都市车界|新能源车购置税政策“提门槛” 插混车型续航须超100公里

Core Insights - The Ministry of Industry and Information Technology, Ministry of Finance, and State Taxation Administration announced a continuation of the vehicle purchase tax exemption policy for new energy vehicles (NEVs) starting January 1, 2026, with significantly higher technical requirements aimed at promoting high-quality industrial development [1][3]. Policy Overview - The purchase tax exemption will remain in effect until the end of 2027, with a 50% tax reduction in 2026 and a maximum tax reduction of 15,000 yuan per vehicle [3][9]. - The new technical standards will disqualify models that do not meet the updated criteria from enjoying tax benefits, indicating a shift from policy subsidies to technological innovation [3][10]. Technical Requirements - For pure electric vehicles, the energy consumption per 100 kilometers must comply with the latest national standards, ensuring energy efficiency [4]. - For plug-in hybrid vehicles, the pure electric driving range requirement has increased from 43 kilometers to 100 kilometers, a 132% increase [1][5]. - Fuel consumption in electric mode must also be reduced according to specific weight categories, with stricter limits for heavier vehicles [5][6]. Transition and Compliance - Vehicles listed in the tax exemption directory before December 31, 2025, that meet the new requirements will automatically transition to the 2026 directory; non-compliant models will be removed [7][9]. - New models must be submitted for inclusion in the 2026 directory by December 12, 2025, with a dynamic regulatory mechanism in place for compliance [8]. Market Impact - The new requirements are expected to drive technological upgrades in the NEV sector, pushing manufacturers to enhance research and development efforts and phase out outdated products [10]. - As of September 2025, plug-in hybrid vehicles accounted for 30.7% of total NEV sales, indicating a significant market presence that may be affected by these new standards [10][11]. - The policy aims to align with advancements in battery technology and engine efficiency, ensuring that the market evolves towards high-quality development rather than mere scale expansion [10][11].