在新能源渗透率超50%的今天，大家买车更看重驾乘体验和性价比，所以国产车进入了千家万户。 但，进口车也并未完全退场。中国流通协会数据显示，今年上半年仍有超27万的消费者在为进口车买单。 "今年来店里看车的客户数量确实少了，但成交率反而高了。"在雷克萨斯4S店工作了近10年的销售李文（化名），见证了市场从"进口热"到"新能源热"的 转变。 李文表示，来店里的客户，基本都是"带着答案来的"，很少会纠结。 图/北京金港保时捷4S店来源/新能源观拍摄 这样的感受，在北京金港保时捷4S店的销售口中也得到了印证，"来选进口车的客户，目标都很明确，很少会被新能源热潮左右。" 那究竟是谁还在坚持买进口车？他们的坚守背后又藏着怎样的消费逻辑呢？ 豪华进口车买家：为"不可复制的稀缺价值"买单 "买宾利添越，对我来说不只是买一辆车，更是一种专属生活质感的消费。"周先生的一句话，道出了不少进口车买家的核心诉求。 图/宾利添越来源/车主供图 作为出了名的"细节控"，周先生眼中的座驾，早已超越冰冷机械的范畴。"驾驶时变速箱换挡的丝滑感、油门深浅间发动机细腻的声浪反馈，这些都是机 械工艺与艺术审美融合的细节，少一分精准都不行。" 更让他认 ...

国产车致敬经典，实为"借梯登高再超越"的进化过程，而纵横G700对路虎揽胜的致敬，是"取其骨，铸 己魂"的智慧。G700的设计继承路虎揽胜方正硬派之形，融喜马拉雅冰川、陡崖之韵，以东方美学重构 光影与力量，让硬派越野既有经典基因，更添文化新生。纵横G700对路虎设计的致敬是形神兼备的智 慧融合，致敬并非复制，而是以文化赋能创新，为中国品牌设计立范。 纵横G700的设计灵感源自喜马拉雅山脉的气魄与极致探索精神，将自然史诗与设计美学完美融合，形 成了刚与柔的和谐之美。走近这款车首先映入眼帘的是它那独特的前脸设计，冰川塔林点阵前格栅将万 年冰川的自然奇景凝练于设计当中，看上去给人一种极具辨识度的动态符号，仿佛每一处细节都在诉说 着喜马拉雅的壮丽与神秘。 来到车身侧面，纵横G700的D柱设计灵感源自喜马拉雅北坡冰壁与陡崖的形态，锋锐折角尽显车体硬 朗，曲面过渡暗藏精致艺术。这种设计不仅让整车看起来更加动感，更在交错间展现出一种独特的韵律 感。车尾的设计则汲取了喜马拉雅雄伟轮廓的灵感，仿若雪域堡垒般挺阔有型，尽显硬朗。搭配原厂原 装全包覆式备胎罩，野性与精致并存，让人一眼就能感受到这款车的不凡气质。 目前中国品牌的崛起 ...

Group 1: Trade Agreements and Tariffs - The U.S. has signed trade agreements with multiple countries, including Japan, the EU, and South Korea, ahead of the August 1 deadline for reciprocal tariffs, with varying tariff rates [2][3][5][7] - The U.S. will impose a 25% tariff on all imported cars and key components starting April 3, 2025, raising passenger car tariffs to 27.5% and truck tariffs to 50% [2] - The EU and U.S. reached a framework agreement on July 27, reducing tariffs on most EU goods, including cars, to 15%, while the EU commits to invest $600 billion in the U.S. [3] Group 2: Impact on Automotive Industry - The reduction of tariffs from 27.5% to 15% for EU automakers is welcomed by companies like Volvo and Volkswagen, providing planning certainty for the European automotive industry [3][4] - The German automotive industry is expected to incur significant losses due to the new 15% tariff, which is six times higher than the previous 2.5% [4] - Japan's agreement to a 15% tariff on cars and components, along with a $550 billion investment in the U.S., reflects a significant concession from the U.S. side [5][6] Group 3: Specific Country Agreements - South Korea's agreement mirrors Japan's, with a 15% tariff on cars and a commitment to invest $350 billion in the U.S., while maintaining certain market protections [7][9] - The U.K. has negotiated a reduction in tariffs on cars exported to the U.S. from 27.5% to 10%, with an annual limit of 100,000 vehicles, which is expected to significantly lower export costs [10][11] - The U.K. automotive industry faces challenges despite the tariff reduction, as the quota limits and existing tariffs still constrain export growth [11]

