节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
6月18日，工业和信息化部、商务部等五部门联合发布通知，2026年新能源汽车下乡活动正式启动，主题为“绿色、低碳、智能、安全——智行千县万镇，绿惠乡村万家”。
与往届相比，本次活动覆盖面更广、配套服务更全，并首次明确以“不受补贴资格数量限制”的方式推进以旧换新，旨在深度激活下沉市场消费潜力。作为活动的核心看点，2026年汽车下乡车型目录同步公布，共包含155款车型，不仅涵盖一汽红旗、比亚迪、广汽埃安等传统品牌主力车型，也首次纳入小米SU7、特斯拉Model 3等新势力及外资热门车型，显著拓宽乡村消费者选择空间。
目录车型覆盖经济型代步车À..“不受补贴资格数量限制”，有效降低农村家庭升级换购门槛。
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