Core Viewpoint - The recent adjustment of the consumption tax threshold for super luxury cars from 1.3 million yuan to 900,000 yuan is expected to significantly impact the luxury car market, particularly affecting brands like Porsche and Mercedes-Benz that fall within the new tax range [1][3][18] Group 1: Policy Changes - The consumption tax threshold for super luxury cars has been lowered from a retail price of 1.3 million yuan (excluding VAT) to 900,000 yuan [1][4] - The new policy will take effect shortly after its announcement, leaving little time for car manufacturers to adapt [1][3] Group 2: Market Reactions - Consumers are reacting quickly to the policy change, with reports of increased sales activity in luxury car showrooms prior to the implementation date [8][9] - Brands like Porsche, Mercedes-Benz, and BMW are expected to be most affected, as many of their models now fall within the taxable range [6][11] Group 3: Competitive Landscape - The adjustment may intensify competition among luxury car manufacturers, as they may need to reconsider pricing strategies to maintain market share [11][18] - If luxury brands do not adjust prices, potential buyers may shift their interest towards second-hand vehicles or domestic luxury brands that are not affected by the new tax [13][15] Group 4: Impact on Different Segments - The policy change primarily impacts traditional fuel-powered luxury vehicles, while electric and fuel cell vehicles are less affected [12][18] - The adjustment could create opportunities for electric vehicles priced just below the new threshold, making them more attractive to consumers [16]
天“塌了”？超豪华车消费税起征点降至90万