又一豪华品牌开年大促！ 2026年1月1日起，宝马中国对旗下31款主力车型进行建议零售价调整，其中24款车型的降幅超10%，5款超20%；宝马iX1 eDrive25L降幅最大，达 24%；宝马i7 M70L的降价金额最高，达30.1万元。 前有玛莎拉蒂"打骨折"，今有宝马"跳水价"，在竞争愈发激烈的中国汽车市场，豪华品牌急需破局之道。 新年"大降价" 新一年补贴正在陆续落地，与此同时车企也开启了新一轮优惠与大促。 除了前文提到的宝马，还有广汽昊铂、广汽埃安、别克、长安启源、小米汽车、奇瑞星途、深蓝汽车、萤火虫、沃尔沃等品牌。 但从降价策略来看，宝马这番降价力度确实很大，引发行业广泛关注。 据悉，这31款宝马车型中，调价前只有3款的建议零售价低于30万元，调价后增至10款。售价最低的宝马225L M运动套装，从25.99万元降至20.8万 元，与不少国产SUV相差无几。 宝马方面对此次调价的解释，这不是"价格战"，"是宝马部分产品的价值升级，是宝马主动调整产品策略、针对市场动态的积极回应。" 宝马中国方面称："宝马奉行长期主义良性发展，而非短期盈利。在部分产品上，对消费者关注的舒适配置、个性外观、数字化等方面 ...

2026年开年，宝马旗下多款车型进行官方指导价调整，部分车型最高官降30万元左右。1月4日，北京商 报记者走访多家宝马4S店发现，在宝马下调车辆官方指导价后，终端售价并无显著下调，缓解了经销 商"价格倒挂"的现象。其中官方指导价下调了10万多元的7系车型，实际成交价格约下调1万元，且不同 经销商给出的价格略有差异。也有销售人员表示，宝马官方下调指导价后，虽然销售终端价格变化不 大，但折扣幅度会相应减少，有益于品牌形象。相关知情人士则称，宝马部分产品的价格调整，是其主 动调整产品策略、针对市场动态的积极回应，而非要打"价格战"。 事实上，降价的背后，宝马在中国的市场份额正不断被自主高端新能源车型抢占。业内人士指出，宝马 调价是传统豪华车企电动化转型困局的缩影，短期价格策略难解长期竞争压力，唯有通过技术破局、生 态重构与价值链再造，方能在新能源时代重塑豪华内核。 终端折扣无明显变化 宝马官网信息显示，旗舰纯电动车型i7 M70L现售价为159.8万元，降幅达30.1万元；7系等燃油车型也 有12%左右的降价，最低起售价下探至20.8万元。 1月4日，北京商报记者实地走访后发现，官方指导价下调后，不同经销商给出的实 ...

终端折扣无明显变化，利好品牌形象 宝马官网信息显示，旗舰纯电动车型i7 M70L现售价为159.8万元，降幅达30.1万元；7系等燃油车型也 有12%左右的降价，最低起售价下探至20.8万元。 1月4日，北京商报记者实地走访后发现，官方指导价下调后，不同经销商给出的实际售价略有差异，但 整体来看终端价格变化不高。北京华德宝4S店销售人员表示，官方指导价均下调了10万多元的7系和 X6，实际成交价格约下调1万多元，"调整后折扣幅度不会像此前那么大，对品牌形象来说有好处"。 百得利晨宝宝马4S店销售人员则表示，虽然官方指导价下调，但由于此前优惠力度已经到顶，实际售 价不会有变化，甚至由于部分燃油车型将增配，终端售价反而会有小幅上涨。 2026年开年，宝马旗下多款车型进行官方指导价调整，部分车型最高官降30万元左右。1月4日，北京商 报记者走访多家宝马4S店发现，在宝马下调车辆官方指导价后，终端售价并无显著下调，缓解了经销 商"价格倒挂"的现象。其中官方指导价下调了10万多元的7系车型，实际成交价格约下调1万元左右，且 不同经销商给出的价格略有差异。也有销售人员表示，宝马官方下调指导价后，虽然销售终端价格变化 不大 ...

