蔚来ES8共推出3款配置车型，整车购买售价区间为40.68-44.68万元，采用BaaS(电池租赁)方案购买售价 区间为29.88-33.88万元。从公开统计来看，蔚来全新ES8锁单数量一直超过预期。 新能源汽车购置税免征政策将在12月31日终止，自2026年1月1日起政策变为购置税减半征收。近日，蔚 来、问界、奇瑞汽车等车企纷纷宣布"自掏腰包"兜底，一场围绕补贴最后窗口期的订单抢夺赛开启。其 中蔚来购置税兜底车型也涵盖全新ES8。 第一万台全新ES8的用户郑先生在交车仪式上表示："ES8象征着蔚来的创新引领精神，在全新ES8上， 感受到了蔚来对科技创新投入的领先成果。"据郑先生透露，从传统豪华品牌换购全新ES8，正是看中 了这款新车全维度代际领先的优势。 记者从公司处确认，今年11月，蔚来全新ES8交付将进一步加速，产能较10月预计将有70%的提升。12 月，公司将力争进一步提升产能，在15,000台的基础上争取更多的交付。 记者10月31日从公司获悉，蔚来在上海南翔交付中心完成了第10,000台全新ES8新车交付，在正式交付 开启后的41天时间里，蔚来创造了40万元以上纯电车型交付破万的最快纪录。 ...

Core Viewpoint - The Shenzhen Municipal Bureau of Commerce announced the cessation of the 2025 automobile replacement subsidy policy due to the budget cap being reached, with the application platform closing on November 30, 2025 [3][5]. Group 1: Policy Details - The subsidy program was designed to encourage consumers to trade in their old vehicles for new energy vehicles or fuel vehicles that meet the National VI emission standards, offering subsidies of 12,000 RMB for fuel vehicles and 13,000 RMB for new energy vehicles priced between 150,000 RMB and 250,000 RMB [4]. - The policy aimed to promote the replacement of approximately 160,000 vehicles by the end of 2025, alongside significant sales in home appliances and digital products [5]. Group 2: Market Response - The subsidy policy received a strong market response, with the budget being quickly exhausted, leading to additional funding being allocated [5]. - As of October 22, 2025, over 10 million applications for the automobile replacement subsidy had been submitted nationwide, with more than 340,000 for scrapping and over 660,000 for replacement [5]. Group 3: Regional Developments - Several provinces and cities across China have suspended their long-term special bond subsidy policies for automobile replacement, including Hunan, Henan, and Jiangsu [5]. - In response to the withdrawal of national subsidies, some local governments, such as Lanzhou and Zhengzhou, have introduced supplementary measures to enhance subsidies and stimulate automobile consumption [5]. Group 4: Future Implications - Starting January 1, 2026, the long-standing full exemption from vehicle purchase tax for new energy vehicles will shift to a 50% reduction, increasing the cost of purchasing these vehicles and impacting market competition [6]. - This transition indicates that the Chinese new energy vehicle industry is moving from a policy-driven phase to one driven by market forces [6].

欢迎扫描下方二维码关注： ⇧ 点 蓝字 关注 "蓝色柳林财税室" 生产企业生产能耗与销售 情况严重不符 生产企业购进货物并不能 直接生产其销售的货物且 无委托加工的 直接走逃失踪不纳税申报 虽然申报但通过填列增值 2 税纳税申报表相关栏次， 规避税务机关审核比对， 进行虚假申报的。 (六) 增值税一般纳税人申报抵扣异常 凭证，同时符合下列情形的，其对应开具的 增 值 税 专 用 发 票 列 入 异 常 凭 证 范 围 : 1.异常凭证进项税额累计占同期全部 增值税专用发票进项税额70%(含)以上的; ................... 2.异常凭证进项税额累计超过5万元的。 纳税人尚未申报抵扣、尚未申报出口退税 或已作进项税额转出的异常凭证,其涉及的 进项税额不计入异常凭证进项税额的计算。 ▷ 取得异常凭证如何合规处理? ○ 常规情况: 尚未申报抵扣增值税进项税额的,暂不 允许抵扣。已经申报抵扣增值税进项税额的, 一律作进项税额转出处 除另有规定外, = ) = = ■ 退房 尚未申报出口退税或者已申报但尚未办理 出口退税的,除另有规定外,暂不允许办理出 口退税。 应根据列入异常 凭证范围的增值税 适用增 ...