Core Viewpoint - The recent adjustment of the consumption tax policy for ultra-luxury cars in China aims to regulate high-end consumption, promote the development of new energy vehicles, and invigorate the second-hand car market [7][22][24]. Group 1: Market Reactions - Following the announcement of the tax adjustment on July 17, there was a temporary surge in customer traffic at a Land Rover dealership, particularly on July 19, with cars priced over 900,000 yuan selling out quickly [2]. - However, after July 20, customer inquiries sharply declined, indicating that the initial excitement was short-lived despite manufacturer subsidies [2][4]. - Some dealers reported a significant increase in customer traffic and sales immediately after the policy announcement, while others noted minimal impact on their business [5][4]. Group 2: Tax Policy Details - The new policy lowers the consumption tax threshold for ultra-luxury cars from 1.3 million yuan to 900,000 yuan, effective from July 20, 2025, and includes various types of vehicles [2][12]. - The policy specifies that second-hand ultra-luxury cars will not be subject to consumption tax to avoid double taxation [2][4]. - The adjustment is seen as a means to guide rational consumption and limit excessive spending on luxury vehicles [7][8]. Group 3: Implications for the Automotive Industry - The tax adjustment is expected to increase the cost of purchasing new ultra-luxury vehicles, potentially affecting sales in this segment [4][7]. - The policy is also anticipated to benefit the second-hand luxury car market, as the exemption from consumption tax may lead to increased demand [5][20]. - The adjustment aligns with the government's goal of promoting green technology and supporting the development of new energy vehicles by reducing production costs for these vehicles [9][22]. Group 4: Historical Context and Future Outlook - The consumption tax on ultra-luxury cars was first implemented in 2016, and the recent changes reflect ongoing shifts in market dynamics and consumer behavior [12][13]. - The adjustment is part of a broader strategy to enhance tax fairness and encourage the transition to low-carbon vehicles, with expectations of increased competition between domestic and imported luxury brands [21][24]. - The rapid implementation of the policy, with only a three-day buffer period, indicates a proactive approach to market changes and aims to prevent speculative behavior among dealers and consumers [15][18].

Group 1 - The new luxury car consumption tax policy has lowered the threshold from a retail price of 1.3 million yuan to 900,000 yuan, affecting various luxury car models including Porsche, Mercedes-Benz, and BMW [3][11][12] - Following the announcement of the new tax policy, there was a significant increase in inquiries and sales for luxury second-hand cars, with a reported 50% increase in consultations and a 30% rise in transaction volume [3][5] - Luxury brands are responding to the new tax by offering limited-time tax subsidies to encourage purchases, with brands like Jaguar Land Rover and Mercedes-Benz announcing full tax coverage for specific models [4][5] Group 2 - The second-hand luxury car market is experiencing a price increase, with some models seeing a rise of 50,000 to 90,000 yuan due to the new tax policy, making them more attractive as they are exempt from the new consumption tax [8][9] - The introduction of the new tax has led to a shift in consumer focus towards second-hand luxury cars, as buyers seek to avoid the additional costs associated with new luxury vehicles [7][10] - The new policy has also impacted the export of zero-kilometer luxury cars, increasing costs for foreign trade merchants and complicating the export process due to stricter regulations [9][10]

