Tai Mei Ti A P P·2025-11-04 11:37Group 1 - The core point of the articles highlights the impact of the upcoming reduction in new energy vehicle purchase tax subsidies on the automotive industry, particularly in the fourth quarter sales strategies of car manufacturers [1][6] - Car manufacturers are aggressively offering purchase tax subsidies to stimulate sales, especially during the National Day holiday, which is seen as a critical sales period [2][6] - New models are being launched in large numbers, with over 80 new car release events reported in September alone, indicating a competitive market environment [1][3] Group 2 - NIO was one of the first companies to announce purchase tax subsidies for new models, ensuring that customers who place orders by December 31 will not bear additional tax costs [2][6] - Zeekr's new model, the Zeekr 9X, saw significant sales during the National Day holiday, attributed to its purchase tax subsidy program [2][3] - The AITO M7 model gained substantial attention, with a reported order volume significantly higher than its competitors during the holiday period [3][4] Group 3 - Li Auto's i6 model achieved impressive pre-order numbers, with concerns about potential purchase tax liabilities driving consumer interest [4][5] - Despite the success of the i6, other models from Li Auto did not perform as well, impacting the overall delivery numbers for October [5][6] - The competitive landscape shows that other new energy vehicle brands, such as Leap Motor and Xpeng, are also achieving high delivery volumes, surpassing Li Auto [5][6] Group 4 - Many car manufacturers are expected to incur significant costs due to the purchase tax subsidies, with estimates suggesting Xiaomi may need to spend over 2 billion yuan in subsidies by 2026 [7] - The new vehicle transportation regulations may affect delivery capabilities, further complicating the financial implications of the purchase tax subsidies for manufacturers [7][8] - Some manufacturers, like BYD, are not offering purchase tax subsidies, relying instead on short delivery times to attract customers [8]