都市车界|买豪车要“加价”了？超豪华车消费税大调整：90万元成新门槛，电动车不再“例外”

Core Viewpoint - The adjustment of the consumption tax policy for ultra-luxury cars aims to refine consumption guidance and align tax policies with the automotive industry's transition towards electrification and intelligence [2][7] Tax Policy Changes - The starting point for the consumption tax on ultra-luxury cars has been significantly lowered from 1.3 million yuan to 900,000 yuan, effective from July 20, 2025 [1][2] - The new policy covers all types of passenger cars and light commercial vehicles, including electric and fuel cell vehicles, while exempting second-hand ultra-luxury cars from consumption tax [1][2] Consumer Behavior Impact - The new tax policy increases the cost of purchasing ultra-luxury vehicles, leading potential buyers to reconsider their purchasing decisions [3][4] - There is a noticeable increase in consumer inquiries about the policy, indicating a rush to purchase before the new tax takes effect [4] Manufacturer Response - Luxury car manufacturers are facing direct impacts on their product strategies and pricing due to the new tax threshold of 900,000 yuan [4][5] - Brands are likely to adjust their product configurations and pricing strategies to remain competitive, with some considering offering more localized options or flexible packages [5][6] Market Dynamics - The luxury car market is expected to undergo structural changes, with the 800,000 to 900,000 yuan price range becoming a new battleground for high-end and entry-level ultra-luxury models [6][7] - The reduction in transaction costs for second-hand ultra-luxury cars is anticipated to enhance market liquidity and attract more players into the high-end used car market [6][7] Long-term Industry Implications - The policy adjustment is seen as a move towards more refined tax regulation in the context of national goals for carbon neutrality and common prosperity, pushing manufacturers to focus on genuine innovation and user experience rather than merely increasing product features [7]