Core Viewpoint - The luxury car market in China is undergoing significant adjustments, with a shift in consumer preferences towards service experience over brand influence, leading to a more concentrated market where the top five brands hold 68% market share, up 12 percentage points since 2020 [2][8]. Group 1: Market Trends - Luxury car sales in China grew by 3.2% year-on-year in the first half of 2025, a slowdown compared to double-digit growth five years ago [2]. - The new middle class aged 30-40 is becoming the main consumer group, prioritizing service quality and emotional connection over traditional brand prestige [2][8]. - J.D. Power's research indicates that 72% of luxury car consumers are willing to pay a 10%-15% premium for superior service [2][8]. Group 2: Jaguar Land Rover's Performance - Jaguar Land Rover has achieved the highest score in J.D. Power's sales service satisfaction study with 775 points, marking the highest score for luxury brands in five years [2][8]. - The brand has maintained a leading position in the luxury SUV market, with the Range Rover model being the best-selling luxury SUV priced over 1.5 million yuan for 30 consecutive months, and a 10% year-on-year increase in sales for the first half of the year [4][8]. - Jaguar Land Rover has consistently ranked among the top in J.D. Power's various satisfaction surveys for ten consecutive years, with a global customer recommendation rate of 96% [8][11]. Group 3: Customer-Centric Strategies - The brand's focus on customer satisfaction is reflected in its sales performance, with a comprehensive service system and dealer management capabilities [11][18]. - Jaguar Land Rover has implemented 34 service enhancement measures across its network, including personalized services like home test drives and online vehicle inspections [18][20]. - The introduction of the Smarter Sales system in 2023 aims to digitize and refine the entire sales process, enhancing service transparency and customer interaction [20][22]. Group 4: Response to Policy Changes - Following the announcement of a new luxury car consumption tax, Jaguar Land Rover pledged to cover the additional tax costs for consumers purchasing specific models, effectively maintaining their original budget [24][27]. - This proactive approach not only alleviates consumer concerns but also enhances the brand's image as customer-centric and responsible [27][29]. - The brand's swift response to market changes sets a benchmark for the luxury car industry, encouraging other brands to adopt similar consumer-friendly measures [29]. Group 5: Brand Building Initiatives - Jaguar Land Rover is actively engaging in brand experience activities, such as the launch of the "Range Rover Realm" and various brand experience events to strengthen emotional connections with customers [30][34]. - The brand is also integrating corporate social responsibility themes into its retail spaces, enhancing customer touchpoints and brand warmth [32][34]. - By combining product and service innovations, Jaguar Land Rover aims to provide a genuine British luxury experience tailored to the Chinese market [39][40].

Core Viewpoint - The luxury car market has experienced a significant shift due to a new tax policy that lowers the consumption tax threshold for super luxury cars from 1.3 million yuan to 900,000 yuan, effective from July 20, 2023, leading to increased consumer urgency to purchase luxury vehicles before the tax takes effect [1][2][3]. Group 1: Tax Policy Impact - The new tax policy means that vehicles priced between 1.017 million yuan and 1.469 million yuan will now incur an additional luxury car tax, resulting in an estimated extra cost of 90,000 yuan for consumers purchasing luxury cars after the policy change [3][18]. - The luxury car tax has been in place since 2016, and the recent adjustment aims to include more vehicles that previously evaded the tax due to price reductions [11][16]. Group 2: Market Dynamics - The luxury car market is seeing a surge in demand as consumers rush to purchase vehicles before the tax increase, with reports of crowded showrooms and increased sales activity [1][5]. - The price reductions across various luxury brands have made many models fall below the new tax threshold, indicating a shift in market pricing strategies [10][15]. Group 3: Brand Responses - Some brands, like Jaguar Land Rover, have introduced promotional policies to absorb the new tax costs for consumers, while others, such as Porsche, have not announced similar measures [20][25]. - The luxury car market is expected to face long-term changes as the increased tax burden may deter potential buyers, leading to a reevaluation of pricing and sales strategies among luxury brands [28][30]. Group 4: Shift to Domestic Brands - The decline in imported luxury car sales is evident, with a reported 33% year-over-year drop in 2023, while domestic brands, particularly in the new energy vehicle sector, are gaining traction [34][60]. - The competitive landscape is shifting as domestic brands offer advanced technology and better value propositions, challenging traditional luxury brands [54][62].