2026年1月1日，宝马中国一则"系统性价值升级"的公告，拉开了豪华车市场新年序幕。 宝马旗下31款主力车型官方调价，旗舰纯电车型i7 M70L直降30.1万元，价格从189.9万元跌至159.8万 元；国产M235L首次跌破30万元大关，2系四门轿跑车更是下探至20.88万元，创下宝马在华国产车型价 格新低。 这份覆盖轿车、SUV、电动及高性能全细分市场的降价清单，与其说是"价值升级"，不如说是宝马迫于 2025年在华市场下滑压力，止颓保市的无奈之举。 "不到30万就能买宝马M系列" 中国证券报记者查阅调价清单发现，宝马此次降价幅度与覆盖范围均刷新近年豪华车市场纪录。 宝马此次降价，或源于2025年在华市场持续承压。 数据显示，2025年前三季度，宝马在华累计销量46.5万辆，同比下降11.2%，占全球销量比重26%。这 不仅远逊于其全球市场前三季度2.4%的微增幅度，更成为其全球主要市场中唯一出现两位数下滑的区 域。 此外，宝马的细分车型表现惨淡。中大型SUV市场的"昔日王者"X5，2025年10月销量跌至5498辆，排 名滑至第12位，被理想L9、问界M9等新势力车型取代；作为销量支柱的5系，2025年 ...

2026年1月1日，宝马中国一则"系统性价值升级"的公告，拉开了豪华车市场新年序幕。 宝马旗下31款主力车型官方调价，旗舰纯电车型i7M70L直降30.1万元，价格从189.9万元跌至159.8万 元；国产M235L首次跌破30万元大关，2系四门轿跑车更是下探至20.88万元，创下宝马在华国产车型价 格新低。 这份覆盖轿车、SUV、电动及高性能全细分市场的降价清单，与其说是"价值升级"，不如说是宝马迫于 2025年在华市场下滑压力，止颓保市的无奈之举。 "不到30万就能买宝马M系列" 中国证券报记者查阅调价清单发现，宝马此次降价幅度与覆盖范围均刷新近年豪华车市场纪录。 宝马此次降价，或源于2025年在华市场持续承压。 数据显示，2025年前三季度，宝马在华累计销量46.5万辆，同比下降11.2%，占全球销量比重26%。这 不仅远逊于其全球市场前三季度2.4%的微增幅度，更成为其全球主要市场中唯一出现两位数下滑的区 域。 此外，宝马的细分车型表现惨淡。中大型SUV市场的"昔日王者"X5，2025年10月销量跌至5498辆，排 名滑至第12位，被理想L9、问界M9等新势力车型取代；作为销量支柱的5系，2025年8 ...

Core Viewpoint - The launch of the Hainan Free Trade Port marks a significant shift in the automotive industry, with zero-tariff policies primarily benefiting operational enterprises rather than individual consumers, leading to a restructured automotive supply chain and industry landscape in China [1][7][16]. Summary by Sections Zero-Tariff Policy and Its Implications - The zero-tariff policy for vehicles in Hainan has been in place since December 2020, allowing only registered transportation and tourism enterprises to import vehicles under this scheme [3]. - The range of zero-tariff goods has expanded significantly from about 1,900 to approximately 6,600 items, covering 74% of all goods, with a shift from a positive list to a negative list management approach [5]. - The effective tax rate on imported vehicles, which previously included tariffs, VAT, and consumption tax, could be as high as 40% or more, is now eliminated for qualifying vehicles [5][6]. Target Audience of the Policy - The zero-tariff vehicle policy is strictly aimed at registered transportation companies, tourism service providers, and specific institutional entities, excluding individual consumers from its benefits [7][9]. - The policy's design follows a "one line open, two lines controlled" principle, allowing tax-free imports within Hainan while maintaining tax regulations for vehicles entering the mainland [6][7]. Opportunities for the Automotive Industry - The zero-tariff policy is expected to structurally reduce supply chain costs, with potential savings of 15%-20% on key components like electric vehicle batteries, leading to an overall production cost reduction of 18%-20% [11]. - Hainan aims to become a hub for automotive industry clustering, with tax incentives such as a 15% corporate income tax rate for qualifying enterprises, significantly lower than the mainland's 25% [11][12]. - The intersection of the zero-tariff policy and Hainan's plan to ban fuel vehicles by 2030 is expected to boost the electric vehicle sector, with a current ownership rate of 21.86% for electric vehicles, surpassing the national average [12][13]. Strategic Developments and Collaborations - Companies like Ningde Times are making significant investments in Hainan, including plans for numerous battery swap stations and collaborations on renewable energy projects [13][14]. - BMW is also exploring hydrogen fuel cell technology in Hainan, indicating the region's role as a testing ground for innovative automotive technologies [14]. Regional Economic Transformation - Hainan's role is shifting from a peripheral position in China's automotive landscape to a dual hub connecting mainland China and Southeast Asia, facilitating lower-cost imports and efficient exports [15]. - The "port of departure tax refund" policy enhances the efficiency of exporting domestic vehicles, particularly to Southeast Asia, by reducing the time and cost of logistics [15]. Policy Innovation and Future Outlook - Hainan is positioned as a "policy laboratory" for innovative regulatory frameworks in the automotive sector, exploring new models for balancing convenience and safety, aligning international standards, and implementing differentiated industrial policies [15][16]. - The overall impact of the zero-tariff policy is expected to reshape the competitive landscape of the automotive industry in China, potentially elevating Hainan's status as a key player in the transition towards high-end and international automotive markets [16].

