节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
盖世汽车获悉，7月8日，乘联分会秘书长崔东树在月度销量分析会上，对当前国内新能源车大型化趋势直言不讳，表示“新能源车辆大型化趋势‘极其不好’。” 这一表态直指当下中国新能源汽车市场愈演愈烈的大型化趋势。近两年来，一众新能源品牌密集布局大五座、大六座等大型新能源产品，国内大型SUV细分市场持续火爆。然而，在市场热闹表象下，崔东树看到的却是深层次隐忧。
在崔东树看来，这一趋势背后存在严重的制度性缺陷。过去，传统车企对开发大型燃油SUV态度相对谨慎，主要受排量税收约束——大排量车型需缴纳更高税费；而当前新能源车无论车身重量、动力性能Ŧ..税收标准均保持一致，无法有效抑制车辆大型化和动力过剩倾向。
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