明年起实施！新能源车购置税减免技术门槛提高，插混纯电续航须超100公里

Core Points - The announcement introduces updated national standards for energy consumption in pure electric passenger vehicles and raises the pure electric range requirement for plug-in hybrid vehicles from 43 kilometers to 100 kilometers [2][8] - The changes aim to align policy with rapid advancements in battery technology and to encourage companies to increase R&D investments, phasing out outdated products and promoting high-quality development in the industry [2][5] Summary by Category New Standards - The new standards require pure electric passenger vehicles to meet stricter energy consumption limits as defined in the mandatory national standard GB 36980.1—2025, which will take effect on January 1, 2026 [3][5] - The energy consumption limit for conventional models has been tightened by approximately 11% compared to previous phases, with vehicle weight thresholds adjusted [5][7] Impact on Industry - The updated requirements are expected to drive technological upgrades in battery capacity and hybrid systems, enhancing product safety and competitiveness while meeting consumer demand for longer range and lower energy consumption [5][7] - The announcement is seen as a step towards phasing out high-energy-consuming models, supporting the automotive industry's carbon peak goals and promoting high-quality development of the new energy vehicle sector [7] Market Implications - Approximately 40% of currently available plug-in hybrid vehicles have a pure electric range below 100 kilometers, which may lead to a clearance sale by manufacturers before the new standards take effect [8][9] - The market is witnessing a trend where most plug-in hybrid vehicles now exceed the 100-kilometer range, indicating a shift in consumer preferences towards longer electric driving experiences [9] Tax Policy Context - The announcement is not merely an extension of the current tax exemption policy for new energy vehicles but signals a potential end to such exemptions, with a new tax rate of 5% expected to be implemented starting next year [9][10]