新能源汽车购置税新规落地：门槛提升 需调整购车策略

Core Viewpoint - The announcement by the Ministry of Industry and Information Technology, the Ministry of Finance, and the State Taxation Administration outlines new technical requirements for the exemption of vehicle purchase tax for new energy vehicles (NEVs) from 2026 to 2027, transitioning from full exemption to a 50% reduction with a maximum tax reduction of 15,000 yuan per vehicle starting January 1, 2026 [1][2][10] Group 1: Policy Changes - The most significant change is the introduction of technical entry thresholds for tax-exempt vehicles, particularly increasing the pure electric range requirement for plug-in hybrid vehicles from 43 kilometers to 100 kilometers, a 132% increase [4][5] - The new policy will also enforce stricter energy consumption standards, requiring pure electric vehicles to meet specific energy consumption limits and plug-in hybrids to undergo dual assessments for energy consumption modes [5][6] Group 2: Consumer Impact - Consumers looking to purchase plug-in hybrid vehicles with a pure electric range under 100 kilometers must do so by December 31, 2025, to benefit from the current full tax exemption [7][9] - The new regulations may lead to a slight increase in the prices of entry-level plug-in hybrid models due to battery costs, and consumers should adjust their purchasing plans accordingly [7][9] - For those planning to buy vehicles that meet the new standards, it is advisable to focus on models released in the fourth quarter of this year, which comply with the new regulations [9] Group 3: Industry Implications - The introduction of these new regulations marks a transitional phase for the NEV industry, pushing for high-quality development and addressing current industry pain points while laying a foundation for long-term competitiveness [10] - The policy shift is not a withdrawal of support but rather a strategic move to guide the industry towards improved product quality and consumer experience [10]