Di Yi Cai Jing·2026-01-03 14:25Group 1 - NIO's store in Shanghai experienced high customer traffic and demand for test drives during the New Year holiday, indicating strong consumer interest in electric vehicles [1] - Other new energy vehicle brands, including Tesla, Zeekr, and Hongmeng Zhixing, also reported high foot traffic during the same period, suggesting a robust market environment [3] - In 2026, two significant policy changes will impact the electric vehicle market: the reduction of the vehicle purchase tax from full exemption to a 5% rate, and a shift in subsidy policies from fixed amounts to percentage-based subsidies [3] Group 2 - Despite the increased purchase costs due to the new tax policy, many automakers have implemented measures to mitigate the impact on consumers, such as offering subsidies or price reductions [4] - NIO is providing a 2,000 yuan subsidy for its model priced at 119,800 yuan, while Zeekr has introduced direct price reductions to offset tax costs [4] - Over 20 automakers, including NIO, Li Auto, and Changan, have adopted purchase tax "safety net" policies to support consumers amid the new tax regulations [4] Group 3 - Tesla, while a leading player in the electric vehicle market, has not introduced any "safety net" policies in response to the new tax regulations, yet its store maintained high customer traffic during the holiday [5]