兜底年内“锁单”消费者，车企抢占新能源购置税调整“窗口期”

Core Viewpoint - The automotive industry is actively launching subsidy programs to attract orders as the deadline for the half-reduction of the new energy vehicle purchase tax approaches, with companies like Deep Blue, NIO, Xiaomi, Li Auto, and Zeekr implementing various strategies to secure sales before the policy change [1][3][4]. Group 1: Subsidy Programs - Deep Blue launched a "cross-year delivery purchase tax cash subsidy plan" on October 25, 2023, to support consumers who lock in orders this year [1]. - NIO introduced a similar "lock order" plan on September 20, 2023, offering a purchase tax difference subsidy coupon for orders completed by December 31, 2025, which can offset up to 15,000 yuan of the vehicle price [3]. - Other companies like Xiaomi, Li Auto, and Zeekr have also rolled out subsidy plans, with Li Auto providing cash reductions on the final payment to cover the purchase tax difference [3]. Group 2: Policy Background - The coordinated actions of car manufacturers are influenced by the announcement from the Ministry of Finance, State Taxation Administration, and Ministry of Industry and Information Technology regarding the extension and optimization of the new energy vehicle purchase tax exemption policy [4]. - The policy states that vehicles purchased between January 1, 2024, and December 31, 2025, will be exempt from purchase tax, while those purchased between January 1, 2026, and December 31, 2027, will have a 50% reduction, with a maximum tax reduction of 15,000 yuan per vehicle [4]. Group 3: Delivery Times and Market Dynamics - The extended delivery times for vehicles, such as the Xiaomi YU7 PRO with an estimated delivery of 42-45 weeks, have prompted companies to offer tax subsidy plans to mitigate consumer concerns about potential tax increases [5]. - The competitive landscape is intensifying, with over 70 new models launched in September 2023, leading consumers to reassess their purchasing decisions based on the changing tax policies [6]. - The automotive market is entering a peak sales period, with a reported 35.4% increase in customer engagement in early October compared to September, driven by favorable policies and consumer incentives [7].