Core Viewpoint - The average subsidy for scrapped and updated models in 2026 is expected to decrease by 21% compared to 2025, while the subsidy for replacement models is projected to drop by 30% [1] Group 1: Subsidy Changes - The fixed subsidy for trade-ins will be transformed into a tiered subsidy system, significantly improving fiscal efficiency and ensuring better funding support throughout the year [1] - The new subsidy structure aims to filter out higher-priced replacement groups under the same budget, thereby increasing the transaction value per vehicle and total consumption [1] - The upper limit control is designed to prevent luxury vehicles from consuming excessive funds [1] Group 2: Market Outlook - It is anticipated that the passenger car market will experience a trend of low performance initially followed by a recovery, driven by consumption upgrades and policy support in 2026 [1]
崔东树：预计2026年乘用车市场将实现前低后高的走势
Di Yi Cai Jing·2026-02-10 09:13