在2026年新能源汽车购置税行将按原计划减半征收之际，主管部门调整了相应的技术要求。 10月9日，工信部等三部门发布《关于2026-2027年减免车辆购置税新能源汽车产品技术要求的公告》 (下称"公告")，对纯电动乘用车和插电式(含增程式)混合动力乘用车有关技术要求进行了调整。 其中最为显著的变化为，插电式(含增程式)混合动力乘用车纯电动续驶里程应满足有条件的等效全电里 程由此前的43公里调整至不低于100公里。此外，根据《公告》，2025年12月31日前已列入《减免税目 录》且符合本公告技术要求的车型，自动转入2026年第1期《减免税目录》，不符合要求的车型将从 《减免税目录》中撤销。 "此次调整是为适应新能源汽车续航快速提升，发动机增程技术进步，确保政策与技术发展同步。"乘联 分会秘书长崔东树对智通财经记者分析表示，"同时，通过提高技术门槛，引导企业加大研发投入，淘 汰落后产品，推动产业从规模扩张转向高质量发展，稳定企业对政策的长期预期。" 除纯电动乘用车，《公告》最显著的变化为上述提及的插电式(含增程式)混合动力乘用车纯电动续驶里 程应满足有条件的等效全电里程。与历史政策相比，2026-2027年新技术 ...

来源：工业和信息化部装备工业一司 导 读 工业和信息化部、财政部、税务总局等三部门近日联合公告2026—2027年减免车辆购置税 新能源汽车产品技术要求，明确纯电动乘用车、插电式（含增程式）混合动力乘用车有关 技术要求调整等情况。2026年1月1日起，列入《减免车辆购置税的新能源汽车车型目录》 的车型，需符合本公告要求。2026年1月1日（含）起，在2026年及以后生效的《减免税目 录》发布后，购置列入《减免税目录》的新能源汽车，可按规定享受车辆购置税减免政 策。 关于2026—2027年减免车辆购置税新能源汽车产品技术要求的公告 2025年第24号 根据 《关于延续和优化新能源汽车车辆购置税减免政策的公告》（财政部 税务总局 工 业和信息化部公告 2023 年第 10 号） ，结合 新能源汽车技术 进步、标准体系发展和车型 变化 情况， 现就 2026 — 2027 年减 免 车辆购置税新能源汽车产品技术要求有关事项公告 如下 ： 一、纯电动乘用车 有关技术要求调整如下：纯电动乘用车 百公里电能消耗量应 不高于 《电动汽车能量消耗量限值 第 1 部分：乘用车》（ GB 36980.1 — 2025 ） 对应 ...

Core Viewpoint - The article discusses the financial support and subsidy distribution for the electric vehicle (EV) industry in China from 2016 to 2020, highlighting the significant disparities among various automakers and regions in terms of subsidy amounts received and the subsequent adjustments made during the final audit process [2][4]. Summary by Sections Subsidy Distribution - From 2016 to 2020, the Ministry of Industry and Information Technology (MIIT) issued a total of 16.5 billion yuan in subsidies for the promotion of EVs [2]. - Beijing New Energy Vehicle Company received approximately 555.55 million yuan, accounting for over 30% of the total subsidies, while BYD received only 15.74 million yuan, representing less than 1% [2][6]. Regional Analysis - Six regions received over 100 million yuan in subsidies, with Beijing leading at over 700 million yuan, followed by Zhejiang with approximately 303 million yuan [4][11]. - Guizhou province did not receive any subsidies during this period [4]. Subsidy Reduction - The article highlights the significant subsidy reductions faced by several automakers, with Chery Automotive experiencing the highest reduction of approximately 237 million yuan [4][7]. - The main reasons for subsidy reductions included non-compliance with documentation requirements and discrepancies in vehicle registration [4][7]. Comparison Among Automakers - Among the major automakers, Dongfeng Motor Group received 255.9 million yuan, making it the only state-owned enterprise to exceed 100 million yuan in subsidies [6]. - In contrast, Tesla received only 3.59 million yuan, and its subsidies were reduced by 761.45 million yuan during the final audit [9][6]. Future Trends - The article notes that the focus is shifting towards enhancing EV technology, with new requirements for tax exemptions set to take effect in 2024 [14][15]. - The expected growth in EV sales from 2021 to 2024 is projected to be significant, with a compound annual growth rate of 38.2% [15].

