智通财经APP获悉，汽车股集体走低，截至发稿，小鹏集团-W(09868)跌4.16%，报36.88港元；理想汽车-W(02015)跌2.00%，报44港元；长城汽车(02333)跌1.54%，报7.055港元。
消息面上，财政部、税务总局公告，自2027年4月1日起，将新能源汽车的增值税出口退税率由13%下调至9%。乘联分会负责人崔东树表示，此次新能源汽车出口退税率由13%下调至9%，预留较长缓冲期，属于预期内的结构性政策优化，消费税退税政策保持不变，并非全面收紧出口支持。
“短期来看，4个百分点的退税率下调将抬升出口成本，低毛利平价车型承压较大，行业分化加剧。”根据崔东树判断，尽管短期给行业带来挑战，但我国新能源车出口增长根基是产业链、三电与智能化构成的体系竞争力，并非退税红利，出口大盘的增长趋势不会逆转。
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