2026年1月1日正式实施！纯电动乘用车出口设“许可门槛” 专家：将重构出口秩序 助力出口提质升级

Core Viewpoint - The announcement by the Ministry of Commerce and other regulatory bodies marks a shift in China's electric vehicle (EV) export strategy from a focus on scale to prioritizing quality, implementing an export licensing system for pure electric passenger vehicles starting January 1, 2026 [1][4][6]. Group 1: Export Licensing System - The new export licensing system requires all pure electric passenger vehicles to obtain export licenses from the Ministry of Commerce or its authorized agencies, with non-compliance leading to export bans [4][6]. - Only automotive manufacturers and their authorized entities can apply for export licenses, and they can only export vehicles under their own brand [4][6]. Group 2: Current Export Trends - In the first seven months of 2025, China's export of new energy passenger vehicles reached 1.199 million units, a year-on-year increase of 57.1% [6]. - Despite rapid growth, issues such as the export of "0-kilometer used cars" as new vehicles have emerged, damaging China's automotive reputation internationally [6]. Group 3: Historical Context and Lessons - The announcement is rooted in historical lessons from the motorcycle industry, which faced a decline due to low-quality exports and lack of standards, highlighting the importance of quality control in maintaining long-term competitiveness [6][8]. - The licensing system aims to prevent low-quality exports and ensure that only companies with robust overseas service capabilities can participate in the export market [7][8]. Group 4: Impact on Industry Dynamics - The implementation of the export licensing system is expected to enhance the market order, allowing well-established companies to thrive while potentially eliminating those lacking compliance and operational capabilities [8]. - The announcement is anticipated to strengthen brand responsibility, improve service levels, and curb price competition, fostering a healthier export ecosystem for China's electric vehicles [8].