Core Insights - The Ministry of Industry and Information Technology (MIIT) has published a report on the final audit of subsidy funds for the promotion of new energy vehicles (NEVs) from 2016 to 2020, highlighting the rapid development of China's NEV industry during this period and the significant support from subsidy policies [1][8] Subsidy Distribution - From 2016 to 2020, MIIT issued a total of 1.65 billion yuan in subsidies, with Beijing New Energy Vehicles receiving approximately 555.55 million yuan, accounting for over 30% of the total [1][4] - BYD received a total of 15.74 million yuan, representing less than 1% of the total subsidies, while other major companies like Chery and Tesla received 34.66 million yuan and 3.59 million yuan respectively, both under 3% of the total [4][5] Regional Analysis - Six regions received over 100 million yuan in NEV promotion subsidies, with Beijing leading at over 700 million yuan, followed by Zhejiang with approximately 303 million yuan, and Hubei and Sichuan each receiving around 130 million yuan [2][8] - Guizhou province received no subsidies during the five-year period, indicating disparities in regional support for NEV development [2] Subsidy Reduction - Chery, Beijing New Energy Vehicles, and BYD had the highest cumulative subsidy reductions, amounting to approximately 237 million yuan, 163 million yuan, and 145 million yuan respectively [3][5] - The main reasons for subsidy reductions included non-compliance with documentation requirements, incorrect vehicle registration information, and failure to meet policy standards [3][5] Future Trends - The NEV market is expected to continue its growth trajectory, with sales projected to rise from 3.52 million units in 2021 to 12.87 million units by 2024, reflecting a compound annual growth rate of 38.2% [11] - By 2025, NEV sales are anticipated to reach around 16.5 million units, with a penetration rate exceeding 50% [11]

Core Viewpoint - The article emphasizes the significant advancements in electric vehicle (EV) technology that have enabled the successful adoption of new energy vehicles (NEVs) in high-cold and high-altitude regions of China, overcoming previous limitations related to low temperatures and infrastructure challenges [4][25]. Group 1: Technological Advancements - Breakthroughs in thermal management systems and battery technology have addressed the issue of range reduction in low temperatures, with vehicles like the Dongfeng Nano 06 maintaining a 68% range retention at -7°C and starting at -40°C [6][8]. - The Geely Zeekr 7X features an 800V second-generation battery that reduces low-temperature resistance by 36% and improves conductivity by 40%, allowing for rapid charging even in extreme cold [8][9]. - The introduction of innovative heating technologies, such as the micro-nuclear high-frequency pulse heating technology in the Deep Blue S05, enhances battery performance in cold conditions, enabling faster heating and charging [10][19]. Group 2: Market Trends and Adoption - Plug-in hybrid electric vehicles (PHEVs) have gained popularity in northern and high-altitude regions, with over 70% market share in areas like Heilongjiang and Xinjiang, due to their ability to alleviate range anxiety and reduced reliance on charging infrastructure [12][14]. - In Tibet, the development of NEVs is supported by abundant clean energy resources and lower electricity costs compared to fuel, making them more cost-effective [14][15]. - The Jilin Province aims to enhance its NEV industry, targeting over 50,000 units in production by 2026, with a significant increase in the penetration rate of NEVs in the region [23]. Group 3: Competitive Edge in Core Components - China has made significant strides in battery technology, with innovations such as sodium-ion batteries maintaining 90% capacity at -40°C, addressing the performance issues of traditional lithium batteries in cold climates [16][22]. - The electric motor technology in China is advancing rapidly, with companies like BYD and Dongfeng introducing highly efficient multi-functional motors that perform well in extreme conditions [22]. - The integration of hydrogen fuel cells with lithium batteries in heavy-duty applications, such as the 110-ton hybrid unmanned mining truck, showcases the versatility and adaptability of NEVs in harsh environments [24].