Core Viewpoint - The launch of the Hainan Free Trade Port's full island closure operation has made it the largest free trade port globally, but the benefits of the zero-tariff policy on imported vehicles primarily target operational enterprises rather than individual consumers [1][4]. Summary by Sections Zero-Tariff Policy Implementation - The zero-tariff policy for vehicles and yachts was established on December 25, 2020, allowing only registered transportation and tourism enterprises in Hainan to import vehicles under specific conditions [2]. - The range of zero-tariff goods has expanded significantly from approximately 1,900 to about 6,600 tax items, covering 74% of all goods [2]. Eligibility and Restrictions - Only vehicles registered for operational use by eligible enterprises can benefit from the zero-tariff policy, which includes strict conditions such as the requirement for vehicles to be used for legal operations and to have a satellite positioning system [3][4]. - Enterprises must meet specific criteria, such as owning at least 15 operational vehicles or importing a minimum of 15 vehicles at once, and the vehicles must be registered for operational purposes [3]. Market Reactions and Misconceptions - The public's excitement over the prospect of purchasing luxury cars at significantly reduced prices reflects a misunderstanding of the policy's actual beneficiaries, which are primarily businesses rather than individual consumers [5][6]. - The emergence of gray market activities, such as "zero-tariff car" purchases through unofficial channels, poses legal and financial risks for individuals [6]. Industrial Opportunities - The closure operation is expected to lead to a structural reduction in supply chain costs, benefiting automotive manufacturers by lowering import tariffs on key components, which can reduce production costs by 18%-20% [7]. - The policy aims to create a "cluster highland" for the automotive industry, with tax incentives for registered operational enterprises, offering a lower corporate tax rate of 15% compared to the mainland's 25% [7][8]. New Energy Vehicle Development - The intersection of the zero-tariff policy and Hainan's plan to ban the sale of fuel vehicles by 2030 is expected to boost the new energy vehicle sector, with significant growth in the number of electric vehicles in the province [8][9]. - Hainan is becoming a testing ground for innovative policies in the new energy vehicle sector, with various initiatives to enhance infrastructure and support for electric vehicles [9]. Strategic Corporate Moves - Companies like CATL are making significant investments in Hainan, with plans to establish numerous battery swap stations and engage in renewable energy projects [10]. - BMW is also planning to use Hainan as a testing ground for hydrogen fuel cell vehicles, indicating the region's growing importance in the automotive innovation landscape [11]. Regional Economic Role - Hainan's role is shifting from a marginal position in China's automotive industry to a dual hub connecting mainland China and Southeast Asia, facilitating lower-cost imports and efficient exports [12]. - The "export tax rebate" policy in Hainan provides a competitive advantage for domestic automotive manufacturers looking to enter international markets [12]. Policy Innovation and Future Implications - The zero-tariff environment in Hainan serves as a "policy laboratory" for exploring new regulatory frameworks and international standards in the automotive sector [12]. - The overall impact of the zero-tariff policy is expected to reshape the competitive landscape of the automotive industry in China, fostering a comprehensive ecosystem that integrates manufacturing, logistics, and innovation [12].

