency of State-owned Asset Management in Administrative and Institutional Sectors.' It emphasizes strict management of official vehicle allocations, reasonable allocation of official vehicles within the prescribed limits, and encourages the use of Electric Vehicles, gradually increasing the ratio of Electric Vehicle allocation in accordance with regulations. Donghai Securities pointed out that the combination of favorable policies and new car cycles is continuously highlighting the pricing power advantage of industry leaders, and the upgrade of intelligent driving is reshaping the competitive landscape. Attention should be paid to companies like BYD and Xpeng Motors that benefit from the increase in new models.
