最后15天，明年起购置税退坡，20万元档车辆或多付1万元

Group 1 - The core issue in the automotive market is the impending reduction of the new energy vehicle purchase tax from full exemption to a 50% reduction starting January 1, 2026, which could increase costs for vehicles priced around 200,000 yuan by nearly 10,000 yuan [1][3][4] - The "trade-in" policy is extended but lacks clarity in implementation, with low lottery rates for subsidies in cities like Shanghai, diminishing the benefits for consumers [1][2] - Over 20 brands, including Li Auto, NIO, and Zeekr, have introduced purchase tax subsidy policies, with some offering up to 15,000 yuan, but these often come with conditions such as loan completion by a specific date [1][4][8] Group 2 - Data indicates a decline in new energy vehicle retail sales, with a 17% year-on-year drop in the first seven days of December, highlighting the tension among automakers, consumers, and policies [2][11] - The current purchase tax policy is the last year of full exemption, with a maximum tax reduction of 15,000 yuan per vehicle under the new 5% tax rate [3][4] - The financial performance of automakers varies significantly, with companies like Xiaomi and Leap Motor showing strong growth and profitability, while others like Li Auto face declining sales [8][10] Group 3 - The market is witnessing a split among consumers, with some eager to take advantage of current tax benefits while others prefer to wait for technological advancements like solid-state batteries [11][12][14] - The Shanghai government has not announced any changes to the green license plate policy, which continues to support new energy vehicle purchases [6][10] - The competitive landscape is shifting, with traditional automakers like BYD maintaining strong sales while newer entrants struggle with profitability [10][11]