Recently, the automotive industry has experienced significant policy changes. Relevant departments announced a reduction in the tax threshold for luxury cars from 1.3 million yuan to 900,000 yuan, while also including new energy vehicles in the tax scope. This initiative has sparked widespread attention and discussion in the market.

According to the data, the sales of luxury cars priced over 1.017 million yuan in the first half of this year amounted to 37,000 units, a nearly 50% decrease year-on-year. Considering that 90% are traditional fuel vehicles, this policy adjustment mainly affects traditional luxury brands such as Mercedes-Benz, Land Rover, and Porsche.

It is worth noting that some new energy vehicle companies will also be affected. For example, BYD's Yangwang U8, with a starting price of 1.098 million yuan, will be included in the tax range. On the other hand, JAC Motors' Zun Jie S800, starting at 708,000 yuan, just avoids the tax threshold, which may explain the reason for JAC Motors' stock hitting the limit up that day. At the same time, the Zun Jie S800 saw over 6,500 units booked in its first month of launch, demonstrating strong market performance.

However, from an investment perspective, the complete vehicle manufacturing industry still faces challenges. It is not easy for large automobile companies to achieve transformation. For example, although the Shangjie model, developed in cooperation with the HarmonyOS, is expected to launch in the third quarter with strong competitiveness, it remains to be seen whether SAIC Motor Corporation can turn the situation around.

In the photovoltaic industry, the latest quotes from the Silicon Industry Association show that the average transaction price for multi-crystalline silicon N-type re-investment material this week is 41,700 yuan/ton, a slight increase compared to the previous week. This data reflects the subtle changes in the upstream raw material market of the photovoltaic industry chain.

Overall, the automotive industry is undergoing a profound transformation. New energy vehicle companies are reshaping the market landscape, while traditional luxury brands face new challenges. Meanwhile, the photovoltaic and other new energy industries are also continuing to develop, and the entire new energy sector is showing a complex and dynamic development trend.