Core Viewpoint - The announcement introduces stricter technical requirements for electric vehicles, aiming to enhance energy efficiency and promote high-quality development in the industry [2][3][7]. Group 1: New Standards for Electric Vehicles - The new standards require pure electric passenger vehicles to meet updated energy consumption limits, with a specific focus on reducing energy consumption per 100 kilometers [3][5]. - The threshold for pure electric range for plug-in hybrid vehicles has been raised from 43 kilometers to 100 kilometers, reflecting advancements in battery technology and encouraging manufacturers to invest in R&D [2][8]. Group 2: Implementation Timeline and Regulatory Context - The new standards will be enforced starting January 1, 2026, following the approval of the mandatory national standard GB 36980.1—2025 by the National Market Supervision Administration [3][5]. - The announcement is seen as a precursor to the potential end of the current vehicle purchase tax exemption policy for new energy vehicles, with a shift towards a 5% tax rate expected in the near future [11]. Group 3: Industry Impact and Market Dynamics - The stricter standards are anticipated to accelerate the phase-out of low-range plug-in hybrid vehicles, with approximately 40% of current models falling short of the new requirements [8][9]. - The new regulations are expected to drive technological upgrades in battery capacity and hybrid systems, enhancing vehicle performance and safety while meeting consumer demand for longer ranges and lower energy consumption [5][7].

10月9日，工信部等三部门联合发布《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》（以下简称《公告》），明确纯电动乘用车、插 电式（含增程式，下同）混合动力乘用车有关技术要求调整等情况。 纯电动乘用车需达新国标电能消耗量限值 具体来看，《公告》分别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提出了要求。其中，要求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）对应车型的电能消耗量限值。 据悉，《电动汽车能量消耗量限值第1部分：乘用车》（GB 36980.1—2025）是一个强制性国家标准，于2025年5月30日由国家市场监督管理总局(国家标准 化管理委员会)批准发布，2026年1月1日开始执行。关于该标准的修订背景，工信部在解读中提出，近些年来，纯电动乘用车节能技术导入加快，车型电耗 不断降低，有必要加严电耗限值要求进一步提升车辆能效水平，促进先进节能技术应用。 图片来源：工信部官网 从《公告》内容来看，其不仅在纯电动乘用车百公里电能消耗量要求上引入了更新的国家标准，还将插电式（含增程式）混合动力乘用车的纯电续 ...