Core Viewpoint - The adjustment of the luxury car consumption tax policy in China aims to guide reasonable consumption and promote energy conservation and emission reduction, with the tax threshold lowered from 1.3 million yuan to 900,000 yuan [1][2][14]. Group 1: Policy Changes - The new tax threshold means that vehicles priced over 900,000 yuan (excluding VAT) will incur a 10% additional consumption tax, significantly impacting the pricing of many luxury models [2][3]. - The previous tax threshold was set at 1.3 million yuan (with an invoice price of 1.469 million yuan), while the new threshold is now 900,000 yuan (with an invoice price of 1.017 million yuan) [2][3]. Group 2: Market Impact - The policy change is expected to reshape the luxury car market, with many popular models now falling under the new tax regime, leading to increased costs for consumers [3][4]. - Sales of luxury cars have been declining, and the new tax policy is likely to exacerbate this trend, as consumer demand shifts towards more affordable and energy-efficient vehicles [6][14]. Group 3: Dealer Reactions - Some dealers, like those selling Porsche, reported a significant drop in sales, with monthly sales figures falling to single digits due to the lack of consumer interest [6]. - Conversely, other dealers, such as those selling Land Rover, experienced a surge in sales immediately following the announcement, with reports of thousands of units sold in just two days [7][9]. Group 4: Long-term Implications - The adjustment of the luxury car consumption tax is seen as the first step in a broader reform of China's automotive tax system, which may lead to a more comprehensive tax structure that includes electric and fuel cell vehicles in the future [14][15]. - The new policy is expected to increase the annual taxable sales of passenger vehicles by over 100,000 units, predominantly from fuel vehicles, while the market structure is gradually shifting towards electric vehicles [15].

Core Viewpoint - The recent adjustment of the luxury car tax in China has significantly impacted the high-end automobile market, with a new threshold set at 900,000 yuan (excluding VAT), affecting both traditional fuel vehicles and new energy vehicles [3][4][25]. Summary by Sections Tax Policy Changes - The luxury car tax threshold has been lowered from 1.3 million yuan to 900,000 yuan, which means that vehicles priced between 1.017 million and 1.469 million yuan will now incur an additional 10% tax [4][25]. - The new tax policy includes a broader range of vehicle types, explicitly incorporating new energy vehicles [4][5]. Market Reactions - The announcement led to a surge in consumer activity, with many rushing to dealerships to purchase vehicles before the new tax took effect [5][7]. - Dealers extended their hours and offered incentives to facilitate sales, with some models experiencing price increases due to the tax adjustment [8][10]. Impact on Luxury Brands - Brands such as Land Rover, Porsche, and Mercedes-Benz are particularly affected, as many of their models now fall under the new tax bracket [14][18]. - The luxury car market has shown structural differentiation, with traditional fuel vehicles facing intensified competition from new energy models [5][25]. Consumer Sentiment - Some consumers expressed frustration over the sudden tax increase, with a mix of reactions ranging from acceptance to reconsideration of purchases [11][12][22]. - The luxury car tax adjustment has prompted some buyers to contemplate canceling orders or seeking refunds on deposits [12][14]. Manufacturer Responses - Jaguar Land Rover and Mercedes-Benz announced full subsidies for the luxury tax for specific models purchased within a limited timeframe, aiming to mitigate consumer dissatisfaction [19][21]. - The response from manufacturers indicates a proactive approach to retain customer loyalty amidst the tax changes [19][22]. Market Dynamics - The adjustment is expected to reshape the competitive landscape of the luxury car market, with potential shifts in consumer preferences towards brands that can offer better pricing strategies [26][30]. - The rise of domestic luxury brands, such as the Yudo U8 and the Zun Jie S800, is seen as a positive outcome from the tax adjustment, providing more options for consumers [30][31].

Core Viewpoint - The new "luxury car tax" policy, effective from July 20, lowers the threshold for consumption tax to 900,000 yuan (excluding VAT), impacting the pricing of luxury vehicles in China [1][3]. Group 1: Policy Changes - The consumption tax for super luxury cars is now applicable to vehicles priced at 900,000 yuan and above, down from the previous threshold of 1.3 million yuan [3]. - The adjustment affects a range of vehicles, including various luxury brands and models, with the new taxable price range being 1,017,000 yuan to 1,469,000 yuan [3][4]. Group 2: Industry Response - Several luxury car manufacturers and dealers have implemented measures to mitigate the impact of the new tax, with Jaguar Land Rover announcing it will fully absorb the additional tax costs for purchases made between July 20 and July 31 [2][10]. - Other brands, such as Mercedes-Benz, are also offering limited-time pricing strategies to maintain sales momentum, ensuring that prices remain stable despite the tax changes [13]. Group 3: Market Impact - The luxury car market is expected to see a limited impact from the new tax, as the affected vehicle sales volume is relatively small, with only about 37,000 units projected for the first half of 2025 [4]. - The demand for imported luxury cars has been declining, with a reported 33% drop in imports from January to May 2025 compared to the previous year [14].