最新调整！这些超豪华车即将征收消费税→

Core Viewpoint - The adjustment of the consumption tax policy for ultra-luxury cars in China is expected to impact the market significantly, particularly for traditional fuel vehicles, which dominate the ultra-luxury segment [1][2]. Group 1: Policy Changes - The consumption tax threshold for ultra-luxury cars has been lowered from a retail price of 1.3 million yuan (excluding VAT) to 900,000 yuan, effective from July 20, 2025 [1]. - The new policy includes various types of vehicles, such as pure electric and fuel cell cars, expanding the scope of the tax [1]. Group 2: Market Impact - In the first half of 2025, sales of ultra-luxury cars priced above 1.017 million yuan saw a 49% year-on-year decline, with total sales of 37,000 units [1]. - Traditional fuel vehicles accounted for nearly 90% of ultra-luxury car sales, indicating a heavy reliance on this segment, which will be directly affected by the new tax policy [1][2]. - Major brands like Mercedes-Benz, Land Rover, and Porsche hold significant market shares, with Mercedes-Benz leading at 48% [1]. Group 3: Consumer Behavior - The adjustment is expected to increase the purchase cost for consumers by tens of thousands of yuan, potentially leading to delayed purchasing decisions or a shift towards lower-priced models among price-sensitive consumers [2]. - There are reports of significant discounts on certain models from brands like Porsche and Maserati, indicating a competitive response to the new tax policy [3]. Group 4: Emerging Competition - Several domestic brands are targeting the million-yuan luxury car market, launching new products such as BYD's Yangwang U8 and Hongqi's Jin Kuihua Guo Ya, although these models have yet to gain significant market traction [3][4].