经过为期一年多的谈判，欧盟针对中国制造电动汽车反补贴关税取得重大进展——由"价格承诺"机制替代高额反补贴征税。 1月12日，据商务部官网消息，为落实中欧领导人会晤共识，妥善解决欧盟对华电动汽车案，中欧双方本着相互尊重的态度，进行了多轮磋商。双方一致认 为，有必要向对欧盟出口纯电动汽车的中国出口商，提供关于价格承诺的通用指导，以便中国出口商可通过更加实用、有针对性且符合世贸组织规则的方 式，解决相关关注。 乘联分会秘书长崔东树也表示，中欧以"价格承诺"替代高额关税的磋商成果，是双方务实共赢的重要突破。"这一机制为中国电动车保留了欧盟市场核心准 入通道，规避了高额关税的冲击，稳定了市场准入基础，也稳定了行业预期。"崔东树告诉记者。 出口价将提高专家：建议单家车企提交报价 在崔东树看来，此前欧盟拟征收的高额反补贴税叠加基础关税，综合税率一度接近45%，这对中国电动车出口欧洲的成本与定价体系造成了巨大冲击，部分 车企甚至面临退出欧盟市场的风险。 2023年10月，欧盟委员会启动对中国进口电动汽车的反补贴调查。2024年10月，欧盟成员国投票通过，在现有10%的税收基础上，对中国制造的电动汽车征 收最高35.3%反补贴 ...

Core Insights - The Chinese automotive market has exceeded expectations in 2023, with a projected annual sales volume surpassing 34 million units, exceeding the initial forecast by 1 million units [1][2] Group 1: Market Performance - From January to September 2023, the automotive market achieved a year-on-year growth of 12.9%, with September alone showing a growth of 14.9% [1] - In September, automotive production and sales reached 3.276 million and 3.226 million units respectively, marking a historical milestone with both figures exceeding 3 million units for the first time [1] - The cumulative production and sales from January to September were 24.433 million and 24.436 million units, reflecting year-on-year growth of 13.3% and 12.9% respectively [1] Group 2: Policy Impact - The primary driver of sustained growth in the automotive market has been the subsidy policies, particularly the "scrap and update" and "replacement update" subsidies introduced by the government [2] - The scale of stimulus policies for the automotive sector has doubled to 300 billion yuan, providing strong support for market performance [2] - The upcoming expiration of the new energy vehicle purchase tax exemption is expected to trigger another wave of consumer spending in the automotive market [2] Group 3: Structural Changes in the Industry - The automotive industry in China is undergoing significant structural changes, with total production expected to rise from 30.09 million units in 2021 to over 34 million units in 2023 [3] - New energy vehicles have seen explosive growth, with production expected to exceed 16 million units in 2023, up from approximately 1.35 million units in 2020 [3] - The market share of Chinese brand passenger vehicles has surged from about 30% in mid-2020 to around 70% currently, reshaping the competitive landscape [3] Group 4: High-End Market Development - The automotive industry's growth includes a strong push towards high-end products, driven by improved design capabilities and quality assurance systems [4] - New energy vehicles have shown significant growth in high-end segments, with C and D class models experiencing notable increases in sales [4] - Chinese automotive brands are increasingly focusing on high-end market segments, with several new premium brands emerging [4][5] Group 5: Consumer Insights and Market Trends - The rise of Chinese automotive brands is supported by a deep understanding of consumer needs, particularly in the MPV segment, which has seen competitive products launched by various domestic manufacturers [5] - The design and functionality of new MPV offerings cater to both business and family needs, reflecting a strategic response to market demands [5]