美国电动汽车税收抵免政策落幕，产业面临新变局

Core Points - The U.S. Congress has officially passed the "Big and Beautiful Act" (H.R.1), which terminates the electric vehicle tax credit policy that has been in place for 17 years [2][3] - The act will end the $7,500 federal tax credit for new electric vehicle purchases and the $4,000 credit for used electric vehicles effective September 30 [2] - The deadline for tax credits for commercial clean energy vehicles has also been moved up from 2032 to September 30 of this year [2] Industry Impact - The termination of the tax credit policy is expected to have significant implications for the U.S. electric vehicle industry, potentially leading to a decrease in market demand as consumers lose important financial incentives [3][4] - Electric vehicle manufacturers may face increased production costs and challenges in profitability and investment decisions due to the loss of tax credit support [3] - There are differing opinions on the future of the electric vehicle industry, with some believing that advancements in technology and market maturity will allow the industry to thrive without government subsidies [3][4]