都市车界|“零公里二手车”乱象面临崩盘 工信部拟推新车转售禁令

Core Viewpoint - The proposed policy by the Ministry of Industry and Information Technology (MIIT) to ban the transfer of new cars within six months of registration has sparked significant discussion in the automotive industry, aiming to address the "zero-kilometer used car" phenomenon and its implications for market ecology, consumer rights, and the automotive supply chain [1][2][6] Group 1: Industry Issues - The "zero-kilometer used car" refers to new cars that are quickly resold after registration, often with very low mileage, creating a gray market that undermines the integrity of the automotive market [2][4] - Data from the China Automobile Circulation Association indicates that in 2024, 12.7% of the used car market consists of "quasi-new cars" that were registered for less than three months and have mileage under 50 kilometers, with over 60% being electric vehicles [2] - The phenomenon has been described as a "cancer" in the industry, revealing deeper issues such as false prosperity among automakers, pressure on dealers to meet sales targets, and opportunistic practices by scalpers [4][6] Group 2: Market Dynamics - The gray market for "zero-kilometer used cars" operates through three main models: export arbitrage, automaker volume manipulation, and dealer performance boosting, each contributing to market distortions [4][6] - If the ban on the resale of new cars within six months is implemented, small platforms relying on this business model may face existential threats, while larger platforms could expand their market share and push for industry standardization [6][7] - The policy could expose inflated sales figures maintained by some automakers through scalpers, leading to a necessary adjustment in production strategies focused on product competitiveness [7] Group 3: Consumer Impact - The proposed policy may initially exacerbate new car price inflation, particularly for popular models, but ultimately aims to eliminate low-price traps and protect consumer rights [8][9] - Consumers are advised to be cautious when purchasing vehicles, prioritizing compliance and transparency in sourcing to avoid potential pitfalls associated with "zero-kilometer used cars" [9] - The implementation of the policy could create new opportunities in the used electric vehicle market, enhancing their value retention and acceptance as warranty systems improve [9]