Core Insights - The promotional efforts by car manufacturers during the National Day and Mid-Autumn Festival have significantly decreased compared to previous years, indicating a shift in market dynamics and a reduction in "involution" competition [1][2][3] - There is a notable increase in demand for new energy vehicles (NEVs) in Cangzhou, a third-tier city, with sales of specific models like the Haobo HL showing strong performance despite the lack of cash discounts [1][3] Promotional Strategies - Car brands such as Huawei Hongmeng and Fangcheng Leopard are not offering cash discounts but instead providing limited-time benefits like vehicle upgrades and delivery gifts [2][3] - Several brands, including Li Auto and Xpeng, have announced National Day exclusive promotional policies, but actual consumer savings are minimal, often only 2000-3000 yuan compared to regular prices [2][3] Market Trends - The demand for NEVs is rising significantly, with more vehicles displaying green license plates observed in various locations [2][3] - Sales personnel are emphasizing the urgency of purchasing vehicles this year due to impending changes in tax policies and government subsidies, which could result in higher costs in the future [4][5] Policy Changes - The exemption of vehicle purchase tax for NEVs is set to continue until the end of 2027, with specific conditions for tax reductions outlined for purchases made in the coming years [5] - The process for applying for vehicle replacement subsidies has shifted to a "first come, first served" model through the Dongche Emperor app, with limited availability of qualification vouchers [6][7] Regional Developments - Various provinces, including Hebei, have adopted a "voucher" system for vehicle replacement subsidies, requiring consumers to act quickly to secure funding [6][7] - Some regions have paused their vehicle replacement subsidy policies earlier this year, but many have resumed with new funding and application processes [7]

Group 1 - The core viewpoint is that by 2030, the penetration rate of new energy vehicles (NEVs) in China is expected to reach 70%, while the fuel vehicle market will still retain a portion of users, maintaining a certain market share [1] - The domestic market structure for NEVs will form a "433" pattern with hybrid, pure electric, and fuel vehicles [1] - The statement provides a long-term expectation for the NEV industry chain, reinforcing market focus on the electrification transformation of automakers [1] Group 2 - A suggestion was made for a smooth transition of the 5% purchase tax on NEVs starting next year, with a gradual implementation plan to control industry capacity and costs [2] - If adopted, this proposal would provide a valuable buffer period for the NEV industry, stabilizing operational expectations for mainstream automakers [2] - The suggestion highlights the industry's common concern for stable policy transitions, which could alleviate market worries about demand fluctuations [2] Group 3 - Only one potential investor met the requirements for the restructuring of Nezha Auto, reflecting a cautious market evaluation of current new force car companies [3] - The single interested party situation raises concerns about the feasibility of the restructuring plan and resource integration capabilities [3] - This event prompts investors to reassess the NEV industry, particularly the financial and competitive pressures faced by second-tier brands [3] Group 4 - BMW plans to launch its first hydrogen fuel cell vehicles by 2028, with a series of pilot projects set to be implemented in Hainan this year [4] - This move underscores BMW's strategic layout in hydrogen fuel cell technology, injecting certainty into its diversified technology path [4] - The pilot projects in Hainan may increase attention on local hydrogen infrastructure-related companies, reflecting intensified competition in energy technology routes within the automotive industry [4]

对购置日期在2026年1月1日至2027年12月31日期间的新能源汽车减半征收车辆购置税。其中，每辆新能 源乘用车减税额不超过1.5万元。 而目前，我国车辆购置税税率为10%，如果减半征收购置税，意味着新能源汽车实际征收税率将维持在 5%的水平。 日前，"新能源汽车免征购置税政策将于2026年1月结束"的消息引发广泛关注。乘联分会秘书长崔东树 在采访时分析称，"明年开始，新能源汽车将被征收5%购置税的可能性很大。因为相关主管部门早在 2023年就曾发布过政策，明确对购置日期在2026年1月1日至2027年12月31日期间的新能源汽车减半征收 车辆购置税。" 据了解，早在2023年6月，财政部、税务总局、工信部等三部门发布的《关于延续和优化新能源汽车车 辆购置税减免政策的公告》中明确： 对购置日期在2024年1月1日至2025年12月31日期间的新能源汽车免征车辆购置税。其中，每辆新能源乘 用车免税额不超过3万元； 凤凰网科技讯 9月12日，小鹏汽车副总裁"托马斯电火车"发文称，2026年1月1日-2027年12月31日期间， 购置新能源乘用车减半征收车辆购置税，按车价15万元计算，明年将多花约6637元。信息 ...