对于车企来说，30万分水岭下的差异化应对。按照现行10%的税率计算，1.5万元减税额对应的车辆价 格上限为30万元，30万元及以下车型可享受全额减半，而超过30万元的车型，需缴纳"车价×10%-1.5万 元"的购置税。 对主打中低端市场的车企而言，政策冲击相对有限。2023年电池级碳酸锂现货年均价为26.2万元/吨， 而到了2025年12月国内电池级碳酸锂基准价9.4万元/吨，而新能源汽车电池成本通常占整车成本的 30%-60%，原材料降价为车企提供了充足的让利空间。某品牌新汽车人员透露，公司的主销车型集中在 10-20万元区间，购置税调整后每辆车仅增加5000-10000元成本，完全可以通过供应链优化消化。 "到底要不要赶在年底买车？"这是最近纠结买新能源汽车的人共同发出的疑问。一边是2026年起新能源 汽车购置税从"全额免征"变为"限额减半"的政策倒计时，一边是车企扎堆推出的"现金直降+0息贷款"优 惠套餐，再加上社交平台上关于"明年新车技术更先进"的讨论，让无数潜在购车者陷入抉择困境。 告别全免时代，新能源汽车市场迎来"30万定价战" 2023年财政部等三部门联合发布的《关于延续和优化新能源汽车车辆购置 ...

Core Insights - The new policy on the exemption of vehicle purchase tax for new energy vehicles (NEVs) has been officially announced, marking 2023 as the last year for full exemption, with a 50% reduction in 2026 and 2027 [1][9] - Consumers are currently favoring older models due to the immediate tax benefits, while new models are experiencing lower demand due to uncertainty regarding pricing and delivery timelines [1][3][4] Group 1: Policy Impact - The new vehicle purchase tax policy is expected to significantly influence consumer behavior, with many opting to purchase older models to take advantage of the full tax exemption [1][2] - Sales strategies have shifted, with dealerships emphasizing the urgency of purchasing before the tax changes take effect, leading to increased foot traffic and sales [2][3] Group 2: Consumer Behavior - Consumers are showing a preference for older models, with some dealerships reporting that they have only display vehicles left for sale [4][6] - Concerns about delivery delays for new models are causing potential buyers to reconsider their options, leading to a trend of purchasing older models instead [4][10] Group 3: Market Dynamics - The competitive landscape is shifting from "incremental competition" to "stock competition," as the market anticipates a significant drop in demand following the policy changes [9][11] - Dealerships are implementing various promotional strategies, including trade-in subsidies and interest-free financing, to boost sales in the current market environment [3][9] Group 4: Future Outlook - Experts predict that the upcoming tax policy changes will lead to a decline in market demand in early 2026, as consumers may have already made purchases in anticipation of the tax benefits [9][11] - Manufacturers are expected to respond to the changing market conditions by enhancing product quality and focusing on technological advancements to maintain competitiveness [11][13]

Group 1: Li Auto's Clarification on i7 Model - Li Auto's chairman clarified that there is no i7 model, focusing on the upcoming launch of the i6 pure electric SUV on September 26 [1] - This clarification helps to align market expectations and avoid confusion regarding the product line, potentially boosting investor confidence in rational competition within the industry [1] Group 2: New National Standards by Market Regulation Administration - The Market Regulation Administration revised and released two national standards for urban public transport and car rental services, effective November 1 [2] - The new standards enhance safety requirements for new energy vehicles and regulate car rental platforms to prevent malicious competition and false advertising [2] - These regulations are expected to stabilize the market order in the transportation service sector and enhance investor confidence in the long-term healthy development of related industries [2] Group 3: BMW's Hydrogen Fuel Cell System Development - BMW announced the launch of its third-generation hydrogen fuel cell system, with prototype production already underway [3] - The new system is set to be mass-produced by 2028 and will first be integrated into the new generation BMW X5, featuring a 25% reduction in space requirements [3] - This collaboration with Toyota highlights the diversification of energy pathways in the automotive industry and may accelerate infrastructure investment and commercialization in the hydrogen energy sector [3] Group 4: BYD's Response to Buffett's Shareholding Changes - BYD's public relations manager stated that Berkshire Hathaway's reduction of its stake in BYD is a normal investment behavior, expressing gratitude for the long-term support [4] - This response aims to stabilize market sentiment and reflects BYD's confidence in its future prospects [4] - The exit of major investors is not expected to impact the long-term logic of the industry, instead prompting a focus on the company's fundamentals and supporting rational valuation in the stock market [4]