新能源汽车购置税减半征收落地在即 小米、理想等车企发布补贴方案

Core Viewpoint - The impending expiration of the new energy vehicle (NEV) purchase tax exemption policy by the end of 2025 has prompted various automakers to introduce subsidy schemes to secure potential consumer demand [2][4]. Group 1: Policy Changes and Impacts - The NEV purchase tax exemption will continue until 2027, but the level of exemption will gradually decrease. From 2024 to 2025, the exemption will be up to 30,000 yuan per vehicle, while from 2026 to 2027, it will be halved to a maximum of 15,000 yuan [2]. - The China Automobile Dealers Association anticipates that the car market may achieve unexpected growth this year, with a projected retail volume of 24.5 million passenger vehicles, representing a year-on-year increase of over 7% [2]. Group 2: Automaker Strategies - Multiple automakers, including Xiaomi, Li Auto, and NIO, have launched purchase tax subsidy plans aimed at locking in orders before the end of 2025, with subsidies applicable for vehicles delivered in 2026 [4][5]. - The subsidy schemes are seen as a defensive strategy to stabilize cash flow and mitigate the impact of future policy changes, allowing companies to secure customer commitments in advance [5][6]. Group 3: Market Dynamics - As the fourth quarter approaches, traditional promotional activities are expected to intensify, with manufacturers and dealers preparing to boost sales to meet annual targets [6]. - The new technical requirements for NEV purchase tax exemptions, which include a minimum electric range for plug-in hybrid vehicles, are pressuring automakers to accelerate promotions and clear out low-range inventory [7].