EVENT DOSSIER
As of September 2026, despite the gradual reduction of national subsidies for new energy vehicles, the Chinese new energy vehicle market continued to grow strongly. Relevant reports indicate that, in an environment where policy incentives are weakening, some leading brands continue to dominate the market and remain at the top of sales rankings due to their product strength and technological innovation.
在补贴退坡背景下，新能源汽车销量持续领跑。比亚迪 8 月交付超 44 万辆、海外超 18 万辆；零跑全球交付 103129 台，同比增长 80.7%；鸿蒙智行交付 42101 台，极氪交付 36981 辆。尽管购置税优惠调整及车船税、消费税等政策自 2027 年起逐步退出，但新能源汽车渗透率已超 50%，7 月突破 60%。头部车企凭借智能座舱、智能驾驶等技术迭代及供应链整合能力消化成本压力，证明其增长源于真实产品力与市场需求。优惠退坡将加速行业优胜劣汰，具备技术、成本及品牌实力的优质车企有望持续受益。