New energy vehicle purchase tax exemption policies will be extended for another year!Traditional car companies "+new" financing is strong, and capital assists will continue?

On September 26, the Ministry of Finance and the General Administration of Taxation and the Ministry of Industry and Information Technology jointly announced the announcement of previous new energy vehicle exemption vehicle purchase tax policies. Energy vehicles, exempt from vehicle purchase tax.

Some analysts have pointed out that the sales of new energy vehicles may be further driven by the sales and transformation rates of car companies. In fact, from August this year, the number of traditional car companies and second -tier new forces has increased significantly. Ace, new energy vehicle industry.

Some investors said that under the guidance of ESG's investment concept, low -carbon investment may run through the field of track, new energy vehicles as the largest market driving force will be expected to explore more scientific paradigms.

The "new forces" of the second line are booming, and the policy is helpful

In addition to the pressure of the license, domestic owners will also pay close attention to a policy when buying a car. The purchase tax plan is different. Although the subsidies and discounts between different brands are different, the temptation of lack of purchase tax reduction is slightly inferior. People specialize in buying new energy vehicles with policy timelines.

This has a lot to do with the current comparison of the overall price of new energy vehicles in the comparison of oil vehicles at the same level, and the reduction policy for purchase tax has become the key to many consumers' orders. On September 26, the Ministry of Finance and the General Administration of Taxation and the Ministry of Industry and Information Technology jointly announced the announcement of previous new energy vehicle exemption vehicle purchase tax policies. Energy vehicles, exempt from vehicle purchase tax.

This means that the "legend" of the purchase tax will not be exempted from the end of the year, and the policy dividends will continue at least until the end of next year. Some analysts have pointed out that the sales of new energy vehicles may be further driven by the sales and transformation rates of new energy vehicles. In fact, from August this year, the number of traditional car companies and second -line new forces has increased significantly.

According to the statistics of the Federation of Federation, from the data of August, among the new forces of car manufacturers, the second -tier brands have further overtake the first -line attitude, especially the number of traditional car companies dominated the sales list. Statistics show that in August, BYD's new energy passenger vehicles delivered 1740,000 units first, followed by Tesla 77,000 vehicles (forecast value), and then GAC Ean, Nezha and Zero Run, Weilai, Weilai, Weilai, Weilai, Weilai, Weilai, Weilai, Weilai, Weilai, Weilai, Weilai, Weilai, Weilai, Weilai Xiaopeng, ideal, etc. even fell out of the top five.

According to statistics from the China Automobile Association, in the first eight months of this year, the sales of new energy vehicles in China were about 3.86 million, and the market share reached 22.9%. Compared with the national "Fourteenth Five -Year Plan" Modern Energy System Plan, the goal of "2025 new energy vehicle sales reached 20%of the total sales of new vehicles in 2025" has obviously completed the task in advance.

Nowadays, the three departments will extend the purchase tax reduction plan again, or it will further stimulate the development of the market demand. Not only that, some traditional car companies have also emerged in recent years and initiated the "+new" transformation. Provide larger market space.

Traditional car companies actively raise funds, and "zero -carbonization" investment has set off a wave again

Taking traditional car companies as an example, since this year, GAC, Changan, and SAIC Group have completed a new round of financing. From the perspective of post -investment valuation announced by the outside world, the valuation of individual automobile brands has exceeded 100 billion yuan after investment. Essence

Public information shows that on August 26 this year, the GAC Ean A -round A round of war increase has been officially listed on the CPIC. The listing date is from August 26 to September 23. A few days ago, GAC Ean's valuation was 100 billion yuan Yuan; also in August, SAIC Group's Zhi Ho Heng Automobile announced the completion of the signing of the A round of equity financing agreement. After the first round of market -oriented financing was successfully completed, the valuation of Zhi Ho Ho Ho Two after investment was nearly 30 billion yuan.

According to the announcement issued by Changan Automobile on August 2, Avita Technology, the company's joint venture, finally determined six investors, including the National Green Development Fund Co., Ltd. and Jiaxing Juli Exhibition Industry Land Equity Investment Partnership (Limited Partnership) Wait. Avita said that after completing the Case A capital increase, Avita's overall financing scale was nearly 5 billion yuan, and the valuation after investment will be close to 10 billion yuan.

It can be seen that after the transformation of traditional car companies "+new", the new forces have become more fierce, and whether the second -line brand is launched to catch up with the discussion of the first -tier "Wei Xiaoli", although the industry has hesitant because of financing because of financing At the same time as the upsurge is set off, enterprises also need to further strengthen their capital strength, technical capabilities and the market.

However, in the era of the development of new energy vehicles, low -carbon and green investment are still the focus of attention from the investment community. In some investment institutions, the ESG concept consensus with the "two -way go" with the invested enterprise is formed. Recently, Xu Shi, the founding partner of Shanxing Capital, delivered a speech entitled "Innovation Investment Opportunities under China Zero Carbon Giant Waves" at the "SuperRETURN" conference. The system and space pattern will also promote the corresponding changes in consumers' lifestyle.

"Carbon neutralization -Energy Revolution, Industrial Revolution, and Scientific and Technological Revolution will affect and dominate the changes in the next 10 to 30 years." She believes that China will maximize the road of green growth from continuous consumption of resources and material consumption. The traditional development paradigm is transformed into a new paradigm of carbon neutralization, and technology will be the core starting point and play a key role in the process.

Public data shows that the current size of China's car track market has reached 8.6 trillion, which is almost 5 times the mobile track, accounting for 7%of China's GDP.The driving of the new energy industry will account for more than 15%in GDP in the future. This huge market may accommodate companies with more 100 billion market value.Daily Economic News

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