中国新能源车出口退税红利消减 专家称有助缓和贸易摩擦

中国财政部和税务总局宣布下调新能源汽车增值税出口退税率，从13%下调至9%，该政策将自2027年4月1日起实施1。与此同时，新能源车出口消费税退税政策保持不变1。

根据数据，中国新能源车市场呈现冰火两重天的局面。9月国内零售销量为108.4万辆，同比下降16.7%，而出口量则达到55.8万辆，同比增长163.5%1。乘联分会负责人崔东树表示，退税率下调4个百分点对低端薄利车型冲击最大1。中国汽车流通协会专家李颜伟认为，这项政策调整有助于缓和外部贸易摩擦1。

China's Ministry of Finance and State Administration of Taxation have reduced the value-added tax export rebate rate for new energy vehicles from 13% to 9%, effective April 1, 2027 1. The adjustment maintains the existing consumption tax rebate policy for new energy vehicles unchanged 1.

The policy shift comes amid robust export growth in the sector. China's new energy vehicle exports reached 558,000 units in September, representing a year-over-year increase of 163.5%, while domestic retail sales declined 16.7% to 1.084 million units during the same period 1. Industry analysts view the rebate reduction as a measure to restrain low-cost competition and ease international trade frictions. According to Cui Dongshù, director of the China Passenger Car Association, the four-percentage-point cut in the rebate rate will disproportionately impact low-end, thin-margin vehicle models 1. Li Yanwei, an expert from the China Automobile Dealers Association, stated that the policy adjustment is conducive to easing external trade tensions 1.