【政策综述】2026年国家汽车相关政策取向分析

Core Viewpoint - The article emphasizes the importance of implementing new automotive policies in 2026 to promote high-quality development in the automotive industry, focusing on energy consumption standards, tax incentives for new energy vehicles, and the promotion of green consumption [4][5][15]. Summary by Sections 1. New Fuel Consumption Standards - Starting January 1, 2026, three mandatory national standards regarding fuel consumption for passenger cars and light commercial vehicles will be implemented, tightening requirements by approximately 18% for traditional and hybrid vehicles, with specific targets set for 2030 [7][8]. 2. Tax Incentives for New Energy Vehicles - The Ministry of Industry and Information Technology, along with other departments, will continue to implement tax exemptions for new energy vehicles from January 1, 2026, with specific technical requirements for vehicles to qualify for the tax exemption [9][10]. 3. Export License Management for Electric Vehicles - From January 1, 2026, a new export license management system for pure electric passenger vehicles will be established to promote healthy trade in new energy vehicles [10]. 4. Vehicle Tax Exemption Adjustments - New technical requirements for energy-saving and new energy vehicles to enjoy vehicle and vessel tax exemptions will be effective from January 1, 2026, aligning with updated fuel consumption standards [11]. 5. Average Fuel Consumption and New Energy Vehicle Points Management - For the years 2026 and 2027, the required proportion of new energy vehicle points will be 48% and 58%, respectively, with specific allowances for companies meeting fuel consumption reduction targets [11][12]. 6. Large-Scale Equipment Update and Trade-In Policies - A notification issued on December 29, 2025, outlines policies for supporting the replacement of old vehicles with new energy vehicles, including subsidies for consumers who trade in old cars for new ones [12][18]. 7. Green Consumption Promotion - A joint notification from multiple ministries aims to promote green consumption in the automotive sector, encouraging the purchase of new energy vehicles and the development of related services [16][17]. 8. Continued Implementation of Automotive Industry Growth Plans - The automotive industry growth plan for 2025-2026 will continue to emphasize the application of smart and connected technologies, with specific measures to enhance domestic consumption and improve supply quality [18][19]. 9. Financial Policies to Enhance Automotive Consumption - Financial and fiscal policies will be optimized to further promote automotive consumption, with a focus on enhancing the quality and efficiency of financial services to support the real economy [20].