购置税新规“倒计时” 车企抢抓市场窗口期

Group 1 - The core viewpoint of the articles highlights the imminent adjustment of the new energy vehicle (NEV) purchase tax, transitioning from exemption to a 50% reduction starting January 1, 2026, which is prompting car manufacturers to offer "bottom-line subsidies" to boost year-end sales [1][2] - The gradual exit of the purchase tax exemption is seen as a sign of industry maturity, indicating that the sector is moving towards sustainable development driven by internal dynamics rather than policy incentives [1][6] - Many car manufacturers are actively implementing purchase tax guarantees, with examples such as XPeng Motors offering up to 15,000 yuan in tax subsidies for orders placed by December 31, 2023 [2] Group 2 - Consumer reactions to the purchase tax changes are mixed, with first-time buyers showing interest in the subsidies, while existing car owners exhibit less enthusiasm due to previous missed opportunities for benefits [3] - The overall market for NEVs is experiencing a front-loaded and back-loaded trend, with initial sluggishness in November due to earlier consumption peaks, but expectations for increased demand as the year-end approaches [3][4] - Industry experts express confidence in the year-end market despite potential fluctuations from tax policy changes, anticipating a rise in purchasing urgency among consumers [4] Group 3 - The industry is entering a new phase of development, focusing on enhancing market competitiveness and technological advancements, as the reliance on policy support diminishes [5][6] - The penetration rate of NEVs has surpassed 50%, indicating a shift from being a minority market to a mainstream one, with future growth expected in lower-tier cities and rural areas [6]