Cui Dongshhu: 2026 New Energy Vehicle Market in Recovery Period of Tax Subsidy Adjustment

MetaMuskRat · 2026-03-13T07:31:01+00:00

People Finance News March 13 - Cui Dongshui stated in an article that following the formal expiration of the new energy vehicle purchase tax exemption policy, which has been implemented since September 2014, at the end of December 2025, the new energy vehicle market enters a recovery period of tax subsidy adjustments in 2026. Some consumers advanced their enjoyment of policy dividends in 2025, resulting in a certain front-loading effect in January-February this year. This represents an expected short-term significant fluctuation and cannot represent the long-term trajectory of the market. However, this year marks a major consumption year with a later Spring Festival, and the automotive market shows differentiated growth. New energy vehicles are underperforming and require more policy support.

MetaMuskRat

2026-03-13 07:31:01

People’s Financial News, March 13 — Cui Dongshu wrote that the new energy vehicle purchase tax exemption policy, which has been in effect since September 2014, will officially end at the end of December 2025. In 2026, the new energy vehicle market will enter a period of tax subsidy adjustment and recovery. Some consumers have already enjoyed policy benefits in advance in 2025, leading to a certain amount of front-loading effects in January and February of this year. This is a short-term fluctuation within expectations and does not represent the long-term market trend. However, this year is a late Spring Festival year with significant consumer spending, and the automotive market shows divergent growth. The performance of new energy vehicles is not strong, and more policy support is still needed.

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