第一财经·2026-01-05 04:08Core Viewpoint - The article discusses the impact of new policies on the electric vehicle (EV) market in China, highlighting that despite changes in tax incentives and subsidies, consumer demand remains strong, as evidenced by high foot traffic in EV showrooms during the New Year holiday [5][6]. Group 1: Market Demand - NIO's showroom in Shanghai experienced high customer traffic and test drive requests during the New Year holiday, indicating robust consumer interest in EVs [3][5]. - Other new energy vehicle brands, including Tesla and Zeekr, also reported increased customer flow, suggesting a general trend of strong demand across the sector [5]. Group 2: Policy Changes - In 2026, two significant policy changes were introduced: the reduction of the new energy vehicle purchase tax from full exemption to a 5% rate, and a shift in subsidy structure from fixed amounts to a percentage of vehicle price [5][6]. - Despite these changes, many new energy vehicle sales representatives indicated that the impact on sales was limited, as many vehicles priced above 16.67 million yuan still qualify for full subsidies [5][6]. Group 3: Manufacturer Responses - NIO has implemented a 2,000 yuan subsidy to offset the increased purchase tax for consumers, demonstrating proactive measures to maintain sales [6]. - Zeekr has introduced direct price reductions to counteract the tax changes, while other brands like Xiaomi are offering attractive financing options to enhance vehicle affordability [7]. - Over 20 manufacturers, including NIO, Li Auto, and Changan, have adopted purchase tax "safety net" policies to mitigate the impact of the new tax regulations [7]. Group 4: Tesla's Position - Tesla, despite being a leading player in the EV market, has not introduced any "safety net" policies in response to the new tax regulations, yet its sales performance remains strong, with no decline in customer traffic reported during the holiday period [7].