消费税起征点降至90万元 哪些超豪华车要“涨价”？

Core Viewpoint - The adjustment of the consumption tax policy for ultra-luxury cars in China is expected to reshape the market dynamics, particularly affecting the pricing and sales of new vehicles in the 90-130 million yuan range [1][4][7]. Group 1: Policy Changes - The new policy lowers the consumption tax threshold for ultra-luxury cars from a retail price of 130 million yuan to 90 million yuan, effective from July 20 [1][5]. - The policy includes all types of powertrains, such as pure electric and fuel cell vehicles, and exempts second-hand ultra-luxury cars from consumption tax [3][4][7]. Group 2: Market Impact - The adjustment is projected to impact the sales of new cars priced between 90 million and 130 million yuan, which previously did not incur the tax [5][6]. - The luxury car market, particularly for imported brands, may face significant challenges as the competition landscape shifts due to the new tax structure [5][8]. Group 3: Sales Data and Projections - In the first half of 2025, approximately 20,000 new cars in the 90-130 million yuan range are expected to be sold, which is a small fraction of the overall luxury car sales of 1.45 million units [5][6]. - The market share for brands in the new tax range shows that Mercedes holds 48%, Land Rover 23%, and Porsche 18%, indicating a concentrated market [6]. Group 4: Long-term Trends - The policy is seen as a move towards promoting sustainable consumption and may benefit the second-hand car market in the long run [7]. - The import car market is anticipated to continue shrinking, with a projected decline in import volumes from 80 million units in 2023 to 70 million in 2024 [9].