Core Insights - Hainan Free Trade Port officially launched its full island closure operation, becoming the world's largest free trade port, leading to significant price reductions on luxury cars, sparking public interest in cross-sea car purchases [2] - The zero-tariff policy primarily benefits operational enterprises and specific institutions rather than individual consumers, indicating a focus on industrial upgrades and restructuring rather than consumer market stimulation [2][4] Policy and Implementation - The zero-tariff policy for vehicles was established on December 25, 2020, allowing only registered transportation and tourism enterprises in Hainan to import vehicles under specific conditions [3] - The range of zero-tariff items expanded from approximately 1,900 to about 6,600, covering 74% of all commodity tax items, with a shift from a positive list to a negative list management approach [3] Eligibility and Restrictions - To qualify for zero-tariff imports, enterprises must either operate 15 or more vehicles for over three years or import at least 15 qualifying vehicles at once, with strict usage conditions [4] - Zero-tariff vehicles must be registered for operational use, limiting their lifespan to 15 years and imposing restrictions on transfer and usage [4][5] Economic Impact - The zero-tariff policy significantly reduces the cost structure for supply chains, with potential savings of 15%-20% on key components like electric vehicle batteries, leading to an 18%-20% reduction in overall production costs [6][7] - The policy aims to create a "cluster highland" for the automotive industry, attracting enterprises with lower corporate tax rates and fostering a complete ecosystem of manufacturers and service providers [7] Strategic Developments - Hainan's policies align with the province's goal to ban the sale of fuel vehicles by 2030, promoting the growth of the new energy vehicle sector [8] - Companies like CATL are making significant investments in Hainan, indicating a strong commitment to developing the region as a hub for renewable energy and electric vehicle infrastructure [9] Regional Role and Innovation - Hainan is positioned to become a dual hub connecting mainland China and Southeast Asia, facilitating lower-cost imports and exports of vehicles and components [10][11] - The region serves as a "policy laboratory" for innovative regulatory frameworks, aiming to balance convenience and safety while aligning with international standards [11][12] Conclusion - The true impact of Hainan's closure on the automotive industry lies in its potential to reshape competitive dynamics, creating a comprehensive ecosystem that integrates manufacturing, logistics, services, and innovation [12]

近日，海南自由贸易港正式启动全岛封关运作。 这一历史性节点不仅标志着中国对外开放进入全新阶段，更在全球贸易格局重塑的关键时刻，向世界释放出一个清晰信号：中国正以海南为支点，打造面 向太平洋与印度洋的开放门户。 社交媒体上，"海南封关"迅速登上热搜；工商注册数据显示，近期海南日均新增企业超千家。这背后，是资本、人才与政策红利的集中涌动。尤其在海洋 物流、转口贸易、国际集散与加工增值等领域，海南正展现出令人瞩目的爆发力，甚至被部分国际观察家称为"下一个新加坡"。 那么，海南的竞争力究竟有多强？它真能挑战甚至超越新加坡的地位吗？更重要的是，这场宏大的制度变革，又将如何惠及普通内地百姓的生活？ 海南海洋物流迅速崛起 所谓"封关"，并非字面意义上的"封闭岛屿"，而是指将海南全岛建成一个海关监管特殊区域，实行"一线放开、二线管住、岛内自由"的新型监管模式。 "一线" 指海南与境外之间的边界，实施高度自由化政策，货物、资金、人员、数据可便捷进出；"二线"指海南与内地之间的边界，对进入内地的货物按 一般贸易管理，确保自贸港政策红利不外溢；"岛内自由"则意味着在海南内部，要素流动几乎无壁垒，企业可高效配置全球资源。 这一制度设 ...

Core Viewpoint - The article discusses the implications of Hainan's "zero tariff" policy for imported luxury cars, highlighting the restrictions and market dynamics that affect consumer access to these vehicles. Group 1: Market Dynamics - The current market for luxury cars in Hainan shows limited availability of "zero tariff" models like the BMW X5 and Porsche Cayenne, with most sales focusing on models like the Toyota Alphard [1][2] - The price of imported vehicles can significantly drop when taxes are waived, with the Toyota Alphard's tax-exempt price being approximately 699,000 yuan, compared to its market price exceeding 1 million yuan [2] Group 2: Policy Restrictions - The "zero tariff" policy applies only to vehicles used for transportation and tourism by companies, requiring them to meet specific operational criteria, including having a fleet of at least 15 vehicles [3] - Vehicles purchased under this policy have a limited usage period of 15 years, with options for resale or export after 6 years [3] Group 3: Industry Opportunities - The tax incentives in Hainan are designed to lower operational costs for businesses, potentially attracting foreign and domestic car manufacturers to establish operations in the region [5][6] - The "processing value-added" policy allows companies to import vehicles or parts, modify them, and then sell them in the domestic market without incurring tariffs, creating a cost-effective entry point for international car manufacturers [6] Group 4: Consumer Impact - Although individual consumers cannot directly benefit from the "zero tariff" policy, rental companies may pass on cost savings to consumers through lower rental rates [4][7] - As the industry adapts to these policies, the eventual reduction in costs is expected to reach consumers, enhancing market accessibility [7]