明年起购置税将减半征收，已有17家主流汽车品牌承诺兜底

Core Viewpoint - The full exemption of purchase tax for new energy vehicles (NEVs) will end in 2025, prompting a competitive rush among car manufacturers to secure orders before the policy change [2][3]. Group 1: Policy Changes - From January 1, 2026, the purchase tax for NEVs will be halved, with a maximum tax reduction of 15,000 yuan per vehicle [2]. - The exemption period for NEVs will continue until December 31, 2025, with a maximum exemption of 30,000 yuan per vehicle [2]. Group 2: Market Dynamics - As of November 13, 2023, 17 major automotive brands have introduced purchase tax subsidy plans to attract consumers, covering all or part of their vehicle models [2][3]. - The urgency among consumers to purchase vehicles has increased due to the impending policy change, leading to a shift in consumer preferences towards models with shorter delivery times [3]. Group 3: Sales Performance - In October 2023, NEV production and sales reached 1.772 million and 1.715 million units, respectively, both showing over 20% year-on-year growth, with a penetration rate surpassing 50% [3][4]. - Cumulative NEV production and sales exceeded 13 million units in the first ten months of 2023, marking a year-on-year increase of approximately 33% [3]. Group 4: Competitive Landscape - The reduction in purchase tax incentives is leading NEV manufacturers to increase promotional efforts to capture market share [4]. - From 2026, plug-in hybrid vehicles with an electric range of less than 100 kilometers will no longer qualify for purchase tax exemptions, indicating a potential market shift towards manufacturers with strong technological capabilities [4].