车市消费更趋理性

Core Viewpoint - The adjustment of the purchase tax policy for new energy vehicles (NEVs) is expected to stimulate short-term demand while shifting the market focus from policy-driven to value-driven in the long term [2][3][4]. Group 1: Policy Changes and Market Impact - Starting January 1, the purchase tax exemption for NEVs will be halved, reducing the maximum tax exemption from 30,000 yuan to 15,000 yuan per vehicle [2]. - In November, NEV production and sales reached 1.88 million and 1.823 million units, respectively, with NEVs accounting for 53.2% of total new car sales, indicating a growing market share [2]. - Experts predict a "last train effect" before the tax policy change, leading to a surge in NEV purchases [2]. Group 2: Recommendations for Automotive Companies - Companies should leverage policies effectively to promote higher technology, energy efficiency, and intelligent consumption [3]. - There is a need for improved cost control and product quality, as the new tax policy ties tax benefits to technical standards, prompting industry consolidation and quality upgrades [3]. - Companies are encouraged to align product offerings with consumer demand, particularly in the smart and connected vehicle segment, which is identified as a key growth area [3]. Group 3: Consumer Behavior and Charging Infrastructure - Consumers are expected to become more rational, focusing on product quality, technical performance, and service experience rather than solely on policy incentives [4]. - Charging infrastructure is critical for consumer confidence, with the government aiming to double the service capacity of charging facilities by 2027, targeting 28 million charging points and over 300 million kilowatts of public charging capacity [5]. - The automotive aftermarket is also highlighted as a vital area for expanding consumption, with initiatives to enhance the second-hand car market and other automotive services [5].