广州——中国正在削减与电动汽车相关的激励措施，已于九月恢复对锂离子电池的消费税，并计划在2028年结束车辆购置税减免。
GUANGZHOU -- China is scaling back incentives related to electric vehicles, having reinstated the consumption tax on lithium-ion batteries in September and planning to end vehicle purchase tax exemptions in 2028.
随着国内需求低迷抑制了增长前景，汽车制造商若无法将成本转嫁给消费者，将不得不自行承担此前由激励政策覆盖的费用。这可能引发中国汽车格局的重组。
As the country's demand slump dims the growth outlook, automakers will have to absorb the costs once covered by incentives if they are unable to pass them on to customers. This could spark a reshuffling of China's automotive landscape.
七月，中国当局表示，新能源汽车（包括电动汽车和插电式混合动力车）所使用的锂离子电池将再次征收2%的消费税，生效日期为9月1日。税率将在2027年9月上调至4%。
In July, Chinese authorities said lithium-ion batteries used in new energy vehicles -- which include EVs and plug-in hybrids -- would become subject to a 2% consumption tax once again, effective Sept. 1. The rate rises to 4% in September 2027.
钠离子电池和固态电池等更新类别尚未得到广泛应用。北京计划继续对这些电池给予税收优惠，将研发支持转向前沿技术。
Newer categories such as sodium-ion and solid-state batteries have yet to see widespread uptake. Beijing plans to continue tax breaks for these batteries, shifting development support to the cutting-edge technologies.
2015年引入的锂离子电池税收减免，使其免征4%的消费税。中国旨在支持新能源汽车产业的发展。
Tax breaks for lithium-ion batteries were introduced in 2015, making them exempt from the 4% consumption tax. China aimed to support development of the new energy vehicle industry.
这是11年来政策的首次变动。许多公司被认为可能将成本转嫁给消费者。电池制造商EVE Energy计划将2%的税费加到其电池的销售价格上，媒体报道。
This marks the first change to the policy in 11 years. Many companies are considered likely to pass on the cost to customers. Battery maker EVE Energy plans to add the 2% tax to the sales price for its batteries, Chinese media report.
电动汽车电池出口商的补贴也在四月从9%降至6%，并将于一月全部取消。
Rebates for EV battery exporters also were reduced in April to 6% from 9%, and will be eliminated altogether in January.
根据行业机构的数据，2025年中国在新能源汽车销量（包括出口）方面全球排名第一，连续第11年保持领先。新能源汽车占中国全部新车销量的48%，较2020年的5%大幅跃升。
China ranked first globally in 2025 for new energy vehicle sales, including exports, for the 11th year running, according to an industry body. New energy vehicles accounted for 48% of all Chinese new-vehicle sales, a rapid jump from 5% in 2020.
政府支持与快速市场增长使制造商竞争异常激烈，推出了众多新车型。激励政策的调整表明北京希望在市场已相对成熟的情况下鼓励独立增长。
Government support and rapid market growth have made manufacturers hypercompetitive, releasing many new models. The changes to incentives suggest Beijing wants to encourage independent growth now that the market is somewhat established.
当局还计划取消对新车购买的税收优惠，这将直接影响汽车价格。2014年至2025年底期间，购买新能源汽车可享受10%的税收减免；但从2026年1月起，新能源汽车的税率上升至5%。到2028年1月，新能源汽车的税率将恢复为10%，与内燃机汽车的税率相同。
Authorities also plan to eliminate tax breaks on new-vehicle purchases, directly impacting prices. From 2014 through the end of 2025, the 10% tax on new-vehicle purchases was waived completely for new energy vehicles. But since January, such purchases have been taxed at 5%. In January 2028, the rate increases to 10%, the same as for internal-combustion-engine vehicles.
这些税收措施将推高消费者价格。再加上中国房地产市场低迷导致的消费支出下降，税收优惠的减少已成为国内新能源汽车销售的阻碍——2026年上半年，新能源汽车的销量同比下降了10%。
These taxes will boost consumer prices. Combined with the decline in consumer spending amid China's real estate slump, reduced incentives have become a headwind for domestic new energy vehicle sales, which fell 10% on the year in the first half of 2026.
税收优惠的减少（包括对电池产业的优惠）很可能会影响整个供应链。
The reduced incentives, including for batteries, are likely to affect the supply chain.
“这些变化对那些处于行业领先地位的竞争者来说是一个竞争优势，”一家大型电池制造商—— Contemporary Amperex Technology Co. Ltd. 的高管表示。
"The changes are a competitive advantage for the top competitors," said an executive at major battery maker Contemporary Amperex Technology Co. Ltd.