“零公里”二手车，中东有资金盘狂囤货

Core Viewpoint - The Chinese used car export market is shifting from "zero kilometer" vehicles to "long kilometer" vehicles due to international policy changes and market demands, with a focus on sustainable and quality-driven growth in the industry [1][6][8]. Group 1: Market Trends - The export volume of used cars from China has surged from approximately 3,000 units in 2019 to 436,000 units in 2024 [1]. - "Zero kilometer" used cars, which are essentially new cars sold at a discount, have become a popular choice for dealers looking to boost sales and profits [1][3]. - However, the rise of "zero kilometer" exports has led to market disruptions, affecting the normal trade of new and used cars and raising concerns about the competitive image of Chinese automotive brands abroad [1][4]. Group 2: Regulatory Environment - The Ministry of Commerce announced that it will implement regulations and procedures for used car exports starting February 2024, aiming to ensure quality and safety for overseas consumers [2]. - The government is expected to continue guiding the used car export sector to promote healthy and orderly development [2]. Group 3: Industry Challenges - The competitive landscape for used cars in China is intensifying, with over 50% of new car dealers currently operating at a loss, leading them to collaborate with used car exporters to alleviate financial pressures [4]. - The "zero kilometer" export model has been criticized for creating a "grey" market where cars are hoarded and sold at inflated prices, further squeezing the margins of compliant dealers [4]. Group 4: Future Directions - The industry is moving towards "long kilometer" used cars, which are better suited to meet international market demands for quality and practicality [6][7]. - "Long kilometer" vehicles are characterized by their adaptability to international standards and are seen as the key to unlocking global market potential [6][7]. - Industry leaders believe that with a strategic approach, "long kilometer" used cars could dominate the export market, potentially capturing 50% of the global share within a decade, equating to 5 million units [8].